Dimensional Fund Advisors LP Increases Stake in Ventas, Inc. $VTR

Dimensional Fund Advisors LP boosted its holdings in shares of Ventas, Inc. (NYSE:VTR) by 3.6% during the first quarter, Holdings Channel.com reports. The institutional investor owned 7,190,594 shares of the real estate investment trust’s stock after buying an additional 253,019 shares during the period. Dimensional Fund Advisors LP’s holdings in Ventas were worth $588,045,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Angeles Wealth Management LLC boosted its stake in shares of Ventas by 4.0% in the 1st quarter. Angeles Wealth Management LLC now owns 3,329 shares of the real estate investment trust’s stock valued at $274,000 after buying an additional 128 shares during the period. Bridgewater Advisors Inc. raised its holdings in Ventas by 2.0% in the fourth quarter. Bridgewater Advisors Inc. now owns 6,790 shares of the real estate investment trust’s stock valued at $525,000 after acquiring an additional 133 shares in the last quarter. IHT Wealth Management LLC raised its holdings in Ventas by 3.2% in the fourth quarter. IHT Wealth Management LLC now owns 4,415 shares of the real estate investment trust’s stock valued at $343,000 after acquiring an additional 137 shares in the last quarter. True Wealth Design LLC lifted its stake in Ventas by 32.0% in the fourth quarter. True Wealth Design LLC now owns 569 shares of the real estate investment trust’s stock worth $44,000 after acquiring an additional 138 shares during the last quarter. Finally, Cigna Investments Inc. New grew its holdings in Ventas by 3.3% during the 4th quarter. Cigna Investments Inc. New now owns 4,396 shares of the real estate investment trust’s stock worth $341,000 after acquiring an additional 142 shares in the last quarter. Hedge funds and other institutional investors own 94.18% of the company’s stock.

Ventas Price Performance

Ventas stock opened at $96.21 on Tuesday. Ventas, Inc. has a 12 month low of $65.15 and a 12 month high of $97.16. The company has a debt-to-equity ratio of 0.95, a current ratio of 0.25 and a quick ratio of 0.25. The business has a 50 day simple moving average of $87.44 and a 200-day simple moving average of $84.31. The stock has a market capitalization of $46.77 billion, a PE ratio of 174.93, a price-to-earnings-growth ratio of 2.07 and a beta of 0.70.

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

Ventas Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, July 16th. Investors of record on Tuesday, June 30th were given a $0.52 dividend. The ex-dividend date was Tuesday, June 30th. This represents a $2.08 annualized dividend and a dividend yield of 2.2%. Ventas’s payout ratio is currently 378.18%.

Analyst Upgrades and Downgrades

VTR has been the subject of several recent analyst reports. Mizuho set a $98.00 price objective on shares of Ventas in a research report on Friday, May 22nd. Barclays initiated coverage on Ventas in a report on Tuesday, July 7th. They issued an “equal weight” rating and a $99.00 target price on the stock. BMO Capital Markets reaffirmed an “outperform” rating and set a $100.00 price target on shares of Ventas in a report on Monday, May 4th. Weiss Ratings downgraded Ventas from a “buy (b-)” rating to a “hold (c+)” rating in a report on Wednesday, July 8th. Finally, Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $100.00 price objective on shares of Ventas in a research report on Tuesday, June 16th. Fourteen research analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $96.17.

Insider Activity

In related news, Director Michael J. Embler acquired 2,500 shares of the business’s stock in a transaction that occurred on Wednesday, June 3rd. The stock was purchased at an average cost of $78.81 per share, for a total transaction of $197,025.00. Following the transaction, the director directly owned 19,202 shares of the company’s stock, valued at approximately $1,513,309.62. This trade represents a 14.97% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link. Also, Director Walter C. Rakowich sold 1,152 shares of Ventas stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $90.20, for a total value of $103,910.40. Following the sale, the director owned 28,349 shares of the company’s stock, valued at approximately $2,557,079.80. This represents a 3.90% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.53% of the stock is owned by insiders.

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.