Vanguard Personalized Indexing Management LLC Raises Position in Ventas, Inc. $VTR

Vanguard Personalized Indexing Management LLC lifted its stake in Ventas, Inc. (NYSE:VTR) by 9.8% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 52,609 shares of the real estate investment trust’s stock after buying an additional 4,715 shares during the period. Vanguard Personalized Indexing Management LLC’s holdings in Ventas were worth $3,322,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently modified their holdings of the company. Cloud Capital Management LLC purchased a new stake in shares of Ventas in the first quarter worth about $25,000. Larson Financial Group LLC lifted its stake in shares of Ventas by 1,334.6% in the first quarter. Larson Financial Group LLC now owns 373 shares of the real estate investment trust’s stock worth $26,000 after acquiring an additional 347 shares in the last quarter. Ameritas Advisory Services LLC acquired a new position in shares of Ventas in the second quarter worth about $33,000. Rossby Financial LCC acquired a new position in shares of Ventas in the first quarter worth about $34,000. Finally, Bank Julius Baer & Co. Ltd Zurich acquired a new position in shares of Ventas in the first quarter worth about $41,000. Hedge funds and other institutional investors own 94.18% of the company’s stock.

Insider Activity

In other news, CFO Robert F. Probst sold 29,691 shares of the company’s stock in a transaction that occurred on Monday, August 4th. The stock was sold at an average price of $68.49, for a total transaction of $2,033,536.59. Following the completion of the transaction, the chief financial officer directly owned 168,364 shares of the company’s stock, valued at approximately $11,531,250.36. This represents a 14.99% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Peter J. Bulgarelli sold 2,554 shares of the company’s stock in a transaction that occurred on Wednesday, October 1st. The shares were sold at an average price of $70.26, for a total value of $179,444.04. Following the transaction, the chief executive officer directly owned 116,488 shares of the company’s stock, valued at $8,184,446.88. This trade represents a 2.15% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last ninety days, insiders sold 107,523 shares of company stock valued at $7,286,192. 1.00% of the stock is currently owned by insiders.

Analysts Set New Price Targets

Several research firms recently commented on VTR. Cantor Fitzgerald began coverage on Ventas in a research note on Wednesday, October 1st. They issued an “overweight” rating and a $77.00 price target on the stock. Morgan Stanley boosted their price target on Ventas from $70.00 to $75.00 and gave the stock an “equal weight” rating in a research note on Friday, August 15th. JPMorgan Chase & Co. boosted their price target on Ventas from $72.00 to $76.00 and gave the stock an “overweight” rating in a research note on Tuesday, August 26th. Evercore ISI boosted their price target on Ventas from $77.00 to $80.00 and gave the stock an “outperform” rating in a research note on Monday, September 15th. Finally, Weiss Ratings restated a “hold (c+)” rating on shares of Ventas in a research note on Wednesday, October 8th. One investment analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and four have issued a Hold rating to the company’s stock. Based on data from MarketBeat, Ventas has an average rating of “Moderate Buy” and a consensus price target of $75.23.

Ventas Trading Up 0.7%

Shares of NYSE VTR opened at $67.93 on Wednesday. The stock has a market capitalization of $30.87 billion, a P/E ratio of 157.98, a PEG ratio of 2.48 and a beta of 0.89. The stock’s 50 day moving average price is $68.35 and its two-hundred day moving average price is $66.38. Ventas, Inc. has a 52-week low of $56.68 and a 52-week high of $71.36. The company has a quick ratio of 0.68, a current ratio of 0.68 and a debt-to-equity ratio of 1.13.

Ventas (NYSE:VTR) last posted its earnings results on Wednesday, July 30th. The real estate investment trust reported $0.87 EPS for the quarter, beating the consensus estimate of $0.85 by $0.02. The company had revenue of $1.42 billion during the quarter, compared to analyst estimates of $1.37 billion. Ventas had a return on equity of 1.75% and a net margin of 3.61%.The business’s revenue was up 18.3% compared to the same quarter last year. During the same period in the prior year, the company earned $0.80 earnings per share. Ventas has set its FY 2025 guidance at 3.410-3.46 EPS. On average, analysts anticipate that Ventas, Inc. will post 3.4 earnings per share for the current fiscal year.

Ventas Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, October 16th. Stockholders of record on Tuesday, September 30th will be issued a dividend of $0.48 per share. The ex-dividend date of this dividend is Tuesday, September 30th. This represents a $1.92 annualized dividend and a dividend yield of 2.8%. Ventas’s dividend payout ratio is 446.51%.

Ventas Profile

Ventas Inc (NYSE: VTR) is a leading S&P 500 real estate investment trust focused on delivering strong, sustainable shareholder returns by enabling exceptional environments that benefit a large and growing aging population. The Company's growth is fueled by its senior housing communities, which provide valuable services to residents and enable them to thrive in supported environments.