Carrera Capital Advisors Grows Stock Holdings in Ventas, Inc. $VTR

Carrera Capital Advisors grew its position in Ventas, Inc. (NYSE:VTR) by 13.3% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 71,555 shares of the real estate investment trust’s stock after acquiring an additional 8,382 shares during the quarter. Ventas comprises about 0.9% of Carrera Capital Advisors’ portfolio, making the stock its 24th largest position. Carrera Capital Advisors’ holdings in Ventas were worth $4,553,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently made changes to their positions in VTR. Cloud Capital Management LLC bought a new position in Ventas during the 1st quarter worth about $25,000. Larson Financial Group LLC boosted its holdings in shares of Ventas by 1,334.6% in the 1st quarter. Larson Financial Group LLC now owns 373 shares of the real estate investment trust’s stock valued at $26,000 after buying an additional 347 shares in the last quarter. Rossby Financial LCC purchased a new position in shares of Ventas in the 1st quarter valued at approximately $34,000. Ameritas Advisory Services LLC purchased a new position in shares of Ventas in the 2nd quarter valued at approximately $33,000. Finally, Zions Bancorporation National Association UT purchased a new position in shares of Ventas in the 1st quarter valued at approximately $41,000. 94.18% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Ventas

In other news, CEO Debra A. Cafaro sold 219,515 shares of Ventas stock in a transaction on Monday, October 20th. The stock was sold at an average price of $71.32, for a total transaction of $15,655,809.80. Following the completion of the transaction, the chief executive officer owned 1,145,695 shares of the company’s stock, valued at $81,710,967.40. The trade was a 16.08% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, CEO Peter J. Bulgarelli sold 2,554 shares of Ventas stock in a transaction on Wednesday, October 1st. The stock was 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 position. The disclosure for this sale can be found here. Over the last quarter, insiders sold 289,072 shares of company stock valued at $20,427,497. 0.80% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

VTR has been the subject of several recent research reports. Weiss Ratings raised shares of Ventas from a “hold (c+)” rating to a “buy (b-)” rating in a report on Friday. Raymond James Financial reaffirmed an “outperform” rating and set a $78.00 target price (up previously from $74.00) on shares of Ventas in a report on Friday, August 22nd. Morgan Stanley boosted their price target on shares of Ventas from $70.00 to $75.00 and gave the company an “equal weight” rating in a research report on Friday, August 15th. Evercore ISI upped their target price on shares of Ventas from $77.00 to $80.00 and gave the company an “outperform” rating in a research report on Monday, September 15th. Finally, Cantor Fitzgerald initiated coverage on shares of Ventas in a research report on Wednesday, October 1st. They set an “overweight” rating and a $77.00 price target on the stock. One equities research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat, Ventas presently has an average rating of “Moderate Buy” and a consensus price target of $75.46.

Ventas Stock Performance

Shares of Ventas stock opened at $70.38 on Friday. The firm has a market capitalization of $31.99 billion, a P/E ratio of 163.68, a P/E/G ratio of 2.37 and a beta of 0.89. Ventas, Inc. has a 52 week low of $56.68 and a 52 week high of $72.02. The company has a quick ratio of 0.68, a current ratio of 0.68 and a debt-to-equity ratio of 1.13. The firm’s 50 day moving average is $68.66 and its two-hundred day moving average is $66.56.

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

Ventas Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, October 16th. Shareholders of record on Tuesday, September 30th were issued a $0.48 dividend. The ex-dividend date of this dividend was Tuesday, September 30th. This represents a $1.92 dividend on an annualized basis and a yield of 2.7%. Ventas’s dividend payout ratio (DPR) is 446.51%.

About Ventas

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.