Exhibit 1.1

 

Ventas, Inc.

 

Common Stock 

($0.25 par value)

 

AMENDMENT NO. 2 TO 

ATM SALES AGREEMENT

 

February 9, 2026

 

BofA Securities, Inc. 

BBVA Securities Inc. 

BNP Paribas Securities Corp. 

BNY Mellon Capital Markets, LLC 

Citigroup Global Markets Inc. 

Credit Agricole Securities (USA) Inc. 

Jefferies LLC 

J.P. Morgan Securities LLC 

M&T Securities, Inc. 

Mizuho Securities USA LLC 

Morgan Stanley & Co. LLC 

MUFG Securities Americas Inc. 

RBC Capital Markets, LLC 

Scotia Capital (USA) Inc. 

TD Securities (USA) LLC 

Truist Securities, Inc. 

UBS Securities LLC 

Wells Fargo Securities, LLC 

 

c/o BofA Securities, Inc. 

One Bryant Park 

New York, New York 10036 

 

As Agents and/or Forward Sellers

 

Bank of America, N.A. 

One Bryant Park 

New York, New York 10036 

 

Banco Bilbao Vizcaya Argentaria, S.A. 

Ciudad BBVA, Calle Sauceda nº 28 

Edificio Oceania, Planta 1ª 

Madrid 28050 

  

BNP PARIBAS 

787 Seventh Ave 

New York, New York 10019 

 

 

 

 

Citibank, N.A. 

388 Greenwich Street 

New York, New York 10013 

 

Crédit Agricole Corporate and Investment Bank 

c/o Credit Agricole Securities (USA) Inc., as agent 

1301 Avenue of the Americas 

New York, New York 10019 

 

Jefferies LLC 

520 Madison Avenue 

New York, New York 10022 

 

JPMorgan Chase Bank, National Association 

270 Park Avenue 

New York, New York 10017 

 

Mizuho Markets Americas LLC 

c/o Mizuho Securities USA LLC, as agent 

1271 Avenue of the Americas 

New York, New York 10020 

 

Morgan Stanley & Co. LLC 

1585 Broadway, 4th Floor 

New York, New York 10036 

 

MUFG Securities EMEA plc 

Ropemaker Place 

25 Ropemaker Street 

London EC2Y 9AJ, United Kingdom 

 

Royal Bank of Canada 

Brookfield Place 

200 Vesey Street 

New York, New York 10281 

 

The Bank of New York Mellon 

240 Greenwich Street, 3rd Floor 

New York, New York 10286 

 

 

 

 

The Bank of Nova Scotia 

44 King Street West 

Toronto, Ontario M5H 1H1 Canada 

 

c/o Scotia Capital (USA) Inc. 

250 Vesey Street 

24th Floor 

New York, New York 10281 

 

The Toronto-Dominion Bank 

c/o TD Securities (USA) LLC, as agent 

1 Vanderbilt Avenue 

New York, NY 10017 

 

Truist Bank 

50 Hudson Yards, 70th Floor 

New York, NY 10001 

 

UBS AG London Branch 

5 Broadgate 

London EC2M 2QS, United Kingdom 

 

Wells Fargo Bank, National Association 

500 West 33rd Street 

14th Floor 

New York, New York 10001 

 

As Forward Purchasers

 

Ladies and Gentlemen:

 

This Amendment No. 2 (this “Amendment”) to the Sales Agreement (as defined below) is entered into as of the date first written above (the “Effective Date”) by Ventas, Inc., a Delaware corporation (the “Company”), and BofA Securities, Inc., BBVA Securities Inc., BNP Paribas Securities Corp., BNY Mellon Capital Markets, LLC, Citigroup Global Markets Inc., Credit Agricole Securities (USA) Inc., Jefferies LLC, J.P. Morgan Securities LLC, M&T Securities, Inc., Mizuho Securities USA LLC, Morgan Stanley & Co. LLC, MUFG Securities Americas Inc., RBC Capital Markets, LLC, Scotia Capital (USA) Inc., TD Securities (USA) LLC, Truist Securities, Inc., UBS Securities LLC and Wells Fargo Securities, LLC, each as sales agent and/or principal and/or forward seller (in any such capacity, each an “Agent” and collectively, the “Agents”), and Bank of America, N.A., Banco Bilbao Vizcaya Argentaria, S.A., BNP PARIBAS, Citibank, N.A. (or an affiliate thereof), Crédit Agricole Corporate and Investment Bank, Jefferies LLC, JPMorgan Chase Bank, National Association, Mizuho Markets Americas LLC, Morgan Stanley & Co. LLC, MUFG Securities EMEA plc, Royal Bank of Canada, The Bank of New York Mellon, The Bank of Nova Scotia, The Toronto-Dominion Bank, Truist Bank, UBS AG London Branch and Wells Fargo Bank, National Association, each as forward purchaser (in such capacity, each a “Forward Purchaser” and collectively, the “Forward Purchasers”), in order to amend that certain ATM Sales Agreement, dated September 18, 2024, as amended by that certain Amendment No. 1 to ATM Sales Agreement, dated June 13, 2025 (collectively, the “Sales Agreement”), relating to the offer and sale of the Company’s common stock from time to time through any of the Agents or Forward Purchasers.

