Ventas, Inc. $VTR Stake Lessened by Ellevest Inc.

Ellevest Inc. lessened its holdings in Ventas, Inc. (NYSE:VTR) by 9.0% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 7,751 shares of the real estate investment trust’s stock after selling 764 shares during the period. Ellevest Inc.’s holdings in Ventas were worth $489,000 as of its most recent SEC filing.

Other large investors have also recently bought and sold shares of the company. Ethic Inc. grew its stake in shares of Ventas by 27.9% in the 1st quarter. Ethic Inc. now owns 66,748 shares of the real estate investment trust’s stock valued at $4,624,000 after buying an additional 14,568 shares in the last quarter. DAVENPORT & Co LLC bought a new position in Ventas during the first quarter valued at approximately $276,000. Nicola Wealth Management LTD. acquired a new stake in Ventas in the first quarter valued at approximately $1,169,000. Cbre Investment Management Listed Real Assets LLC grew its position in Ventas by 25.7% in the first quarter. Cbre Investment Management Listed Real Assets LLC now owns 376,973 shares of the real estate investment trust’s stock worth $25,921,000 after acquiring an additional 77,066 shares in the last quarter. Finally, Diamond Hill Capital Management Inc. bought a new stake in Ventas in the first quarter worth approximately $13,321,000. 94.18% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

VTR has been the subject of several analyst reports. Morgan Stanley lifted their price objective on shares of Ventas from $70.00 to $75.00 and gave the company an “equal weight” rating in a research note on Friday, August 15th. Scotiabank boosted their price target on Ventas from $72.00 to $74.00 and gave the stock a “sector perform” rating in a research report on Thursday, August 28th. UBS Group assumed coverage on Ventas in a research note on Friday, September 19th. They set a “neutral” rating and a $73.00 price target for the company. Wells Fargo & Company raised their price objective on Ventas from $77.00 to $80.00 and gave the company an “overweight” rating in a research note on Tuesday, October 21st. Finally, Weiss Ratings upgraded Ventas from a “hold (c+)” rating to a “buy (b-)” rating in a report on Friday, October 24th. One analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and three have given a Hold rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $76.08.

Insider Transactions at Ventas

In other news, CEO Peter J. Bulgarelli sold 2,554 shares of Ventas stock in a transaction that occurred on Wednesday, October 1st. The stock was sold at an average price of $70.26, for a total transaction of $179,444.04. Following the sale, the chief executive officer owned 116,488 shares of the company’s stock, valued at approximately $8,184,446.88. This trade represents a 2.15% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Debra A. Cafaro sold 20,644 shares of Ventas stock in a transaction on Monday, November 3rd. The stock was sold at an average price of $73.86, for a total transaction of $1,524,765.84. Following the sale, the chief executive officer owned 1,145,695 shares in the company, valued at $84,621,032.70. This represents a 1.77% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 583,061 shares of company stock worth $42,509,302. 1.00% of the stock is owned by company insiders.

Ventas Stock Performance

VTR opened at $75.05 on Thursday. The company has a quick ratio of 0.68, a current ratio of 0.68 and a debt-to-equity ratio of 1.13. The stock’s 50 day moving average price is $69.44 and its two-hundred day moving average price is $66.92. The firm has a market capitalization of $35.25 billion, a P/E ratio of 144.33, a price-to-earnings-growth ratio of 2.36 and a beta of 0.88. Ventas, Inc. has a 12-month low of $56.68 and a 12-month high of $75.62.

Ventas (NYSE:VTR) last announced its quarterly earnings data on Wednesday, October 29th. The real estate investment trust reported $0.88 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.87 by $0.01. The business had revenue of $1.49 billion for the quarter, compared to the consensus estimate of $1.44 billion. Ventas had a net margin of 4.28% and a return on equity of 2.10%. Ventas’s quarterly revenue was up 20.5% on a year-over-year basis. During the same quarter last year, the company posted $0.80 earnings per share. Ventas has set its FY 2025 guidance at 3.450-3.480 EPS. On average, equities analysts forecast that Ventas, Inc. will post 3.4 earnings per share for the current year.

Ventas Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Thursday, October 16th. Investors of record on Tuesday, September 30th were given a dividend of $0.48 per share. The ex-dividend date of this dividend was Tuesday, September 30th. This represents a $1.92 dividend on an annualized basis and a yield of 2.6%. Ventas’s dividend payout ratio (DPR) is 369.23%.

Ventas Profile

Ventas Inc (NYSE: VTR) is a leading S&P 500 real estate investment trust focused on delivering strong, sustainable shareholder returns by enabling exceptional environments that benefit a large and growing aging population. The Company's growth is fueled by its senior housing communities, which provide valuable services to residents and enable them to thrive in supported environments.