Carrera Capital Advisors Has $4.55 Million Stock Holdings in Ventas, Inc. $VTR

Carrera Capital Advisors increased its position in shares of Ventas, Inc. (NYSE:VTR) by 13.3% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 71,555 shares of the real estate investment trust’s stock after buying an additional 8,382 shares during the quarter. Ventas accounts for 0.9% of Carrera Capital Advisors’ portfolio, making the stock its 24th biggest holding. Carrera Capital Advisors’ holdings in Ventas were worth $4,553,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently added to or reduced their stakes in VTR. Cloud Capital Management LLC acquired a new position in shares of Ventas in the 1st quarter worth approximately $25,000. Larson Financial Group LLC raised its position in shares of Ventas by 1,334.6% during the 1st quarter. Larson Financial Group LLC now owns 373 shares of the real estate investment trust’s stock valued at $26,000 after acquiring an additional 347 shares during the last quarter. Ameritas Advisory Services LLC acquired a new position in shares of Ventas in the 2nd quarter valued at $33,000. Rossby Financial LCC acquired a new position in shares of Ventas in the 1st quarter valued at $34,000. Finally, Bank Julius Baer & Co. Ltd Zurich acquired a new position in Ventas in the 1st quarter worth $41,000. 94.18% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of research firms have recently commented on VTR. Morgan Stanley increased their price objective on shares of Ventas from $70.00 to $75.00 and gave the stock an “equal weight” rating in a research note on Friday, August 15th. Cantor Fitzgerald began coverage on shares of Ventas in a report on Wednesday, October 1st. They issued an “overweight” rating and a $77.00 price target on the stock. Argus reaffirmed a “buy” rating and set a $75.00 target price on shares of Ventas in a report on Tuesday, August 26th. Scotiabank increased 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. Finally, UBS Group initiated coverage on shares of Ventas in a research report on Friday, September 19th. They set a “neutral” rating and a $73.00 price target on the stock. One analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and three have given a Hold rating to the stock. According to MarketBeat, Ventas currently has an average rating of “Moderate Buy” and an average price target of $75.46.

Insiders Place Their Bets

In other news, CEO Peter J. Bulgarelli sold 2,554 shares of the business’s stock in a transaction that occurred on Wednesday, October 1st. The shares were sold at an average price of $70.26, for a total transaction of $179,444.04. Following the completion of the transaction, the chief executive officer directly owned 116,488 shares of the company’s stock, valued at $8,184,446.88. The trade was a 2.15% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Debra A. Cafaro sold 219,515 shares of the business’s stock in a transaction that occurred on Monday, October 20th. The shares were sold at an average price of $71.32, for a total transaction of $15,655,809.80. Following the sale, the chief executive officer owned 1,145,695 shares of the company’s stock, valued at $81,710,967.40. This trade represents a 16.08% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold a total of 289,072 shares of company stock valued at $20,427,497 in the last quarter. Insiders own 0.80% of the company’s stock.

Ventas Trading Up 0.6%

Shares of VTR stock opened at $70.38 on Friday. Ventas, Inc. has a 52-week low of $56.68 and a 52-week high of $72.02. The company has a debt-to-equity ratio of 1.13, a quick ratio of 0.68 and a current ratio of 0.68. The company has a 50-day simple moving average of $68.66 and a two-hundred day simple moving average of $66.56. The company has a market capitalization of $31.99 billion, a price-to-earnings ratio of 163.68, a PEG ratio of 2.37 and a beta of 0.89.

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

Ventas Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Thursday, October 16th. Shareholders of record on Tuesday, September 30th were issued a $0.48 dividend. This represents a $1.92 dividend on an annualized basis and a yield of 2.7%. The ex-dividend date of this dividend was Tuesday, September 30th. Ventas’s dividend payout ratio (DPR) is 446.51%.

Ventas 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.