Ventas, Inc. $VTR Stake Lifted by CIBC Asset Management Inc

CIBC Asset Management Inc increased its stake in shares of Ventas, Inc. (NYSE:VTR) by 81.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 110,777 shares of the real estate investment trust’s stock after buying an additional 49,850 shares during the quarter. CIBC Asset Management Inc’s holdings in Ventas were worth $8,572,000 at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in the stock. Bank of New York Mellon Corp grew its stake in Ventas by 2.5% during the 4th quarter. Bank of New York Mellon Corp now owns 2,868,962 shares of the real estate investment trust’s stock worth $222,000,000 after buying an additional 70,459 shares during the last quarter. Cbre Investment Management Listed Real Assets LLC grew its stake in Ventas by 5.8% during the 4th quarter. Cbre Investment Management Listed Real Assets LLC now owns 1,851,968 shares of the real estate investment trust’s stock worth $143,305,000 after buying an additional 101,370 shares during the last quarter. New Mexico Educational Retirement Board grew its stake in Ventas by 2.4% during the 4th quarter. New Mexico Educational Retirement Board now owns 20,926 shares of the real estate investment trust’s stock worth $1,619,000 after buying an additional 500 shares during the last quarter. Easterly Investment Partners LLC bought a new position in Ventas during the 4th quarter worth $612,000. Finally, Ellevest Inc. grew its stake in Ventas by 38.5% during the 4th quarter. Ellevest Inc. now owns 7,131 shares of the real estate investment trust’s stock worth $552,000 after buying an additional 1,981 shares during the last quarter. 94.18% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

A number of research analysts recently commented on the company. Citigroup upped their price objective on Ventas from $96.00 to $100.00 and gave the stock a “buy” rating in a research note on Friday, May 1st. Scotiabank increased their price target on Ventas from $93.00 to $95.00 and gave the stock a “sector perform” rating in a research note on Thursday, May 21st. KeyCorp increased their price target on Ventas from $90.00 to $95.00 and gave the stock an “overweight” rating in a research note on Thursday, May 7th. Mizuho set a $98.00 price target on Ventas in a research note on Friday, May 22nd. Finally, Cantor Fitzgerald reissued an “overweight” rating and issued a $93.00 price target on shares of Ventas in a research note on Monday, February 9th. Fourteen analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $95.19.

Ventas Stock Performance

Shares of NYSE VTR opened at $82.13 on Friday. The company has a debt-to-equity ratio of 0.95, a quick ratio of 0.25 and a current ratio of 0.25. The firm has a market cap of $39.93 billion, a price-to-earnings ratio of 149.33, a P/E/G ratio of 1.75 and a beta of 0.71. The business’s 50-day simple moving average is $85.05 and its 200-day simple moving average is $82.36. Ventas, Inc. has a 52 week low of $61.76 and a 52 week high of $91.06.

Ventas (NYSE:VTR) last issued its quarterly earnings data on Monday, April 27th. The real estate investment trust reported $0.11 EPS for the quarter, missing analysts’ consensus estimates of $0.12 by ($0.01). The company had revenue of $1.65 billion for the quarter, compared to analyst estimates of $1.59 billion. Ventas had a net margin of 4.25% and a return on equity of 2.09%. The business’s revenue was up 22.0% on a year-over-year basis. During the same period in the prior year, the company posted $0.84 EPS. Ventas has set its FY 2026 guidance at 3.820-3.890 EPS. As a group, equities research analysts expect that Ventas, Inc. will post 3.88 earnings per share for the current fiscal year.

Ventas Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, July 16th. Shareholders of record on Tuesday, June 30th will be issued a $0.52 dividend. The ex-dividend date of this dividend is Tuesday, June 30th. This represents a $2.08 dividend on an annualized basis and a yield of 2.5%. Ventas’s dividend payout ratio (DPR) is 378.18%.

Insider Buying and Selling

In other Ventas news, Director Walter C. Rakowich sold 1,152 shares of the firm’s stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $90.20, for a total value of $103,910.40. Following the sale, the director owned 28,349 shares of the company’s stock, valued at $2,557,079.80. This trade represents a 3.90% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Michael J. Embler bought 2,500 shares of the stock in a transaction on Wednesday, June 3rd. The stock was acquired at an average cost of $78.81 per share, for a total transaction of $197,025.00. Following the acquisition, the director directly owned 19,202 shares in the company, valued at approximately $1,513,309.62. The trade was a 14.97% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Company insiders own 0.53% of the company’s stock.

Ventas Company Profile

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.