Ventas, Inc. $VTR is Presima Securities ULC’s 3rd Largest Position

Presima Securities ULC decreased its position in Ventas, Inc. (NYSE:VTR) by 17.9% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 399,359 shares of the real estate investment trust’s stock after selling 86,794 shares during the quarter. Ventas makes up 7.7% of Presima Securities ULC’s investment portfolio, making the stock its 3rd largest position. Presima Securities ULC’s holdings in Ventas were worth $27,951,000 at the end of the most recent quarter.

A number of other large investors have also recently modified their holdings of VTR. NewEdge Advisors LLC increased its position in Ventas by 856.1% during the 1st quarter. NewEdge Advisors LLC now owns 7,926 shares of the real estate investment trust’s stock valued at $545,000 after buying an additional 7,097 shares in the last quarter. Empowered Funds LLC boosted its position in Ventas by 6.8% in the first quarter. Empowered Funds LLC now owns 8,373 shares of the real estate investment trust’s stock worth $576,000 after purchasing an additional 536 shares during the last quarter. Woodline Partners LP grew its position in Ventas by 46.8% during the first quarter. Woodline Partners LP now owns 36,826 shares of the real estate investment trust’s stock valued at $2,532,000 after buying an additional 11,739 shares during the period. Focus Partners Wealth raised its holdings in Ventas by 130.4% in the 1st quarter. Focus Partners Wealth now owns 21,613 shares of the real estate investment trust’s stock worth $1,486,000 after purchasing an additional 12,233 shares during the period. Finally, Sequoia Financial Advisors LLC grew its stake in shares of Ventas by 12.2% during the 2nd quarter. Sequoia Financial Advisors LLC now owns 5,879 shares of the real estate investment trust’s stock valued at $371,000 after acquiring an additional 640 shares during the period. Institutional investors own 94.18% of the company’s stock.

Analysts Set New Price Targets

A number of research analysts recently commented on the company. The Goldman Sachs Group reissued a “buy” rating and issued a $100.00 price target on shares of Ventas in a report on Monday, February 9th. Wells Fargo & Company boosted their price objective on shares of Ventas from $80.00 to $88.00 and gave the company an “overweight” rating in a research report on Tuesday, November 25th. Morgan Stanley set a $90.00 price target on Ventas in a report on Friday, February 13th. Royal Bank Of Canada upped their target price on shares of Ventas from $83.00 to $91.00 and gave the stock an “outperform” rating in a research note on Tuesday, February 10th. Finally, Argus set a $88.00 price objective on Ventas in a report on Tuesday, February 10th. Thirteen investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat.com, Ventas currently has a consensus rating of “Moderate Buy” and a consensus price target of $86.87.

Insiders Place Their Bets

In other news, CEO Debra A. Cafaro sold 10,322 shares of Ventas stock in a transaction on Monday, February 2nd. The shares were 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 of the company’s stock, valued at $86,515,880.44. The trade was a 0.92% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, CFO Robert F. Probst sold 29,930 shares of the stock in a transaction that occurred on Friday, January 2nd. The stock was sold at an average price of $77.25, for a total value of $2,312,092.50. Following the sale, the chief financial officer directly owned 138,434 shares of the company’s stock, valued at $10,694,026.50. The trade was a 17.78% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 86,106 shares of company stock worth $6,931,397 in the last quarter. 0.80% of the stock is owned by company insiders.

Ventas Price Performance

Shares of NYSE VTR opened at $85.81 on Thursday. The firm’s 50 day simple moving average is $78.93 and its 200-day simple moving average is $74.26. The stock has a market capitalization of $40.76 billion, a price-to-earnings ratio of 158.91, a PEG ratio of 2.12 and a beta of 0.77. Ventas, Inc. has a 12 month low of $60.15 and a 12 month high of $87.24. The company has a debt-to-equity ratio of 1.03, a current ratio of 0.67 and a quick ratio of 0.67.

Ventas (NYSE:VTR) last announced its earnings results on Thursday, February 5th. The real estate investment trust reported $0.15 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.89 by ($0.74). The business had revenue of ($1,229.71) million for the quarter, compared to analysts’ expectations of $1.53 billion. Ventas had a net margin of 4.31% and a return on equity of 2.09%. The company’s quarterly revenue was up 21.7% on a year-over-year basis. During the same quarter last year, the business earned $0.81 EPS. Ventas has set its FY 2026 guidance at 3.780-3.880 EPS. Analysts expect that Ventas, Inc. will post 3.4 EPS for the current year.

Ventas Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, April 16th. Shareholders of record on Tuesday, March 31st will be paid a $0.52 dividend. This represents a $2.08 annualized dividend and a dividend yield of 2.4%. This is a positive change from Ventas’s previous quarterly dividend of $0.48. The ex-dividend date is Tuesday, March 31st. Ventas’s payout ratio is presently 355.56%.

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.