Advisors Management Group Inc. ADV Lowers Stock Position in Ventas, Inc. $VTR

Advisors Management Group Inc. ADV lessened its stake in Ventas, Inc. (NYSE:VTR) by 17.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 51,417 shares of the real estate investment trust’s stock after selling 10,730 shares during the period. Advisors Management Group Inc. ADV’s holdings in Ventas were worth $3,979,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in the stock. Cloud Capital Management LLC bought a new stake in shares of Ventas in the 3rd quarter worth approximately $25,000. GoalVest Advisory LLC bought a new position in shares of Ventas during the 4th quarter valued at $26,000. Wiser Advisor Group LLC bought a new position in shares of Ventas during the 3rd quarter valued at $27,000. True Wealth Design LLC raised its position in Ventas by 1,557.7% in the 3rd quarter. True Wealth Design LLC now owns 431 shares of the real estate investment trust’s stock worth $30,000 after purchasing an additional 405 shares during the period. Finally, ORG Partners LLC raised its position in Ventas by 76.1% in the 3rd quarter. ORG Partners LLC now owns 456 shares of the real estate investment trust’s stock worth $32,000 after purchasing an additional 197 shares during the period. Institutional investors own 94.18% of the company’s stock.

Insider Activity

In other news, EVP Carey S. Roberts sold 35,532 shares of the stock in a transaction that occurred on Wednesday, February 11th. The shares were 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. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Debra A. Cafaro sold 10,322 shares of the firm’s stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $77.66, for a total transaction of $801,606.52. Following the completion of the transaction, 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 SEC filing for this sale provides additional information. Insiders sold 86,106 shares of company stock valued at $6,931,397 in the last quarter. 0.80% of the stock is currently owned by insiders.

Analysts Set New Price Targets

VTR has been the subject of a number of analyst reports. KeyCorp increased their price objective on Ventas from $85.00 to $90.00 and gave the company an “overweight” rating in a research note on Tuesday, February 10th. UBS Group reissued a “neutral” rating and set a $85.00 price target on shares of Ventas in a research report on Monday, February 9th. Argus set a $88.00 price target on shares of Ventas in a report on Tuesday, February 10th. Wells Fargo & Company boosted their price objective on shares of Ventas from $88.00 to $93.00 and gave the company an “overweight” rating in a research report on Thursday. Finally, JPMorgan Chase & Co. increased their target price on shares of Ventas from $88.00 to $93.00 and gave the stock an “overweight” rating in a report on Friday, March 20th. Thirteen analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $90.47.

Ventas Stock Down 0.8%

NYSE:VTR opened at $82.00 on Friday. The company has a debt-to-equity ratio of 1.03, a quick ratio of 0.67 and a current ratio of 0.67. The firm has a market cap of $38.95 billion, a P/E ratio of 151.86, a P/E/G ratio of 2.02 and a beta of 0.73. Ventas, Inc. has a fifty-two week low of $60.15 and a fifty-two week high of $88.36. The firm has a 50-day simple moving average of $83.04 and a two-hundred day simple moving average of $77.53.

Ventas (NYSE:VTR) last announced its quarterly earnings results on Thursday, February 5th. The real estate investment trust reported $0.15 earnings per share for the quarter, missing the consensus estimate of $0.89 by ($0.74). The firm had revenue of ($1,229.71) million for the quarter, compared to the consensus estimate 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% on a year-over-year basis. During the same period last year, the business earned $0.81 EPS. Ventas has set its FY 2026 guidance at 3.780-3.880 EPS. Analysts predict that Ventas, Inc. will post 3.4 earnings per share for the current fiscal year.

Ventas Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, April 16th. Shareholders 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 dividend on an annualized basis and a dividend yield of 2.5%. This is an increase from Ventas’s previous quarterly dividend of $0.48. Ventas’s dividend payout ratio is presently 385.19%.

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.