Ventas, Inc. $VTR Shares Sold by Aew Capital Management L P

Aew Capital Management L P cut its holdings in shares of Ventas, Inc. (NYSE:VTR) by 85.7% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 110,560 shares of the real estate investment trust’s stock after selling 661,586 shares during the period. Aew Capital Management L P’s holdings in Ventas were worth $7,738,000 as of its most recent SEC filing.

Several other hedge funds have also made changes to their positions in VTR. Vanguard Group Inc. lifted its holdings in Ventas by 2.5% during the 3rd quarter. Vanguard Group Inc. now owns 73,598,827 shares of the real estate investment trust’s stock worth $5,151,182,000 after buying an additional 1,802,515 shares in the last quarter. JPMorgan Chase & Co. increased its position in shares of Ventas by 1.3% during the third quarter. JPMorgan Chase & Co. now owns 29,701,300 shares of the real estate investment trust’s stock worth $2,078,794,000 after acquiring an additional 387,495 shares during the period. State Street Corp increased its position in shares of Ventas by 5.2% during the second quarter. State Street Corp now owns 27,998,629 shares of the real estate investment trust’s stock worth $1,781,267,000 after acquiring an additional 1,388,678 shares during the period. Geode Capital Management LLC raised its stake in shares of Ventas by 4.9% in the second 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 acquiring an additional 574,663 shares in the last quarter. Finally, Charles Schwab Investment Management Inc. boosted its holdings in Ventas by 6.3% in the second quarter. Charles Schwab Investment Management Inc. now owns 5,597,778 shares of the real estate investment trust’s stock valued at $353,500,000 after purchasing an additional 331,477 shares during the period. Institutional investors and hedge funds own 94.18% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts have weighed in on the company. Morgan Stanley set a $90.00 price target on Ventas in a report on Friday, February 13th. Royal Bank Of Canada boosted their price objective on Ventas from $83.00 to $91.00 and gave the stock an “outperform” rating in a research report on Tuesday, February 10th. Argus set a $88.00 target price on shares of Ventas in a research note on Tuesday, February 10th. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $100.00 target price on shares of Ventas in a report on Monday, February 9th. Finally, Cantor Fitzgerald reiterated an “overweight” rating and set a $93.00 price target on shares of Ventas in a report on Monday, February 9th. Thirteen analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $86.87.

Insider Activity at Ventas

In other news, CEO Debra A. Cafaro sold 10,322 shares of the business’s stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $77.66, for a total value of $801,606.52. Following the completion of the sale, the chief executive officer directly owned 1,114,034 shares of the company’s stock, valued at approximately $86,515,880.44. The trade was a 0.92% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Carey S. Roberts sold 35,532 shares of the firm’s stock in a transaction that occurred on Wednesday, February 11th. The stock was sold at an average price of $85.00, for a total value of $3,020,220.00. Following the transaction, the executive vice president owned 72,755 shares in the company, valued at $6,184,175. This represents a 32.81% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 86,106 shares of company stock valued at $6,931,397 over the last ninety days. Insiders own 1.00% of the company’s stock.

Ventas Price Performance

Shares of NYSE VTR opened at $86.54 on Wednesday. The stock’s 50-day simple moving average is $79.57 and its 200-day simple moving average is $74.79. The firm has a market capitalization of $41.10 billion, a PE ratio of 160.26, a price-to-earnings-growth ratio of 2.12 and a beta of 0.77. Ventas, Inc. has a fifty-two week low of $60.15 and a fifty-two week high of $87.24. The company has a debt-to-equity ratio of 1.03, a quick ratio of 0.67 and a current ratio of 0.67.

Ventas (NYSE:VTR) last announced its quarterly earnings results on Thursday, February 5th. The real estate investment trust reported $0.15 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.89 by ($0.74). Ventas had a net margin of 4.31% and a return on equity of 2.09%. The business had revenue of ($1,229.71) million during the quarter, compared to analyst estimates of $1.53 billion. During the same period last year, the company earned $0.81 earnings per share. The business’s revenue for the quarter was up 21.7% compared to the same quarter last year. Ventas has set its FY 2026 guidance at 3.780-3.880 EPS. As a group, equities research analysts forecast that Ventas, Inc. will post 3.4 EPS for the current fiscal year.

Ventas Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, April 16th. Investors of record on Tuesday, March 31st will be paid a dividend of $0.52 per share. The ex-dividend date is Tuesday, March 31st. This represents a $2.08 annualized dividend and a yield of 2.4%. This is an increase from Ventas’s previous quarterly dividend of $0.48. Ventas’s dividend payout ratio (DPR) is 355.56%.

Ventas Company 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.