Shrier Wealth Management LLC Makes New $2.14 Million Investment in Ventas, Inc. $VTR

Shrier Wealth Management LLC acquired a new position in Ventas, Inc. (NYSE:VTR) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 27,625 shares of the real estate investment trust’s stock, valued at approximately $2,138,000.

Several other institutional investors have also recently modified their holdings of VTR. Vanguard Group Inc. lifted its position in Ventas by 2.5% in the 3rd quarter. Vanguard Group Inc. now owns 73,598,827 shares of the real estate investment trust’s stock worth $5,151,182,000 after buying an additional 1,802,515 shares during the last quarter. JPMorgan Chase & Co. grew its position in Ventas by 1.3% during the third quarter. JPMorgan Chase & Co. now owns 29,701,300 shares of the real estate investment trust’s stock valued at $2,078,794,000 after acquiring an additional 387,495 shares during the last quarter. State Street Corp raised its stake in shares of Ventas by 3.3% during the third quarter. State Street Corp now owns 28,927,015 shares of the real estate investment trust’s stock worth $2,038,176,000 after acquiring an additional 928,386 shares in the last quarter. Dimensional Fund Advisors LP lifted its holdings in shares of Ventas by 2.5% in the 3rd quarter. Dimensional Fund Advisors LP now owns 6,601,143 shares of the real estate investment trust’s stock worth $462,002,000 after acquiring an additional 160,998 shares during the last quarter. Finally, Northern Trust Corp lifted its holdings in shares of Ventas by 1.7% in the 3rd quarter. Northern Trust Corp now owns 6,402,941 shares of the real estate investment trust’s stock worth $448,142,000 after acquiring an additional 108,990 shares during the last quarter. 94.18% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

Several equities analysts recently commented on VTR shares. Morgan Stanley set a $90.00 target price on shares of Ventas in a report on Friday, February 13th. Citigroup boosted their price target on shares of Ventas from $88.00 to $96.00 and gave the stock a “buy” rating in a research note on Wednesday, February 11th. Weiss Ratings restated a “buy (b-)” rating on shares of Ventas in a research report on Friday. Cantor Fitzgerald reaffirmed an “overweight” rating and set a $93.00 price objective on shares of Ventas in a research note on Monday, February 9th. Finally, JPMorgan Chase & Co. boosted their target price on Ventas from $88.00 to $93.00 and gave the company an “overweight” rating in a research note on Friday, March 20th. Thirteen research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat, Ventas has a consensus rating of “Moderate Buy” and a consensus target price of $90.47.

Insider Activity

In related news, 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 transaction of $2,312,092.50. Following the transaction, the chief financial officer owned 138,434 shares in the company, valued at $10,694,026.50. The trade was a 17.78% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Debra A. Cafaro sold 10,322 shares of the company’s stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $77.66, for a total value of $801,606.52. Following the transaction, the chief executive officer directly owned 1,114,034 shares of the company’s stock, valued at $86,515,880.44. The trade was a 0.92% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 86,106 shares of company stock valued at $6,931,397. Insiders own 1.00% of the company’s stock.

Ventas Stock Up 0.3%

Shares of Ventas stock opened at $81.84 on Wednesday. The company has a debt-to-equity ratio of 1.03, a quick ratio of 0.67 and a current ratio of 0.67. Ventas, Inc. has a 52-week low of $60.15 and a 52-week high of $88.36. The company’s 50 day moving average price is $83.18 and its 200-day moving average price is $77.76. The stock has a market capitalization of $38.87 billion, a price-to-earnings ratio of 151.55, a P/E/G ratio of 2.01 and a beta of 0.73.

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). The firm had revenue of ($1,229.71) million for the quarter, compared to the consensus estimate of $1.53 billion. Ventas had a net margin of 4.31% and a return on equity of 2.09%. The company’s quarterly revenue was up 21.7% compared to the same quarter last year. During the same quarter in the prior year, the company earned $0.81 earnings per share. Ventas has set its FY 2026 guidance at 3.780-3.880 EPS. Equities research analysts forecast that Ventas, Inc. will post 3.4 EPS for the current year.

Ventas Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, April 16th. Stockholders of record on Tuesday, March 31st will be paid a dividend of $0.52 per share. This represents a $2.08 annualized dividend and a dividend yield of 2.5%. This is a positive change 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 currently 385.19%.

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.