B&I Capital AG Acquires 7,350 Shares of Ventas, Inc. $VTR

B&I Capital AG lifted its holdings in shares of Ventas, Inc. (NYSE:VTR) by 5.1% in the second quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 150,200 shares of the real estate investment trust’s stock after buying an additional 7,350 shares during the period. Ventas comprises about 3.2% of B&I Capital AG’s portfolio, making the stock its 8th biggest holding. B&I Capital AG’s holdings in Ventas were worth $9,485,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also modified their holdings of the company. Vanguard Group Inc. raised its stake in Ventas by 4.1% during the second quarter. Vanguard Group Inc. now owns 71,796,312 shares of the real estate investment trust’s stock worth $4,533,937,000 after acquiring an additional 2,854,751 shares in the last quarter. JPMorgan Chase & Co. grew its holdings in shares of Ventas by 9.5% during the 1st quarter. JPMorgan Chase & Co. now owns 32,347,333 shares of the real estate investment trust’s stock valued at $2,224,203,000 after purchasing an additional 2,811,241 shares during the last quarter. Geode Capital Management LLC grew its holdings in shares of Ventas by 4.9% during the 2nd quarter. Geode Capital Management LLC now owns 12,226,283 shares of the real estate investment trust’s stock valued at $769,061,000 after purchasing an additional 574,663 shares during the last quarter. Resolution Capital Ltd increased its position in Ventas by 10.5% during the 1st quarter. Resolution Capital Ltd now owns 7,889,848 shares of the real estate investment trust’s stock worth $542,506,000 after purchasing an additional 751,587 shares in the last quarter. Finally, Price T Rowe Associates Inc. MD lifted its stake in Ventas by 4.6% in the 1st quarter. Price T Rowe Associates Inc. MD now owns 6,414,404 shares of the real estate investment trust’s stock valued at $441,056,000 after purchasing an additional 281,232 shares during the last quarter. 94.18% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

VTR has been the topic of a number of research reports. Wells Fargo & Company boosted their target price on shares of Ventas from $80.00 to $88.00 and gave the stock an “overweight” rating in a research note on Tuesday. JPMorgan Chase & Co. raised their price objective on Ventas from $72.00 to $76.00 and gave the company an “overweight” rating in a report on Tuesday, August 26th. Weiss Ratings raised Ventas from a “hold (c+)” rating to a “buy (b-)” rating in a report on Tuesday. Morgan Stanley increased their target price on Ventas from $70.00 to $75.00 and gave the company an “equal weight” rating in a research report on Friday, August 15th. Finally, Cantor Fitzgerald boosted their price target on Ventas from $77.00 to $85.00 and gave the stock an “overweight” rating in a report on Friday, October 31st. One research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $77.93.

Ventas Price Performance

Shares of VTR opened at $80.11 on Thursday. The business has a 50-day moving average of $72.38 and a 200-day moving average of $68.05. The company has a debt-to-equity ratio of 1.13, a current ratio of 0.68 and a quick ratio of 0.68. The company has a market capitalization of $37.63 billion, a price-to-earnings ratio of 154.05, a price-to-earnings-growth ratio of 2.36 and a beta of 0.88. Ventas, Inc. has a 1 year low of $56.68 and a 1 year high of $80.50.

Ventas (NYSE:VTR) last released its earnings results on Wednesday, October 29th. The real estate investment trust reported $0.88 earnings per share for the quarter, beating analysts’ consensus estimates of $0.87 by $0.01. Ventas had a net margin of 4.28% and a return on equity of 2.10%. The business had revenue of $1.49 billion during the quarter, compared to the consensus estimate of $1.44 billion. During the same quarter in the prior year, the firm posted $0.80 EPS. The company’s revenue for the quarter was up 20.5% compared to the same quarter last year. Ventas has set its FY 2025 guidance at 3.450-3.480 EPS. As a group, equities research analysts anticipate that Ventas, Inc. will post 3.4 earnings per share for the current year.

Ventas Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Thursday, October 16th. Investors of record on Tuesday, September 30th were paid a dividend of $0.48 per share. This represents a $1.92 dividend on an annualized basis and a yield of 2.4%. The ex-dividend date of this dividend was Tuesday, September 30th. Ventas’s dividend payout ratio (DPR) is currently 369.23%.

Insider Activity at Ventas

In other news, CEO Debra A. Cafaro sold 317,258 shares of Ventas stock in a transaction dated Thursday, October 30th. The stock was sold at an average price of $74.24, for a total value of $23,553,233.92. Following the completion of the transaction, the chief executive officer directly owned 1,145,695 shares of the company’s stock, valued at approximately $85,056,396.80. This trade represents a 21.69% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CFO Robert F. Probst sold 33,591 shares of the business’s stock in a transaction dated Wednesday, November 12th. The shares were sold at an average price of $76.77, for a total value of $2,578,781.07. Following the completion of the transaction, the chief financial officer directly owned 168,364 shares in the company, valued at $12,925,304.28. This represents a 16.63% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 698,912 shares of company stock worth $51,454,499 over the last quarter. Company insiders own 0.80% of the company’s stock.

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.