USS Investment Management Ltd Has $8 Million Stake in Ventas, Inc. $VTR

USS Investment Management Ltd increased its holdings in Ventas, Inc. (NYSE:VTR) by 13.2% in the fourth quarter, Holdings Channel reports. The institutional investor owned 103,391 shares of the real estate investment trust’s stock after buying an additional 12,045 shares during the period. USS Investment Management Ltd’s holdings in Ventas were worth $7,999,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Deutsche Bank AG increased its stake in Ventas by 0.7% in the fourth quarter. Deutsche Bank AG now owns 3,904,293 shares of the real estate investment trust’s stock valued at $302,114,000 after acquiring an additional 27,688 shares during the last quarter. Vanguard Group Inc. grew its stake in shares of Ventas by 2.5% during the third quarter. Vanguard Group Inc. now owns 73,598,827 shares of the real estate investment trust’s stock worth $5,151,182,000 after buying an additional 1,802,515 shares during the last quarter. Schroder Investment Management Group grew its stake in shares of Ventas by 3.6% during the third quarter. Schroder Investment Management Group now owns 2,487,572 shares of the real estate investment trust’s stock worth $170,946,000 after buying an additional 85,340 shares during the last quarter. Aberdeen Group plc grew its stake in shares of Ventas by 8.3% during the third quarter. Aberdeen Group plc now owns 1,580,923 shares of the real estate investment trust’s stock worth $109,985,000 after buying an additional 120,825 shares during the last quarter. Finally, Cbre Investment Management Listed Real Assets LLC grew its stake in shares of Ventas by 93.5% during the third quarter. Cbre Investment Management Listed Real Assets LLC now owns 1,750,598 shares of the real estate investment trust’s stock worth $122,524,000 after buying an additional 845,694 shares during the last quarter. 94.18% of the stock is currently owned by institutional investors and hedge funds.

Ventas Stock Performance

Shares of VTR opened at $83.42 on Tuesday. The firm’s fifty day simple moving average is $85.15 and its two-hundred day simple moving average is $82.54. Ventas, Inc. has a 12 month low of $61.76 and a 12 month high of $91.06. The stock has a market capitalization of $40.56 billion, a P/E ratio of 151.67, a price-to-earnings-growth ratio of 1.82 and a beta of 0.71. The company has a current ratio of 0.25, a quick ratio of 0.25 and a debt-to-equity ratio of 0.95.

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

Ventas Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, July 16th. Stockholders of record on Tuesday, June 30th will be issued a dividend of $0.52 per share. The ex-dividend date is Tuesday, June 30th. This represents a $2.08 annualized dividend and a dividend yield of 2.5%. Ventas’s dividend payout ratio is currently 378.18%.

Insider Activity

In related news, Director Walter C. Rakowich sold 1,152 shares of the company’s stock in a transaction dated Thursday, May 14th. The shares were 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 in the company, valued at $2,557,079.80. This represents a 3.90% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at 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 that occurred on Wednesday, June 3rd. The stock was acquired at an average price 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 $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. 0.53% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

A number of analysts have weighed in on the stock. Citigroup boosted their target price on shares of Ventas from $96.00 to $100.00 and gave the stock a “buy” rating in a research note on Friday, May 1st. BMO Capital Markets reiterated an “outperform” rating and set a $100.00 price target on shares of Ventas in a report on Monday, May 4th. Wells Fargo & Company lifted their price target on shares of Ventas from $93.00 to $96.00 and gave the stock an “overweight” rating in a report on Monday, June 1st. Scotiabank lifted their price target on shares of Ventas from $93.00 to $95.00 and gave the stock a “sector perform” rating in a report on Thursday, May 21st. Finally, Royal Bank Of Canada lifted their price target on shares of Ventas from $91.00 to $98.00 and gave the stock an “outperform” rating in a report on Monday, May 4th. Fifteen investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $95.19.

Ventas 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.