Ventas, Inc. $VTR Stock Holdings Lowered by Roberts Wealth Advisors LLC

Roberts Wealth Advisors LLC lessened its position in Ventas, Inc. (NYSE:VTR) by 42.8% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 41,568 shares of the real estate investment trust’s stock after selling 31,161 shares during the period. Roberts Wealth Advisors LLC’s holdings in Ventas were worth $3,217,000 at the end of the most recent reporting period.

Several other hedge funds have also recently bought and sold shares of VTR. Cloud Capital Management LLC acquired a new stake in shares of Ventas in the third quarter valued at approximately $25,000. GoalVest Advisory LLC acquired a new position in shares of Ventas during the fourth quarter worth approximately $26,000. Wiser Advisor Group LLC acquired a new position in shares of Ventas during the third quarter worth approximately $27,000. True Wealth Design LLC grew its holdings in Ventas by 1,557.7% in the 3rd quarter. True Wealth Design LLC now owns 431 shares of the real estate investment trust’s stock worth $30,000 after buying an additional 405 shares in the last quarter. Finally, ORG Partners LLC increased its position in Ventas by 76.1% in the 3rd quarter. ORG Partners LLC now owns 456 shares of the real estate investment trust’s stock valued at $32,000 after acquiring an additional 197 shares during the period. 94.18% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

Several analysts have weighed in on the company. Scotiabank lifted their target price on Ventas from $80.00 to $93.00 and gave the company a “sector perform” rating in a research note on Monday, March 2nd. UBS Group restated a “neutral” rating and set a $85.00 price objective on shares of Ventas in a research note on Monday, February 9th. Citigroup upped their price objective on shares of Ventas from $88.00 to $96.00 and gave the stock a “buy” rating in a report on Wednesday, February 11th. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $100.00 price objective on shares of Ventas in a report on Monday, February 9th. Finally, JPMorgan Chase & Co. increased their target price on shares of Ventas from $88.00 to $93.00 and gave the company an “overweight” rating in a research report on Friday, March 20th. Thirteen analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $90.13.

Insider Activity

In other news, EVP Carey S. Roberts sold 35,532 shares of the firm’s 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 completion of the transaction, the executive vice president owned 72,755 shares in the company, valued at approximately $6,184,175. This trade represents a 32.81% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. Also, CFO Robert F. Probst sold 29,930 shares of Ventas stock in a transaction that occurred on Friday, January 2nd. The stock was sold at an average price of $77.25, for a total transaction of $2,312,092.50. Following the completion of the transaction, the chief financial officer directly owned 138,434 shares in the company, valued at $10,694,026.50. This represents a 17.78% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 86,106 shares of company stock worth $6,931,397. Corporate insiders own 0.80% of the company’s stock.

Ventas Stock Up 0.6%

Shares of VTR stock opened at $82.66 on Thursday. Ventas, Inc. has a 1 year low of $60.15 and a 1 year high of $88.36. The stock has a market cap of $39.26 billion, a PE ratio of 153.08, a price-to-earnings-growth ratio of 2.03 and a beta of 0.73. The business’s fifty day moving average is $82.86 and its 200-day moving average is $77.33. The company has a debt-to-equity ratio of 1.03, a quick ratio of 0.67 and a current ratio of 0.67.

Ventas (NYSE:VTR) last posted its quarterly earnings data on Thursday, February 5th. The real estate investment trust reported $0.15 EPS for the quarter, missing analysts’ consensus estimates of $0.89 by ($0.74). Ventas had a return on equity of 2.09% and a net margin of 4.31%.The firm had revenue of ($1,229.71) million during the quarter, compared to the consensus estimate of $1.53 billion. During the same period in the prior year, the firm posted $0.81 EPS. The firm’s quarterly revenue was up 21.7% on a year-over-year basis. Ventas has set its FY 2026 guidance at 3.780-3.880 EPS. Equities analysts expect that Ventas, Inc. will post 3.4 earnings per share for the current fiscal 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 issued a $0.52 dividend. This represents a $2.08 dividend on an annualized basis and a yield of 2.5%. The ex-dividend date of this dividend is Tuesday, March 31st. This is a positive change from Ventas’s previous quarterly dividend of $0.48. Ventas’s dividend payout ratio is currently 385.19%.

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.