Schroder Investment Management Group Sells 64,750 Shares of Ventas, Inc. $VTR

Schroder Investment Management Group trimmed its stake in shares of Ventas, Inc. (NYSE:VTR) by 2.6% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,402,232 shares of the real estate investment trust’s stock after selling 64,750 shares during the quarter. Schroder Investment Management Group owned approximately 0.53% of Ventas worth $151,701,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently added to or reduced their stakes in VTR. Vanguard Group Inc. grew its stake in shares of Ventas by 4.1% during the second quarter. Vanguard Group Inc. now owns 71,796,312 shares of the real estate investment trust’s stock worth $4,533,937,000 after buying an additional 2,854,751 shares during the last quarter. JPMorgan Chase & Co. boosted its holdings in shares of Ventas by 9.5% during the 1st quarter. JPMorgan Chase & Co. now owns 32,347,333 shares of the real estate investment trust’s stock valued at $2,224,203,000 after acquiring an additional 2,811,241 shares in the last quarter. Geode Capital Management LLC grew its position in Ventas by 4.9% during the 2nd quarter. Geode Capital Management LLC now owns 12,226,283 shares of the real estate investment trust’s stock worth $769,061,000 after acquiring an additional 574,663 shares during the last quarter. Resolution Capital Ltd increased its holdings in Ventas by 10.5% in the 1st quarter. Resolution Capital Ltd now owns 7,889,848 shares of the real estate investment trust’s stock worth $542,506,000 after purchasing an additional 751,587 shares in the last quarter. Finally, Price T Rowe Associates Inc. MD raised its position in Ventas by 4.6% in the first quarter. Price T Rowe Associates Inc. MD now owns 6,414,404 shares of the real estate investment trust’s stock valued at $441,056,000 after purchasing an additional 281,232 shares during the last quarter. Institutional investors and hedge funds own 94.18% of the company’s stock.

Analysts Set New Price Targets

VTR has been the topic of several research reports. JPMorgan Chase & Co. boosted their price target on Ventas from $72.00 to $76.00 and gave the stock an “overweight” rating in a report on Tuesday, August 26th. Morgan Stanley boosted their target price on shares of Ventas from $70.00 to $75.00 and gave the stock an “equal weight” rating in a report on Friday, August 15th. Evercore ISI upped their price target on shares of Ventas from $77.00 to $80.00 and gave the company an “outperform” rating in a research report on Monday, September 15th. Weiss Ratings raised shares of Ventas from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Tuesday. Finally, Cantor Fitzgerald boosted their price objective on shares of Ventas from $77.00 to $85.00 and gave the stock an “overweight” rating in a research note on Friday, October 31st. One investment analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and three have given a Hold rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $77.93.

Ventas Stock Up 0.7%

Shares of NYSE VTR opened at $80.66 on Friday. The company’s 50 day moving average price is $72.90 and its 200-day moving average price is $68.27. The company has a debt-to-equity ratio of 1.13, a quick ratio of 0.68 and a current ratio of 0.68. Ventas, Inc. has a 52-week low of $56.68 and a 52-week high of $80.99. The company has a market capitalization of $37.89 billion, a P/E ratio of 155.12, a price-to-earnings-growth ratio of 2.36 and a beta of 0.88.

Ventas (NYSE:VTR) last posted its quarterly earnings data on Wednesday, October 29th. The real estate investment trust reported $0.88 earnings per share for the quarter, topping the consensus estimate of $0.87 by $0.01. The company had revenue of $1.49 billion during the quarter, compared to analysts’ expectations of $1.44 billion. Ventas had a net margin of 4.28% and a return on equity of 2.10%. Ventas’s revenue for the quarter was up 20.5% compared to the same quarter last year. During the same period in the prior year, the company posted $0.80 earnings per share. Ventas has set its FY 2025 guidance at 3.450-3.480 EPS. Equities analysts forecast that Ventas, Inc. will post 3.4 earnings per share for the current year.

Ventas Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, October 16th. Stockholders of record on Tuesday, September 30th were given a $0.48 dividend. The ex-dividend date of this dividend was Tuesday, September 30th. This represents a $1.92 annualized dividend and a dividend yield of 2.4%. Ventas’s dividend payout ratio (DPR) is 369.23%.

Insider Activity

In related news, CFO Robert F. Probst sold 33,591 shares of the company’s stock in a transaction dated Wednesday, November 12th. The stock was sold at an average price of $76.77, for a total transaction of $2,578,781.07. Following the sale, the chief financial officer owned 168,364 shares in the company, valued at $12,925,304.28. This represents a 16.63% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Peter J. Bulgarelli sold 3,924 shares of Ventas stock in a transaction that occurred on Tuesday, November 4th. The stock was sold at an average price of $75.00, for a total value of $294,300.00. Following the completion of the sale, the chief executive officer owned 112,564 shares of the company’s stock, valued at approximately $8,442,300. The trade was a 3.37% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 698,912 shares of company stock valued at $51,454,499 in the last ninety days. 0.80% of the stock is owned by company insiders.

Ventas Profile

Ventas Inc (NYSE: VTR) is a leading S&P 500 real estate investment trust focused on delivering strong, sustainable shareholder returns by enabling exceptional environments that benefit a large and growing aging population. The Company's growth is fueled by its senior housing communities, which provide valuable services to residents and enable them to thrive in supported environments.