J. Safra Sarasin Holding AG Invests $1.85 Million in Ventas, Inc. $VTR

J. Safra Sarasin Holding AG acquired a new position in shares of Ventas, Inc. (NYSE:VTR) in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund acquired 29,249 shares of the real estate investment trust’s stock, valued at approximately $1,847,000.

Other hedge funds also recently made changes to their positions in the company. Lindbrook Capital LLC lifted its stake in Ventas by 3.9% during the first quarter. Lindbrook Capital LLC now owns 4,440 shares of the real estate investment trust’s stock worth $305,000 after purchasing an additional 165 shares during the last quarter. Hennion & Walsh Asset Management Inc. lifted its position in Ventas by 1.6% in the 1st quarter. Hennion & Walsh Asset Management Inc. now owns 10,674 shares of the real estate investment trust’s stock worth $734,000 after buying an additional 172 shares during the last quarter. Kentucky Retirement Systems lifted its position in Ventas by 0.6% in the 1st quarter. Kentucky Retirement Systems now owns 28,574 shares of the real estate investment trust’s stock worth $1,965,000 after buying an additional 183 shares during the last quarter. Smartleaf Asset Management LLC lifted its position in Ventas by 7.1% in the 1st quarter. Smartleaf Asset Management LLC now owns 2,896 shares of the real estate investment trust’s stock worth $199,000 after buying an additional 193 shares during the last quarter. Finally, Quarry LP lifted its holdings in shares of Ventas by 17.9% in the 1st quarter. Quarry LP now owns 1,313 shares of the real estate investment trust’s stock worth $90,000 after acquiring an additional 199 shares during the last quarter. 94.18% of the stock is owned by institutional investors.

Insider Buying and Selling at Ventas

In other Ventas news, CEO Debra A. Cafaro sold 14,753 shares of the company’s stock in a transaction on Monday, July 14th. The shares were sold at an average price of $65.60, for a total value of $967,796.80. Following the completion of the transaction, the chief executive officer directly owned 1,145,695 shares in the company, valued at approximately $75,157,592. This represents a 1.27% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO Robert F. Probst sold 168,318 shares of the company’s stock in a transaction on Monday, July 14th. The stock was sold at an average price of $65.36, for a total transaction of $11,001,264.48. Following the completion of the transaction, the chief financial officer owned 168,364 shares of the company’s stock, valued at $11,004,271.04. This trade represents a 49.99% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 292,110 shares of company stock valued at $19,354,742 over the last 90 days. Company insiders own 0.80% of the company’s stock.

Analysts Set New Price Targets

A number of equities research analysts have recently weighed in on VTR shares. Raymond James Financial restated an “outperform” rating and issued a $78.00 price objective (up from $74.00) on shares of Ventas in a report on Friday, August 22nd. JPMorgan Chase & Co. boosted their price target on shares of Ventas from $72.00 to $76.00 and gave the stock an “overweight” rating in a research note on Tuesday, August 26th. Evercore ISI boosted their target price on Ventas from $77.00 to $80.00 and gave the company an “outperform” rating in a research note on Monday, September 15th. Cantor Fitzgerald initiated coverage on Ventas in a research note on Wednesday. They issued an “overweight” rating and a $77.00 target price for the company. Finally, Argus reiterated a “buy” rating and issued a $75.00 price objective on shares of Ventas in a research report on Tuesday, August 26th. One investment analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $75.23.

Ventas Trading Up 0.3%

VTR opened at $69.77 on Friday. The business has a 50 day simple moving average of $68.22 and a two-hundred day simple moving average of $66.38. The firm has a market capitalization of $31.71 billion, a price-to-earnings ratio of 162.25, a PEG ratio of 2.57 and a beta of 0.89. The company has a debt-to-equity ratio of 1.13, a current ratio of 0.68 and a quick ratio of 0.68. Ventas, Inc. has a one year low of $56.68 and a one year high of $71.36.

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

Ventas Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, October 16th. Shareholders of record on Tuesday, September 30th will be issued a $0.48 dividend. The ex-dividend date is Tuesday, September 30th. This represents a $1.92 annualized dividend and a yield of 2.8%. Ventas’s dividend payout ratio is 446.51%.

Ventas Profile

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.