Strs Ohio Decreases Position in Ventas, Inc. $VTR

Strs Ohio lessened its holdings in Ventas, Inc. (NYSE:VTR) by 2.7% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 652,168 shares of the real estate investment trust’s stock after selling 17,816 shares during the quarter. Strs Ohio’s holdings in Ventas were worth $50,465,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors also recently added to or reduced their stakes in VTR. Vanguard Group Inc. raised its position in Ventas by 3.2% in the 4th quarter. Vanguard Group Inc. now owns 75,948,003 shares of the real estate investment trust’s stock worth $5,876,856,000 after purchasing an additional 2,349,176 shares during the period. UBS Group AG raised its position in Ventas by 142.4% in the 3rd quarter. UBS Group AG now owns 3,507,841 shares of the real estate investment trust’s stock worth $245,514,000 after purchasing an additional 2,060,770 shares during the period. Lasalle Investment Management Securities LLC raised its position in Ventas by 1,135.1% in the 3rd quarter. Lasalle Investment Management Securities LLC now owns 1,552,880 shares of the real estate investment trust’s stock worth $108,686,000 after purchasing an additional 1,427,151 shares during the period. Sumitomo Mitsui Trust Group Inc. raised its position in Ventas by 74.2% in the 3rd quarter. Sumitomo Mitsui Trust Group Inc. now owns 2,586,405 shares of the real estate investment trust’s stock worth $181,022,000 after purchasing an additional 1,101,948 shares during the period. Finally, Invesco Ltd. raised its position in Ventas by 21.5% in the 3rd quarter. Invesco Ltd. now owns 5,847,604 shares of the real estate investment trust’s stock worth $409,274,000 after purchasing an additional 1,034,634 shares during the period. Hedge funds and other institutional investors own 94.18% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages recently commented on VTR. Royal Bank Of Canada lifted their target price on shares of Ventas from $83.00 to $91.00 and gave the stock an “outperform” rating in a research report on Tuesday, February 10th. Cantor Fitzgerald reissued an “overweight” rating and issued a $93.00 price target on shares of Ventas in a report on Monday, February 9th. Wells Fargo & Company raised their price target on shares of Ventas from $88.00 to $93.00 and gave the stock an “overweight” rating in a report on Thursday, March 26th. UBS Group reissued a “neutral” rating and issued a $85.00 price target on shares of Ventas in a report on Monday, February 9th. Finally, Mizuho raised their price target on shares of Ventas from $87.00 to $94.00 and gave the stock an “outperform” rating in a report on Wednesday, March 4th. Thirteen research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $91.73.

Ventas Price Performance

Shares of Ventas stock opened at $88.11 on Friday. The firm has a market cap of $42.83 billion, a PE ratio of 160.20, a price-to-earnings-growth ratio of 2.16 and a beta of 0.74. Ventas, Inc. has a 12-month low of $61.76 and a 12-month high of $88.41. The company has a quick ratio of 0.67, a current ratio of 0.25 and a debt-to-equity ratio of 0.95. The company’s fifty day simple moving average is $84.79 and its two-hundred day simple moving average is $80.03.

Ventas (NYSE:VTR) last announced its quarterly earnings results on Monday, April 27th. The real estate investment trust reported $0.11 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.12 by ($0.01). The firm had revenue of $1.65 billion during the quarter, compared to the consensus estimate of $1.59 billion. Ventas had a return on equity of 2.09% and a net margin of 4.25%.Ventas’s revenue was up 22.0% on a year-over-year basis. During the same period last year, the business earned $0.84 EPS. Ventas has set its FY 2026 guidance at 3.820-3.890 EPS. As a group, equities analysts expect that Ventas, Inc. will post 3.85 EPS for the current year.

Ventas Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, April 16th. Stockholders of record on Tuesday, March 31st were paid a dividend of $0.52 per share. This represents a $2.08 dividend on an annualized basis and a dividend yield of 2.4%. The ex-dividend date of this dividend was Tuesday, March 31st. This is a positive change from Ventas’s previous quarterly dividend of $0.48. Ventas’s payout ratio is presently 378.18%.

Insider Transactions at Ventas

In other news, EVP Carey S. Roberts sold 35,532 shares of Ventas stock in a transaction dated Wednesday, February 11th. The shares were sold at an average price of $85.00, for a total transaction of $3,020,220.00. Following the sale, the executive vice president owned 72,755 shares of the company’s stock, valued at approximately $6,184,175. The trade was a 32.81% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Debra A. Cafaro sold 10,322 shares of Ventas stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $77.66, for a total transaction of $801,606.52. Following the sale, the chief executive officer directly owned 1,114,034 shares in the company, valued at $86,515,880.44. The trade was a 0.92% decrease in their position. The disclosure for this sale is available in the SEC filing. 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.