Roberts Wealth Advisors LLC Grows Position in Ventas, Inc. $VTR

Roberts Wealth Advisors LLC raised its stake in shares of Ventas, Inc. (NYSE:VTR) by 1.0% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 72,370 shares of the real estate investment trust’s stock after purchasing an additional 721 shares during the period. Ventas accounts for 1.3% of Roberts Wealth Advisors LLC’s portfolio, making the stock its 24th largest position. Roberts Wealth Advisors LLC’s holdings in Ventas were worth $4,570,000 as of its most recent filing with the SEC.

A number of other hedge funds also recently made changes to their positions in VTR. Cloud Capital Management LLC purchased a new stake in shares of Ventas during the 1st quarter valued at $25,000. Larson Financial Group LLC boosted its holdings in Ventas by 1,334.6% in the first quarter. Larson Financial Group LLC now owns 373 shares of the real estate investment trust’s stock valued at $26,000 after acquiring an additional 347 shares during the last quarter. Ameritas Advisory Services LLC purchased a new stake in Ventas during the second quarter valued at about $33,000. Rossby Financial LCC acquired a new stake in Ventas during the first quarter worth about $34,000. Finally, Bank Julius Baer & Co. Ltd Zurich acquired a new stake in Ventas during the first quarter worth about $41,000. Institutional investors and hedge funds own 94.18% of the company’s stock.

Insider Transactions at Ventas

In other news, CEO Debra A. Cafaro sold 14,753 shares of the stock in a transaction that occurred on Monday, July 14th. The stock was sold at an average price of $65.60, for a total transaction 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 transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, CFO Robert F. Probst sold 168,318 shares of the firm’s stock in a transaction that occurred 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 sale, the chief financial officer directly owned 168,364 shares of the company’s stock, valued at $11,004,271.04. The trade was a 49.99% decrease in their position. The disclosure for this sale can be found here. Insiders sold 292,110 shares of company stock valued at $19,354,742 in the last three months. 1.00% of the stock is currently owned by company insiders.

Ventas Trading Down 0.7%

VTR opened at $69.26 on Tuesday. The firm’s 50 day moving average is $68.30 and its 200-day moving average is $66.38. Ventas, Inc. has a 52-week low of $56.68 and a 52-week high of $71.36. 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 has a market capitalization of $31.48 billion, a P/E ratio of 161.07, a P/E/G ratio of 2.57 and a beta of 0.89.

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

Ventas Announces Dividend

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

Wall Street Analyst Weigh In

Several equities analysts have recently weighed in on the company. Morgan Stanley lifted their price objective on Ventas from $70.00 to $75.00 and gave the company an “equal weight” rating in a research note on Friday, August 15th. Raymond James Financial reaffirmed an “outperform” rating and set a $78.00 price target (up from $74.00) on shares of Ventas in a research report on Friday, August 22nd. Evercore ISI boosted their price objective on shares of Ventas from $77.00 to $80.00 and gave the stock an “outperform” rating in a research note on Monday, September 15th. UBS Group assumed coverage on shares of Ventas in a research note on Friday, September 19th. They issued a “neutral” rating and a $73.00 target price on the stock. Finally, Argus restated a “buy” rating and set a $75.00 target price on shares of Ventas in a report on Tuesday, August 26th. One investment analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $75.23.

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.