Ventas (NYSE:VTR) CEO Sells $801,606.52 in Stock

Ventas, Inc. (NYSE:VTR) CEO Debra Cafaro sold 10,322 shares of the company’s stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $77.66, for a total value of $801,606.52. Following the transaction, the chief executive officer directly owned 1,114,034 shares in the company, valued at approximately $86,515,880.44. This trade represents a 0.92% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website.

Ventas Trading Up 2.7%

Shares of Ventas stock opened at $79.82 on Friday. The stock has a market capitalization of $37.49 billion, a PE ratio of 153.49, a price-to-earnings-growth ratio of 1.94 and a beta of 0.77. Ventas, Inc. has a 52 week low of $58.72 and a 52 week high of $81.89. The stock has a 50 day moving average price of $78.09 and a two-hundred day moving average price of $73.08. The company has a debt-to-equity ratio of 1.01, a quick ratio of 0.32 and a current ratio of 0.32.

Ventas (NYSE:VTR) last issued its earnings results on Thursday, February 5th. The real estate investment trust reported $0.89 earnings per share (EPS) for the quarter, hitting analysts’ consensus estimates of $0.89. The company had revenue of $1.55 billion for the quarter, compared to analysts’ expectations of $1.53 billion. Ventas had a return on equity of 2.05% and a net margin of 4.28%.Ventas’s quarterly revenue was up 21.7% compared to the same quarter last year. During the same period last year, the business earned $0.81 EPS. Ventas has set its FY 2026 guidance at 3.780-3.880 EPS. As a group, equities analysts anticipate that Ventas, Inc. will post 3.4 earnings per share for the current fiscal year.

Ventas Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, April 16th. Investors of record on Tuesday, March 31st will be issued a $0.52 dividend. The ex-dividend date is Tuesday, March 31st. This represents a $2.08 dividend on an annualized basis and a dividend yield of 2.6%. This is a boost from Ventas’s previous quarterly dividend of $0.48. Ventas’s dividend payout ratio (DPR) is currently 369.23%.

Institutional Inflows and Outflows

A number of institutional investors have recently bought and sold shares of the business. NewEdge Advisors LLC boosted its holdings in shares of Ventas by 856.1% in the 1st quarter. NewEdge Advisors LLC now owns 7,926 shares of the real estate investment trust’s stock worth $545,000 after buying an additional 7,097 shares during the last quarter. Empowered Funds LLC increased its holdings in Ventas by 6.8% during the first quarter. Empowered Funds LLC now owns 8,373 shares of the real estate investment trust’s stock worth $576,000 after buying an additional 536 shares during the last quarter. Woodline Partners LP raised its position in Ventas by 46.8% in the first quarter. Woodline Partners LP now owns 36,826 shares of the real estate investment trust’s stock worth $2,532,000 after acquiring an additional 11,739 shares during the period. Focus Partners Wealth raised its position in Ventas by 130.4% in the first quarter. Focus Partners Wealth now owns 21,613 shares of the real estate investment trust’s stock worth $1,486,000 after acquiring an additional 12,233 shares during the period. Finally, Ameritas Advisory Services LLC purchased a new position in Ventas in the second quarter valued at about $33,000. Institutional investors own 94.18% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages have recently commented on VTR. The Goldman Sachs Group began coverage on Ventas in a research note on Friday, January 9th. They issued a “buy” rating and a $94.00 price objective for the company. KeyCorp upped their price target on Ventas from $70.00 to $85.00 and gave the stock an “overweight” rating in a report on Thursday, December 4th. Scotiabank raised their price objective on Ventas from $74.00 to $80.00 and gave the company a “sector perform” rating in a research note on Thursday, November 13th. Cantor Fitzgerald reaffirmed an “overweight” rating and set a $93.00 price objective on shares of Ventas in a report on Monday, January 5th. Finally, Weiss Ratings upgraded shares of Ventas from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Monday, December 29th. Fourteen equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $81.63.

Ventas News Summary

Here are the key news stories impacting Ventas this week:

• Positive Sentiment: Company raised FY‑2026 EPS guidance to $3.78–$3.88 and provided an optimistic 2026 outlook, a key driver supporting the rally as it implies materially higher earnings power than prior expectations. Business Wire: Ventas Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Q4 revenue rose ~21.7% year‑over‑year to $1.55B, beating the $1.53B estimate; management highlighted growth execution in senior housing and enterprise expansion — supportive for growth-oriented REIT investors. SeattlePI: Ventas Q4 Earnings Snapshot
• Positive Sentiment: Board increased the dividend (company announced dividend action in the results release), which can attract income investors and signal confidence in cash flow. Business Wire: Ventas Reports Fourth Quarter and Full Year 2025 Results
• Neutral Sentiment: Q4 FFO / EPS printed $0.89, essentially in line with consensus (FFO matched estimates). Meeting estimates reduces downside surprise risk but limits immediate upside from the quarter itself. Zacks: Ventas Matches Q4 FFO Estimates
• Neutral Sentiment: Analyst coverage is constructive overall (several price-target raises and multiple buy/overweight ratings), which supports investor sentiment but is already reflected in recent price gains. MarketBeat: Ventas Stock Coverage
• Negative Sentiment: CEO Debra Cafaro sold 10,322 shares (~$800k), a disclosed insider sale that can be read negatively by some investors even though she retains a large stake. American Banking News: Debra Cafaro Sells Shares
• Negative Sentiment: MarketBeat flagged a very high payout ratio (~369% reported) and leverage metrics (debt/equity ~1.0); these raise questions about dividend sustainability and balance‑sheet risk if growth slows. MarketBeat: Ventas Financials

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.