Dakota Wealth Management Purchases 6,916 Shares of Ventas, Inc. $VTR

Dakota Wealth Management grew its holdings in shares of Ventas, Inc. (NYSE:VTR) by 21.7% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 38,853 shares of the real estate investment trust’s stock after purchasing an additional 6,916 shares during the quarter. Dakota Wealth Management’s holdings in Ventas were worth $3,006,000 at the end of the most recent reporting period.

Several other large investors have also recently modified their holdings of the business. NewEdge Advisors LLC raised its position in shares of Ventas by 856.1% in the first quarter. NewEdge Advisors LLC now owns 7,926 shares of the real estate investment trust’s stock valued at $545,000 after purchasing an additional 7,097 shares during the period. Empowered Funds LLC boosted its holdings in Ventas by 6.8% in the 1st quarter. Empowered Funds LLC now owns 8,373 shares of the real estate investment trust’s stock worth $576,000 after buying an additional 536 shares during the period. Woodline Partners LP boosted its holdings in Ventas by 46.8% in the 1st quarter. Woodline Partners LP now owns 36,826 shares of the real estate investment trust’s stock worth $2,532,000 after buying an additional 11,739 shares during the period. Focus Partners Wealth grew its stake in Ventas by 130.4% in the 1st quarter. Focus Partners Wealth now owns 21,613 shares of the real estate investment trust’s stock valued at $1,486,000 after buying an additional 12,233 shares in the last quarter. Finally, Cetera Investment Advisers grew its stake in Ventas by 3.4% in the 2nd quarter. Cetera Investment Advisers now owns 36,918 shares of the real estate investment trust’s stock valued at $2,331,000 after buying an additional 1,209 shares in the last quarter. Hedge funds and other institutional investors own 94.18% of the company’s stock.

Ventas Trading Down 0.8%

Shares of VTR stock opened at $82.00 on Friday. The company has a market capitalization of $38.95 billion, a PE ratio of 151.86, a price-to-earnings-growth ratio of 2.04 and a beta of 0.73. Ventas, Inc. has a 52-week low of $60.15 and a 52-week high of $88.36. The business’s fifty day moving average is $83.04 and its 200 day moving average is $77.46. 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 posted its earnings results on Thursday, February 5th. The real estate investment trust reported $0.15 EPS for the quarter, missing the consensus estimate of $0.89 by ($0.74). Ventas had a return on equity of 2.09% and a net margin of 4.31%.The business had revenue of ($1,229.71) million for the quarter, compared to analysts’ expectations of $1.53 billion. During the same quarter in the previous year, the firm earned $0.81 earnings per share. Ventas’s quarterly revenue was up 21.7% compared to the same quarter last year. Ventas has set its FY 2026 guidance at 3.780-3.880 EPS. On average, equities research analysts anticipate that Ventas, Inc. will post 3.4 EPS for the current fiscal year.

Ventas Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, April 16th. Stockholders of record on Tuesday, March 31st will be issued a dividend of $0.52 per share. The ex-dividend date of this dividend is Tuesday, March 31st. This is a positive change from Ventas’s previous quarterly dividend of $0.48. This represents a $2.08 annualized dividend and a dividend yield of 2.5%. Ventas’s payout ratio is presently 355.56%.

Wall Street Analyst Weigh In

VTR has been the topic of several recent research reports. Citigroup increased their target price on Ventas from $88.00 to $96.00 and gave the stock a “buy” rating in a research report on Wednesday, February 11th. KeyCorp lifted their price target on Ventas from $85.00 to $90.00 and gave the company an “overweight” rating in a research report on Tuesday, February 10th. Jefferies Financial Group reiterated a “buy” rating and set a $93.00 price objective on shares of Ventas in a research note on Monday, December 15th. Morgan Stanley set a $90.00 target price on Ventas in a research note on Friday, February 13th. Finally, Scotiabank lifted their target price on Ventas from $80.00 to $93.00 and gave the company a “sector perform” rating in a report on Monday, March 2nd. Thirteen research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat, Ventas currently has a consensus rating of “Moderate Buy” and an average price target of $90.47.

Insider Buying and Selling

In other Ventas news, CEO Debra A. Cafaro sold 10,322 shares of Ventas stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $77.66, for a total transaction of $801,606.52. Following the completion of the sale, the chief executive officer directly owned 1,114,034 shares in the company, valued at $86,515,880.44. The trade was a 0.92% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available 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 transaction of $2,312,092.50. Following the completion of the transaction, the chief financial officer directly owned 138,434 shares of the company’s stock, valued at approximately $10,694,026.50. This represents a 17.78% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 86,106 shares of company stock worth $6,931,397. Insiders own 0.80% of the company’s stock.

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.