SCS Capital Management LLC Invests $13.79 Million in Ventas, Inc. $VTR

SCS Capital Management LLC bought a new stake in shares of Ventas, Inc. (NYSE:VTR) during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm bought 216,900 shares of the real estate investment trust’s stock, valued at approximately $13,788,000.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Ameritas Advisory Services LLC purchased a new position in Ventas during the second quarter valued at $33,000. Golden State Wealth Management LLC increased its stake in shares of Ventas by 52.7% during the second quarter. Golden State Wealth Management LLC now owns 536 shares of the real estate investment trust’s stock worth $34,000 after purchasing an additional 185 shares in the last quarter. Elevation Point Wealth Partners LLC acquired a new position in shares of Ventas during the 2nd quarter worth about $35,000. Zions Bancorporation National Association UT acquired a new position in shares of Ventas during the 1st quarter worth about $41,000. Finally, IFP Advisors Inc lifted its stake in Ventas by 61.3% in the 2nd quarter. IFP Advisors Inc now owns 974 shares of the real estate investment trust’s stock valued at $62,000 after buying an additional 370 shares in the last quarter. Hedge funds and other institutional investors own 94.18% of the company’s stock.

Insider Buying and Selling at Ventas

In other news, CEO Peter J. Bulgarelli sold 2,229 shares of the company’s stock in a transaction on Wednesday, November 19th. The stock was sold at an average price of $80.08, for a total value of $178,498.32. Following the transaction, the chief executive officer owned 106,488 shares of the company’s stock, valued at $8,527,559.04. This represents a 2.05% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Debra A. Cafaro sold 41,294 shares of the stock in a transaction on Monday, November 17th. The stock was sold at an average price of $79.01, for a total value of $3,262,638.94. Following the transaction, the chief executive officer owned 1,145,695 shares of the company’s stock, valued at approximately $90,521,361.95. This represents a 3.48% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 688,590 shares of company stock worth $50,754,668 over the last quarter. 0.80% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

Several analysts recently commented on the company. Evercore ISI boosted their price target on Ventas from $77.00 to $80.00 and gave the stock an “outperform” rating in a research report on Monday, September 15th. UBS Group assumed coverage on shares of Ventas in a research note on Friday, September 19th. They set a “neutral” rating and a $73.00 target price on the stock. Argus reiterated a “buy” rating and issued a $75.00 target price on shares of Ventas in a research report on Tuesday, August 26th. KeyCorp raised their price target on shares of Ventas from $70.00 to $85.00 and gave the stock an “overweight” rating in a research note on Thursday. Finally, Scotiabank boosted their price target on shares of Ventas from $74.00 to $80.00 and gave the stock a “sector perform” rating in a research report on Thursday, November 13th. One equities research analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $78.40.

Ventas Price Performance

Shares of VTR stock opened at $80.36 on Friday. The company has a debt-to-equity ratio of 1.01, a current ratio of 0.32 and a quick ratio of 0.32. The company has a market capitalization of $37.75 billion, a PE ratio of 154.54, a price-to-earnings-growth ratio of 2.02 and a beta of 0.78. The firm’s 50-day moving average is $73.86 and its two-hundred day moving average is $68.67. Ventas, Inc. has a 12 month low of $56.68 and a 12 month high of $81.26.

Ventas (NYSE:VTR) last posted its quarterly earnings results on Wednesday, October 29th. The real estate investment trust reported $0.88 earnings per share for the quarter, beating the consensus estimate of $0.87 by $0.01. The business had revenue of $1.49 billion during the quarter, compared to analysts’ expectations of $1.44 billion. Ventas had a net margin of 4.28% and a return on equity of 2.05%. The business’s revenue for the quarter was up 20.5% on a year-over-year basis. During the same quarter in the prior year, the company posted $0.80 EPS. Ventas has set its FY 2025 guidance at 3.450-3.480 EPS. Analysts predict that Ventas, Inc. will post 3.4 earnings per share for the current year.

Ventas Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Thursday, October 16th. Shareholders of record on Tuesday, September 30th were paid a dividend of $0.48 per share. The ex-dividend date of this dividend was Tuesday, September 30th. This represents a $1.92 annualized dividend and a yield of 2.4%. Ventas’s dividend payout ratio (DPR) is 369.23%.

Ventas Company 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.