Easterly Investment Partners LLC Buys New Shares in Ventas, Inc. $VTR

Easterly Investment Partners LLC bought a new stake in Ventas, Inc. (NYSE:VTR) in the fourth quarter, HoldingsChannel reports. The fund bought 7,913 shares of the real estate investment trust’s stock, valued at approximately $612,000.

A number of other hedge funds have also added to or reduced their stakes in VTR. Norges Bank bought a new position in Ventas in the fourth quarter valued at $474,571,000. Vanguard Group Inc. grew its position in Ventas by 3.2% in the fourth quarter. Vanguard Group Inc. now owns 75,948,003 shares of the real estate investment trust’s stock valued at $5,876,856,000 after purchasing an additional 2,349,176 shares in the last quarter. UBS Group AG grew its position in Ventas by 142.4% in the third quarter. UBS Group AG now owns 3,507,841 shares of the real estate investment trust’s stock valued at $245,514,000 after purchasing an additional 2,060,770 shares in the last quarter. Lasalle Investment Management Securities LLC grew its position in shares of Ventas by 1,135.1% in the 3rd quarter. Lasalle Investment Management Securities LLC now owns 1,552,880 shares of the real estate investment trust’s stock valued at $108,686,000 after acquiring an additional 1,427,151 shares during the period. Finally, PGGM Investments bought a new position in shares of Ventas in the 4th quarter valued at about $98,686,000. Institutional investors own 94.18% of the company’s stock.

Insider Activity

In other news, Director Walter C. Rakowich sold 1,152 shares of the company’s stock in a transaction on Thursday, May 14th. The shares were sold at an average price of $90.20, for a total transaction of $103,910.40. Following the completion of the transaction, the director directly owned 28,349 shares in the company, valued at approximately $2,557,079.80. This represents a 3.90% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 0.53% of the company’s stock.

Ventas Price Performance

Shares of Ventas stock opened at $81.58 on Tuesday. Ventas, Inc. has a twelve month low of $61.76 and a twelve month high of $91.06. The company has a quick ratio of 0.25, a current ratio of 0.25 and a debt-to-equity ratio of 0.95. The company has a 50-day simple moving average of $85.22 and a two-hundred day simple moving average of $82.32. The stock has a market capitalization of $39.66 billion, a price-to-earnings ratio of 148.33, a price-to-earnings-growth ratio of 1.86 and a beta of 0.71.

Ventas (NYSE:VTR) last released its earnings results on Monday, April 27th. The real estate investment trust reported $0.11 EPS for the quarter, missing the consensus estimate of $0.12 by ($0.01). Ventas had a net margin of 4.25% and a return on equity of 2.09%. The firm had revenue of $1.65 billion during the quarter, compared to the consensus estimate of $1.59 billion. During the same period in the prior year, the business earned $0.84 earnings per share. Ventas’s quarterly revenue was up 22.0% compared to the same quarter last year. Ventas has set its FY 2026 guidance at 3.820-3.890 EPS. Analysts forecast that Ventas, Inc. will post 3.88 EPS for the current year.

Ventas Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, July 16th. Stockholders of record on Tuesday, June 30th will be issued a dividend of $0.52 per share. The ex-dividend date is Tuesday, June 30th. This represents a $2.08 annualized dividend and a dividend yield of 2.5%. Ventas’s dividend payout ratio is 378.18%.

Wall Street Analyst Weigh In

A number of research analysts have recently commented on the stock. Cantor Fitzgerald reissued an “overweight” rating and issued a $93.00 price objective on shares of Ventas in a research report on Monday, February 9th. Mizuho set a $98.00 price objective on shares of Ventas in a research report on Friday, May 22nd. Citigroup lifted their price objective on shares of Ventas from $96.00 to $100.00 and gave the company a “buy” rating in a research report on Friday, May 1st. Jefferies Financial Group lifted their price objective on shares of Ventas from $97.00 to $100.00 and gave the company a “buy” rating in a research report on Tuesday, May 12th. Finally, Morgan Stanley set a $90.00 price objective on shares of Ventas in a research report on Friday, February 13th. Fourteen analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $95.19.

Ventas 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.