Lasalle Investment Management Securities LLC Cuts Stake in Ventas, Inc. $VTR

Lasalle Investment Management Securities LLC decreased its holdings in shares of Ventas, Inc. (NYSE:VTR) by 10.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,393,670 shares of the real estate investment trust’s stock after selling 159,210 shares during the period. Ventas makes up about 4.3% of Lasalle Investment Management Securities LLC’s portfolio, making the stock its 5th largest position. Lasalle Investment Management Securities LLC’s holdings in Ventas were worth $107,842,000 at the end of the most recent quarter.

Several other institutional investors have also recently bought and sold shares of VTR. Norges Bank acquired a new position in Ventas during the fourth quarter worth $474,571,000. Vanguard Group Inc. raised its holdings in Ventas by 3.2% during the fourth quarter. Vanguard Group Inc. now owns 75,948,003 shares of the real estate investment trust’s stock worth $5,876,856,000 after buying an additional 2,349,176 shares during the last quarter. UBS Group AG raised its holdings in Ventas by 142.4% during the third quarter. UBS Group AG now owns 3,507,841 shares of the real estate investment trust’s stock worth $245,514,000 after buying an additional 2,060,770 shares during the last quarter. PGGM Investments acquired a new position in Ventas during the fourth quarter worth $98,686,000. Finally, Invesco Ltd. raised its holdings in Ventas by 21.5% during the third quarter. Invesco Ltd. now owns 5,847,604 shares of the real estate investment trust’s stock worth $409,274,000 after buying an additional 1,034,634 shares during the last quarter. Institutional investors and hedge funds own 94.18% of the company’s stock.

Analysts Set New Price Targets

Several research firms have weighed in on VTR. Jefferies Financial Group upped their price objective on shares of Ventas from $97.00 to $100.00 and gave the stock a “buy” rating in a report on Tuesday, May 12th. BMO Capital Markets restated an “outperform” rating and set a $100.00 price objective on shares of Ventas in a report on Monday, May 4th. Wells Fargo & Company upped their price objective on shares of Ventas from $88.00 to $93.00 and gave the stock an “overweight” rating in a report on Thursday, March 26th. KeyCorp upped their price objective on shares of Ventas from $90.00 to $95.00 and gave the stock an “overweight” rating in a report on Thursday, May 7th. Finally, UBS Group upped their price objective on shares of Ventas from $85.00 to $93.00 and gave the stock a “neutral” rating in a report on Monday, May 4th. Fourteen 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 an average price target of $95.00.

Ventas Stock Performance

Shares of VTR stock opened at $84.55 on Monday. The firm has a 50-day moving average of $85.30 and a 200-day moving average of $82.28. The company has a market cap of $41.10 billion, a P/E ratio of 153.72, a P/E/G ratio of 1.86 and a beta of 0.71. 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, Inc. has a one year low of $61.76 and a one year high of $91.06.

Ventas (NYSE:VTR) last announced its earnings results on Monday, April 27th. The real estate investment trust reported $0.11 EPS for the quarter, missing the consensus estimate of $0.12 by ($0.01). The firm 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 business’s revenue for the quarter was up 22.0% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.84 EPS. Ventas has set its FY 2026 guidance at 3.820-3.890 EPS. Equities research analysts forecast that Ventas, Inc. will post 3.88 EPS for the current fiscal year.

Ventas Dividend Announcement

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

Insider Activity at Ventas

In other news, Director Walter C. Rakowich sold 1,152 shares of the stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $90.20, for a total value of $103,910.40. Following the completion of the sale, the director owned 28,349 shares in the company, valued at $2,557,079.80. This represents a 3.90% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.53% of the stock is currently owned by corporate insiders.

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.