Chilton Capital Management LLC Sells 7,933 Shares of Ventas, Inc. $VTR

Chilton Capital Management LLC lessened its holdings in Ventas, Inc. (NYSE:VTR) by 2.2% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 352,755 shares of the real estate investment trust’s stock after selling 7,933 shares during the quarter. Chilton Capital Management LLC owned 0.08% of Ventas worth $22,407,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in VTR. GAMMA Investing LLC boosted its position in Ventas by 20.0% during the first quarter. GAMMA Investing LLC now owns 9,959 shares of the real estate investment trust’s stock valued at $685,000 after purchasing an additional 1,660 shares during the last quarter. Wealth Enhancement Advisory Services LLC grew its stake in shares of Ventas by 40.9% in the first quarter. Wealth Enhancement Advisory Services LLC now owns 34,773 shares of the real estate investment trust’s stock valued at $2,391,000 after buying an additional 10,091 shares in the last quarter. International Assets Investment Management LLC acquired a new position in Ventas during the first quarter worth $208,000. Spire Wealth Management raised its position in Ventas by 10.1% during the first quarter. Spire Wealth Management now owns 2,802 shares of the real estate investment trust’s stock worth $193,000 after acquiring an additional 256 shares in the last quarter. Finally, Bessemer Group Inc. lifted its stake in Ventas by 5.1% in the first quarter. Bessemer Group Inc. now owns 6,700 shares of the real estate investment trust’s stock valued at $461,000 after acquiring an additional 328 shares during the last quarter. 94.18% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

VTR has been the topic of a number of research analyst reports. UBS Group initiated coverage on Ventas in a research note on Friday, September 19th. They issued a “neutral” rating and a $73.00 price target on the stock. Morgan Stanley raised their target price 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. Raymond James Financial reiterated an “outperform” rating and issued a $78.00 price target (up previously from $74.00) on shares of Ventas in a research note on Friday, August 22nd. Cantor Fitzgerald assumed coverage on shares of Ventas in a research report on Wednesday, October 1st. They set an “overweight” rating and a $77.00 price objective for the company. Finally, Weiss Ratings raised Ventas from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Friday. One investment analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $75.46.

Insider Activity

In related news, CEO Peter J. Bulgarelli sold 2,554 shares of the business’s stock in a transaction dated Wednesday, October 1st. The stock was sold at an average price of $70.26, for a total value of $179,444.04. Following the completion of the sale, 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 position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, CEO Debra A. Cafaro sold 219,515 shares of the firm’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 value of $15,655,809.80. Following the completion of the sale, the chief executive officer directly 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 position. The disclosure for this sale can be found here. Over the last 90 days, insiders have sold 289,072 shares of company stock worth $20,427,497. Company insiders own 0.80% of the company’s stock.

Ventas Stock Up 0.6%

NYSE:VTR opened at $70.38 on Friday. Ventas, Inc. has a one year low of $56.68 and a one year high of $72.02. The company has a debt-to-equity ratio of 1.13, a current ratio of 0.68 and a quick ratio of 0.68. The company has a market cap of $31.99 billion, a PE ratio of 163.68, a P/E/G ratio of 2.38 and a beta of 0.89. The firm’s 50 day simple moving average is $68.66 and its 200 day simple moving average is $66.58.

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

Ventas Announces Dividend

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

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.