Aptus Capital Advisors LLC Makes New $602,000 Investment in Ventas, Inc. $VTR

Aptus Capital Advisors LLC purchased a new position in shares of Ventas, Inc. (NYSE:VTR) in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund purchased 8,596 shares of the real estate investment trust’s stock, valued at approximately $602,000.

Other institutional investors have also modified their holdings of the company. NewEdge Advisors LLC lifted its stake in shares of Ventas by 856.1% during the 1st quarter. NewEdge Advisors LLC now owns 7,926 shares of the real estate investment trust’s stock worth $545,000 after purchasing an additional 7,097 shares during the period. Empowered Funds LLC grew its position in shares of Ventas by 6.8% in the first quarter. Empowered Funds LLC now owns 8,373 shares of the real estate investment trust’s stock valued at $576,000 after purchasing an additional 536 shares during the period. Woodline Partners LP increased its stake in Ventas by 46.8% in the first quarter. Woodline Partners LP now owns 36,826 shares of the real estate investment trust’s stock valued at $2,532,000 after purchasing an additional 11,739 shares during the last quarter. Focus Partners Wealth increased its stake in Ventas by 130.4% in the first quarter. Focus Partners Wealth now owns 21,613 shares of the real estate investment trust’s stock valued at $1,486,000 after purchasing an additional 12,233 shares during the last quarter. Finally, RWA Wealth Partners LLC lifted its position in Ventas by 2.9% during the second quarter. RWA Wealth Partners LLC now owns 7,407 shares of the real estate investment trust’s stock worth $468,000 after buying an additional 209 shares during the period. Institutional investors and hedge funds own 94.18% of the company’s stock.

Insider Buying and Selling

In other news, CFO Robert F. Probst sold 29,930 shares of the business’s stock in a transaction on Friday, January 2nd. The shares were sold at an average price of $77.25, for a total transaction of $2,312,092.50. Following the transaction, the chief financial officer directly owned 138,434 shares of the company’s stock, 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 document filed with the SEC, which is available at this hyperlink. Also, CEO Debra A. Cafaro sold 10,322 shares of the company’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 completion of the transaction, the chief executive officer owned 1,114,034 shares of the company’s stock, valued at $86,515,880.44. This trade represents a 0.92% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 86,106 shares of company stock valued at $6,931,397. Corporate insiders own 1.00% of the company’s stock.

Ventas Price Performance

Ventas stock opened at $86.00 on Wednesday. The firm has a fifty day moving average of $80.93 and a 200-day moving average of $76.06. Ventas, Inc. has a 52-week low of $60.15 and a 52-week high of $87.87. The company has a quick ratio of 0.67, a current ratio of 0.67 and a debt-to-equity ratio of 1.03. The firm has a market capitalization of $40.85 billion, a P/E ratio of 159.26, a PEG ratio of 2.10 and a beta of 0.73.

Ventas (NYSE:VTR) last posted its 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). Ventas had a net margin of 4.31% and a return on equity of 2.09%. The business had revenue of ($1,229.71) million for the quarter, compared to analyst estimates of $1.53 billion. During the same quarter in the previous year, the firm posted $0.81 EPS. The business’s 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. As a group, analysts predict that Ventas, Inc. will post 3.4 EPS for the current year.

Ventas Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, April 16th. Investors of record on Tuesday, March 31st will be issued a dividend of $0.52 per share. This represents a $2.08 annualized dividend and a dividend yield of 2.4%. The ex-dividend date is Tuesday, March 31st. This is an increase from Ventas’s previous quarterly dividend of $0.48. Ventas’s dividend payout ratio (DPR) is 355.56%.

Analyst Upgrades and Downgrades

VTR has been the subject of several recent analyst reports. Jefferies Financial Group restated a “buy” rating and issued a $93.00 price target on shares of Ventas in a report on Monday, December 15th. Scotiabank raised their target price on shares of Ventas from $80.00 to $93.00 and gave the stock a “sector perform” rating in a research report on Monday, March 2nd. Argus set a $88.00 price target on shares of Ventas in a research report on Tuesday, February 10th. Mizuho increased their price target on shares of Ventas from $87.00 to $94.00 and gave the stock an “outperform” rating in a research note on Wednesday, March 4th. Finally, Morgan Stanley set a $90.00 price target on shares of Ventas in a report on Friday, February 13th. Thirteen equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat, Ventas has a consensus rating of “Moderate Buy” and an average price target of $89.00.

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.