Epoch Investment Partners Inc. Buys 99,110 Shares of Ventas, Inc. $VTR

Epoch Investment Partners Inc. lifted its position in Ventas, Inc. (NYSE:VTR) by 39.7% during the first quarter, HoldingsChannel.com reports. The fund owned 348,914 shares of the real estate investment trust’s stock after purchasing an additional 99,110 shares during the period. Epoch Investment Partners Inc.’s holdings in Ventas were worth $28,534,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also bought and sold shares of VTR. Vanguard Group Inc. grew 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 valued at $5,876,856,000 after purchasing an additional 2,349,176 shares during the period. State Street Corp lifted its stake in Ventas by 2.5% in the 4th quarter. State Street Corp now owns 29,662,635 shares of the real estate investment trust’s stock valued at $2,309,234,000 after acquiring an additional 735,620 shares in the last quarter. Geode Capital Management LLC boosted its position in Ventas by 3.8% during the 4th quarter. Geode Capital Management LLC now owns 12,988,943 shares of the real estate investment trust’s stock worth $1,001,447,000 after acquiring an additional 475,633 shares during the last quarter. Price T Rowe Associates Inc. MD boosted its position in Ventas by 27.9% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 9,176,254 shares of the real estate investment trust’s stock worth $710,060,000 after acquiring an additional 2,000,341 shares during the last quarter. Finally, Capital World Investors bought a new position in shares of Ventas during the 4th quarter worth approximately $594,116,000. Institutional investors own 94.18% of the company’s stock.

Ventas Stock Up 2.8%

NYSE:VTR opened at $100.61 on Friday. Ventas, Inc. has a twelve month low of $65.15 and a twelve month high of $100.84. The firm has a market capitalization of $48.92 billion, a price-to-earnings ratio of 182.94, a price-to-earnings-growth ratio of 2.16 and a beta of 0.70. The company has a quick ratio of 0.25, a current ratio of 0.25 and a debt-to-equity ratio of 0.95. The stock’s 50 day moving average price is $88.17 and its two-hundred day moving average price is $84.85.

Ventas (NYSE:VTR) last released its quarterly earnings data 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). Ventas had a net margin of 4.25% and a return on equity of 2.09%. The company had revenue of $1.65 billion during the quarter, compared to analyst estimates of $1.59 billion. During the same period in the previous year, the company posted $0.84 EPS. The company’s quarterly revenue was up 22.0% compared to the same quarter last year. Ventas has set its FY 2026 guidance at 3.820-3.890 EPS. Equities research analysts expect that Ventas, Inc. will post 3.88 earnings per share for the current fiscal year.

Ventas Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, July 16th. Shareholders of record on Tuesday, June 30th were given a dividend of $0.52 per share. This represents a $2.08 annualized dividend and a yield of 2.1%. The ex-dividend date of this dividend was Tuesday, June 30th. Ventas’s dividend payout ratio is 378.18%.

Analyst Upgrades and Downgrades

A number of analysts have recently issued reports on VTR shares. BMO Capital Markets reiterated an “outperform” rating and issued a $100.00 price objective on shares of Ventas in a report on Monday, May 4th. Barclays assumed coverage on shares of Ventas in a report on Tuesday, July 7th. They set an “equal weight” rating and a $99.00 target price for the company. Wells Fargo & Company lifted their price target on shares of Ventas from $93.00 to $96.00 and gave the company an “overweight” rating in a research note on Monday, June 1st. The Goldman Sachs Group reissued a “buy” rating and set a $110.00 price target on shares of Ventas in a research report on Tuesday, May 19th. Finally, Royal Bank Of Canada boosted their price target on shares of Ventas from $91.00 to $98.00 and gave the stock an “outperform” rating in a research report on Monday, May 4th. Fifteen investment analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $96.50.

Insiders Place Their Bets

In other news, Director Michael J. Embler acquired 2,500 shares of the stock in a transaction dated Wednesday, June 3rd. The shares were bought at an average cost of $78.81 per share, for a total transaction of $197,025.00. Following the purchase, the director directly owned 19,202 shares of the company’s stock, valued at approximately $1,513,309.62. This trade represents a 14.97% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Walter C. Rakowich sold 1,152 shares of the company’s stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $90.20, for a total transaction of $103,910.40. Following the completion of the sale, the director directly owned 28,349 shares in the company, valued at approximately $2,557,079.80. The trade was a 3.90% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 0.53% of the company’s stock.

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.