Avanza Fonder AB Acquires 9,408 Shares of Ventas, Inc. $VTR

Avanza Fonder AB grew its holdings in shares of Ventas, Inc. (NYSE:VTR) by 21.4% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm owned 53,341 shares of the real estate investment trust’s stock after buying an additional 9,408 shares during the period. Avanza Fonder AB’s holdings in Ventas were worth $4,128,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. NewEdge Advisors LLC lifted its stake in Ventas by 856.1% in the first quarter. NewEdge Advisors LLC now owns 7,926 shares of the real estate investment trust’s stock worth $545,000 after acquiring an additional 7,097 shares during the period. Empowered Funds LLC increased its position in Ventas by 6.8% during the 1st 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 position in Ventas by 46.8% during the 1st 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 period. Focus Partners Wealth raised its holdings in Ventas by 130.4% in the 1st quarter. Focus Partners Wealth now owns 21,613 shares of the real estate investment trust’s stock worth $1,486,000 after purchasing an additional 12,233 shares in the last quarter. Finally, Cetera Investment Advisers raised its holdings in Ventas by 3.4% in the 2nd quarter. Cetera Investment Advisers now owns 36,918 shares of the real estate investment trust’s stock worth $2,331,000 after purchasing an additional 1,209 shares in the last quarter. Institutional investors own 94.18% of the company’s stock.

Ventas Price Performance

VTR opened at $82.05 on Wednesday. The company has a current ratio of 0.67, a quick ratio of 0.67 and a debt-to-equity ratio of 1.03. The company has a market cap of $38.97 billion, a price-to-earnings ratio of 151.94, a price-to-earnings-growth ratio of 2.02 and a beta of 0.73. The stock has a fifty day simple moving average of $82.74 and a two-hundred day simple moving average of $77.29. Ventas, Inc. has a 12-month low of $60.15 and a 12-month high of $88.36.

Ventas (NYSE:VTR) last announced 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 business had revenue of ($1,229.71) million for the quarter, compared to the consensus estimate of $1.53 billion. Ventas had a net margin of 4.31% and a return on equity of 2.09%. The business’s quarterly revenue was up 21.7% on a year-over-year basis. During the same quarter last year, the firm posted $0.81 EPS. 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 fiscal 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 an increase from Ventas’s previous quarterly dividend of $0.48. The ex-dividend date of this dividend is Tuesday, March 31st. This represents a $2.08 dividend on an annualized basis and a yield of 2.5%. Ventas’s dividend payout ratio is 355.56%.

Analyst Ratings Changes

A number of brokerages have recently weighed in on VTR. Cantor Fitzgerald reaffirmed an “overweight” rating and set a $93.00 target price on shares of Ventas in a research note on Monday, February 9th. Wells Fargo & Company increased their price target on shares of Ventas from $80.00 to $88.00 and gave the stock an “overweight” rating in a research note on Tuesday, November 25th. Argus set a $88.00 price objective on shares of Ventas in a report on Tuesday, February 10th. Jefferies Financial Group reaffirmed a “buy” rating and set a $93.00 price objective on shares of Ventas in a research report on Monday, December 15th. Finally, UBS Group reiterated a “neutral” rating and set a $85.00 target price on shares of Ventas in a report on Monday, February 9th. Thirteen investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $90.13.

Insider Buying and Selling

In other Ventas news, CEO Debra A. Cafaro sold 10,322 shares of the firm’s stock in a transaction that occurred 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 approximately $86,515,880.44. This trade represents a 0.92% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Carey S. Roberts sold 35,532 shares of Ventas stock in a transaction that occurred 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 transaction, the executive vice president owned 72,755 shares of the company’s stock, valued at $6,184,175. The trade was a 32.81% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 86,106 shares of company stock valued at $6,931,397 over the last quarter. Corporate insiders own 1.00% of the company’s stock.

Ventas 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.