Epoch Investment Partners Inc. Lowers Holdings in Ventas, Inc. $VTR

Epoch Investment Partners Inc. decreased its stake in Ventas, Inc. (NYSE:VTR) by 7.5% during the fourth quarter, Holdings Channel reports. The institutional investor owned 249,804 shares of the real estate investment trust’s stock after selling 20,386 shares during the quarter. Epoch Investment Partners Inc.’s holdings in Ventas were worth $19,330,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also recently modified their holdings of the stock. Bridgewater Advisors Inc. boosted its stake in shares of Ventas by 2.0% in the fourth quarter. Bridgewater Advisors Inc. now owns 6,790 shares of the real estate investment trust’s stock worth $525,000 after buying an additional 133 shares during the last quarter. True Wealth Design LLC boosted its stake in shares of Ventas by 32.0% in the fourth quarter. True Wealth Design LLC now owns 569 shares of the real estate investment trust’s stock worth $44,000 after buying an additional 138 shares during the last quarter. Cigna Investments Inc. New boosted its stake in shares of Ventas by 3.3% in the fourth quarter. Cigna Investments Inc. New now owns 4,396 shares of the real estate investment trust’s stock worth $341,000 after buying an additional 142 shares during the last quarter. Parallel Advisors LLC boosted its stake in shares of Ventas by 4.6% in the third quarter. Parallel Advisors LLC now owns 3,970 shares of the real estate investment trust’s stock worth $278,000 after buying an additional 175 shares during the last quarter. Finally, HighTower Advisors LLC boosted its stake in shares of Ventas by 0.4% in the third quarter. HighTower Advisors LLC now owns 42,092 shares of the real estate investment trust’s stock worth $2,946,000 after buying an additional 182 shares during the last quarter. Hedge funds and other institutional investors own 94.18% of the company’s stock.

Insider Buying and Selling

In other Ventas news, Director Walter C. Rakowich sold 1,152 shares of the stock in a transaction that occurred on Thursday, May 14th. The stock was 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 of the company’s stock, valued at $2,557,079.80. This represents a 3.90% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Michael J. Embler bought 2,500 shares of Ventas stock in a transaction on Wednesday, June 3rd. The shares were purchased at an average cost of $78.81 per share, with a total value of $197,025.00. Following the acquisition, the director directly owned 19,202 shares of the company’s stock, valued at approximately $1,513,309.62. The trade was a 14.97% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. 0.53% of the stock is owned by insiders.

Wall Street Analyst Weigh In

VTR has been the topic of a number of recent research reports. Weiss Ratings restated a “buy (b-)” rating on shares of Ventas in a research note on Friday, March 27th. Wells Fargo & Company upped their target price on Ventas from $93.00 to $96.00 and gave the stock an “overweight” rating in a research note on Monday, June 1st. Scotiabank upped their target price on Ventas from $93.00 to $95.00 and gave the stock a “sector perform” rating in a research note on Thursday, May 21st. BMO Capital Markets restated an “outperform” rating and issued a $100.00 target price on shares of Ventas in a research note on Monday, May 4th. Finally, Royal Bank Of Canada upped their target price on Ventas from $91.00 to $98.00 and gave the stock an “outperform” rating in a research note on Monday, May 4th. Fourteen equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat.com, Ventas presently has a consensus rating of “Moderate Buy” and an average price target of $95.19.

Ventas Stock Down 0.0%

Ventas stock opened at $84.58 on Monday. The stock has a market capitalization of $41.12 billion, a PE ratio of 153.79, a price-to-earnings-growth ratio of 1.82 and a beta of 0.71. Ventas, Inc. has a 12 month low of $61.76 and a 12 month high of $91.06. The business has a 50 day simple moving average of $85.15 and a 200-day simple moving average of $82.51. The company has a debt-to-equity ratio of 0.95, a current ratio of 0.25 and a quick ratio of 0.25.

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

Ventas Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, July 16th. Stockholders of record on Tuesday, June 30th will be given a $0.52 dividend. The ex-dividend date is Tuesday, June 30th. This represents a $2.08 dividend on an annualized basis and a dividend yield of 2.5%. Ventas’s payout ratio is 378.18%.

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.