PGGM Investments Makes New Investment in Ventas, Inc. $VTR

PGGM Investments acquired a new stake in Ventas, Inc. (NYSE:VTR) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 1,275,340 shares of the real estate investment trust’s stock, valued at approximately $98,686,000. Ventas comprises 1.6% of PGGM Investments’ holdings, making the stock its 25th largest position.

Other institutional investors have also modified their holdings of the company. GoalVest Advisory LLC acquired a new position in shares of Ventas in the fourth quarter valued at approximately $26,000. Cloud Capital Management LLC acquired a new position in shares of Ventas in the third quarter valued at approximately $25,000. Wiser Advisor Group LLC acquired a new position in shares of Ventas in the third quarter valued at approximately $27,000. Elyxium Wealth LLC acquired a new position in shares of Ventas in the fourth quarter valued at approximately $33,000. Finally, True Wealth Design LLC raised its position in shares of Ventas by 32.0% in the fourth quarter. True Wealth Design LLC now owns 569 shares of the real estate investment trust’s stock valued at $44,000 after buying an additional 138 shares during the last quarter. Institutional investors and hedge funds own 94.18% of the company’s stock.

Ventas Stock Performance

Shares of VTR stock opened at $88.22 on Tuesday. Ventas, Inc. has a one year low of $61.76 and a one year high of $91.06. The company has a debt-to-equity ratio of 0.95, a quick ratio of 0.25 and a current ratio of 0.25. The company has a 50 day moving average price of $85.36 and a 200 day moving average price of $81.97. The firm has a market capitalization of $42.89 billion, a price-to-earnings ratio of 160.40, a price-to-earnings-growth ratio of 2.16 and a beta of 0.74.

Ventas (NYSE:VTR) last issued its quarterly earnings results 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 return on equity of 2.09% and a net margin of 4.25%.The company 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 business’s revenue for the quarter was up 22.0% on a year-over-year basis. Ventas has set its FY 2026 guidance at 3.820-3.890 EPS. Sell-side analysts anticipate that Ventas, Inc. will post 3.86 EPS for the current year.

Ventas Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, July 16th. Investors of record on Tuesday, June 30th will be given a dividend of $0.52 per share. The ex-dividend date of this dividend is Tuesday, June 30th. This represents a $2.08 annualized dividend and a yield of 2.4%. Ventas’s dividend payout ratio is 378.18%.

Insider Buying and Selling

In related news, Director Walter C. Rakowich sold 1,152 shares of the company’s stock in a transaction that occurred on 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 transaction, the director owned 28,349 shares of the company’s stock, valued at approximately $2,557,079.80. This represents a 3.90% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 0.53% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts have recently weighed in on VTR shares. Morgan Stanley set a $90.00 price objective on shares of Ventas in a research report on Friday, February 13th. JPMorgan Chase & Co. boosted their price objective on shares of Ventas from $93.00 to $94.00 and gave the company an “overweight” rating in a research report on Monday, May 11th. Citigroup boosted their price objective on shares of Ventas from $96.00 to $100.00 and gave the company a “buy” rating in a research report on Friday, May 1st. Jefferies Financial Group boosted their price objective on shares of Ventas from $97.00 to $100.00 and gave the company a “buy” rating in a research report on Tuesday, May 12th. Finally, Royal Bank Of Canada boosted their price objective on shares of Ventas from $91.00 to $98.00 and gave the company an “outperform” rating in a research report on Monday, May 4th. Fourteen research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $95.00.

Ventas Company 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.