Elevatus Welath Management Has $7.35 Million Stake in Ventas, Inc. $VTR

Elevatus Welath Management lifted its position in shares of Ventas, Inc. (NYSE:VTR) by 140.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 95,031 shares of the real estate investment trust’s stock after purchasing an additional 55,501 shares during the period. Ventas accounts for approximately 2.0% of Elevatus Welath Management’s investment portfolio, making the stock its 16th biggest holding. Elevatus Welath Management’s holdings in Ventas were worth $7,354,000 at the end of the most recent reporting period.

Several other hedge funds have also added to or reduced their stakes in the company. Family Wealth Partners LLC lifted its holdings in Ventas by 10.4% during the 4th quarter. Family Wealth Partners LLC now owns 8,510 shares of the real estate investment trust’s stock worth $659,000 after purchasing an additional 799 shares during the last quarter. Dakota Wealth Management grew its holdings in Ventas by 21.7% in the 4th quarter. Dakota Wealth Management now owns 38,853 shares of the real estate investment trust’s stock valued at $3,006,000 after buying an additional 6,916 shares in the last quarter. Mather Group LLC. increased its position in Ventas by 97.6% during the 4th quarter. Mather Group LLC. now owns 15,836 shares of the real estate investment trust’s stock worth $1,225,000 after buying an additional 7,823 shares during the period. Norden Group LLC bought a new position in Ventas during the 4th quarter worth $356,000. Finally, Czech National Bank lifted its holdings in shares of Ventas by 7.3% during the fourth quarter. Czech National Bank now owns 123,861 shares of the real estate investment trust’s stock worth $9,584,000 after buying an additional 8,435 shares in the last quarter. 94.18% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of equities research analysts have recently issued reports on the stock. Jefferies Financial Group reissued a “buy” rating and issued a $93.00 target price on shares of Ventas in a research report on Monday, December 15th. JPMorgan Chase & Co. raised their price target on shares of Ventas from $88.00 to $93.00 and gave the stock an “overweight” rating in a research report on Friday, March 20th. Scotiabank lifted their price objective on shares of Ventas from $80.00 to $93.00 and gave the stock a “sector perform” rating in a research note on Monday, March 2nd. Citigroup boosted their price objective on shares of Ventas from $88.00 to $96.00 and gave the company a “buy” rating in a report on Wednesday, February 11th. Finally, Argus set a $88.00 target price on shares of Ventas in a research report on Tuesday, February 10th. Thirteen research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to MarketBeat, Ventas currently has an average rating of “Moderate Buy” and an average target price of $90.47.

Ventas Trading Down 0.8%

Shares of Ventas stock opened at $82.00 on Friday. The company has a quick ratio of 0.67, a current ratio of 0.67 and a debt-to-equity ratio of 1.03. Ventas, Inc. has a 12-month low of $60.15 and a 12-month high of $88.36. The company has a market capitalization of $38.95 billion, a price-to-earnings ratio of 151.86, a PEG ratio of 2.04 and a beta of 0.73. The firm’s 50-day moving average price is $83.04 and its two-hundred day moving average price is $77.46.

Ventas (NYSE:VTR) last issued 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 net margin of 4.31% and a return on equity of 2.09%. The firm had revenue of ($1,229.71) million during the quarter, compared to analyst estimates of $1.53 billion. During the same quarter in the previous year, the firm posted $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, analysts forecast that Ventas, Inc. will post 3.4 earnings per share for the current fiscal year.

Ventas Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, April 16th. Shareholders of record on Tuesday, March 31st will be given a dividend of $0.52 per share. This is an increase from Ventas’s previous quarterly dividend of $0.48. This represents a $2.08 annualized dividend and a yield of 2.5%. The ex-dividend date is Tuesday, March 31st. Ventas’s dividend payout ratio (DPR) is presently 355.56%.

Insiders Place Their Bets

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

Ventas 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.