American Century Companies Inc. Reduces Stock Position in Ventas, Inc. $VTR

American Century Companies Inc. cut its position in Ventas, Inc. (NYSE:VTR) by 1.5% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 2,585,314 shares of the real estate investment trust’s stock after selling 40,152 shares during the period. American Century Companies Inc. owned approximately 0.55% of Ventas worth $180,946,000 at the end of the most recent quarter.

Several other institutional investors have also recently modified their holdings of VTR. Cloud Capital Management LLC acquired a new position in Ventas in the 3rd quarter worth approximately $25,000. True Wealth Design LLC lifted its stake in Ventas by 1,557.7% during the 3rd quarter. True Wealth Design LLC now owns 431 shares of the real estate investment trust’s stock valued at $30,000 after acquiring an additional 405 shares during the period. ORG Partners LLC boosted its holdings in shares of Ventas by 76.1% in the 3rd quarter. ORG Partners LLC now owns 456 shares of the real estate investment trust’s stock valued at $32,000 after acquiring an additional 197 shares during the last quarter. Wilmington Savings Fund Society FSB boosted its holdings in shares of Ventas by 65.5% in the 3rd quarter. Wilmington Savings Fund Society FSB now owns 455 shares of the real estate investment trust’s stock valued at $32,000 after acquiring an additional 180 shares during the last quarter. Finally, Golden State Wealth Management LLC increased its stake in shares of Ventas by 52.7% in the second quarter. Golden State Wealth Management LLC now owns 536 shares of the real estate investment trust’s stock worth $34,000 after acquiring an additional 185 shares during the period. 94.18% of the stock is currently owned by hedge funds and other institutional investors.

Ventas Stock Down 0.1%

Ventas stock opened at $86.38 on Friday. The company has a debt-to-equity ratio of 1.03, a current ratio of 0.67 and a quick ratio of 0.67. The stock has a market capitalization of $41.03 billion, a PE ratio of 159.96, a price-to-earnings-growth ratio of 2.11 and a beta of 0.77. The business has a 50 day simple moving average of $80.00 and a 200-day simple moving average of $75.12. Ventas, Inc. has a 12 month low of $60.15 and a 12 month high of $87.87.

Ventas (NYSE:VTR) last released 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). The company had revenue of ($1,229.71) million during the quarter, compared to analyst estimates of $1.53 billion. Ventas had a net margin of 4.31% and a return on equity of 2.09%. Ventas’s revenue was up 21.7% compared to the same quarter last year. During the same period in the prior year, the business posted $0.81 EPS. Ventas has set its FY 2026 guidance at 3.780-3.880 EPS. On average, analysts anticipate that Ventas, Inc. will post 3.4 EPS for the current fiscal year.

Ventas Increases Dividend

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

Analyst Upgrades and Downgrades

A number of research analysts recently issued reports on the stock. Citigroup boosted their target price on shares of Ventas from $88.00 to $96.00 and gave the company a “buy” rating in a research report on Wednesday, February 11th. Wells Fargo & Company lifted their price objective on Ventas from $80.00 to $88.00 and gave the company an “overweight” rating in a research note on Tuesday, November 25th. Cantor Fitzgerald reissued an “overweight” rating and issued a $93.00 price objective on shares of Ventas in a report on Monday, February 9th. Scotiabank upped their target price on Ventas from $74.00 to $80.00 and gave the stock a “sector perform” rating in a research note on Thursday, November 13th. Finally, UBS Group reiterated a “neutral” rating and set a $85.00 price target on shares of Ventas in a research report on Monday, February 9th. Thirteen equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $86.87.

Insider Transactions at Ventas

In related news, CEO Debra A. Cafaro sold 10,322 shares of Ventas 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 sale, the chief executive officer directly owned 1,114,034 shares in the company, valued at approximately $86,515,880.44. The trade was a 0.92% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, CFO Robert F. Probst sold 29,930 shares of the business’s stock in a transaction that occurred on Friday, January 2nd. The stock was sold at an average price of $77.25, for a total value of $2,312,092.50. Following the sale, the chief financial officer owned 138,434 shares of the company’s stock, valued at approximately $10,694,026.50. This trade represents a 17.78% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 86,106 shares of company stock valued at $6,931,397 over the last 90 days. Corporate insiders own 0.80% of the company’s stock.

About Ventas

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.