37,444 Shares of Ventas, Inc. $VTR Bought by Motley Fool Asset Management LLC

Motley Fool Asset Management LLC bought a new stake in Ventas, Inc. (NYSE:VTR) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 37,444 shares of the real estate investment trust’s stock, valued at approximately $3,183,000.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. BlackRock Inc. purchased a new stake in shares of Ventas during the second quarter worth about $4,953,439,000. Dimensional Fund Advisors LP lifted its stake in shares of Ventas by 3.6% during the first quarter. Dimensional Fund Advisors LP now owns 7,190,594 shares of the real estate investment trust’s stock valued at $588,045,000 after buying an additional 253,019 shares during the period. Legal & General Group Plc purchased a new position in shares of Ventas during the second quarter valued at approximately $501,850,000. Deutsche Bank AG purchased a new position in shares of Ventas during the second quarter valued at approximately $451,822,000. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its stake in Ventas by 5.5% in the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 4,981,404 shares of the real estate investment trust’s stock worth $442,349,000 after acquiring an additional 258,859 shares during the period. 94.18% of the stock is currently owned by hedge funds and other institutional investors.

Ventas Trading Up 3.3%

VTR stock opened at $83.77 on Friday. The company has a quick ratio of 0.44, a current ratio of 0.43 and a debt-to-equity ratio of 0.78. The company has a market cap of $42.97 billion, a price-to-earnings ratio of 158.05, a PEG ratio of 3.17 and a beta of 0.72. The business has a fifty day simple moving average of $87.30 and a 200-day simple moving average of $86.39. Ventas, Inc. has a 52 week low of $68.15 and a 52 week high of $101.60.

Ventas (NYSE:VTR) last issued its earnings results on Tuesday, October 27th. The real estate investment trust reported $0.13 earnings per share for the quarter, missing analysts’ consensus estimates of $0.98 by ($0.85). Ventas had a net margin of 3.86% and a return on equity of 1.86%. The firm had revenue of $1.83 billion during the quarter, compared to analyst estimates of $1.77 billion. During the same quarter in the previous year, the business posted $0.88 EPS. Ventas’s revenue was up 23.0% compared to the same quarter last year. On average, equities research analysts expect that Ventas, Inc. will post 3.89 EPS for the current year.

Ventas Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Thursday, October 15th. Stockholders of record on Wednesday, September 30th were issued a $0.52 dividend. This represents a $2.08 dividend on an annualized basis and a dividend yield of 2.5%. The ex-dividend date was Wednesday, September 30th. Ventas’s dividend payout ratio (DPR) is 385.19%.

Analyst Ratings Changes

Several equities research analysts have recently issued reports on VTR shares. Royal Bank Of Canada raised their price objective on Ventas from $98.00 to $99.00 and gave the stock an “outperform” rating in a report on Friday, August 14th. Mizuho upped their target price on Ventas from $98.00 to $104.00 and gave the company an “outperform” rating in a research note on Wednesday, July 22nd. Wells Fargo & Company reduced their target price on Ventas from $104.00 to $96.00 and set an “overweight” rating on the stock in a research report on Monday, October 19th. BNP Paribas Exane raised their price target on Ventas from $93.00 to $110.00 and gave the stock an “outperform” rating in a research note on Thursday, July 30th. Finally, The Goldman Sachs Group raised their price target on Ventas from $110.00 to $114.00 and gave the stock a “buy” rating in a research note on Friday, July 24th. Eighteen investment 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.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $98.59.

Trending Headlines about Ventas

Here are the key news stories impacting Ventas this week:

• Positive Sentiment: Ventas reported third-quarter revenue of approximately $1.83 billion, above the $1.77 billion consensus estimate. Growth was led by its senior-housing operating portfolio (SHOP), where higher occupancy and stronger net operating income supported results. Ventas Q3 FFO and Revenue Results
• Positive Sentiment: Management raised its 2026 normalized funds-from-operations outlook to $3.87–$3.90 per share as its investment in SHOP reaches approximately $5.2 billion. The outlook signals confidence in continued senior-housing demand, occupancy gains and operating growth. Ventas 2026 FFO Outlook
• Positive Sentiment: Analyst commentary remains broadly constructive following the results. Cantor Fitzgerald kept an “overweight” rating and still sees substantial potential upside despite lowering its price target to $95. Cantor Fitzgerald Ventas Rating
• Neutral Sentiment: The earnings call highlighted senior-housing growth and the SHOP investment strategy as key drivers, but investors will monitor whether the large investment program produces sufficient returns and supports long-term FFO growth. Ventas Q3 2026 Earnings Call Transcript
• Negative Sentiment: BNP Paribas reduced its price target to $93 from $110, while Cantor Fitzgerald cut its target from $102 to $95. Although both targets remain above the recent trading level, the reductions suggest more measured expectations. BNP Paribas Ventas Price Target
• Negative Sentiment: Ventas recently traded below its 200-day moving average, indicating technical weakness. Its valuation also remains demanding, while reported GAAP EPS was well below consensus despite the stronger FFO and revenue performance. Ventas Technical Analysis

About Ventas

Ventas, Inc (NYSE: VTR) is a real estate investment trust focused on healthcare and senior housing properties. The company owns, manages and develops a diversified portfolio of healthcare-related real estate, including senior living communities, medical office buildings, life science and innovation centers, and other properties serving healthcare providers and institutions.

Ventas generally leases its properties to healthcare operators, physicians, health systems, universities and research organizations.