Mitsubishi UFJ Asset Management Co. Ltd. Boosts Stock Position in Ventas, Inc. $VTR

Mitsubishi UFJ Asset Management Co. Ltd. grew its position in Ventas, Inc. (NYSE:VTR) by 7.3% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,253,875 shares of the real estate investment trust’s stock after purchasing an additional 84,841 shares during the quarter. Mitsubishi UFJ Asset Management Co. Ltd. owned approximately 0.27% of Ventas worth $87,759,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors also recently added to or reduced their stakes in the company. NewEdge Advisors LLC grew its holdings in Ventas by 856.1% during the 1st quarter. NewEdge Advisors LLC now owns 7,926 shares of the real estate investment trust’s stock valued at $545,000 after buying an additional 7,097 shares in the last quarter. Empowered Funds LLC boosted its position in shares of Ventas by 6.8% during the first quarter. Empowered Funds LLC now owns 8,373 shares of the real estate investment trust’s stock worth $576,000 after acquiring an additional 536 shares during the last quarter. Woodline Partners LP grew its stake in Ventas by 46.8% during the first quarter. Woodline Partners LP now owns 36,826 shares of the real estate investment trust’s stock valued at $2,532,000 after acquiring an additional 11,739 shares in the last quarter. Focus Partners Wealth increased its holdings in Ventas by 130.4% in the 1st quarter. Focus Partners Wealth now owns 21,613 shares of the real estate investment trust’s stock valued at $1,486,000 after acquiring an additional 12,233 shares during the last quarter. Finally, Envestnet Asset Management Inc. increased its holdings in Ventas by 19.0% in the 2nd quarter. Envestnet Asset Management Inc. now owns 372,054 shares of the real estate investment trust’s stock valued at $23,489,000 after acquiring an additional 59,522 shares during the last quarter. 94.18% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several research analysts have commented on the stock. Scotiabank increased their price objective on shares of Ventas from $74.00 to $80.00 and gave the company a “sector perform” rating in a report on Thursday, November 13th. Jefferies Financial Group reiterated a “buy” rating and issued a $93.00 target price on shares of Ventas in a research report on Monday, December 15th. Citigroup raised their price target on Ventas from $88.00 to $96.00 and gave the company a “buy” rating in a report on Wednesday, February 11th. Argus set a $88.00 price objective on Ventas in a research note on Tuesday, February 10th. Finally, Royal Bank Of Canada upped their price objective on Ventas from $83.00 to $91.00 and gave the stock an “outperform” rating in a report on Tuesday, February 10th. Thirteen analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $86.87.

Insider Buying and Selling at Ventas

In other news, CFO Robert F. Probst sold 29,930 shares of the stock in a transaction on Friday, January 2nd. The shares were sold at an average price of $77.25, for a total value of $2,312,092.50. Following the sale, the chief financial officer owned 138,434 shares of the company’s stock, valued at approximately $10,694,026.50. This represents a 17.78% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Carey S. Roberts sold 35,532 shares of the firm’s stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $85.00, for a total transaction of $3,020,220.00. Following the completion of the sale, the executive vice president owned 72,755 shares of the company’s stock, valued at $6,184,175. This trade represents a 32.81% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 86,106 shares of company stock worth $6,931,397 over the last quarter. Insiders own 0.80% of the company’s stock.

Ventas Trading Down 0.1%

VTR opened at $86.38 on Friday. The stock has a 50-day moving average of $80.00 and a 200 day moving average of $75.08. The company has a current ratio of 0.67, a quick ratio of 0.67 and a debt-to-equity ratio of 1.03. Ventas, Inc. has a 12 month low of $60.15 and a 12 month high of $87.87. The firm has a market cap of $41.03 billion, a P/E ratio of 159.96, a P/E/G ratio of 2.12 and a beta of 0.77.

Ventas (NYSE:VTR) last posted its quarterly earnings data on Thursday, February 5th. The real estate investment trust reported $0.15 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.89 by ($0.74). The company had revenue of ($1,229.71) million during the quarter, compared to the consensus estimate of $1.53 billion. Ventas had a net margin of 4.31% and a return on equity of 2.09%. Ventas’s revenue for the quarter was up 21.7% on a year-over-year basis. During the same period in the previous year, the business earned $0.81 earnings per share. Ventas has set its FY 2026 guidance at 3.780-3.880 EPS. As a group, research analysts forecast that Ventas, Inc. will post 3.4 EPS for the current year.

Ventas Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, April 16th. Shareholders of record on Tuesday, March 31st will be given a dividend of $0.52 per share. This represents a $2.08 dividend on an annualized basis and a yield of 2.4%. This is a positive change from Ventas’s previous quarterly dividend of $0.48. The ex-dividend date is Tuesday, March 31st. Ventas’s dividend payout ratio (DPR) is presently 355.56%.

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.