Shrier Wealth Management LLC Acquires Shares of 27,625 Ventas, Inc. $VTR

Shrier Wealth Management LLC bought a new position in Ventas, Inc. (NYSE:VTR) in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 27,625 shares of the real estate investment trust’s stock, valued at approximately $2,138,000.

Several other hedge funds have also recently made changes to their positions in the company. NewEdge Advisors LLC increased its holdings in Ventas by 856.1% in the 1st quarter. NewEdge Advisors LLC now owns 7,926 shares of the real estate investment trust’s stock worth $545,000 after acquiring an additional 7,097 shares during the last quarter. Empowered Funds LLC lifted its holdings in Ventas by 6.8% during the first quarter. Empowered Funds LLC now owns 8,373 shares of the real estate investment trust’s stock valued at $576,000 after purchasing an additional 536 shares during the last quarter. Woodline Partners LP boosted its position 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 worth $2,532,000 after purchasing an additional 11,739 shares during the period. Focus Partners Wealth increased its stake in shares of Ventas by 130.4% in the first quarter. Focus Partners Wealth now owns 21,613 shares of the real estate investment trust’s stock worth $1,486,000 after purchasing an additional 12,233 shares in the last quarter. Finally, Steward Partners Investment Advisory LLC increased its stake in shares of Ventas by 43.6% in the second quarter. Steward Partners Investment Advisory LLC now owns 4,119 shares of the real estate investment trust’s stock worth $260,000 after purchasing an additional 1,250 shares in the last quarter. 94.18% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

A number of analysts recently commented on the stock. Scotiabank upped their price target on shares of Ventas from $80.00 to $93.00 and gave the company a “sector perform” rating in a research note on Monday, March 2nd. UBS Group reiterated a “neutral” rating and issued a $85.00 price objective on shares of Ventas in a research note on Monday, February 9th. Jefferies Financial Group reissued a “buy” rating and set a $93.00 target price on shares of Ventas in a report on Monday, December 15th. Cantor Fitzgerald reaffirmed an “overweight” rating and issued a $93.00 price target on shares of Ventas in a report on Monday, February 9th. Finally, Wells Fargo & Company lifted their price target on Ventas from $88.00 to $93.00 and gave the company an “overweight” rating in a research report on Thursday, March 26th. Thirteen analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $90.47.

Ventas Price Performance

Ventas stock opened at $81.84 on Wednesday. The stock has a market cap of $38.87 billion, a price-to-earnings ratio of 151.55, a PEG ratio of 2.01 and a beta of 0.73. The company has a quick ratio of 0.67, a current ratio of 0.67 and a debt-to-equity ratio of 1.03. The business has a 50-day simple moving average of $83.18 and a 200 day simple moving average of $77.76. Ventas, Inc. has a 52 week low of $60.15 and a 52 week high of $88.36.

Ventas (NYSE:VTR) last released its quarterly earnings results 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 business had revenue of ($1,229.71) million during the quarter, compared to analysts’ expectations of $1.53 billion. Ventas had a net margin of 4.31% and a return on equity of 2.09%. The business’s revenue was up 21.7% on a year-over-year basis. During the same period 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, research analysts forecast that Ventas, Inc. will post 3.4 earnings per share for the current fiscal year.

Ventas Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, April 16th. Investors of record on Tuesday, March 31st will be paid a $0.52 dividend. This is an increase from Ventas’s previous quarterly dividend of $0.48. This represents a $2.08 dividend on an annualized basis and a yield of 2.5%. The ex-dividend date of this dividend is Tuesday, March 31st. Ventas’s payout ratio is 385.19%.

Insider Buying and Selling at Ventas

In other news, CEO Debra A. Cafaro sold 10,322 shares of the stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $77.66, for a total value of $801,606.52. Following the transaction, the chief executive officer owned 1,114,034 shares of the company’s stock, valued at $86,515,880.44. This represents a 0.92% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, EVP Carey S. Roberts sold 35,532 shares of the firm’s stock in a transaction on Wednesday, February 11th. The shares were sold at an average price of $85.00, for a total transaction of $3,020,220.00. Following the sale, the executive vice president owned 72,755 shares in the company, valued at approximately $6,184,175. This trade represents a 32.81% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 86,106 shares of company stock worth $6,931,397 over the last three months. 1.00% of the stock is owned by insiders.

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.