 

 

 

 

The parties wish to amend the Sales Agreement through this Amendment to make certain changes to the Sales Agreement, including (i) increasing the aggregate gross sales price of Shares that may be sold by the Company under the Sales Agreement and (ii) adding M&T Securities, Inc., as an additional Agent to the Sales Agreement.

 

Section 1. Definitions. Unless otherwise specified herein, capitalized terms used in this Amendment and not otherwise defined shall have the meanings assigned to such terms in the Sales Agreement.

 

Section 2. Representation and Warranty. The Company represents and warrants to each Agent and Forward Purchaser that this Amendment has been duly authorized, executed and delivered by, and is a valid and binding agreement of, the Company.

 

Section 3. Amendments to the Sales Agreement.

 

(a) On and after the Effective Date, the references to “Prospectus Supplement” shall refer to the prospectus supplement relating to the offering and sale of the Shares filed by the Company with the Commission pursuant to Rule 424(b) on the date hereof, in the form furnished by the Company to the Agents and Forward Purchasers in connection with the offering of the Shares, as amended by the prospectus supplement filed most recently with the Commission in accordance with Section 3(b), 3(c) or 3(n) of the Sales Agreement, as the case may be, including the documents incorporated or deemed to be incorporated by reference therein pursuant to Item 12 of Form S-3 under the Securities Act.

 

(b) On and after the Effective Date, the Company shall have $2,500,000,000 aggregate gross sales price of Shares available for issuance under the Sales Agreement, exclusive of any prior issuances before the Effective Date and all references to $2,250,000,000 in the Sales Agreement shall mean $2,500,000,000.

 

(c)  On and after the Effective Date, M&T Securities, Inc. is hereby added as a party to the Sales Agreement in the capacity of “Agent” only. M&T Securities, Inc. shall not act as a forward seller under the Sales Agreement. All references to “Agent” and “Agents” in the Sales Agreement are hereby amended to include M&T Securities, Inc., mutatis mutandis, except that references to “Agent” in the context of forward sale transactions shall exclude M&T Securities, Inc.

 

(d)  On and after the Effective Date, Section 10 of the Sales Agreement is hereby amended to add the following text:

 

M&T Securities, Inc., 1 Light Street, 17th Floor, Baltimore, MD 21202, Attention: MTSyndicate, email: mtsyndicate@mtb.com.

 

 

 

 

(e)  On and after the Effective Date, Section 10 of the Sales Agreement is hereby amended to add the bold, underlined text (indicated textually in the same manner, as the following example: underlined text) and to remove the bold, strikethrough text (indicated textually in the same manner, as the following example: strikethrough text):

 

Agent and Forward Seller 

J.P. Morgan Securities LLC 

383 Madison Avenue 

6th floor 

New York, New York 10179 

270 Park Avenue 

New York, New York 10017 

Attention: Sanjeet Dewal 

Facsimile: (212) 622-8783 

Email: sanjeet.s.dewal@jpmorgan.com

 

Forward Purchaser 

JPMorgan Chase Bank, National Association, EDG Marketing Support 

383 Madison Avenue 

New York, New York 10179 

270 Park Avenue 

New York, New York 10017 

Email: edg_notices@jpmorgan.comedg_ny_corporate_sales_support@jpmorgan.com 

Copy to: Sanjeet Dewal 

Email: sanjeet.s.dewal@jpmorgan.com

 

Agent and Forward Seller 

Truist Securities, Inc. 

333 Peachtree Road NE, 11th Floor 

Atlanta, Georgia 30326 

50 Hudson Yards, 70th Floor 

New York, NY 10001

 

Forward Purchaser 

Truist Bank 

333 Peachtree Road NE, 11th Floor 

Atlanta, Georgia 30326 

50 Hudson Yards, 70th Floor 

New York, NY 10001

 

 

 

 

(f)  All references to the Sales Agreement or in any other document executed or delivered in connection therewith shall, from the date hereof, be deemed a reference to the Sales Agreement as amended by this Amendment. Notwithstanding anything to the contrary contained herein, this Amendment shall not have any effect on offerings or sales of Shares prior to the Effective Date or on the terms of the Sales Agreement, and the rights and obligations of the parties thereunder, insofar as they relate to such offerings or sales, including, without limitation, the representations, warranties and agreements (including the indemnification and contribution provisions), as well as the definitions of “Prospectus Supplement” and “Prospectus” contained in the Sales Agreement prior to the Effective Date.

