Bull Harbor Capital LLC Takes Position in Ventas, Inc. $VTR

Bull Harbor Capital LLC acquired a new stake in shares of Ventas, Inc. (NYSE:VTR) during the first quarter, HoldingsChannel reports. The firm acquired 11,517 shares of the real estate investment trust’s stock, valued at approximately $942,000.

Several other institutional investors have also bought and sold shares of the stock. Deutsche Bank AG raised its stake in shares of Ventas by 0.7% during the fourth quarter. Deutsche Bank AG now owns 3,904,293 shares of the real estate investment trust’s stock worth $302,114,000 after purchasing an additional 27,688 shares during the last quarter. Bank of New York Mellon Corp increased its stake in Ventas by 2.5% in the 4th quarter. Bank of New York Mellon Corp now owns 2,868,962 shares of the real estate investment trust’s stock valued at $222,000,000 after buying an additional 70,459 shares during the period. Norges Bank purchased a new position in Ventas during the 4th quarter worth $474,571,000. LDR Capital Management LLC acquired a new stake in shares of Ventas in the 4th quarter worth $1,746,000. Finally, Mitsubishi UFJ Asset Management Co. Ltd. raised its holdings in Ventas by 7.4% during the fourth quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 1,346,111 shares of the real estate investment trust’s stock worth $104,095,000 after purchasing an additional 92,236 shares in the last quarter. Institutional investors and hedge funds own 94.18% of the company’s stock.

Ventas Stock Performance

Shares of NYSE:VTR opened at $92.10 on Friday. The firm has a market capitalization of $44.78 billion, a PE ratio of 170.55, a P/E/G ratio of 2.10 and a beta of 0.70. Ventas, Inc. has a 12 month low of $65.82 and a 12 month high of $101.60. The company has a debt-to-equity ratio of 0.95, a current ratio of 0.25 and a quick ratio of 0.25. The business has a 50-day moving average of $88.87 and a two-hundred day moving average of $85.52.

Ventas (NYSE:VTR) last posted its earnings results on Monday, April 27th. The real estate investment trust reported $0.11 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.12 by ($0.01). Ventas had a return on equity of 2.06% and a net margin of 4.08%.The business had revenue of $1.65 billion for the quarter, compared to analyst estimates of $1.59 billion. During the same period last year, the company posted $0.84 EPS. The firm’s revenue for the quarter was up 22.0% compared to the same quarter last year. As a group, research analysts forecast that Ventas, Inc. will post 3.88 earnings per share for the current year.

Ventas Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, July 16th. Investors of record on Tuesday, June 30th were issued a dividend of $0.52 per share. The ex-dividend date was Tuesday, June 30th. This represents a $2.08 annualized dividend and a dividend yield of 2.3%. Ventas’s payout ratio is presently 378.18%.

Insider Activity

In other Ventas news, Director Walter C. Rakowich sold 1,152 shares of the firm’s stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $90.20, for a total value of $103,910.40. Following the transaction, the director directly owned 28,349 shares of the company’s stock, valued at $2,557,079.80. This trade represents a 3.90% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Michael J. Embler acquired 2,500 shares of Ventas stock in a transaction on Wednesday, June 3rd. The shares were bought at an average price of $78.81 per share, for a total transaction 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 ownership of the stock. The SEC filing for this purchase provides additional information. Company insiders own 0.53% of the company’s stock.

Ventas News Roundup

Here are the key news stories impacting Ventas this week:

• Positive Sentiment: Ventas reported second-quarter funds from operations (FFO) of $0.97 per share, ahead of the $0.96 consensus estimate and up from $0.87 a year earlier. Revenue rose 21.7% year over year to $1.72 billion, exceeding the $1.68 billion forecast. Ventas Beats Q2 FFO and Revenue Estimates
• Positive Sentiment: Strong growth in Ventas’s Senior Housing Operating Portfolio (SHOP) lifted net operating income, while favorable senior-housing demand and new investments supported management’s decision to raise its full-year 2026 FFO guidance. Ventas Q2 FFO and Revenues Beat Estimates on Strong SHOP Growth
• Positive Sentiment: CEO Debra Cafaro highlighted continued enterprise momentum and an opportunity to capture demographic-driven demand through organic growth and external investments in senior housing. Ventas Reports 2026 Second Quarter Results
• Neutral Sentiment: The earnings beat was modest on an FFO-per-share basis, and the shares had already reached a new one-year high, potentially limiting near-term upside as investors lock in gains. Ventas Reaches New One-Year High

Analyst Upgrades and Downgrades

Several equities research analysts have commented on VTR shares. KeyCorp boosted their target price on shares of Ventas from $90.00 to $95.00 and gave the stock an “overweight” rating in a research report on Thursday, May 7th. Scotiabank reduced their price objective on Ventas from $95.00 to $88.00 and set a “sector perform” rating on the stock in a research report on Thursday, June 18th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $100.00 target price on shares of Ventas in a research note on Tuesday, June 16th. Wells Fargo & Company increased their target price on Ventas from $93.00 to $96.00 and gave the stock an “overweight” rating in a research report on Monday, June 1st. Finally, Barclays initiated coverage on shares of Ventas in a research report on Tuesday, July 7th. They issued an “equal weight” rating and a $99.00 target price on the stock. Fifteen research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. Based on data from MarketBeat, Ventas currently has a consensus rating of “Moderate Buy” and a consensus target price of $96.50.

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.