Wealth Enhancement Advisory Services LLC Grows Stock Holdings in Ventas, Inc. $VTR

Wealth Enhancement Advisory Services LLC grew its holdings in Ventas, Inc. (NYSE:VTR) by 65.5% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 73,472 shares of the real estate investment trust’s stock after acquiring an additional 29,085 shares during the period. Wealth Enhancement Advisory Services LLC’s holdings in Ventas were worth $5,591,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in the business. Norges Bank purchased a new position in Ventas in the second quarter valued at about $344,740,000. UBS Group AG boosted its position in shares of Ventas by 142.4% in the third quarter. UBS Group AG now owns 3,507,841 shares of the real estate investment trust’s stock worth $245,514,000 after buying an additional 2,060,770 shares during the period. Vanguard Group Inc. grew its stake in shares of Ventas by 2.5% in 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 buying an additional 1,802,515 shares in the last quarter. Lasalle Investment Management Securities LLC grew its stake in shares of Ventas by 1,135.1% in the third quarter. Lasalle Investment Management Securities LLC now owns 1,552,880 shares of the real estate investment trust’s stock valued at $108,686,000 after buying an additional 1,427,151 shares in the last quarter. Finally, State Street Corp raised its holdings in shares of Ventas by 5.2% during the 2nd quarter. State Street Corp now owns 27,998,629 shares of the real estate investment trust’s stock valued at $1,781,267,000 after buying an additional 1,388,678 shares during the period. Institutional investors and hedge funds own 94.18% of the company’s stock.

Ventas Price Performance

Shares of NYSE VTR opened at $82.00 on Monday. Ventas, Inc. has a fifty-two week low of $60.15 and a fifty-two week high of $88.36. The business has a 50 day moving average price of $83.04 and a two-hundred day moving average price of $77.59. 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 cap of $38.95 billion, a PE ratio of 151.86, a price-to-earnings-growth ratio of 2.02 and a beta of 0.73.

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

Ventas Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, April 16th. Investors of record on Tuesday, March 31st will be issued a $0.52 dividend. This is a boost from Ventas’s previous quarterly dividend of $0.48. This represents a $2.08 annualized dividend and a yield of 2.5%. The ex-dividend date of this dividend is Tuesday, March 31st. Ventas’s dividend payout ratio is currently 355.56%.

Analyst Ratings Changes

VTR has been the subject of a number of analyst reports. Argus set a $88.00 price target on Ventas in a report on Tuesday, February 10th. Citigroup lifted their price objective on shares of Ventas from $88.00 to $96.00 and gave the company a “buy” rating in a research note on Wednesday, February 11th. 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 research report on Tuesday, February 10th. Morgan Stanley set a $90.00 target price on shares of Ventas in a research note on Friday, February 13th. Finally, Weiss Ratings raised shares of Ventas from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday, December 29th. Thirteen equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $90.47.

Insider Buying and Selling at Ventas

In other news, CFO Robert F. Probst sold 29,930 shares of the business’s stock in a transaction dated Friday, January 2nd. The shares were sold at an average price of $77.25, for a total value of $2,312,092.50. Following the completion of the sale, the chief financial officer 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 position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Carey S. Roberts sold 35,532 shares of the company’s stock in a transaction dated 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 sale, the executive vice president owned 72,755 shares in the company, valued at approximately $6,184,175. This trade represents a 32.81% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 86,106 shares of company stock worth $6,931,397 in the last ninety days. 1.00% of the stock is owned by insiders.

About Ventas

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.