Prestige Wealth Management Group LLC Increases Stock Position in Ventas, Inc. $VTR

Prestige Wealth Management Group LLC lifted its position in shares of Ventas, Inc. (NYSE:VTR) by 1,485.4% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 6,500 shares of the real estate investment trust’s stock after buying an additional 6,090 shares during the period. Prestige Wealth Management Group LLC’s holdings in Ventas were worth $532,000 as of its most recent SEC filing.

Several other large investors have also made changes to their positions in VTR. Wiser Advisor Group LLC acquired a new position in Ventas in the third quarter valued at $27,000. IFC & Insurance Marketing Inc. acquired a new stake in Ventas during the fourth quarter worth about $30,000. Elyxium Wealth LLC acquired a new stake in Ventas during the fourth quarter worth about $33,000. Reflection Asset Management acquired a new stake in Ventas during the fourth quarter worth about $34,000. Finally, Manchester Capital Management LLC raised its holdings in shares of Ventas by 60.5% in the 4th quarter. Manchester Capital Management LLC now owns 491 shares of the real estate investment trust’s stock worth $38,000 after purchasing an additional 185 shares during the period. 94.18% of the stock is owned by hedge funds and other institutional investors.

Ventas Price Performance

Shares of NYSE VTR opened at $97.17 on Thursday. Ventas, Inc. has a 1-year low of $65.15 and a 1-year high of $97.95. The business has a 50-day moving average of $87.75 and a 200-day moving average of $84.59. The company has a debt-to-equity ratio of 0.95, a current ratio of 0.25 and a quick ratio of 0.25. The company has a market capitalization of $47.24 billion, a price-to-earnings ratio of 176.69, a PEG ratio of 2.10 and a beta of 0.70.

Ventas (NYSE:VTR) last announced its earnings results on Monday, April 27th. The real estate investment trust reported $0.11 EPS for the quarter, missing the consensus estimate of $0.12 by ($0.01). The company had revenue of $1.65 billion for the quarter, compared to analysts’ expectations of $1.59 billion. Ventas had a net margin of 4.25% and a return on equity of 2.09%. The business’s quarterly revenue was up 22.0% compared to the same quarter last year. During the same quarter in the previous year, the business posted $0.84 earnings per share. Ventas has set its FY 2026 guidance at 3.820-3.890 EPS. On average, equities analysts anticipate that Ventas, Inc. will post 3.88 EPS for the current fiscal year.

Ventas Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Thursday, July 16th. Stockholders of record on Tuesday, June 30th were paid a dividend of $0.52 per share. The ex-dividend date was Tuesday, June 30th. This represents a $2.08 dividend on an annualized basis and a dividend yield of 2.1%. Ventas’s dividend payout ratio (DPR) is currently 378.18%.

Wall Street Analyst Weigh In

Several equities analysts have recently weighed in on VTR shares. Jefferies Financial Group lifted their price objective on Ventas from $97.00 to $100.00 and gave the company a “buy” rating in a research note on Tuesday, May 12th. UBS Group increased their target price 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 restated an “outperform” rating and issued a $100.00 price target on shares of Ventas in a report on Monday, May 4th. Barclays initiated coverage on shares of Ventas in a research report on Tuesday, July 7th. They set an “equal weight” rating and a $99.00 price target on the stock. Finally, The Goldman Sachs Group reissued a “buy” rating and issued a $110.00 price objective on shares of Ventas in a research report on Tuesday, May 19th. Fourteen research analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat, Ventas presently has an average rating of “Moderate Buy” and a consensus target price of $96.50.

Insiders Place Their Bets

In other news, Director Walter C. Rakowich sold 1,152 shares of the company’s stock in a transaction 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 transaction, the director directly owned 28,349 shares in the company, valued at approximately $2,557,079.80. This represents a 3.90% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Michael J. Embler purchased 2,500 shares of the stock in a transaction that occurred on Wednesday, June 3rd. The shares were purchased at an average cost of $78.81 per share, with a total value of $197,025.00. Following the completion of the acquisition, the director owned 19,202 shares in the company, valued at approximately $1,513,309.62. This represents a 14.97% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders own 0.53% of the company’s stock.

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.