Barclays PLC Boosts Stock Holdings in Ventas, Inc. $VTR

Barclays PLC grew its holdings in Ventas, Inc. (NYSE:VTR) by 32.4% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 1,454,539 shares of the real estate investment trust’s stock after purchasing an additional 356,124 shares during the quarter. Barclays PLC owned approximately 0.31% of Ventas worth $101,803,000 at the end of the most recent reporting period.

Several other hedge funds have also recently modified their holdings of VTR. Vanguard Group Inc. boosted its stake in shares of Ventas by 2.5% during the third quarter. Vanguard Group Inc. now owns 73,598,827 shares of the real estate investment trust’s stock valued at $5,151,182,000 after purchasing an additional 1,802,515 shares in the last quarter. JPMorgan Chase & Co. raised its stake in Ventas by 1.3% in the third quarter. JPMorgan Chase & Co. now owns 29,701,300 shares of the real estate investment trust’s stock worth $2,078,794,000 after buying an additional 387,495 shares in the last quarter. State Street Corp lifted its holdings in Ventas by 5.2% during the second quarter. State Street Corp now owns 27,998,629 shares of the real estate investment trust’s stock worth $1,781,267,000 after buying an additional 1,388,678 shares during the period. Geode Capital Management LLC lifted its holdings in Ventas by 4.9% during the second quarter. Geode Capital Management LLC now owns 12,226,283 shares of the real estate investment trust’s stock worth $769,061,000 after buying an additional 574,663 shares during the period. Finally, Dimensional Fund Advisors LP boosted its position in Ventas by 2.5% during the 3rd quarter. Dimensional Fund Advisors LP now owns 6,601,143 shares of the real estate investment trust’s stock valued at $462,002,000 after acquiring an additional 160,998 shares in the last quarter. Hedge funds and other institutional investors own 94.18% of the company’s stock.

Analyst Ratings Changes

A number of research analysts have recently issued reports on VTR shares. UBS Group reiterated a “neutral” rating and issued a $85.00 price target on shares of Ventas in a report on Monday, February 9th. Mizuho upped their price objective on Ventas from $87.00 to $94.00 and gave the stock an “outperform” rating in a research note on Wednesday, March 4th. Morgan Stanley set a $90.00 target price on Ventas in a research note on Friday, February 13th. Royal Bank Of Canada boosted their target price on shares of Ventas from $83.00 to $91.00 and gave the stock an “outperform” rating in a report on Tuesday, February 10th. Finally, The Goldman Sachs Group reissued a “buy” rating and set a $100.00 price target on shares of Ventas in a research report on Monday, February 9th. Thirteen analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $89.00.

Insider Buying and Selling at Ventas

In related news, EVP Carey S. Roberts sold 35,532 shares of the firm’s stock in a transaction on Wednesday, February 11th. The shares were sold at an average price of $85.00, for a total transaction of $3,020,220.00. Following the completion of the transaction, the executive vice president owned 72,755 shares of the company’s stock, valued at $6,184,175. This trade represents a 32.81% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Debra A. Cafaro sold 10,322 shares of the business’s stock in a transaction 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 transaction, the chief executive officer owned 1,114,034 shares of the company’s stock, valued at $86,515,880.44. This represents a 0.92% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 86,106 shares of company stock worth $6,931,397. Company insiders own 1.00% of the company’s stock.

Ventas Stock Down 0.0%

Shares of VTR stock opened at $84.94 on Monday. The stock’s 50-day simple moving average is $80.65 and its 200-day simple moving average is $75.81. 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 capitalization of $40.34 billion, a PE ratio of 157.30, a P/E/G ratio of 2.07 and a beta of 0.73. Ventas, Inc. has a fifty-two week low of $60.15 and a fifty-two week high of $87.87.

Ventas (NYSE:VTR) last released its earnings results on Thursday, February 5th. The real estate investment trust reported $0.15 EPS for the quarter, missing analysts’ consensus estimates of $0.89 by ($0.74). The firm had revenue of ($1,229.71) million for the quarter, compared to analyst estimates of $1.53 billion. Ventas had a return on equity of 2.09% and a net margin of 4.31%.The company’s revenue for the quarter was up 21.7% compared to the same quarter last year. During the same period last year, the firm earned $0.81 EPS. Ventas has set its FY 2026 guidance at 3.780-3.880 EPS. Equities analysts expect that Ventas, Inc. will post 3.4 earnings per share for the current year.

Ventas Increases Dividend

The firm also recently disclosed 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. This represents a $2.08 annualized dividend and a yield of 2.4%. The ex-dividend date is Tuesday, March 31st. This is a positive change from Ventas’s previous quarterly dividend of $0.48. Ventas’s dividend payout ratio (DPR) is presently 355.56%.

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.