 

Section 4. Applicable Law. This Amendment and any claim, controversy or dispute arising hereunder or related hereto shall be governed by, and construed in accordance with, the laws of the State of New York without regard to its choice of law provisions.

 

Section 5. Entire Agreement. The Sales Agreement, as amended by this Amendment, represents the entire agreement among the parties hereto with respect to the subject matter thereof and hereof and supersedes all prior and contemporaneous agreements, understandings, inducements and conditions, express or implied, oral or written, of any nature whatsoever with respect to the subject matter hereof. Except as set forth in this Amendment or as further amended hereby, all of the terms of the Sales Agreement shall remain in full force and effect and are hereby confirmed in all respects.

 

Section 6. Headings. The Section headings herein are for convenience only and shall not affect the construction hereof.

 

Section 7. Counterparts. This Amendment may be executed in any number of counterparts, each of which shall be deemed to be an original, but all such counterparts shall together constitute one and the same Amendment. Counterparts may be delivered via facsimile, electronic mail (including any electronic signature covered by the U.S. federal ESIGN Act of 2000, Uniform Electronic Transactions Act, the Electronic Signatures and Records Act or other applicable law, e.g., www.docusign.com) or other transmission method and any counterpart so delivered shall be deemed to have been duly and validly delivered and be valid and effective for all purposes.

 

[Signature Pages Follow]

 

 

 

 

If the foregoing is in accordance with your understanding of our agreement, please sign and return to the Company a counterpart hereof, whereupon this instrument, along with all counterparts, will become a binding agreement by and among the Agents, the Forward Purchasers and the Company in accordance with its terms.

 

    Very truly yours,
     
    VENTAS, INC.
     
     
  By: /s/ Robert F. Probst
    Name: Robert F. Probst
    Title: Executive Vice President and Chief Financial Officer

 

 

 

 

Accepted as of the date hereof:

 

BofA Securities, Inc. 

As Agent And Forward Seller

 

By:

/s/ Gray Hampton

 
  Name: Gray Hampton  
  Title: Vice Chairman  

 

BBVA SECURITIES INC. 

As Agent And Forward Seller

 

By:

/s/ Shehzad Khan

 
  Name: Shehzad Khan  
  Title: Managing Director  

 

BNP PARIBAS SECURITIES CORP. 

As Agent And Forward Seller

 

By:

/s/ Robert McDonald

 
  Name: Robert McDonald  
  Title: Managing Director  

 

BNY MELLON CAPITAL MARKETS, LLC 

As Agent And Forward Seller

 

By: /s/ Dan Klinger  
  Name: Dan Klinger  
  Title: Managing Director  

 

Citigroup Global Markets Inc. 

As Agent And Forward Seller

 

By:

/s/ Scott Shelly

 
  Name: Scott Shelly  
  Title: Vice President  

 

 

 

 

Credit Agricole Securities (USA) Inc. 

As Agent And Forward Seller

 

By: /s/ Jean-Marc Nguyen  
  Name: Jean-Marc Nguyen  
  Title: Managing Director  
     
By: /s/ Douglas Cheng  
  Name: Douglas Cheng  
  Title: Managing Director  

 

JEFFERIES LLC 

As Agent And Forward Seller

 

By: /s/ Christopher Allred  
  Name: Christopher Allred  
  Title: Managing Director  

 

J.P. Morgan Securities LLC 

As Agent And Forward Seller

 

By: /s/ Sanjeet Dewal  
  Name: Sanjeet Dewal  
  Title: Managing Director  

 

M&T Securities, Inc. 

As Agent

 

By: /s/ Rachel Jennings  
  Name: Rachel Jennings  
  Title: Managing Director  

 

mizuho securities usa llc 

As Agent And Forward Seller

 

By: /s/ Ivana Rupcic-Hulin  
  Name: Ivana Rupcic-Hulin  
  Title: Managing Director  

 

 

 

 

Morgan Stanley & Co. LLC 

As Agent and Forward Seller

 

By: /s/ Andres Altamirano  
  Name: Andres Altamirano  
  Title: Vice President  

 

MUFG Securities Americas Inc. 

As Agent And Forward Seller

 

By: /s/ Geoffrey Paul  
  Name: Geoffrey Paul  
  Title: Managing Director  

 

RBC Capital Markets, LLC 

As Agent And Forward Seller

 

By: /s/ Asad Kazim  
  Name: Asad Kazim  
  Title: Managing Director  

 

Scotia capital (usa) inc. 

