Plato Investment Management Ltd Makes New $130,000 Investment in Ventas, Inc. $VTR

Plato Investment Management Ltd bought a new position in shares of Ventas, Inc. (NYSE:VTR) in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund bought 1,870 shares of the real estate investment trust’s stock, valued at approximately $130,000.

Other institutional investors have also recently bought and sold shares of the company. Ethic Inc. boosted its position in shares of Ventas by 27.9% during the first quarter. Ethic Inc. now owns 66,748 shares of the real estate investment trust’s stock worth $4,624,000 after purchasing an additional 14,568 shares in the last quarter. DAVENPORT & Co LLC bought a new position in shares of Ventas during the first quarter worth $276,000. NBC Securities Inc. bought a new position in shares of Ventas during the first quarter worth $65,000. Cbre Investment Management Listed Real Assets LLC boosted its position in shares of Ventas by 25.7% during the first quarter. Cbre Investment Management Listed Real Assets LLC now owns 376,973 shares of the real estate investment trust’s stock worth $25,921,000 after purchasing an additional 77,066 shares in the last quarter. Finally, Wealth Enhancement Advisory Services LLC boosted its position in shares of Ventas by 40.9% during the first quarter. Wealth Enhancement Advisory Services LLC now owns 34,773 shares of the real estate investment trust’s stock worth $2,391,000 after purchasing an additional 10,091 shares in the last quarter. Institutional investors and hedge funds own 94.18% of the company’s stock.

Ventas Trading Up 0.4%

VTR opened at $69.72 on Friday. The stock has a market capitalization of $31.69 billion, a P/E ratio of 162.15, a P/E/G ratio of 2.56 and a beta of 0.87. Ventas, Inc. has a 12 month low of $56.68 and a 12 month high of $71.36. The firm’s fifty day simple moving average is $67.18 and its 200 day simple moving average is $66.33. The company has a current ratio of 0.68, a quick ratio of 0.68 and a debt-to-equity ratio of 1.13.

Ventas (NYSE:VTR) last posted its quarterly earnings data on Wednesday, July 30th. The real estate investment trust reported $0.87 EPS for the quarter, beating the consensus estimate of $0.85 by $0.02. The business had revenue of $1.42 billion for the quarter, compared to analysts’ expectations of $1.37 billion. Ventas had a net margin of 3.61% and a return on equity of 1.75%. The firm’s revenue was up 18.3% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.80 EPS. Ventas has set its FY 2025 guidance at 3.410-3.46 EPS. As a group, research analysts anticipate that Ventas, Inc. will post 3.4 EPS for the current fiscal year.

Insider Buying and Selling at Ventas

In related news, CEO Debra A. Cafaro sold 10,322 shares of the business’s stock in a transaction on Tuesday, September 2nd. The shares were sold at an average price of $67.80, for a total value of $699,831.60. Following the sale, the chief executive officer directly owned 1,145,695 shares of the company’s stock, valued at approximately $77,678,121. The trade was a 0.89% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, CFO Robert F. Probst sold 29,691 shares of the business’s stock in a transaction dated Monday, August 4th. The stock was sold at an average price of $68.49, for a total transaction of $2,033,536.59. Following the sale, the chief financial officer directly owned 168,364 shares in the company, valued at $11,531,250.36. This trade represents a 14.99% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 276,788 shares of company stock worth $18,279,081 over the last ninety days. 0.80% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

A number of equities analysts have recently weighed in on VTR shares. Scotiabank lifted their price target on shares of Ventas from $72.00 to $74.00 and gave the stock a “sector perform” rating in a research report on Thursday, August 28th. Wall Street Zen cut shares of Ventas from a “hold” rating to a “sell” rating in a research report on Thursday, May 22nd. JPMorgan Chase & Co. lifted their price target on shares of Ventas from $72.00 to $76.00 and gave the stock an “overweight” rating in a research report on Tuesday, August 26th. Morgan Stanley boosted their price objective on shares of Ventas from $70.00 to $75.00 and gave the company an “equal weight” rating in a research report on Friday, August 15th. Finally, Argus reaffirmed a “buy” rating and issued a $75.00 price objective on shares of Ventas in a research report on Tuesday, August 26th. One equities research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $74.36.

Ventas Company Profile

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.