Lighthouse Investment Partners LLC Has $22.08 Million Stock Position in Ventas, Inc. $VTR

Lighthouse Investment Partners LLC raised its stake in Ventas, Inc. (NYSE:VTR) by 53.1% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 315,400 shares of the real estate investment trust’s stock after buying an additional 109,400 shares during the quarter. Ventas comprises approximately 0.7% of Lighthouse Investment Partners LLC’s investment portfolio, making the stock its 14th biggest holding. Lighthouse Investment Partners LLC’s holdings in Ventas were worth $22,075,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in VTR. Cloud Capital Management LLC bought a new stake in shares of Ventas during the third quarter worth $25,000. True Wealth Design LLC lifted 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 acquiring an additional 405 shares in the last quarter. Wilmington Savings Fund Society FSB boosted its stake in Ventas by 65.5% in the 3rd quarter. Wilmington Savings Fund Society FSB now owns 455 shares of the real estate investment trust’s stock worth $32,000 after purchasing an additional 180 shares during the period. ORG Partners LLC boosted its stake in Ventas by 76.1% in the 3rd quarter. ORG Partners LLC now owns 456 shares of the real estate investment trust’s stock worth $32,000 after purchasing an additional 197 shares during the period. Finally, Elevation Point Wealth Partners LLC bought a new position in Ventas during the 2nd quarter worth about $35,000. Institutional investors and hedge funds own 94.18% of the company’s stock.

Ventas Trading Up 0.6%

Shares of NYSE:VTR opened at $86.68 on Monday. The company’s 50-day moving average price is $81.46 and its two-hundred day moving average price is $76.45. Ventas, Inc. has a one year low of $60.15 and a one year high of $87.87. The company has a debt-to-equity ratio of 1.03, a current ratio of 0.67 and a quick ratio of 0.67. The stock has a market capitalization of $41.17 billion, a PE ratio of 160.52, a price-to-earnings-growth ratio of 2.11 and a beta of 0.73.

Ventas (NYSE:VTR) last announced its quarterly earnings data on Thursday, February 5th. The real estate investment trust reported $0.15 earnings per share 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 was up 21.7% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.81 EPS. Ventas has set its FY 2026 guidance at 3.780-3.880 EPS. On average, equities analysts forecast that Ventas, Inc. will post 3.4 EPS for the current fiscal year.

Ventas Increases Dividend

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

Insider Buying and Selling at Ventas

In other Ventas news, CFO Robert F. Probst sold 29,930 shares of the business’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 transaction of $2,312,092.50. Following the transaction, the chief financial officer owned 138,434 shares of the company’s stock, valued at $10,694,026.50. The trade was a 17.78% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CEO Debra A. Cafaro sold 10,322 shares of the company’s stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $77.66, for a total value of $801,606.52. Following the sale, the chief executive officer owned 1,114,034 shares in the company, valued at approximately $86,515,880.44. This represents a 0.92% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 86,106 shares of company stock worth $6,931,397 over the last ninety days. 1.00% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

Several research firms have issued reports on VTR. Jefferies Financial Group reissued a “buy” rating and issued a $93.00 price target on shares of Ventas in a research note on Monday, December 15th. Scotiabank increased their price objective on Ventas from $80.00 to $93.00 and gave the stock a “sector perform” rating in a report on Monday, March 2nd. Weiss Ratings raised Ventas from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Monday, December 29th. Morgan Stanley set a $90.00 target price on Ventas in a research note on Friday, February 13th. Finally, Citigroup upped their price target on Ventas from $88.00 to $96.00 and gave the stock a “buy” rating in a research report on Wednesday, February 11th. Thirteen investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat, Ventas presently has a consensus rating of “Moderate Buy” and an average target price of $89.00.

About Ventas

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.