AHR

Kilroy Realty reported quarterly FFO of $0.88 per share, missing the consensus estimate of $0.89 and declining from $1.09 a year ago. While revenues slightly exceeded expectations at $271.6 million, the company received a Zacks Rank #3 (Hold) rating with mixed estimate revisions.

The stock has underperformed the S&P 500 by 21.2% year-to-date. American Healthcare REIT from the same industry is expected to report results on November 5 with stronger year-over-year growth anticipated.

American Healthcare REIT (AHR) is outperforming its Finance sector peers with a year-to-date return of 13.1% compared to the sector average of 3.2%. The stock holds a Zacks Rank #2 (Buy) with improving analyst sentiment, as consensus earnings estimates have increased 5.7% over the past three months. HCI Group is also highlighted as another Finance stock outperforming the sector.

Ventas (VTR) is set to report Q3 2026 results on October 27, with revenues projected to rise 18.3% and FFO per share up 11.4% year-over-year. Strong senior housing occupancy and long-term leases should support growth, but high interest expenses and declining triple-net rental income may weigh on results. The company has an Earnings ESP of +0.70% and Zacks Rank #3, suggesting a potential FFO beat.

AGNC Investment Corp. is expected to report Q3 2026 earnings of 39 cents per share (up 11.4% YoY) with net interest income projected at $428.4M (up 189.5% YoY). However, rising Treasury yields, mortgage spread volatility, and higher funding costs could pressure book value performance. Subdued refinancing activity may help contain prepayment rates and support NII, but the company's earnings model shows no conclusive beat prediction.