UBS Group AG Has $6.12 Million Holdings in InvenTrust Properties Corp. $IVT

UBS Group AG boosted its stake in shares of InvenTrust Properties Corp. (NYSE:IVT) by 265.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 216,948 shares of the company’s stock after acquiring an additional 157,633 shares during the quarter. UBS Group AG’s holdings in InvenTrust Properties were worth $6,120,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. EverSource Wealth Advisors LLC boosted its stake in InvenTrust Properties by 44.0% in the second quarter. EverSource Wealth Advisors LLC now owns 1,369 shares of the company’s stock worth $38,000 after purchasing an additional 418 shares in the last quarter. Avalon Trust Co acquired a new stake in shares of InvenTrust Properties during the 3rd quarter worth approximately $43,000. Newbridge Financial Services Group Inc. raised its position in shares of InvenTrust Properties by 208.4% during the 3rd quarter. Newbridge Financial Services Group Inc. now owns 1,696 shares of the company’s stock valued at $49,000 after acquiring an additional 1,146 shares during the last quarter. Mirae Asset Global Investments Co. Ltd. increased its holdings in InvenTrust Properties by 33.5% in the fourth quarter. Mirae Asset Global Investments Co. Ltd. now owns 2,269 shares of the company’s stock valued at $64,000 after purchasing an additional 570 shares during the last quarter. Finally, Comerica Bank raised its position in shares of InvenTrust Properties by 80.5% in the 1st quarter. Comerica Bank now owns 2,245 shares of the company’s stock valued at $66,000 after acquiring an additional 1,001 shares during the period. Institutional investors own 61.70% of the company’s stock.

InvenTrust Properties Price Performance

Shares of NYSE IVT opened at $32.48 on Thursday. InvenTrust Properties Corp. has a fifty-two week low of $26.52 and a fifty-two week high of $33.19. The business has a fifty day moving average price of $31.53 and a two-hundred day moving average price of $29.94. The company has a debt-to-equity ratio of 0.54, a current ratio of 1.46 and a quick ratio of 1.46. The stock has a market capitalization of $2.53 billion, a PE ratio of 23.03, a P/E/G ratio of 2.63 and a beta of 0.80.

InvenTrust Properties (NYSE:IVT) last released its earnings results on Tuesday, April 28th. The company reported $0.07 EPS for the quarter, beating the consensus estimate of $0.06 by $0.01. The firm had revenue of $82.58 million for the quarter, compared to analyst estimates of $78.79 million. InvenTrust Properties had a net margin of 35.66% and a return on equity of 6.10%. InvenTrust Properties has set its FY 2026 guidance at 1.920-1.960 EPS. As a group, equities analysts predict that InvenTrust Properties Corp. will post 2.01 earnings per share for the current fiscal year.

InvenTrust Properties Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, April 15th. Investors of record on Tuesday, March 31st were given a dividend of $0.25 per share. The ex-dividend date was Tuesday, March 31st. This represents a $1.00 annualized dividend and a dividend yield of 3.1%. This is an increase from InvenTrust Properties’s previous quarterly dividend of $0.24. InvenTrust Properties’s dividend payout ratio is currently 70.92%.

Analyst Upgrades and Downgrades

IVT has been the topic of several research analyst reports. KeyCorp initiated coverage on InvenTrust Properties in a research note on Friday, March 6th. They set an “overweight” rating and a $35.00 price objective on the stock. JPMorgan Chase & Co. increased their target price on shares of InvenTrust Properties from $31.00 to $33.00 and gave the stock a “hold neutral” rating in a report on Wednesday, May 6th. Weiss Ratings restated a “buy (b)” rating on shares of InvenTrust Properties in a research note on Wednesday, May 6th. Wells Fargo & Company boosted their price objective on shares of InvenTrust Properties from $33.00 to $34.00 and gave the stock an “overweight” rating in a research note on Thursday, March 19th. Finally, Wall Street Zen downgraded InvenTrust Properties from a “hold” rating to a “sell” rating in a report on Saturday, May 9th. Four research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $33.20.

InvenTrust Properties Company Profile

InvenTrust Properties Corp is a self‐managed real estate investment trust specializing in suburban and urban retail real estate. Headquartered in Downers Grove, Illinois, the company focuses on the acquisition, leasing and management of open‐air shopping centers that serve everyday consumer needs.

The company’s portfolio is concentrated in neighborhood and community retail assets anchored by grocery stores, pharmacies and national service tenants. InvenTrust engages in active leasing strategies, property management services and selective development and redevelopment initiatives designed to enhance long‐term cash flow and tenant mix.

InvenTrust Properties was created in 2019 through the spin‐off of its predecessor, Inland Real Estate Investment Corp, and adopted its current name upon separation.