State of New Jersey Common Pension Fund D Purchases 10,389 Shares of Ventas, Inc. $VTR

State of New Jersey Common Pension Fund D boosted its position in Ventas, Inc. (NYSE:VTR) by 2.8% in the third quarter, according to its most recent filing with the SEC. The institutional investor owned 386,686 shares of the real estate investment trust’s stock after purchasing an additional 10,389 shares during the period. State of New Jersey Common Pension Fund D owned about 0.08% of Ventas worth $27,064,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Vanguard Group Inc. grew its holdings in shares of Ventas by 4.1% in the second quarter. Vanguard Group Inc. now owns 71,796,312 shares of the real estate investment trust’s stock valued at $4,533,937,000 after acquiring an additional 2,854,751 shares in the last quarter. State Street Corp boosted its position in Ventas by 5.2% in the second quarter. State Street Corp now owns 27,998,629 shares of the real estate investment trust’s stock worth $1,781,267,000 after purchasing an additional 1,388,678 shares during the last quarter. Geode Capital Management LLC grew its stake in Ventas by 4.9% in the 2nd quarter. Geode Capital Management LLC now owns 12,226,283 shares of the real estate investment trust’s stock valued at $769,061,000 after purchasing an additional 574,663 shares during the period. Charles Schwab Investment Management Inc. increased its position in shares of Ventas by 6.3% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 5,597,778 shares of the real estate investment trust’s stock valued at $353,500,000 after purchasing an additional 331,477 shares during the last quarter. Finally, Massachusetts Financial Services Co. MA raised its stake in shares of Ventas by 1.0% during the 2nd quarter. Massachusetts Financial Services Co. MA now owns 5,570,471 shares of the real estate investment trust’s stock worth $351,775,000 after purchasing an additional 53,614 shares during the period. Hedge funds and other institutional investors own 94.18% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts recently weighed in on the stock. The Goldman Sachs Group restated a “buy” rating and set a $100.00 price target on shares of Ventas in a research report on Monday, February 9th. Weiss Ratings upgraded shares of Ventas from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Monday, December 29th. Scotiabank raised their price target on shares of Ventas from $74.00 to $80.00 and gave the stock a “sector perform” rating in a research note on Thursday, November 13th. UBS Group reaffirmed a “neutral” rating and issued a $85.00 price target on shares of Ventas in a report on Monday, February 9th. Finally, Cantor Fitzgerald reissued an “overweight” rating and set a $93.00 price objective on shares of Ventas in a report on Monday, February 9th. Thirteen research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to MarketBeat.com, Ventas has a consensus rating of “Moderate Buy” and a consensus price target of $86.87.

Ventas Stock Down 0.1%

Ventas stock opened at $85.15 on Monday. The firm has a 50 day simple moving average of $78.54 and a 200 day simple moving average of $73.91. The company has a current ratio of 0.67, a quick ratio of 0.67 and a debt-to-equity ratio of 1.03. Ventas, Inc. has a 1-year low of $60.15 and a 1-year high of $87.20. The firm has a market capitalization of $40.44 billion, a price-to-earnings ratio of 157.68, a P/E/G ratio of 2.11 and a beta of 0.77.

Ventas (NYSE:VTR) last posted its quarterly earnings results on Thursday, February 5th. The real estate investment trust reported $0.15 EPS for the quarter, missing analysts’ consensus estimates of $0.89 by ($0.74). Ventas had a return on equity of 2.09% and a net margin of 4.31%.The company had revenue of ($1,229.71) million during the quarter, compared to the consensus estimate of $1.53 billion. During the same period in the previous year, the business earned $0.81 earnings per share. Ventas’s revenue was up 21.7% on a year-over-year basis. Ventas has set its FY 2026 guidance at 3.780-3.880 EPS. On average, analysts predict that Ventas, Inc. will post 3.4 earnings per share for the current 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 an increase from Ventas’s previous quarterly dividend of $0.48. This represents a $2.08 annualized dividend and a yield of 2.4%. The ex-dividend date of this dividend is Tuesday, March 31st. Ventas’s dividend payout ratio is presently 355.56%.

Insider Activity

In related news, CEO Debra A. Cafaro sold 10,322 shares of the stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $77.66, for a total value of $801,606.52. Following the sale, 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 SEC, which is accessible through the SEC website. Also, CFO Robert F. Probst sold 29,930 shares of Ventas stock in a transaction on Friday, January 2nd. The shares were sold at an average price of $77.25, for a total value of $2,312,092.50. Following the sale, the chief financial officer directly owned 138,434 shares of the company’s stock, valued at $10,694,026.50. This represents a 17.78% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 91,106 shares of company stock worth $7,331,603. Insiders own 1.00% 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.