BI Asset Management Fondsmaeglerselskab A S Has $2.57 Million Holdings in Ventas, Inc. $VTR

BI Asset Management Fondsmaeglerselskab A S lifted its stake in Ventas, Inc. (NYSE:VTR) by 97.7% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 36,713 shares of the real estate investment trust’s stock after acquiring an additional 18,146 shares during the period. BI Asset Management Fondsmaeglerselskab A S’s holdings in Ventas were worth $2,570,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. Savant Capital LLC grew its position in Ventas by 37.9% in the 3rd quarter. Savant Capital LLC now owns 9,889 shares of the real estate investment trust’s stock worth $692,000 after purchasing an additional 2,718 shares during the last quarter. Checchi Capital Advisers LLC lifted its stake in shares of Ventas by 3.9% in the third quarter. Checchi Capital Advisers LLC now owns 4,603 shares of the real estate investment trust’s stock valued at $322,000 after buying an additional 174 shares during the period. J.W. Cole Advisors Inc. grew its position in Ventas by 16.4% during the third quarter. J.W. Cole Advisors Inc. now owns 14,867 shares of the real estate investment trust’s stock worth $1,041,000 after buying an additional 2,090 shares in the last quarter. Hantz Financial Services Inc. increased its stake in Ventas by 160.5% during the third quarter. Hantz Financial Services Inc. now owns 667 shares of the real estate investment trust’s stock valued at $47,000 after acquiring an additional 411 shares during the period. Finally, Envestnet Asset Management Inc. raised its holdings in Ventas by 0.4% in the 3rd quarter. Envestnet Asset Management Inc. now owns 373,516 shares of the real estate investment trust’s stock valued at $26,142,000 after acquiring an additional 1,462 shares in the last quarter. Institutional investors own 94.18% of the company’s stock.

Insider Buying and Selling at Ventas

In related news, CFO Robert F. Probst sold 33,591 shares of Ventas stock in a transaction dated Wednesday, November 12th. The stock was sold at an average price of $76.77, for a total value of $2,578,781.07. Following the completion of the transaction, the chief financial officer directly owned 168,364 shares of the company’s stock, valued at $12,925,304.28. The trade was a 16.63% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, CEO Peter J. Bulgarelli sold 2,771 shares of the company’s stock in a transaction dated Tuesday, November 18th. The stock was sold at an average price of $80.01, for a total transaction of $221,707.71. Following the transaction, the chief executive officer owned 108,717 shares in the company, valued at approximately $8,698,447.17. This trade represents a 2.49% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 130,459 shares of company stock worth $10,152,803. 0.80% of the stock is currently owned by insiders.

Ventas Stock Up 3.6%

Shares of NYSE:VTR opened at $82.74 on Friday. The company’s fifty day moving average is $78.13 and its 200-day moving average is $73.24. The company has a debt-to-equity ratio of 1.01, a quick ratio of 0.32 and a current ratio of 0.32. Ventas, Inc. has a 52 week low of $58.72 and a 52 week high of $82.80. The company has a market capitalization of $38.87 billion, a PE ratio of 153.22, a P/E/G ratio of 2.06 and a beta of 0.77.

Ventas (NYSE:VTR) last announced its quarterly earnings results on Thursday, February 5th. The real estate investment trust reported $0.15 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.89 by ($0.74). The firm had revenue of $1.55 billion for the quarter, compared to the consensus estimate of $1.53 billion. Ventas had a net margin of 4.31% and a return on equity of 2.12%. The company’s revenue for the quarter was up 21.7% on a year-over-year basis. During the same period in the prior year, the business earned $0.81 earnings per share. Ventas has set its FY 2026 guidance at 3.780-3.880 EPS. Equities research analysts predict that Ventas, Inc. will post 3.4 earnings per share for the current fiscal year.

Ventas Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, April 16th. Investors of record on Tuesday, March 31st will be issued a dividend of $0.52 per share. The ex-dividend date of this dividend is Tuesday, March 31st. This represents a $2.08 dividend on an annualized basis and a yield of 2.5%. This is a positive change from Ventas’s previous quarterly dividend of $0.48. Ventas’s payout ratio is 355.56%.

Ventas News Roundup

Here are the key news stories impacting Ventas this week:

• Positive Sentiment: Company raised its quarterly dividend 8.3% to $0.52 (annualized yield ~2.6%), signaling confidence in cash flow and returning capital to shareholders. Ventas raises dividend by 8.3% to $0.52
• Positive Sentiment: Mgmt gave notably higher FY‑2026 EPS guidance of $3.780–$3.880, well above current consensus, which supports a re-rating if delivered. Ventas Reports Fourth Quarter and Full Year 2025 Results, Provides 2026 Outlook and Increases Dividend
• Positive Sentiment: Operational performance: Q4 revenue slightly beat estimates and same‑store cash NOI rose; FFO was roughly in line with expectations, showing resilient underlying cash generation. Ventas Q4 FFO Meet, Revenues Beat Estimates, Same-Store Cash NOI Rises
• Neutral Sentiment: Analyst stance remains mixed: Morgan Stanley reiterated a Hold with an $80 target (near the stock), suggesting expectations are balanced between upside from guidance and execution risk. Balanced Fundamentals and Moderating Returns Justify Hold Rating on Ventas
• Neutral Sentiment: Full Q4 earnings call transcript and management commentary provide color on growth in senior housing and portfolio strategy — useful for assessing how management plans to hit the raised guide. Ventas, Inc. (VTR) Q4 2025 Earnings Call Transcript
• Negative Sentiment: GAAP EPS for the quarter missed materially (reported ~$0.15 vs. consensus ~0.89), which can spook short‑term traders and prompt questions about non‑cash items or one‑offs. Ventas Q4 earnings / press release
• Negative Sentiment: Insider sell: Chair Debra Cafaro sold ~10,322 shares recently, which some investors view as a mild negative signal even though executives sell for many reasons. Debra Cafaro Sells 10,322 Shares of Ventas (NYSE:VTR) Stock

Analyst Upgrades and Downgrades

Several brokerages have recently weighed in on VTR. Weiss Ratings raised Ventas from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday, December 29th. Wells Fargo & Company lifted their price target on shares of Ventas from $80.00 to $88.00 and gave the stock an “overweight” rating in a research note on Tuesday, November 25th. KeyCorp increased their price objective on shares of Ventas from $70.00 to $85.00 and gave the company an “overweight” rating in a research note on Thursday, December 4th. Scotiabank raised their price objective on shares of Ventas from $74.00 to $80.00 and gave the stock a “sector perform” rating in a report on Thursday, November 13th. Finally, Jefferies Financial Group reissued a “buy” rating and issued a $93.00 target price on shares of Ventas in a research note on Monday, December 15th. Fourteen investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $81.63.

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.