Ventas, Inc. (NYSE:VTR) Shares Sold by Roberts Wealth Advisors LLC

Roberts Wealth Advisors LLC lessened its stake in Ventas, Inc. (NYSE:VTR) by 1.1% in the 1st quarter, according to its most recent filing with the SEC. The fund owned 71,649 shares of the real estate investment trust’s stock after selling 816 shares during the period. Ventas comprises approximately 1.5% of Roberts Wealth Advisors LLC’s portfolio, making the stock its 22nd largest position. Roberts Wealth Advisors LLC’s holdings in Ventas were worth $4,927,000 at the end of the most recent reporting period.

Several other institutional investors have also recently added to or reduced their stakes in the stock. DoubleLine ETF Adviser LP increased its holdings in Ventas by 0.6% in the 4th quarter. DoubleLine ETF Adviser LP now owns 29,695 shares of the real estate investment trust’s stock valued at $1,749,000 after purchasing an additional 171 shares during the last quarter. D.A. Davidson & CO. increased its holdings in Ventas by 0.5% in the 4th quarter. D.A. Davidson & CO. now owns 34,973 shares of the real estate investment trust’s stock valued at $2,060,000 after purchasing an additional 172 shares during the last quarter. Personal CFO Solutions LLC increased its holdings in Ventas by 3.4% in the 4th quarter. Personal CFO Solutions LLC now owns 5,186 shares of the real estate investment trust’s stock valued at $305,000 after purchasing an additional 172 shares during the last quarter. Hennion & Walsh Asset Management Inc. increased its holdings in Ventas by 1.6% in the 1st quarter. Hennion & Walsh Asset Management Inc. now owns 10,674 shares of the real estate investment trust’s stock valued at $734,000 after purchasing an additional 172 shares during the last quarter. Finally, Global Retirement Partners LLC increased its holdings in Ventas by 17.0% in the 4th quarter. Global Retirement Partners LLC now owns 1,221 shares of the real estate investment trust’s stock valued at $72,000 after purchasing an additional 177 shares during the last quarter. Institutional investors and hedge funds own 94.18% of the company’s stock.

Insider Activity at Ventas

In related news, EVP Carey S. Roberts sold 23,500 shares of the business’s stock in a transaction on Friday, May 30th. The shares were sold at an average price of $64.23, for a total value of $1,509,405.00. Following the completion of the sale, the executive vice president now directly owns 116,650 shares of the company’s stock, valued at $7,492,429.50. The trade was a 16.77% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Walter C. Rakowich sold 1,459 shares of the business’s stock in a transaction on Wednesday, May 14th. The shares were sold at an average price of $63.76, for a total transaction of $93,025.84. Following the completion of the sale, the director now directly owns 27,454 shares of the company’s stock, valued at approximately $1,750,467.04. This trade represents a 5.05% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 165,586 shares of company stock valued at $10,997,929 over the last ninety days. Insiders own 0.80% of the company’s stock.

Wall Street Analyst Weigh In

Several equities analysts have commented on VTR shares. Royal Bank Of Canada boosted their price target on shares of Ventas from $74.00 to $75.00 and gave the stock an “outperform” rating in a research note on Wednesday, May 7th. Morgan Stanley boosted their price target on shares of Ventas from $65.00 to $70.00 and gave the stock an “equal weight” rating in a research note on Tuesday, March 11th. Wall Street Zen downgraded shares of Ventas from a “hold” rating to a “sell” rating in a research note on Thursday, May 22nd. JPMorgan Chase & Co. boosted their price target on shares of Ventas from $71.00 to $73.00 and gave the stock a “neutral” rating in a research note on Friday, March 7th. Finally, Wells Fargo & Company boosted their price target on shares of Ventas from $72.00 to $77.00 and gave the stock an “overweight” rating in a research note on Monday, March 10th. One research analyst has rated the stock with a sell rating, three have assigned a hold rating, seven have assigned a buy rating and two have assigned a strong buy rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $73.00.

Ventas Price Performance

Ventas stock opened at $62.67 on Friday. The stock has a market cap of $28.28 billion, a P/E ratio of 189.90, a price-to-earnings-growth ratio of 2.26 and a beta of 0.89. The company has a fifty day simple moving average of $65.36 and a 200-day simple moving average of $63.87. Ventas, Inc. has a 12-month low of $49.48 and a 12-month high of $71.36. The company has a current ratio of 0.32, a quick ratio of 0.32 and a debt-to-equity ratio of 1.10.

Ventas (NYSE:VTR) last released its quarterly earnings data on Wednesday, April 30th. The real estate investment trust reported $0.84 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.82 by $0.02. The business had revenue of $1.36 billion during the quarter, compared to analysts’ expectations of $1.32 billion. Ventas had a net margin of 2.80% and a return on equity of 1.36%. The company’s revenue for the quarter was up 13.2% on a year-over-year basis. During the same period in the previous year, the company earned $0.78 EPS. Equities analysts expect that Ventas, Inc. will post 3.4 EPS for the current fiscal year.

Ventas Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, July 17th. Investors of record on Monday, June 30th will be given a $0.48 dividend. The ex-dividend date is Monday, June 30th. This represents a $1.92 dividend on an annualized basis and a yield of 3.06%. Ventas’s dividend payout ratio (DPR) is presently 581.82%.

About Ventas

Ventas Inc (NYSE: VTR) is a leading S&P 500 real estate investment trust focused on delivering strong, sustainable shareholder returns by enabling exceptional environments that benefit a large and growing aging population. The Company's growth is fueled by its senior housing communities, which provide valuable services to residents and enable them to thrive in supported environments.