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Ventas price target lowered to $51 from $52 at BMO Capital

BMO Capital lowered the firm’s price target on Ventas to $51 from $52 but keeps an Outperform rating on the shares. Given a 40% decline in Kindred profitability since FY21 largely due to labor costs, a rent cut is possible, the analyst tells investors in a research note. The firm adds however that Ventas has an experienced management team with a high-quality diversified portfolio, and while a post-COVID recovery hasn’t been linear, BMO is bullish on senior housing with accelerating demographic driven demand and moderate supply.

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