Mitsubishi UFJ Asset Management Co. Ltd. Boosts Stock Position in Ventas, Inc. $VTR

Mitsubishi UFJ Asset Management Co. Ltd. raised its holdings in Ventas, Inc. (NYSE:VTR) by 7.3% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 1,253,875 shares of the real estate investment trust’s stock after buying an additional 84,841 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in Ventas were worth $87,759,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also made changes to their positions in the company. Norges Bank purchased a new stake in Ventas in the 2nd quarter valued at about $344,740,000. Vanguard Group Inc. increased its position in shares of Ventas by 4.1% during the second quarter. Vanguard Group Inc. now owns 71,796,312 shares of the real estate investment trust’s stock worth $4,533,937,000 after acquiring an additional 2,854,751 shares during the period. Citigroup Inc. raised its stake in shares of Ventas by 451.9% during the second quarter. Citigroup Inc. now owns 2,316,344 shares of the real estate investment trust’s stock valued at $146,277,000 after acquiring an additional 1,896,627 shares in the last quarter. State Street Corp raised its stake in shares of Ventas by 5.2% during the second quarter. State Street Corp now owns 27,998,629 shares of the real estate investment trust’s stock valued at $1,781,267,000 after acquiring an additional 1,388,678 shares in the last quarter. Finally, Invesco Ltd. boosted its holdings in shares of Ventas by 36.1% in the second quarter. Invesco Ltd. now owns 4,812,970 shares of the real estate investment trust’s stock valued at $303,939,000 after purchasing an additional 1,275,446 shares during the period. 94.18% of the stock is currently owned by institutional investors.

Insider Activity at Ventas

In other news, CFO Robert F. Probst sold 29,930 shares of the company’s stock in a transaction on Friday, January 2nd. The stock was sold at an average price of $77.25, for a total transaction of $2,312,092.50. Following the transaction, the chief financial officer directly owned 138,434 shares of the company’s stock, valued at approximately $10,694,026.50. This represents a 17.78% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Carey S. Roberts sold 35,532 shares of the stock in a transaction on Wednesday, February 11th. The shares were sold at an average price of $85.00, for a total value of $3,020,220.00. Following the sale, the executive vice president owned 72,755 shares of the company’s stock, valued at approximately $6,184,175. This represents a 32.81% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 86,106 shares of company stock valued at $6,931,397 over the last 90 days. Insiders own 0.80% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts have commented on VTR shares. Weiss Ratings upgraded Ventas from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday, December 29th. Jefferies Financial Group reissued a “buy” rating and set a $93.00 price target on shares of Ventas in a research report on Monday, December 15th. KeyCorp lifted their price objective on Ventas from $85.00 to $90.00 and gave the company an “overweight” rating in a report on Tuesday, February 10th. UBS Group reaffirmed a “neutral” rating and issued a $85.00 price objective on shares of Ventas in a research note on Monday, February 9th. Finally, Citigroup raised their target price on shares of Ventas from $88.00 to $96.00 and gave the company a “buy” rating in a research report on Wednesday, February 11th. Thirteen research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat.com, Ventas currently has a consensus rating of “Moderate Buy” and a consensus price target of $86.87.

Ventas Trading Down 0.1%

Shares of NYSE VTR opened at $86.38 on Friday. Ventas, Inc. has a 1-year low of $60.15 and a 1-year high of $87.87. The business has a fifty day moving average price of $80.00 and a 200 day moving average price of $75.08. The stock has a market capitalization of $41.03 billion, a P/E ratio of 159.96, a price-to-earnings-growth ratio of 2.12 and a beta of 0.77. The company has a debt-to-equity ratio of 1.03, a current ratio of 0.67 and a quick ratio of 0.67.

Ventas (NYSE:VTR) last posted its earnings results on Thursday, February 5th. The real estate investment trust reported $0.15 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.89 by ($0.74). The company had revenue of ($1,229.71) million during the quarter, compared to analysts’ expectations of $1.53 billion. Ventas had a net margin of 4.31% and a return on equity of 2.09%. Ventas’s revenue for the quarter was up 21.7% on a year-over-year basis. During the same quarter last year, the firm earned $0.81 EPS. Ventas has set its FY 2026 guidance at 3.780-3.880 EPS. Equities research analysts expect that Ventas, Inc. will post 3.4 EPS for the current fiscal year.

Ventas Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, April 16th. Investors of record on Tuesday, March 31st will be paid a dividend of $0.52 per share. This is a boost from Ventas’s previous quarterly dividend of $0.48. The ex-dividend date is Tuesday, March 31st. This represents a $2.08 annualized dividend and a dividend yield of 2.4%. Ventas’s dividend payout ratio (DPR) is presently 355.56%.

About Ventas

Ventas, Inc (NYSE: VTR) is a real estate investment trust (REIT) that specializes in healthcare-related real estate. The company acquires, owns and manages a diversified portfolio of properties serving the healthcare continuum, including senior housing communities, skilled nursing facilities, medical office buildings, life science and research centers, and other properties leased to healthcare providers and operators. Ventas generates revenue through long-term leases, property management and selective development activities focused on meeting the real estate needs of the healthcare sector.

Ventas’ business model combines property ownership with active asset management and capital markets activity.