Cbre Investment Management Listed Real Assets LLC Has $122.52 Million Stock Position in Ventas, Inc. $VTR

Cbre Investment Management Listed Real Assets LLC increased its position in shares of Ventas, Inc. (NYSE:VTR) by 93.5% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 1,750,598 shares of the real estate investment trust’s stock after buying an additional 845,694 shares during the period. Ventas accounts for approximately 1.7% of Cbre Investment Management Listed Real Assets LLC’s holdings, making the stock its 23rd biggest position. Cbre Investment Management Listed Real Assets LLC’s holdings in Ventas were worth $122,524,000 at the end of the most recent reporting period.

Several other institutional investors have also recently bought and sold shares of VTR. Cloud Capital Management LLC acquired a new position in Ventas during the 3rd quarter worth $25,000. True Wealth Design LLC grew its position in shares of Ventas by 1,557.7% in the third quarter. True Wealth Design LLC now owns 431 shares of the real estate investment trust’s stock valued at $30,000 after purchasing an additional 405 shares during the last quarter. ORG Partners LLC increased its stake in shares of Ventas by 76.1% in the third quarter. ORG Partners LLC now owns 456 shares of the real estate investment trust’s stock worth $32,000 after purchasing an additional 197 shares during the period. Wilmington Savings Fund Society FSB increased its stake in shares of Ventas by 65.5% in the third quarter. Wilmington Savings Fund Society FSB now owns 455 shares of the real estate investment trust’s stock worth $32,000 after purchasing an additional 180 shares during the period. Finally, Elevation Point Wealth Partners LLC acquired a new position in shares of Ventas during the 2nd quarter worth about $35,000. Institutional investors own 94.18% of the company’s stock.

Insider Activity at Ventas

In other Ventas news, CEO Debra A. Cafaro sold 10,322 shares of the firm’s stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $77.66, for a total transaction of $801,606.52. Following the transaction, the chief executive officer owned 1,114,034 shares in the company, valued at approximately $86,515,880.44. This trade represents a 0.92% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Robert F. Probst sold 29,930 shares of the business’s stock in a transaction dated Friday, January 2nd. The stock was sold at an average price of $77.25, for a total value of $2,312,092.50. Following the transaction, the chief financial officer owned 138,434 shares of the company’s stock, valued at $10,694,026.50. The trade was a 17.78% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 86,106 shares of company stock worth $6,931,397. 0.80% of the stock is owned by insiders.

Analyst Ratings Changes

Several brokerages recently weighed in on VTR. Mizuho increased their target price on Ventas from $87.00 to $94.00 and gave the company an “outperform” rating in a research note on Wednesday, March 4th. Argus set a $88.00 price target on Ventas in a report on Tuesday, February 10th. Weiss Ratings raised Ventas from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Monday, December 29th. KeyCorp raised their price objective on shares of Ventas from $85.00 to $90.00 and gave the stock an “overweight” rating in a research note on Tuesday, February 10th. Finally, Royal Bank Of Canada upped their target price on shares of Ventas from $83.00 to $91.00 and gave the company an “outperform” rating in a research note on Tuesday, February 10th. Thirteen analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat, Ventas currently has an average rating of “Moderate Buy” and a consensus price target of $89.00.

Ventas Trading Down 0.3%

Ventas stock opened at $85.81 on Thursday. The business has a 50 day moving average price of $81.10 and a two-hundred day moving average price of $76.12. The company has a quick ratio of 0.67, a current ratio of 0.67 and a debt-to-equity ratio of 1.03. Ventas, Inc. has a 12 month low of $60.15 and a 12 month high of $87.87. The stock has a market cap of $40.76 billion, a price-to-earnings ratio of 158.91, a price-to-earnings-growth ratio of 2.10 and a beta of 0.73.

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

Ventas Increases Dividend

The business 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 represents a $2.08 dividend on an annualized basis and a dividend yield of 2.4%. This is a boost from Ventas’s previous quarterly dividend of $0.48. The ex-dividend date of this dividend is Tuesday, March 31st. Ventas’s payout ratio is presently 355.56%.

Ventas Profile

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.