Inceptionr LLC Invests $1.68 Million in Ventas, Inc. $VTR

Inceptionr LLC purchased a new position in shares of Ventas, Inc. (NYSE:VTR) during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm purchased 23,963 shares of the real estate investment trust’s stock, valued at approximately $1,677,000. Ventas comprises approximately 0.4% of Inceptionr LLC’s holdings, making the stock its 26th biggest position.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Cloud Capital Management LLC acquired a new stake in Ventas during the 3rd quarter worth approximately $25,000. True Wealth Design LLC grew its stake in shares of 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 valued at $30,000 after purchasing an additional 405 shares during the last quarter. ORG Partners LLC increased its holdings in shares of Ventas by 76.1% in the third quarter. ORG Partners LLC now owns 456 shares of the real estate investment trust’s stock valued at $32,000 after purchasing an additional 197 shares during the period. Wilmington Savings Fund Society FSB increased its holdings in shares of Ventas by 65.5% in the third quarter. Wilmington Savings Fund Society FSB now owns 455 shares of the real estate investment trust’s stock valued at $32,000 after purchasing an additional 180 shares during the period. Finally, Golden State Wealth Management LLC raised its stake in shares of Ventas by 52.7% during the second quarter. Golden State Wealth Management LLC now owns 536 shares of the real estate investment trust’s stock worth $34,000 after purchasing an additional 185 shares during the last quarter. 94.18% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several equities research analysts recently weighed in on the company. Morgan Stanley set a $90.00 price target on Ventas in a report on Friday, February 13th. Weiss Ratings raised shares of Ventas from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Monday, December 29th. KeyCorp upped their price objective on shares of Ventas from $85.00 to $90.00 and gave the stock an “overweight” rating in a research report on Tuesday, February 10th. Scotiabank raised their target price on shares of Ventas from $80.00 to $93.00 and gave the stock a “sector perform” rating in a research note on Monday, March 2nd. Finally, UBS Group reaffirmed a “neutral” rating and issued a $85.00 target price on shares of Ventas in a report on Monday, February 9th. Thirteen research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $89.00.

Ventas Stock Down 0.0%

VTR opened at $84.94 on Monday. 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, Inc. has a 12 month low of $60.15 and a 12 month high of $87.87. The stock has a market capitalization of $40.34 billion, a P/E ratio of 157.30, a P/E/G ratio of 2.07 and a beta of 0.73. The business has a 50 day simple moving average of $80.65 and a 200-day simple moving average of $75.81.

Ventas (NYSE:VTR) last announced its quarterly earnings data on Thursday, February 5th. The real estate investment trust reported $0.15 earnings per share 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 analyst estimates of $1.53 billion. Ventas had a return on equity of 2.09% and a net margin of 4.31%.The company’s revenue was up 21.7% on a year-over-year basis. During the same period in the prior year, the company earned $0.81 EPS. Ventas has set its FY 2026 guidance at 3.780-3.880 EPS. On average, equities analysts anticipate that Ventas, Inc. will post 3.4 earnings per share for the current fiscal year.

Ventas Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, April 16th. Stockholders of record on Tuesday, March 31st will be paid a dividend of $0.52 per share. This is a boost from Ventas’s previous quarterly dividend of $0.48. The ex-dividend date of this dividend is Tuesday, March 31st. This represents a $2.08 dividend on an annualized basis and a dividend yield of 2.4%. Ventas’s dividend payout ratio is currently 355.56%.

Insider Activity

In other Ventas news, CFO Robert F. Probst sold 29,930 shares of the company’s stock in a transaction dated Friday, January 2nd. The shares were sold at an average price of $77.25, for a total transaction of $2,312,092.50. Following the transaction, the chief financial officer directly owned 138,434 shares in the company, valued at approximately $10,694,026.50. This represents a 17.78% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, CEO Debra A. Cafaro sold 10,322 shares of the stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $77.66, for a total transaction of $801,606.52. Following the completion of the transaction, the chief executive officer directly owned 1,114,034 shares of the company’s stock, valued at approximately $86,515,880.44. This trade represents a 0.92% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 86,106 shares of company stock worth $6,931,397 in the last 90 days. 1.00% of the stock is currently owned by corporate insiders.

Ventas Company 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.