Jones Financial Companies Lllp Has $6.09 Million Stock Holdings in Ventas, Inc. $VTR

Jones Financial Companies Lllp grew its stake in Ventas, Inc. (NYSE:VTR) by 21.6% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 88,305 shares of the real estate investment trust’s stock after purchasing an additional 15,697 shares during the quarter. Jones Financial Companies Lllp’s holdings in Ventas were worth $6,094,000 at the end of the most recent reporting period.

Other institutional investors have also made changes to their positions in the company. Aberdeen Group plc boosted its position in Ventas by 2.5% during the second quarter. Aberdeen Group plc now owns 1,460,098 shares of the real estate investment trust’s stock valued at $90,409,000 after purchasing an additional 35,965 shares during the last quarter. Investment Management Corp of Ontario raised its stake in shares of Ventas by 1,019.0% during the 2nd quarter. Investment Management Corp of Ontario now owns 133,061 shares of the real estate investment trust’s stock worth $8,403,000 after purchasing an additional 121,170 shares in the last quarter. Hudson Bay Capital Management LP acquired a new stake in shares of Ventas in the 2nd quarter valued at approximately $17,568,000. SCS Capital Management LLC bought a new position in shares of Ventas in the second quarter valued at $13,788,000. Finally, Brighton Jones LLC acquired a new position in Ventas during the third quarter worth $652,000. 94.18% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of analysts have commented on the stock. The Goldman Sachs Group assumed coverage on shares of Ventas in a research report on Friday, January 9th. They issued a “buy” rating and a $94.00 price objective for the company. Wells Fargo & Company raised their target price on shares of Ventas from $80.00 to $88.00 and gave the company an “overweight” rating in a research note on Tuesday, November 25th. Citigroup boosted their price target on Ventas from $80.00 to $88.00 and gave the stock a “buy” rating in a research report on Tuesday, November 11th. Jefferies Financial Group reaffirmed a “buy” rating and issued a $93.00 price objective on shares of Ventas in a research report on Monday, December 15th. Finally, Cantor Fitzgerald reiterated an “overweight” rating and set a $93.00 target price on shares of Ventas in a research note on Monday, January 5th. Fourteen equities research 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 company has an average rating of “Moderate Buy” and an average price target of $81.63.

Ventas News Summary

Here are the key news stories impacting Ventas this week:

• Positive Sentiment: Company raised FY‑2026 EPS guidance to $3.78–$3.88 and provided an optimistic 2026 outlook, a key driver supporting the rally as it implies materially higher earnings power than prior expectations. Business Wire: Ventas Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Q4 revenue rose ~21.7% year‑over‑year to $1.55B, beating the $1.53B estimate; management highlighted growth execution in senior housing and enterprise expansion — supportive for growth-oriented REIT investors. SeattlePI: Ventas Q4 Earnings Snapshot
• Positive Sentiment: Board increased the dividend (company announced dividend action in the results release), which can attract income investors and signal confidence in cash flow. Business Wire: Ventas Reports Fourth Quarter and Full Year 2025 Results
• Neutral Sentiment: Q4 FFO / EPS printed $0.89, essentially in line with consensus (FFO matched estimates). Meeting estimates reduces downside surprise risk but limits immediate upside from the quarter itself. Zacks: Ventas Matches Q4 FFO Estimates
• Neutral Sentiment: Analyst coverage is constructive overall (several price-target raises and multiple buy/overweight ratings), which supports investor sentiment but is already reflected in recent price gains. MarketBeat: Ventas Stock Coverage
• Negative Sentiment: CEO Debra Cafaro sold 10,322 shares (~$800k), a disclosed insider sale that can be read negatively by some investors even though she retains a large stake. American Banking News: Debra Cafaro Sells Shares
• Negative Sentiment: MarketBeat flagged a very high payout ratio (~369% reported) and leverage metrics (debt/equity ~1.0); these raise questions about dividend sustainability and balance‑sheet risk if growth slows. MarketBeat: Ventas Financials

Insiders Place Their Bets

In other news, CFO Robert F. Probst sold 29,930 shares of Ventas stock in a transaction that occurred on Friday, January 2nd. The shares were sold at an average price of $77.25, for a total value of $2,312,092.50. Following the completion of the sale, the chief financial officer directly owned 138,434 shares in the company, valued at approximately $10,694,026.50. The trade was a 17.78% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Debra A. Cafaro sold 10,322 shares of the stock in a transaction that occurred 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 sale, the chief executive officer directly owned 1,114,034 shares in the company, valued at $86,515,880.44. This represents a 0.92% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 130,459 shares of company stock worth $10,152,803 in the last quarter. 0.80% of the stock is currently owned by corporate insiders.

Ventas Trading Up 2.7%

Shares of VTR stock opened at $79.82 on Friday. Ventas, Inc. has a 12-month low of $58.72 and a 12-month high of $81.89. The company has a market capitalization of $37.49 billion, a PE ratio of 153.49, a price-to-earnings-growth ratio of 1.94 and a beta of 0.77. The firm has a 50 day moving average price of $78.09 and a two-hundred day moving average price of $73.08. The company has a quick ratio of 0.32, a current ratio of 0.32 and a debt-to-equity ratio of 1.01.

Ventas (NYSE:VTR) last announced its earnings results on Thursday, February 5th. The real estate investment trust reported $0.89 earnings per share for the quarter, hitting analysts’ consensus estimates of $0.89. The company had revenue of $1.55 billion for the quarter, compared to analyst estimates of $1.53 billion. Ventas had a return on equity of 2.05% and a net margin of 4.28%.The firm’s quarterly revenue was up 21.7% compared to the same quarter last year. During the same quarter last year, the company earned $0.81 earnings per share. Ventas has set its FY 2026 guidance at 3.780-3.880 EPS. As a group, analysts predict that Ventas, Inc. will post 3.4 earnings per share for the current year.

Ventas Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, April 16th. Investors of record on Tuesday, March 31st will be given a dividend of $0.52 per share. This is a positive change from Ventas’s previous quarterly dividend of $0.48. This represents a $2.08 dividend on an annualized basis and a yield of 2.6%. The ex-dividend date of this dividend is Tuesday, March 31st. Ventas’s payout ratio is 369.23%.

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.