J. Safra Sarasin Holding AG Purchases New Position in Ventas, Inc. $VTR

J. Safra Sarasin Holding AG acquired a new stake in Ventas, Inc. (NYSE:VTR) in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 10,571 shares of the real estate investment trust’s stock, valued at approximately $862,000.

Several other hedge funds also recently made changes to their positions in VTR. NewEdge Advisors LLC increased its position in shares of Ventas by 856.1% during the first quarter. NewEdge Advisors LLC now owns 7,926 shares of the real estate investment trust’s stock worth $545,000 after purchasing an additional 7,097 shares in the last quarter. Empowered Funds LLC boosted its position in shares of Ventas by 6.8% in the 1st quarter. Empowered Funds LLC now owns 8,373 shares of the real estate investment trust’s stock valued at $576,000 after purchasing an additional 536 shares during the period. Woodline Partners LP boosted its position in shares of Ventas by 46.8% in the 1st quarter. Woodline Partners LP now owns 36,826 shares of the real estate investment trust’s stock valued at $2,532,000 after purchasing an additional 11,739 shares during the period. Focus Partners Wealth grew its stake in Ventas by 130.4% during the 1st quarter. Focus Partners Wealth now owns 21,613 shares of the real estate investment trust’s stock worth $1,486,000 after buying an additional 12,233 shares during the last quarter. Finally, Gamco Investors INC. ET AL purchased a new position in Ventas during the 2nd quarter worth approximately $805,000. Hedge funds and other institutional investors own 94.18% of the company’s stock.

Ventas Stock Performance

NYSE:VTR opened at $92.53 on Wednesday. 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 firm has a market cap of $44.99 billion, a price-to-earnings ratio of 168.24, a price-to-earnings-growth ratio of 1.98 and a beta of 0.70. The firm’s fifty day moving average price is $86.80 and its 200 day moving average price is $83.88. Ventas, Inc. has a 1-year low of $64.75 and a 1-year high of $94.60.

Ventas (NYSE:VTR) last announced its quarterly earnings data on Monday, April 27th. The real estate investment trust reported $0.11 EPS for the quarter, missing analysts’ consensus estimates of $0.12 by ($0.01). Ventas had a return on equity of 2.09% and a net margin of 4.25%.The firm had revenue of $1.65 billion for the quarter, compared to analysts’ expectations of $1.59 billion. During the same quarter in the previous year, the company posted $0.84 EPS. The firm’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. On average, sell-side analysts expect that Ventas, Inc. will post 3.88 EPS for the current year.

Ventas Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, July 16th. Stockholders of record on Tuesday, June 30th will be paid a dividend of $0.52 per share. This represents a $2.08 dividend on an annualized basis and a dividend yield of 2.2%. The ex-dividend date is Tuesday, June 30th. Ventas’s payout ratio is 378.18%.

Insider Activity

In other Ventas news, Director Walter C. Rakowich sold 1,152 shares of Ventas stock in a transaction that occurred on 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. The trade was a 3.90% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Michael J. Embler bought 2,500 shares of the company’s stock in a transaction on Wednesday, June 3rd. The shares were acquired at an average price of $78.81 per share, for a total transaction of $197,025.00. Following the transaction, the director directly owned 19,202 shares in the company, valued at $1,513,309.62. This trade represents a 14.97% increase in their position. The disclosure for this purchase is available in the SEC filing. Corporate insiders own 0.53% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts have weighed in on the company. Barclays started coverage on Ventas in a research note on Tuesday, July 7th. They issued an “equal weight” rating and a $99.00 price objective for the company. Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $100.00 target price on shares of Ventas in a research report on Tuesday, June 16th. Wells Fargo & Company lifted their target price on shares of Ventas from $93.00 to $96.00 and gave the company an “overweight” rating in a report on Monday, June 1st. Jefferies Financial Group upped their price target 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, Citigroup increased their price target on shares of Ventas from $96.00 to $100.00 and gave the stock a “buy” rating in a research note on Friday, May 1st. Fourteen investment analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $96.17.

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.