SG Americas Securities LLC Acquires 15,464 Shares of Ventas, Inc. $VTR

SG Americas Securities LLC boosted its holdings in shares of Ventas, Inc. (NYSE:VTR) by 52.1% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 45,133 shares of the real estate investment trust’s stock after acquiring an additional 15,464 shares during the period. SG Americas Securities LLC’s holdings in Ventas were worth $3,159,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. Vanguard Group Inc. increased its stake in shares of Ventas by 4.1% during the second quarter. Vanguard Group Inc. now owns 71,796,312 shares of the real estate investment trust’s stock valued at $4,533,937,000 after purchasing an additional 2,854,751 shares in the last quarter. State Street Corp grew its stake in shares of Ventas by 5.2% in the 2nd quarter. State Street Corp now owns 27,998,629 shares of the real estate investment trust’s stock worth $1,781,267,000 after buying an additional 1,388,678 shares during the last quarter. Geode Capital Management LLC increased its position in Ventas by 4.9% during the 2nd quarter. Geode Capital Management LLC now owns 12,226,283 shares of the real estate investment trust’s stock valued at $769,061,000 after buying an additional 574,663 shares in the last quarter. Charles Schwab Investment Management Inc. increased its position in Ventas by 6.3% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 5,597,778 shares of the real estate investment trust’s stock valued at $353,500,000 after buying an additional 331,477 shares in the last quarter. Finally, Massachusetts Financial Services Co. MA raised its stake in Ventas by 1.0% during the second quarter. Massachusetts Financial Services Co. MA now owns 5,570,471 shares of the real estate investment trust’s stock valued at $351,775,000 after buying an additional 53,614 shares during the last quarter. Hedge funds and other institutional investors own 94.18% of the company’s stock.

Insider Activity

In other news, CEO Peter J. Bulgarelli sold 3,924 shares of the firm’s stock in a transaction on Tuesday, November 4th. The stock was sold at an average price of $75.00, for a total value of $294,300.00. Following the transaction, the chief executive officer directly owned 112,564 shares in the company, valued at $8,442,300. This trade represents a 3.37% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, CFO Robert F. Probst sold 33,591 shares of Ventas stock in a transaction on Wednesday, November 12th. The stock was sold at an average price of $76.77, for a total value of $2,578,781.07. Following the completion of the sale, the chief financial officer directly owned 168,364 shares of the company’s stock, valued at $12,925,304.28. The trade was a 16.63% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 713,520 shares of company stock valued at $52,788,577 in the last ninety days. 1.00% of the stock is currently owned by company insiders.

Ventas Price Performance

Shares of NYSE:VTR opened at $75.61 on Tuesday. The company has a debt-to-equity ratio of 1.01, a quick ratio of 0.32 and a current ratio of 0.32. The firm has a market cap of $35.52 billion, a price-to-earnings ratio of 145.41, a price-to-earnings-growth ratio of 1.85 and a beta of 0.78. The business has a 50-day simple moving average of $78.28 and a two-hundred day simple moving average of $71.51. Ventas, Inc. has a fifty-two week low of $56.97 and a fifty-two week high of $81.89.

Ventas (NYSE:VTR) last announced its quarterly earnings results on Wednesday, October 29th. The real estate investment trust reported $0.88 EPS for the quarter, topping analysts’ consensus estimates of $0.87 by $0.01. Ventas had a net margin of 4.28% and a return on equity of 2.05%. The firm had revenue of $1.49 billion during the quarter, compared to analyst estimates of $1.44 billion. During the same period in the previous year, the business posted $0.80 earnings per share. The business’s revenue for the quarter was up 20.5% on a year-over-year basis. Ventas has set its FY 2025 guidance at 3.450-3.480 EPS. On average, analysts expect that Ventas, Inc. will post 3.4 earnings per share for the current year.

Ventas Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, January 15th. Shareholders of record on Wednesday, December 31st will be paid a dividend of $0.48 per share. The ex-dividend date is Wednesday, December 31st. This represents a $1.92 dividend on an annualized basis and a yield of 2.5%. Ventas’s payout ratio is currently 369.23%.

Analysts Set New Price Targets

A number of research firms have recently commented on VTR. Wells Fargo & Company increased their target price on Ventas from $80.00 to $88.00 and gave the stock an “overweight” rating in a research note on Tuesday, November 25th. The Goldman Sachs Group initiated coverage on shares of Ventas in a research report on Friday. They set a “buy” rating and a $94.00 price objective on the stock. Citigroup raised their price objective on shares of Ventas from $80.00 to $88.00 and gave the company a “buy” rating in a research note on Tuesday, November 11th. 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, Jefferies Financial Group reiterated a “buy” rating and set a $93.00 price target on shares of Ventas in a report on Monday, December 15th. One analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and three have issued a Hold rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $80.65.

About Ventas

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.