Lansforsakringar Fondforvaltning AB publ Boosts Position in Ventas, Inc. $VTR

Lansforsakringar Fondforvaltning AB publ lifted its position in Ventas, Inc. (NYSE:VTR) by 8.9% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 143,123 shares of the real estate investment trust’s stock after purchasing an additional 11,679 shares during the quarter. Lansforsakringar Fondforvaltning AB publ’s holdings in Ventas were worth $10,017,000 at the end of the most recent reporting period.

A number of other institutional investors also recently bought and sold shares of the company. Tredje AP fonden increased its holdings in shares of Ventas by 13.1% during the 3rd quarter. Tredje AP fonden now owns 35,976 shares of the real estate investment trust’s stock worth $2,518,000 after buying an additional 4,181 shares during the last quarter. Sava Infond d.o.o. grew its position in Ventas by 7.6% in the third quarter. Sava Infond d.o.o. now owns 42,435 shares of the real estate investment trust’s stock worth $2,970,000 after acquiring an additional 3,000 shares during the period. Bridgewater Advisors Inc. increased its stake in Ventas by 6.8% during the third quarter. Bridgewater Advisors Inc. now owns 6,657 shares of the real estate investment trust’s stock worth $466,000 after acquiring an additional 426 shares during the last quarter. Ontario Teachers Pension Plan Board acquired a new stake in Ventas during the third quarter worth $365,000. Finally, Synovus Financial Corp purchased a new stake in Ventas in the third quarter valued at $219,000. 94.18% of the stock is owned by hedge funds and other institutional investors.

Ventas Trading Up 0.8%

VTR opened at $86.61 on Tuesday. The company has a debt-to-equity ratio of 1.03, a quick ratio of 0.67 and a current ratio of 0.67. Ventas, Inc. has a one year low of $60.15 and a one year high of $87.24. The company has a market cap of $41.14 billion, a P/E ratio of 160.39, a PEG ratio of 2.10 and a beta of 0.77. The business’s 50-day simple moving average is $79.41 and its 200-day simple moving average is $74.67.

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

Ventas Increases Dividend

The business also recently disclosed 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 boost from Ventas’s previous quarterly dividend of $0.48. This represents a $2.08 annualized dividend and a yield of 2.4%. The ex-dividend date is Tuesday, March 31st. Ventas’s payout ratio is currently 355.56%.

Analyst Upgrades and Downgrades

VTR has been the subject of a number of recent analyst reports. Wells Fargo & Company raised their price objective on Ventas from $80.00 to $88.00 and gave the stock an “overweight” rating in a research report on Tuesday, November 25th. Cantor Fitzgerald reissued an “overweight” rating and issued a $93.00 price objective on shares of Ventas in a research note on Monday, February 9th. The Goldman Sachs Group reissued a “buy” rating and set a $100.00 target price on shares of Ventas in a research note on Monday, February 9th. Weiss Ratings upgraded Ventas from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Monday, December 29th. Finally, Jefferies Financial Group restated a “buy” rating and set a $93.00 target price on shares of Ventas in a research note on Monday, December 15th. Thirteen analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $86.87.

Insiders Place Their Bets

In related news, EVP Carey S. Roberts sold 35,532 shares of the company’s stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $85.00, for a total value of $3,020,220.00. Following the completion of the sale, the executive vice president directly owned 72,755 shares of the company’s stock, valued at $6,184,175. This represents a 32.81% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Debra A. Cafaro sold 10,322 shares of Ventas 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 transaction, the chief executive officer directly owned 1,114,034 shares in the company, valued at approximately $86,515,880.44. This trade represents a 0.92% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 86,106 shares of company stock valued at $6,931,397. 1.00% of the stock is currently owned by insiders.

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.