Ventas, Inc. $VTR Shares Acquired by Stevens Capital Management LP

Stevens Capital Management LP raised its position in shares of Ventas, Inc. (NYSE:VTR) by 108.2% during the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 8,479 shares of the real estate investment trust’s stock after buying an additional 4,407 shares during the quarter. Stevens Capital Management LP’s holdings in Ventas were worth $535,000 at the end of the most recent quarter.

Several other hedge funds also recently made changes to their positions in VTR. Legacy Wealth Asset Management LLC raised its position in shares of Ventas by 3.8% during the 2nd quarter. Legacy Wealth Asset Management LLC now owns 4,335 shares of the real estate investment trust’s stock valued at $274,000 after acquiring an additional 158 shares in the last quarter. Golden State Wealth Management LLC boosted its holdings in Ventas by 52.7% in the second quarter. Golden State Wealth Management LLC now owns 536 shares of the real estate investment trust’s stock worth $34,000 after purchasing an additional 185 shares during the period. Commerzbank Aktiengesellschaft FI boosted its holdings in Ventas by 4.3% in the second quarter. Commerzbank Aktiengesellschaft FI now owns 4,546 shares of the real estate investment trust’s stock worth $288,000 after purchasing an additional 187 shares during the period. Smartleaf Asset Management LLC increased its stake in Ventas by 7.1% during the first quarter. Smartleaf Asset Management LLC now owns 2,896 shares of the real estate investment trust’s stock valued at $199,000 after purchasing an additional 193 shares during the last quarter. Finally, Quarry LP raised its holdings in shares of Ventas by 17.9% during the first quarter. Quarry LP now owns 1,313 shares of the real estate investment trust’s stock worth $90,000 after purchasing an additional 199 shares during the period. Institutional investors and hedge funds own 94.18% of the company’s stock.

Ventas Stock Down 0.7%

Shares of Ventas stock opened at $79.25 on Friday. The company has a debt-to-equity ratio of 1.13, a current ratio of 0.68 and a quick ratio of 0.68. Ventas, Inc. has a 1-year low of $56.68 and a 1-year high of $80.50. The business’s fifty day moving average price is $71.72 and its two-hundred day moving average price is $67.76. The company has a market capitalization of $37.23 billion, a P/E ratio of 152.41, a PEG ratio of 2.36 and a beta of 0.88.

Ventas (NYSE:VTR) last issued its quarterly earnings results on Wednesday, October 29th. The real estate investment trust reported $0.88 EPS for the quarter, beating analysts’ consensus estimates of $0.87 by $0.01. Ventas had a return on equity of 2.10% and a net margin of 4.28%.The company had revenue of $1.49 billion for the quarter, compared to analyst estimates of $1.44 billion. During the same period last year, the company earned $0.80 earnings per share. The company’s quarterly revenue was up 20.5% compared to the same quarter last year. Ventas has set its FY 2025 guidance at 3.450-3.480 EPS. As a group, research analysts forecast that Ventas, Inc. will post 3.4 EPS for the current year.

Ventas Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, October 16th. Shareholders of record on Tuesday, September 30th were given a dividend of $0.48 per share. This represents a $1.92 dividend on an annualized basis and a dividend yield of 2.4%. The ex-dividend date was Tuesday, September 30th. Ventas’s payout ratio is 369.23%.

Analyst Upgrades and Downgrades

A number of equities research analysts recently weighed in on VTR shares. JPMorgan Chase & Co. boosted their price objective on shares of Ventas from $72.00 to $76.00 and gave the company an “overweight” rating in a research report on Tuesday, August 26th. Weiss Ratings reissued a “hold (c+)” rating on shares of Ventas in a report on Wednesday. Citigroup upped their price objective on Ventas from $80.00 to $88.00 and gave the stock a “buy” rating in a research note on Tuesday, November 11th. Cantor Fitzgerald increased their target price on Ventas from $77.00 to $85.00 and gave the stock an “overweight” rating in a research report on Friday, October 31st. Finally, Argus reissued a “buy” rating and set a $75.00 price target on shares of Ventas in a report on Tuesday, August 26th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and four have issued a Hold rating to the company. According to MarketBeat.com, Ventas presently has an average rating of “Moderate Buy” and an average price target of $77.36.

Insider Transactions at Ventas

In related news, CEO Peter J. Bulgarelli sold 2,229 shares of the business’s stock in a transaction that occurred on Wednesday, November 19th. The stock was sold at an average price of $80.08, for a total transaction of $178,498.32. Following the sale, the chief executive officer owned 106,488 shares of the company’s stock, valued at $8,527,559.04. The trade was a 2.05% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO Robert F. Probst sold 33,591 shares of the company’s stock in a transaction that occurred on Wednesday, November 12th. The stock was sold at an average price of $76.77, for a total value of $2,578,781.07. Following the completion of the sale, the chief financial officer owned 168,364 shares of the company’s stock, valued at $12,925,304.28. This trade represents a 16.63% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 698,912 shares of company stock valued at $51,454,499. Company insiders own 0.80% of the company’s stock.

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.