As Agent And Forward Seller

 

By: /s/ Tim Mann  
  Name: Tim Mann  
  Title: Managing Director  

 

td securities (usa) llc 

As Agent And Forward Seller

 

By: /s/ Adriano Pierroz  
  Name: Adriano Pierroz  
  Title: Director  

 

TRUIST SECURITIES, INC. 

As Agent And Forward Seller

 

By: /s/ Geoffrey Fennel  
  Name: Geoffrey Fennel  
  Title: Director  

 

 

 

 

UBS Securities LLC 

As Agent And Forward Seller

 

By: /s/ Jess O’Neill  
  Name: Jess O’Neill  
  Title: Executive Director  
     

By:

/s/ Charles Heaney  
  Name: Charles Heaney  
  Title: Director  

 

Wells Fargo Securities, LLC 

As Agent And Forward Seller

 

By:

/s/ Rohit Mehta  
  Name: Rohit Mehta  
  Title: Managing Director  

 

 

 

 

BANK OF AMERICA, N.A. 

As Forward Purchaser

 

By: /s/ Jake Mendelsohn  
  Name: Jake Mendelsohn  
  Title: Managing Director  

 

BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 

As Forward Purchaser

 

By:

/s/ Luis Alarcon Gonalez

 
  Name: Luis Alarcon Gonalez  
  Title: Managing Director  

 

By:

/s/ Annabella Rutigilano

 
  Name: Annabella Rutigilano  
  Title: Executive Director  

 

BNP PARIBAS 

As Forward Purchaser

 

By:

/s/ Robert McDonald

 
  Name: Robert McDonald  
  Title: Managing Director  

 

By:

/s/ John Nunziata

 
  Name: John Nunziata  
  Title: Managing Director  

 

CITIBANK, N.A. 

As Forward Purchaser

 

By:

/s/ Eric Natelson

 
  Name: Eric Natelson  
  Title: Authorized Signatory  

 

 

 

 

Credit Agricole CORPORATE AND INVESTMENT BANK

As Forward Purchaser

 

By:

/s/ Jean-Marc Nguyen

 
  Name: Jean-Marc Nguyen  
  Title: Managing Director  

 

By:

/s/ Douglas Cheng

 
  Name: Douglas Cheng  
  Title: Managing Director  

 

JEFFERIES LLC

As Forward Purchaser

 

By:

/s/ Christopher Allred

 
  Name: Christopher Allred  
  Title: Managing Director  

 

JPMORGAN CHASE BANK, NATIONAL ASSOCIATION

As Forward Purchaser

 

By:

/s/ Sanjeet Dewal

 
  Name: Sanjeet Dewal  
  Title: Managing Director  

 

MIZUHO MARKETS AMERICAS LLC

As Forward Purchaser

 

By:

/s/ Matthew E. Chivaroli

 
  Name: Matthew E. Chivaroli  
  Title: Authorized Signatory  

 

MORGAN STANLEY & CO. LLC

As Forward Purchaser

 

By:

/s/ Ellen Weinstien

 
  Name: Ellen Weinstien  
  Title: Managing Director  

 

MUFG SECURITIES EMEA PLC

As Forward Purchaser

 

By:

/s/ Catherine Lucas

 
  Name: Catherine Lucas  
  Title: Authorized Signatory  

 

 

 

 

ROYAL BANK OF CANADA

As Forward Purchaser

 

By: /s/ Chris Amery  
  Name: : Chris Amery  
  Title: Managing Director  

 

THE BANK OF NEW YORK MELLON

As Forward Purchaser

 

By: /s/ Rob Lynch  
  Name: Rob Lynch  
  Title: Managing Director  

 

THE BANK OF NOVA SCOTIA

As Forward Purchaser

 

By: /s/ Tim Mann  
  Name: Tim Mann  
  Title: Managing Director  

 

THE TORONTO-DOMINION BANK

As Forward Purchaser

 

By: /s/ Christopher Obalde  
  Name: Christopher Obalde  
  Title: Authorized Signatory  

 

TRUIST BANK

As Forward Purchaser

 

By: /s/ Micheal Collins  
  Name: Micheal Collins  
  Title: Managing Director  

 

 

 

 

UBS AG LONDON BRANCH

As Forward Purchaser

 

By: /s/ Jesse O’Neill  
  Name: Jesse O’Neill  
  Title: Executive Director  
     

By:

/s/ Charles Heaney  
  Name: Charles Heaney  
  Title: Director  

 

WELLS FARGO BANK, NATIONAL ASSOCIATION

As Forward Purchaser

 

By: /s/ Kevin Brillhart  
  Name: Kevin Brillhart  
  Title: Managing Director