Swiss Life Asset Management Ltd Decreases Position in Ventas, Inc. $VTR

Swiss Life Asset Management Ltd decreased its position in Ventas, Inc. (NYSE:VTR) by 14.6% during the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 38,689 shares of the real estate investment trust’s stock after selling 6,623 shares during the period. Swiss Life Asset Management Ltd’s holdings in Ventas were worth $2,708,000 at the end of the most recent reporting period.

Other hedge funds have also made changes to their positions in the company. Norges Bank purchased a new stake in shares of Ventas in the 2nd quarter worth about $344,740,000. UBS Group AG increased its holdings in Ventas by 142.4% during the 3rd quarter. UBS Group AG now owns 3,507,841 shares of the real estate investment trust’s stock valued at $245,514,000 after acquiring an additional 2,060,770 shares in the last quarter. Vanguard Group Inc. increased its holdings in Ventas by 2.5% during the 3rd 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 acquiring an additional 1,802,515 shares in the last quarter. Lasalle Investment Management Securities LLC raised its position in Ventas by 1,135.1% during the third quarter. Lasalle Investment Management Securities LLC now owns 1,552,880 shares of the real estate investment trust’s stock worth $108,686,000 after acquiring an additional 1,427,151 shares during the last quarter. Finally, State Street Corp raised its position 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 acquiring an additional 1,388,678 shares during the last quarter. Hedge funds and other institutional investors own 94.18% of the company’s stock.

Insiders Place Their Bets

In other news, EVP Carey S. Roberts sold 35,532 shares of the firm’s stock in a transaction on Wednesday, February 11th. The stock was sold at an average price of $85.00, for a total transaction of $3,020,220.00. Following the sale, the executive vice president owned 72,755 shares in the company, valued at $6,184,175. This trade represents a 32.81% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CEO Debra A. Cafaro sold 10,322 shares of Ventas stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $77.66, for a total value of $801,606.52. Following the completion of the sale, the chief executive officer directly owned 1,114,034 shares of the company’s stock, valued at approximately $86,515,880.44. This represents a 0.92% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 86,106 shares of company stock valued at $6,931,397 in the last quarter. 0.80% of the stock is currently owned by company insiders.

Ventas Stock Performance

Shares of NYSE VTR opened at $82.46 on Monday. The company has a market cap of $39.17 billion, a PE ratio of 152.70, a price-to-earnings-growth ratio of 2.04 and a beta of 0.73. Ventas, Inc. has a 12 month low of $60.15 and a 12 month high of $88.36. The company has a debt-to-equity ratio of 1.03, a current ratio of 0.67 and a quick ratio of 0.67. The company has a 50-day simple moving average of $82.51 and a 200-day simple moving average of $77.09.

Ventas (NYSE:VTR) last posted its quarterly earnings data on Thursday, February 5th. The real estate investment trust reported $0.15 earnings per share for the quarter, missing analysts’ consensus estimates of $0.89 by ($0.74). Ventas had a net margin of 4.31% and a return on equity of 2.09%. The firm had revenue of ($1,229.71) million during the quarter, compared to analyst estimates of $1.53 billion. During the same period in the prior year, the firm earned $0.81 EPS. 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. On average, equities analysts anticipate 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. Shareholders of record on Tuesday, March 31st will be paid a dividend of $0.52 per share. The ex-dividend date of this dividend is Tuesday, March 31st. This represents a $2.08 dividend on an annualized basis and a dividend yield of 2.5%. This is a boost from Ventas’s previous quarterly dividend of $0.48. Ventas’s dividend payout ratio is currently 385.19%.

Analyst Ratings Changes

Several analysts have recently commented on the stock. Jefferies Financial Group reiterated a “buy” rating and issued a $93.00 price target on shares of Ventas in a research report on Monday, December 15th. KeyCorp lifted their price objective on Ventas from $85.00 to $90.00 and gave the stock an “overweight” rating in a research report on Tuesday, February 10th. Morgan Stanley set a $90.00 target price on Ventas in a research note on Friday, February 13th. Citigroup increased their target price on Ventas from $88.00 to $96.00 and gave the company a “buy” rating in a report on Wednesday, February 11th. Finally, 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. Thirteen investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $90.13.

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.