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Information
Ventas, Inc. (NYSE:VTR) (the "Company") announced today the tax treatment of its 2025 distributions on the Company's common stock. For income tax purposes, total taxable dividend income for 2025 was $1.89 per share.
Original sourceAI Summary
Ventas has disclosed its 2025 taxable dividend income at $1.89 per share, which includes a $0.45 dividend from Q4 2024. This news is important for investors as it provides clarity on tax implications, and could influence shareholder sentiment positively.
Sentiment Rationale
The clarity on dividend can enhance VTR's attractiveness to income investors, similar to past scenarios where clear dividend communication led to stock price appreciation.
Trading Thesis
Consider buying VTR for potential short-term gains after dividend announcement clarity.
Market-Moving
- Assessment of VTR's dividend tax treatment may drive investor buying interest.
- The announced dividend will affect VTR's attractiveness to income-focused investors.
- Updates on dividend rates can impact stock performance ahead of payment dates.
Key Facts
- Ventas announced its 2025 dividend tax treatment today.
- Total taxable income for 2025 dividends is $1.89 per share.
- Fourth quarter 2024 dividend of $0.45 was declared and paid.
- Tax details include various classifications affecting investor reporting.
- Ventas supports a growing aging population with extensive properties.
Companies Mentioned
- Ventas, Inc. (VTR): Significant dividend announcement could enhance its investment appeal.
Corporate Developments
This news falls under 'Corporate Developments' as it relates to Ventas' strategic financial decisions impacting shareholder returns. Clarity on dividend taxation and distribution helps investors make informed decisions, especially in a REIT context.
Ventas, Inc. (NYSE:VTR) (the "Company") announced today the tax treatment of its 2025 distributions on the Company's common stock.
For income tax purposes, total taxable dividend income for 2025 was $1.89 per share. This includes the Company's fourth quarter 2024 dividend of $0.45 per share, which was declared on December 10, 2024, and was paid on January 16, 2025, to stockholders of record as of December 31, 2024.
The following table summarizes the nature of these cash distributions and provides the appropriate Form 1099-DIV box number:
Date Paid |
2025 Taxable Distribution |
Box 1a
|
Box 1b
Box 1a) |
Box 5 199A Dividend (Included in Box 1a) |
Box 2a Capital Gain Distr. |
Box 3 Nondividend Distribution |
Jan. 16, 2025 |
$0.450000 |
$0.430414 |
$0.027159 |
$0.403255 |
$0.000000 |
$0.019586 |
Apr. 17, 2025 |
$0.480000 |
$0.459109 |
$0.028970 |
$0.430139 |
$0.000000 |
$0.020891 |
July 17, 2025 |
$0.480000 |
$0.459109 |
$0.028970 |
$0.430139 |
$0.000000 |
$0.020891 |
Oct. 16, 2025 |
$0.480000 |
$0.459109 |
$0.028970 |
$0.430139 |
$0.000000 |
$0.020891 |
Total Taxable 2025 Distr. |
$1.890000 |
$1.807741 |
$0.114069 |
$1.693672 |
$0.000000 |
$0.082259 |
The 2025 Non-Qualified Ordinary Dividends are also reported on Form 1099-DIV, Box 5, Section 199A Dividends. Treasury Regulation §1.199A-3(c)(2)(ii) requires that shareholders hold their REIT shares for at least 45 days in order for the dividends to be treated as Section 199A Dividends. Pursuant to Treasury Regulation §1.1061-6(c), the Company reports that for purposes of Section 1061 of the Internal Revenue Code, the One Year Amounts Disclosure and the Three-Year Amounts Disclosure are $0.00 with respect to direct and indirect holders of "applicable partnership interests." For shareholders whose income maintains its character when passed through or distributed to direct or indirect foreign owners or beneficiaries, the amounts reported on Form 1099-DIV, Box 2f, Section 897 Capital Gain are $0.00. Stockholders are encouraged to consult their own tax advisors regarding the tax consequences of these distributions.
About Ventas
Ventas, Inc. (NYSE:VTR) is an S&P 500 company enabling exceptional environments that benefit a large and growing aging population. With approximately 1,400 properties in North America and the United Kingdom, Ventas occupies an essential role in the longevity economy. The Company's growth is fueled by its more than 850 senior housing communities, which provide valuable services to residents and enable them to thrive in supported environments. Ventas aims to deliver outsized performance by leveraging its operational expertise, data-driven insights from its Ventas OI TM platform, extensive relationships and strong financial position. The Ventas portfolio also includes outpatient medical buildings, research centers and healthcare facilities. Ventas's seasoned team of talented professionals shares a commitment to excellence, integrity and a common purpose of helping people live longer, healthier, happier lives.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260120286141/en/
BJ Grant
(877) 4-VENTAS