Hsbc Holdings PLC Raises Holdings in Ventas, Inc. $VTR

Hsbc Holdings PLC raised its stake in Ventas, Inc. (NYSE:VTR) by 10.9% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,938,480 shares of the real estate investment trust’s stock after purchasing an additional 191,121 shares during the period. Hsbc Holdings PLC’s holdings in Ventas were worth $150,051,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also made changes to their positions in VTR. GoalVest Advisory LLC acquired a new stake in Ventas in the fourth quarter valued at approximately $26,000. Wiser Advisor Group LLC acquired a new position in Ventas during the 3rd quarter worth approximately $27,000. IFC & Insurance Marketing Inc. acquired a new position in Ventas during the 4th quarter worth approximately $30,000. Elyxium Wealth LLC purchased a new stake in shares of Ventas in the 4th quarter valued at approximately $33,000. Finally, Reflection Asset Management purchased a new stake in shares of Ventas in the 4th quarter valued at approximately $34,000. Hedge funds and other institutional investors own 94.18% of the company’s stock.

Insider Buying and Selling at Ventas

In other news, Director Michael J. Embler acquired 2,500 shares of the company’s stock in a transaction on Wednesday, June 3rd. The shares were bought at an average cost of $78.81 per share, with a total value of $197,025.00. Following the purchase, the director owned 19,202 shares of the company’s stock, valued at $1,513,309.62. This represents a 14.97% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Also, Director Walter C. Rakowich sold 1,152 shares of the company’s stock in a transaction 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 transaction, the director owned 28,349 shares of the company’s stock, valued at approximately $2,557,079.80. The trade was a 3.90% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.53% of the stock is owned by company insiders.

Ventas Stock Performance

Shares of VTR stock opened at $92.57 on Friday. The stock has a market capitalization of $45.00 billion, a PE ratio of 168.31, a price-to-earnings-growth ratio of 1.99 and a beta of 0.70. Ventas, Inc. has a 52-week low of $62.06 and a 52-week high of $92.86. The stock’s 50-day moving average price is $85.92 and its 200 day moving average price is $83.20. The company has a quick ratio of 0.25, a current ratio of 0.25 and a debt-to-equity ratio of 0.95.

Ventas (NYSE:VTR) last posted its quarterly earnings data on Monday, April 27th. The real estate investment trust reported $0.11 earnings per share for the quarter, missing analysts’ consensus estimates of $0.12 by ($0.01). Ventas had a return on equity of 2.09% and a net margin of 4.25%.The company had revenue of $1.65 billion for the quarter, compared to analyst estimates of $1.59 billion. During the same period in the previous year, the business posted $0.84 earnings per share. The firm’s revenue was up 22.0% compared to the same quarter last year. Ventas has set its FY 2026 guidance at 3.820-3.890 EPS. As a group, equities research analysts forecast 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. Stockholders of record on Tuesday, June 30th will be paid a dividend of $0.52 per share. This represents a $2.08 annualized dividend and a dividend yield of 2.2%. The ex-dividend date is Tuesday, June 30th. Ventas’s dividend payout ratio is 378.18%.

Analysts Set New Price Targets

Several equities research analysts have recently issued reports on the stock. BMO Capital Markets reaffirmed an “outperform” rating and set a $100.00 price objective on shares of Ventas in a research report on Monday, May 4th. Weiss Ratings reissued a “buy (b-)” rating on shares of Ventas in a report on Wednesday, June 24th. UBS Group raised their price target on Ventas from $85.00 to $93.00 and gave the company a “neutral” rating in a research note on Monday, May 4th. JPMorgan Chase & Co. lifted their price target on Ventas from $93.00 to $94.00 and gave the stock an “overweight” rating in a report on Monday, May 11th. Finally, Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $100.00 price target on shares of Ventas in a report on Tuesday, June 16th. Fifteen equities research analysts have rated the stock with a Buy rating and three have given 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 $96.00.

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.