Vert Asset Management LLC Has $14.49 Million Stock Position in Ventas, Inc. $VTR

Vert Asset Management LLC lifted its position in shares of Ventas, Inc. (NYSE:VTR) by 5.1% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 206,992 shares of the real estate investment trust’s stock after purchasing an additional 10,105 shares during the quarter. Ventas accounts for 4.9% of Vert Asset Management LLC’s investment portfolio, making the stock its 7th largest holding. Vert Asset Management LLC’s holdings in Ventas were worth $14,487,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of the company. True Wealth Design LLC grew its position in Ventas by 1,557.7% in the 3rd quarter. True Wealth Design LLC now owns 431 shares of the real estate investment trust’s stock valued at $30,000 after purchasing an additional 405 shares during the period. Wilmington Savings Fund Society FSB lifted its stake in shares of Ventas by 65.5% in the third quarter. Wilmington Savings Fund Society FSB now owns 455 shares of the real estate investment trust’s stock valued at $32,000 after buying an additional 180 shares in the last quarter. ORG Partners LLC grew its holdings in shares of Ventas by 76.1% during the third quarter. ORG Partners LLC now owns 456 shares of the real estate investment trust’s stock valued at $32,000 after buying an additional 197 shares during the last quarter. Ameritas Advisory Services LLC acquired a new position in shares of Ventas during the second quarter valued at about $33,000. Finally, Golden State Wealth Management LLC increased its position in shares of Ventas by 52.7% during the second quarter. Golden State Wealth Management LLC now owns 536 shares of the real estate investment trust’s stock worth $34,000 after acquiring an additional 185 shares in the last quarter. 94.18% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

VTR has been the topic of several recent research reports. Weiss Ratings raised shares of Ventas from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Monday, December 29th. Jefferies Financial Group reissued a “buy” rating and issued a $93.00 price objective on shares of Ventas in a research note on Monday, December 15th. Citigroup raised their target price on Ventas from $80.00 to $88.00 and gave the company a “buy” rating in a report on Tuesday, November 11th. KeyCorp upped their price target on Ventas from $70.00 to $85.00 and gave the stock an “overweight” rating in a report on Thursday, December 4th. Finally, Cantor Fitzgerald reissued an “overweight” rating and issued a $93.00 price target on shares of Ventas in a research report on Monday, January 5th. Fourteen investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to MarketBeat, Ventas has a consensus rating of “Moderate Buy” and a consensus price target of $81.63.

Insider Buying and Selling

In related news, CFO Robert F. Probst sold 29,930 shares of the company’s stock in a transaction that occurred on Friday, January 2nd. The stock was sold at an average price of $77.25, for a total value of $2,312,092.50. Following the transaction, the chief financial officer owned 138,434 shares in the company, valued at approximately $10,694,026.50. This represents a 17.78% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Peter J. Bulgarelli sold 2,229 shares of the stock in a transaction on Wednesday, November 19th. The shares were sold at an average price of $80.08, for a total value of $178,498.32. Following the transaction, the chief executive officer directly owned 106,488 shares of the company’s stock, valued at approximately $8,527,559.04. This trade represents a 2.05% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 494,005 shares of company stock valued at $37,132,767. 1.00% of the stock is owned by company insiders.

Ventas Stock Performance

Shares of NYSE VTR traded down $0.55 during mid-day trading on Tuesday, reaching $77.90. 230,528 shares of the company’s stock were exchanged, compared to its average volume of 2,519,283. The firm has a market capitalization of $36.59 billion, a price-to-earnings ratio of 149.41, a price-to-earnings-growth ratio of 1.94 and a beta of 0.78. Ventas, Inc. has a 52 week low of $58.22 and a 52 week high of $81.89. The company has a debt-to-equity ratio of 1.01, a current ratio of 0.32 and a quick ratio of 0.32. The firm has a 50-day moving average price of $78.49 and a two-hundred day moving average price of $72.02.

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

Ventas Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, January 15th. Stockholders of record on Wednesday, December 31st were paid a dividend of $0.48 per share. The ex-dividend date was Wednesday, December 31st. This represents a $1.92 annualized dividend and a dividend yield of 2.5%. Ventas’s dividend payout ratio (DPR) is presently 369.23%.

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.