Nisa Investment Advisors LLC Sells 25,062 Shares of Ventas, Inc. $VTR

Nisa Investment Advisors LLC cut its holdings in Ventas, Inc. (NYSE:VTR) by 13.7% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 158,335 shares of the real estate investment trust’s stock after selling 25,062 shares during the period. Nisa Investment Advisors LLC’s holdings in Ventas were worth $11,164,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in VTR. True Wealth Design LLC raised its position in shares of Ventas by 1,557.7% during the third quarter. True Wealth Design LLC now owns 431 shares of the real estate investment trust’s stock valued at $30,000 after buying an additional 405 shares during the last quarter. Ameritas Advisory Services LLC purchased a new position in Ventas during the second quarter valued at $33,000. Golden State Wealth Management LLC increased its holdings in Ventas by 52.7% in the 2nd quarter. Golden State Wealth Management LLC now owns 536 shares of the real estate investment trust’s stock valued at $34,000 after acquiring an additional 185 shares during the last quarter. Elevation Point Wealth Partners LLC bought a new stake in Ventas in the 2nd quarter valued at $35,000. Finally, IFP Advisors Inc lifted its stake in Ventas by 61.3% in the 2nd quarter. IFP Advisors Inc now owns 974 shares of the real estate investment trust’s stock worth $62,000 after purchasing an additional 370 shares in the last quarter. 94.18% of the stock is owned by hedge funds and other institutional investors.

Ventas Trading Down 0.2%

Shares of VTR stock opened at $74.90 on Friday. The company has a market cap of $35.18 billion, a PE ratio of 144.05, a price-to-earnings-growth ratio of 1.85 and a beta of 0.78. Ventas, Inc. has a 1 year low of $56.97 and a 1 year high of $81.89. The stock’s 50 day simple moving average is $78.25 and its two-hundred day simple moving average is $71.36. The company has a debt-to-equity ratio of 1.01, a current ratio of 0.32 and a quick ratio of 0.32.

Ventas (NYSE:VTR) last announced its earnings results on Wednesday, October 29th. The real estate investment trust reported $0.88 EPS for the quarter, topping analysts’ consensus estimates of $0.87 by $0.01. Ventas had a return on equity of 2.05% and a net margin of 4.28%.The firm had revenue of $1.49 billion during the quarter, compared to analysts’ expectations of $1.44 billion. During the same quarter in the previous year, the business earned $0.80 EPS. The company’s quarterly revenue was up 20.5% on a year-over-year basis. Ventas has set its FY 2025 guidance at 3.450-3.480 EPS. Research analysts predict that Ventas, Inc. will post 3.4 earnings per share for the current year.

Ventas Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, January 15th. Shareholders of record on Wednesday, December 31st will be given a dividend of $0.48 per share. The ex-dividend date is Wednesday, December 31st. This represents a $1.92 dividend on an annualized basis and a yield of 2.6%. Ventas’s payout ratio is 369.23%.

Insider Activity

In related news, CFO Robert F. Probst sold 29,930 shares of the company’s stock in a transaction dated Friday, January 2nd. The shares were sold at an average price of $77.25, for a total transaction of $2,312,092.50. Following the transaction, the chief financial officer directly owned 138,434 shares in the company, valued at approximately $10,694,026.50. This represents a 17.78% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Debra A. Cafaro sold 10,322 shares of the stock in a transaction dated Friday, January 2nd. The stock was sold at an average price of $77.26, for a total transaction of $797,477.72. Following the completion of the sale, the chief executive officer directly owned 1,145,695 shares in the company, valued at $88,516,395.70. This trade represents a 0.89% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 713,520 shares of company stock valued at $52,788,577. 0.80% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

VTR has been the subject of a number of research analyst reports. Scotiabank raised their price objective on Ventas from $74.00 to $80.00 and gave the company a “sector perform” rating in a research report on Thursday, November 13th. Evercore ISI increased their price target on Ventas from $77.00 to $80.00 and gave the company an “outperform” rating in a research note on Monday, September 15th. UBS Group assumed coverage on Ventas in a research note on Friday, September 19th. They issued a “neutral” rating and a $73.00 price objective on the stock. Wells Fargo & Company upped their price objective on Ventas from $80.00 to $88.00 and gave the stock an “overweight” rating in a report on Tuesday, November 25th. Finally, Jefferies Financial Group reissued a “buy” rating and issued a $93.00 target price on shares of Ventas in a report on Monday, December 15th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and three have issued a Hold rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $80.65.

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.