Eurizon Capital SGR S.p.A. Takes $51.70 Million Position in Ventas, Inc. $VTR

Eurizon Capital SGR S.p.A. purchased a new stake in shares of Ventas, Inc. (NYSE:VTR) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 667,261 shares of the real estate investment trust’s stock, valued at approximately $51,699,000.

Other large investors have also made changes to their positions in the company. BI Asset Management Fondsmaeglerselskab A S lifted its stake in shares of Ventas by 97.7% during the third quarter. BI Asset Management Fondsmaeglerselskab A S now owns 36,713 shares of the real estate investment trust’s stock valued at $2,570,000 after acquiring an additional 18,146 shares during the period. Vanguard Group Inc. lifted its stake in Ventas by 2.5% in the third quarter. Vanguard Group Inc. now owns 73,598,827 shares of the real estate investment trust’s stock valued at $5,151,182,000 after buying an additional 1,802,515 shares during the period. Schroder Investment Management Group lifted its stake in Ventas by 3.6% in the third quarter. Schroder Investment Management Group now owns 2,487,572 shares of the real estate investment trust’s stock valued at $170,946,000 after buying an additional 85,340 shares during the period. Krilogy Financial LLC acquired a new position in Ventas in the third quarter valued at about $919,000. Finally, Aberdeen Group plc lifted its stake in Ventas by 8.3% in the third quarter. Aberdeen Group plc now owns 1,580,923 shares of the real estate investment trust’s stock valued at $109,985,000 after buying an additional 120,825 shares during the period. Institutional investors and hedge funds own 94.18% of the company’s stock.

Insider Activity

In other Ventas news, Director Walter C. Rakowich sold 1,152 shares of the 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 completion of the sale, the director directly owned 28,349 shares in the company, valued at $2,557,079.80. This represents a 3.90% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.53% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

Several equities analysts have weighed in on VTR shares. Jefferies Financial Group increased their target price on Ventas from $97.00 to $100.00 and gave the company a “buy” rating in a research note on Tuesday, May 12th. Evercore reissued an “outperform” rating and issued a $95.00 target price on shares of Ventas in a research note on Wednesday, April 29th. The Goldman Sachs Group reissued a “buy” rating and issued a $110.00 target price on shares of Ventas in a research note on Tuesday, May 19th. Citigroup increased their target price on Ventas from $96.00 to $100.00 and gave the company a “buy” rating in a research note on Friday, May 1st. Finally, Mizuho set a $98.00 target price on Ventas in a research note on Friday, May 22nd. Fourteen analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $95.00.

Ventas Stock Down 1.4%

Shares of Ventas stock opened at $84.55 on Friday. Ventas, Inc. has a 1 year low of $61.76 and a 1 year high of $91.06. The business has a 50-day moving average of $85.30 and a two-hundred day moving average of $82.24. The company has a market capitalization of $41.10 billion, a P/E ratio of 153.72, a price-to-earnings-growth ratio of 1.89 and a beta of 0.74. The company has a debt-to-equity ratio of 0.95, a current ratio of 0.25 and a quick ratio of 0.25.

Ventas (NYSE:VTR) last announced 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). Ventas had a return on equity of 2.09% and a net margin of 4.25%.The business had revenue of $1.65 billion during the quarter, compared to the consensus estimate of $1.59 billion. During the same quarter last year, the company earned $0.84 earnings per share. The firm’s 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. As a group, equities analysts predict that Ventas, Inc. will post 3.88 EPS for the current year.

Ventas Dividend Announcement

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

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.