SCS Capital Management LLC Boosts Stock Holdings in Ventas, Inc. $VTR

SCS Capital Management LLC lifted its position in Ventas, Inc. (NYSE:VTR) by 3.1% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 238,795 shares of the real estate investment trust’s stock after buying an additional 7,246 shares during the period. SCS Capital Management LLC owned approximately 0.05% of Ventas worth $18,576,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently modified their holdings of VTR. Norges Bank purchased a new position in shares of Ventas in the 4th quarter worth approximately $474,571,000. Vanguard Group Inc. grew its position in shares of Ventas by 3.2% in the 4th quarter. Vanguard Group Inc. now owns 75,948,003 shares of the real estate investment trust’s stock worth $5,876,856,000 after buying an additional 2,349,176 shares during the last quarter. UBS Group AG grew its position in shares of Ventas by 142.4% in the 3rd quarter. UBS Group AG now owns 3,507,841 shares of the real estate investment trust’s stock worth $245,514,000 after buying an additional 2,060,770 shares during the last quarter. Lasalle Investment Management Securities LLC grew its position in shares of Ventas by 1,135.1% in the 3rd quarter. Lasalle Investment Management Securities LLC now owns 1,552,880 shares of the real estate investment trust’s stock worth $108,686,000 after buying an additional 1,427,151 shares during the last quarter. Finally, PGGM Investments purchased a new position in shares of Ventas in the 4th quarter worth approximately $98,686,000. Hedge funds and other institutional investors own 94.18% of the company’s stock.

Ventas Stock Up 0.2%

VTR stock opened at $84.55 on Monday. The firm has a 50 day moving average of $85.30 and a 200 day moving average of $82.28. The stock has a market capitalization of $41.10 billion, a PE ratio of 153.72, a price-to-earnings-growth ratio of 1.86 and a beta of 0.71. The company has a quick ratio of 0.25, a current ratio of 0.25 and a debt-to-equity ratio of 0.95. Ventas, Inc. has a 52 week low of $61.76 and a 52 week high of $91.06.

Ventas (NYSE:VTR) last released its earnings results on Monday, April 27th. The real estate investment trust reported $0.11 EPS for the quarter, missing analysts’ consensus estimates of $0.12 by ($0.01). The company had revenue of $1.65 billion during the quarter, compared to analyst estimates of $1.59 billion. Ventas had a return on equity of 2.09% and a net margin of 4.25%.The firm’s revenue for the quarter was up 22.0% on a year-over-year basis. During the same quarter last year, the business earned $0.84 earnings per share. Ventas has set its FY 2026 guidance at 3.820-3.890 EPS. Sell-side analysts forecast that Ventas, Inc. will post 3.88 earnings per share for the current year.

Ventas Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, July 16th. Investors of record on Tuesday, June 30th will be paid a $0.52 dividend. The ex-dividend date is Tuesday, June 30th. This represents a $2.08 dividend on an annualized basis and a yield of 2.5%. Ventas’s dividend payout ratio (DPR) is 378.18%.

Insider Buying and Selling

In related news, Director Walter C. Rakowich sold 1,152 shares of Ventas stock in a transaction that occurred on Thursday, May 14th. The shares were sold at an average price of $90.20, for a total value of $103,910.40. Following the completion of the sale, the director directly owned 28,349 shares in the company, valued at $2,557,079.80. This trade represents a 3.90% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.53% of the stock is owned by company insiders.

Analyst Ratings Changes

A number of research analysts have recently issued reports on VTR shares. UBS Group lifted their price objective on shares of Ventas from $85.00 to $93.00 and gave the stock a “neutral” rating in a research report on Monday, May 4th. BMO Capital Markets reaffirmed an “outperform” rating and issued a $100.00 price objective on shares of Ventas in a research report on Monday, May 4th. Cantor Fitzgerald reaffirmed an “overweight” rating and issued a $93.00 price objective on shares of Ventas in a research report on Monday, February 9th. Citigroup lifted their price objective on shares of Ventas from $96.00 to $100.00 and gave the stock a “buy” rating in a research report on Friday, May 1st. Finally, JPMorgan Chase & Co. lifted their price objective on shares of Ventas from $93.00 to $94.00 and gave the stock an “overweight” rating in a research report on Monday, May 11th. Fourteen equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat, Ventas currently has an average rating of “Moderate Buy” and an average target price of $95.00.

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.