Advisors Asset Management Inc. Sells 323 Shares of Ventas, Inc. $VTR

Advisors Asset Management Inc. reduced its holdings in shares of Ventas, Inc. (NYSE:VTR) by 18.0% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 1,467 shares of the real estate investment trust’s stock after selling 323 shares during the quarter. Advisors Asset Management Inc.’s holdings in Ventas were worth $101,000 as of its most recent SEC filing.

A number of other hedge funds have also bought and sold shares of VTR. Baird Financial Group Inc. lifted its holdings in Ventas by 40.4% during the fourth quarter. Baird Financial Group Inc. now owns 9,978 shares of the real estate investment trust’s stock worth $588,000 after acquiring an additional 2,872 shares during the period. Cetera Investment Advisers raised its stake in shares of Ventas by 6.7% in the fourth quarter. Cetera Investment Advisers now owns 36,273 shares of the real estate investment trust’s stock valued at $2,136,000 after buying an additional 2,287 shares during the period. Jefferies Financial Group Inc. bought a new stake in shares of Ventas in the fourth quarter valued at $313,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its stake in shares of Ventas by 1.9% in the fourth quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 51,696 shares of the real estate investment trust’s stock valued at $3,044,000 after buying an additional 974 shares during the period. Finally, OMERS ADMINISTRATION Corp raised its stake in shares of Ventas by 20.6% in the fourth quarter. OMERS ADMINISTRATION Corp now owns 16,869 shares of the real estate investment trust’s stock valued at $993,000 after buying an additional 2,883 shares during the period. 94.18% of the stock is currently owned by institutional investors.

Insider Activity

In related news, CFO Robert F. Probst sold 168,318 shares of the business’s stock in a transaction dated Monday, July 14th. The stock was sold at an average price of $65.36, for a total transaction of $11,001,264.48. Following the completion of the transaction, the chief financial officer directly owned 168,364 shares in the company, valued at $11,004,271.04. The trade was a 49.99% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Debra A. Cafaro sold 14,753 shares of the business’s stock in a transaction dated Monday, July 14th. The stock was sold at an average price of $65.60, for a total value of $967,796.80. Following the transaction, the chief executive officer owned 1,145,695 shares of the company’s stock, valued at approximately $75,157,592. The trade was a 1.27% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last 90 days, insiders have sold 276,788 shares of company stock valued at $18,279,081. 0.80% of the stock is owned by company insiders.

Ventas Price Performance

Ventas stock opened at $69.72 on Friday. Ventas, Inc. has a 52 week low of $56.68 and a 52 week high of $71.36. The business has a 50-day simple moving average of $67.18 and a 200 day simple moving average of $66.33. The company has a quick ratio of 0.68, a current ratio of 0.68 and a debt-to-equity ratio of 1.13. The stock has a market cap of $31.69 billion, a price-to-earnings ratio of 162.15, a PEG ratio of 2.56 and a beta of 0.87.

Ventas (NYSE:VTR) last posted its earnings results on Wednesday, July 30th. The real estate investment trust reported $0.87 EPS for the quarter, topping the consensus estimate of $0.85 by $0.02. Ventas had a return on equity of 1.75% and a net margin of 3.61%.The business had revenue of $1.42 billion during the quarter, compared to analysts’ expectations of $1.37 billion. During the same period in the previous year, the business earned $0.80 earnings per share. The firm’s revenue was up 18.3% on a year-over-year basis. Ventas has set its FY 2025 guidance at 3.410-3.46 EPS. On average, research analysts forecast that Ventas, Inc. will post 3.4 earnings per share for the current fiscal year.

Analysts Set New Price Targets

Several brokerages have issued reports on VTR. Argus restated a “buy” rating and issued a $75.00 target price on shares of Ventas in a research note on Tuesday, August 26th. Scotiabank boosted their target price on Ventas from $72.00 to $74.00 and gave the company a “sector perform” rating in a research note on Thursday, August 28th. Morgan Stanley boosted their target price on Ventas from $70.00 to $75.00 and gave the company an “equal weight” rating in a research note on Friday, August 15th. Wall Street Zen lowered Ventas from a “hold” rating to a “sell” rating in a research note on Thursday, May 22nd. Finally, Raymond James Financial restated an “outperform” rating and issued a $78.00 target price (up from $74.00) on shares of Ventas in a research note on Friday, August 22nd. One analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Ventas has an average rating of “Moderate Buy” and a consensus target price of $74.36.

About Ventas

Ventas Inc (NYSE: VTR) is a leading S&P 500 real estate investment trust focused on delivering strong, sustainable shareholder returns by enabling exceptional environments that benefit a large and growing aging population. The Company's growth is fueled by its senior housing communities, which provide valuable services to residents and enable them to thrive in supported environments.