National Pension Service Has $54.88 Million Stock Holdings in Ventas, Inc. $VTR

National Pension Service boosted its holdings in shares of Ventas, Inc. (NYSE:VTR) by 14.8% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 709,161 shares of the real estate investment trust’s stock after acquiring an additional 91,389 shares during the period. National Pension Service’s holdings in Ventas were worth $54,875,000 as of its most recent SEC filing.

Several other institutional investors have also recently bought and sold shares of VTR. Vanguard Group Inc. raised its holdings in Ventas by 3.2% during the fourth quarter. Vanguard Group Inc. now owns 75,948,003 shares of the real estate investment trust’s stock worth $5,876,856,000 after buying an additional 2,349,176 shares during the last quarter. UBS Group AG grew its stake in shares of Ventas by 142.4% in the 3rd quarter. UBS Group AG now owns 3,507,841 shares of the real estate investment trust’s stock worth $245,514,000 after acquiring an additional 2,060,770 shares in the last quarter. Lasalle Investment Management Securities LLC grew its stake in shares of Ventas by 1,135.1% in the 3rd quarter. Lasalle Investment Management Securities LLC now owns 1,552,880 shares of the real estate investment trust’s stock worth $108,686,000 after acquiring an additional 1,427,151 shares in the last quarter. PGGM Investments bought a new stake in shares of Ventas in the 4th quarter worth $98,686,000. Finally, Invesco Ltd. grew its stake in shares of Ventas by 21.5% in the 3rd quarter. Invesco Ltd. now owns 5,847,604 shares of the real estate investment trust’s stock worth $409,274,000 after acquiring an additional 1,034,634 shares in the last quarter. Institutional investors and hedge funds own 94.18% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms have recently issued reports on VTR. Weiss Ratings reiterated a “buy (b-)” rating on shares of Ventas in a research note on Friday, March 27th. JPMorgan Chase & Co. upped their target price on shares of Ventas from $93.00 to $94.00 and gave the stock an “overweight” rating in a research note on Monday, May 11th. Jefferies Financial Group upped their target price on shares of Ventas from $97.00 to $100.00 and gave the stock a “buy” rating in a research note on Tuesday, May 12th. KeyCorp upped their target price on shares of Ventas from $90.00 to $95.00 and gave the stock an “overweight” rating in a research note on Thursday, May 7th. Finally, Argus set a $88.00 target price on shares of Ventas in a research note on Tuesday, February 10th. Fourteen analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $95.00.

Ventas Price Performance

VTR opened at $84.55 on Friday. The firm has a market cap of $41.10 billion, a P/E ratio of 153.72, a PEG ratio of 1.86 and a beta of 0.74. The firm has a 50-day moving average of $85.30 and a 200 day moving average of $82.24. The company has a debt-to-equity ratio of 0.95, a quick ratio of 0.25 and a current ratio of 0.25. Ventas, Inc. has a fifty-two week low of $61.76 and a fifty-two week high of $91.06.

Ventas (NYSE:VTR) last posted its quarterly earnings results on Monday, April 27th. The real estate investment trust reported $0.11 earnings per share for the quarter, missing the consensus estimate of $0.12 by ($0.01). The company had revenue of $1.65 billion for the quarter, compared to the consensus estimate of $1.59 billion. Ventas had a net margin of 4.25% and a return on equity of 2.09%. Ventas’s quarterly revenue was up 22.0% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.84 EPS. Ventas has set its FY 2026 guidance at 3.820-3.890 EPS. On average, research analysts expect that Ventas, Inc. will post 3.88 EPS for the current year.

Ventas Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, July 16th. Investors of record on Tuesday, June 30th will be given a dividend of $0.52 per share. The ex-dividend date is Tuesday, June 30th. This represents a $2.08 annualized dividend and a yield of 2.5%. Ventas’s dividend payout ratio is presently 378.18%.

Insiders Place Their Bets

In related news, Director Walter C. Rakowich sold 1,152 shares of the stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $90.20, for a total transaction of $103,910.40. Following the completion of the transaction, the director owned 28,349 shares in the company, valued at approximately $2,557,079.80. This represents a 3.90% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.53% of the company’s stock.

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.