Tred Avon Family Wealth LLC Acquires Shares of 7,975 Ventas, Inc. $VTR

Tred Avon Family Wealth LLC purchased a new stake in Ventas, Inc. (NYSE:VTR) during the third quarter, according to its most recent disclosure with the SEC. The firm purchased 7,975 shares of the real estate investment trust’s stock, valued at approximately $558,000.

A number of other large investors have also modified their holdings of VTR. True Wealth Design LLC grew its holdings in shares of Ventas by 1,557.7% during the 3rd quarter. True Wealth Design LLC now owns 431 shares of the real estate investment trust’s stock worth $30,000 after purchasing an additional 405 shares during the period. ORG Partners LLC lifted its stake in Ventas by 76.1% during the third quarter. ORG Partners LLC now owns 456 shares of the real estate investment trust’s stock worth $32,000 after purchasing an additional 197 shares in the last quarter. Wilmington Savings Fund Society FSB boosted its position in shares of Ventas by 65.5% during the third quarter. Wilmington Savings Fund Society FSB now owns 455 shares of the real estate investment trust’s stock worth $32,000 after buying an additional 180 shares during the period. Ameritas Advisory Services LLC acquired a new stake in shares of Ventas in the second quarter valued at $33,000. Finally, Golden State Wealth Management LLC raised its holdings in shares of Ventas by 52.7% in the 2nd quarter. Golden State Wealth Management LLC now owns 536 shares of the real estate investment trust’s stock valued at $34,000 after buying an additional 185 shares during the period. Hedge funds and other institutional investors own 94.18% of the company’s stock.

Insider Transactions at Ventas

In related news, CEO Debra A. Cafaro sold 317,258 shares of the business’s stock in a transaction that occurred on Thursday, October 30th. The stock was sold at an average price of $74.24, for a total transaction of $23,553,233.92. Following the completion of the sale, the chief executive officer owned 1,145,695 shares in the company, valued at $85,056,396.80. The trade was a 21.69% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Peter J. Bulgarelli sold 3,924 shares of the company’s stock in a transaction that occurred on Tuesday, November 4th. The shares were sold at an average price of $75.00, for a total value of $294,300.00. Following the completion of the transaction, the chief executive officer directly owned 112,564 shares of the company’s stock, valued at $8,442,300. This trade represents a 3.37% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 494,005 shares of company stock valued at $37,132,767. 0.80% of the stock is currently owned by corporate insiders.

Ventas Trading Up 1.9%

NYSE VTR opened at $78.40 on Monday. The company has a quick ratio of 0.32, a current ratio of 0.32 and a debt-to-equity ratio of 1.01. Ventas, Inc. has a 52 week low of $58.22 and a 52 week high of $81.89. The stock has a market capitalization of $36.82 billion, a PE ratio of 150.76, a price-to-earnings-growth ratio of 1.94 and a beta of 0.78. The firm has a 50 day moving average of $78.44 and a two-hundred day moving average of $71.91.

Ventas (NYSE:VTR) last announced its quarterly earnings data on Wednesday, October 29th. The real estate investment trust reported $0.88 earnings per share for the quarter, beating analysts’ consensus estimates of $0.87 by $0.01. The business had revenue of $1.49 billion for the quarter, compared to analyst estimates of $1.44 billion. Ventas had a net margin of 4.28% and a return on equity of 2.05%. The company’s revenue was up 20.5% on a year-over-year basis. During the same period last year, the business earned $0.80 EPS. Ventas has set its FY 2025 guidance at 3.450-3.480 EPS. As a group, research 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 was paid on Thursday, January 15th. Shareholders of record on Wednesday, December 31st were issued a dividend of $0.48 per share. This represents a $1.92 dividend on an annualized basis and a yield of 2.4%. The ex-dividend date of this dividend was Wednesday, December 31st. Ventas’s payout ratio is 369.23%.

Analysts Set New Price Targets

Several research firms recently issued reports on VTR. Weiss Ratings raised Ventas from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Monday, December 29th. 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. Cantor Fitzgerald restated an “overweight” rating and issued a $93.00 price objective on shares of Ventas in a report on Monday, January 5th. Jefferies Financial Group reaffirmed a “buy” rating and set a $93.00 target price on shares of Ventas in a research note on Monday, December 15th. Finally, The Goldman Sachs Group began coverage on shares of Ventas in a research report on Friday, January 9th. They issued a “buy” rating and a $94.00 price target for the company. Fourteen equities 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.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $81.63.

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.