Candriam S.C.A. Has $3.25 Million Position in Ventas, Inc. $VTR

Candriam S.C.A. cut its stake in Ventas, Inc. (NYSE:VTR) by 85.3% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 46,360 shares of the real estate investment trust’s stock after selling 269,040 shares during the quarter. Candriam S.C.A.’s holdings in Ventas were worth $3,245,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently bought and sold shares of VTR. Smartleaf Asset Management LLC increased its position in Ventas by 99.7% in the 3rd quarter. Smartleaf Asset Management LLC now owns 3,164 shares of the real estate investment trust’s stock worth $219,000 after purchasing an additional 1,580 shares during the last quarter. Prime Capital Investment Advisors LLC bought a new stake in shares of Ventas in the 3rd quarter valued at approximately $218,000. Guinness Asset Management LTD acquired a new position in Ventas in the third quarter worth approximately $81,000. ABN AMRO Bank N.V. bought a new position in Ventas during the third quarter valued at approximately $7,958,000. Finally, HighPoint Advisor Group LLC raised its position in Ventas by 5.2% during the third quarter. HighPoint Advisor Group LLC now owns 6,729 shares of the real estate investment trust’s stock valued at $471,000 after acquiring an additional 330 shares in the last quarter. Institutional investors and hedge funds own 94.18% of the company’s stock.

Wall Street Analyst Weigh In

VTR has been the topic of several analyst reports. Scotiabank increased their price target on shares of Ventas from $74.00 to $80.00 and gave the stock a “sector perform” rating in a research note on Thursday, November 13th. Royal Bank Of Canada upped their price objective on shares of Ventas from $83.00 to $91.00 and gave the stock an “outperform” rating in a report on Tuesday. Weiss Ratings raised shares of Ventas from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Monday, December 29th. Citigroup raised their target price on Ventas from $88.00 to $96.00 and gave the company a “buy” rating in a report on Wednesday. Finally, Argus set a $88.00 price target on Ventas in a research report on Tuesday. Fourteen research analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $85.38.

Ventas Price Performance

Shares of NYSE:VTR opened at $85.57 on Thursday. The company has a market cap of $40.64 billion, a price-to-earnings ratio of 158.46, a PEG ratio of 2.05 and a beta of 0.77. The business has a 50 day moving average price of $78.36 and a 200 day moving average price of $73.59. The company has a quick ratio of 0.32, a current ratio of 0.67 and a debt-to-equity ratio of 1.03. Ventas, Inc. has a twelve month low of $58.75 and a twelve month high of $85.75.

Ventas (NYSE:VTR) last issued its quarterly 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 during the quarter, compared to the consensus estimate of $1.53 billion. During the same period in the prior year, the firm earned $0.81 earnings per share. The business’s quarterly revenue was up 21.7% on a year-over-year basis. Ventas has set its FY 2026 guidance at 3.780-3.880 EPS. Research analysts predict that Ventas, Inc. will post 3.4 earnings per share for the current year.

Ventas Increases Dividend

The company also recently announced 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 represents a $2.08 dividend on an annualized basis and a yield of 2.4%. This is a boost from Ventas’s previous quarterly dividend of $0.48. The ex-dividend date of this dividend is Tuesday, March 31st. Ventas’s dividend payout ratio (DPR) is 355.56%.

Insider Buying and Selling

In related news, CEO Debra A. Cafaro sold 10,322 shares of the business’s stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $77.66, for a total transaction of $801,606.52. Following the transaction, 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 legal filing with the SEC, which is available at this link. Also, CEO Peter J. Bulgarelli sold 2,229 shares of the firm’s stock in a transaction that occurred on Wednesday, November 19th. The stock was sold at an average price of $80.08, for a total value of $178,498.32. Following the completion of the sale, the chief executive officer owned 106,488 shares of the company’s stock, valued at $8,527,559.04. This represents a 2.05% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 96,868 shares of company stock valued at $7,574,022 over the last three months. 0.80% of the stock is owned by corporate insiders.

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.