Ventas, Inc. $VTR Shares Acquired by Sequoia Financial Advisors LLC

Sequoia Financial Advisors LLC grew its holdings in Ventas, Inc. (NYSE:VTR) by 12.2% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 5,879 shares of the real estate investment trust’s stock after purchasing an additional 640 shares during the period. Sequoia Financial Advisors LLC’s holdings in Ventas were worth $371,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also modified their holdings of VTR. Cloud Capital Management LLC acquired a new position in shares of Ventas in the 1st quarter valued at $25,000. Larson Financial Group LLC lifted its stake in shares of Ventas by 1,334.6% in the 1st quarter. Larson Financial Group LLC now owns 373 shares of the real estate investment trust’s stock valued at $26,000 after purchasing an additional 347 shares during the last quarter. Ameritas Advisory Services LLC acquired a new position in shares of Ventas in the 2nd quarter valued at $33,000. Rossby Financial LCC purchased a new stake in shares of Ventas in the 1st quarter valued at $34,000. Finally, Bank Julius Baer & Co. Ltd Zurich purchased a new stake in shares of Ventas in the 1st quarter valued at $41,000. Institutional investors and hedge funds own 94.18% of the company’s stock.

Insider Activity

In other news, CEO Debra A. Cafaro sold 10,322 shares of the stock in a transaction dated Wednesday, October 1st. The stock was sold at an average price of $70.24, for a total value of $725,017.28. Following the transaction, the chief executive officer owned 1,145,695 shares in the company, valued at approximately $80,473,616.80. This represents a 0.89% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CFO Robert F. Probst sold 29,691 shares of the stock in a transaction dated Monday, August 4th. The shares were sold at an average price of $68.49, for a total value of $2,033,536.59. Following the completion of the transaction, the chief financial officer owned 168,364 shares in the company, valued at approximately $11,531,250.36. The trade was a 14.99% decrease in their position. The disclosure for this sale can be found here. In the last 90 days, insiders have sold 69,557 shares of company stock worth $4,771,687. 1.00% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

Several research firms recently issued reports on VTR. Wells Fargo & Company boosted their price objective on Ventas from $77.00 to $80.00 and gave the company an “overweight” rating in a report on Tuesday. Weiss Ratings reiterated a “hold (c+)” rating on shares of Ventas in a report on Wednesday, October 8th. UBS Group began coverage on Ventas in a report on Friday, September 19th. They issued a “neutral” rating and a $73.00 price objective on the stock. Scotiabank boosted their price objective on Ventas from $72.00 to $74.00 and gave the company a “sector perform” rating in a report on Thursday, August 28th. Finally, Morgan Stanley boosted their price objective on Ventas from $70.00 to $75.00 and gave the company an “equal weight” rating in a report on Friday, August 15th. One analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, Ventas currently has a consensus rating of “Moderate Buy” and a consensus price target of $75.46.

Ventas Price Performance

Shares of NYSE VTR opened at $70.26 on Wednesday. The stock’s 50-day moving average is $68.51 and its two-hundred day moving average is $66.44. The company has a debt-to-equity ratio of 1.13, a current ratio of 0.68 and a quick ratio of 0.68. Ventas, Inc. has a 1-year low of $56.68 and a 1-year high of $72.02. The company has a market cap of $31.93 billion, a price-to-earnings ratio of 163.39, a price-to-earnings-growth ratio of 2.42 and a beta of 0.89.

Ventas (NYSE:VTR) last issued its quarterly earnings results on Wednesday, July 30th. The real estate investment trust reported $0.87 earnings per share 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 company had revenue of $1.42 billion for the quarter, compared to the consensus estimate of $1.37 billion. During the same quarter in the prior year, the business earned $0.80 EPS. Ventas’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. Analysts forecast that Ventas, Inc. will post 3.4 EPS for the current fiscal year.

Ventas Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, October 16th. Shareholders of record on Tuesday, September 30th were issued a dividend of $0.48 per share. The ex-dividend date was Tuesday, September 30th. This represents a $1.92 annualized dividend and a yield of 2.7%. Ventas’s dividend payout ratio is 446.51%.

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.