Picton Mahoney Asset Management Sells 10,525 Shares of Ventas, Inc. $VTR

Picton Mahoney Asset Management cut its position in Ventas, Inc. (NYSE:VTR) by 3.6% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 280,965 shares of the real estate investment trust’s stock after selling 10,525 shares during the quarter. Picton Mahoney Asset Management’s holdings in Ventas were worth $19,663,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Vanguard Group Inc. raised its stake in Ventas by 2.5% in the 3rd quarter. Vanguard Group Inc. now owns 73,598,827 shares of the real estate investment trust’s stock valued at $5,151,182,000 after acquiring an additional 1,802,515 shares during the period. JPMorgan Chase & Co. increased its stake in shares of Ventas by 1.3% in the third quarter. JPMorgan Chase & Co. now owns 29,701,300 shares of the real estate investment trust’s stock worth $2,078,794,000 after purchasing an additional 387,495 shares in the last quarter. State Street Corp increased its stake in shares of Ventas by 5.2% in the second quarter. State Street Corp now owns 27,998,629 shares of the real estate investment trust’s stock worth $1,781,267,000 after purchasing an additional 1,388,678 shares in the last quarter. Geode Capital Management LLC raised its position in shares of Ventas by 4.9% in the second quarter. Geode Capital Management LLC now owns 12,226,283 shares of the real estate investment trust’s stock valued at $769,061,000 after purchasing an additional 574,663 shares during the period. Finally, Charles Schwab Investment Management Inc. lifted its stake in shares of Ventas by 6.3% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 5,597,778 shares of the real estate investment trust’s stock valued at $353,500,000 after buying an additional 331,477 shares in the last quarter. Institutional investors own 94.18% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts recently commented on the stock. Argus set a $88.00 price objective on shares of Ventas in a report on Tuesday, February 10th. UBS Group reissued a “neutral” rating and set a $85.00 target price on shares of Ventas in a report on Monday, February 9th. Cantor Fitzgerald restated an “overweight” rating and set a $93.00 target price on shares of Ventas in a research report on Monday, February 9th. KeyCorp raised their price target on Ventas from $85.00 to $90.00 and gave the stock an “overweight” rating in a report on Tuesday, February 10th. Finally, Jefferies Financial Group reiterated a “buy” rating and set a $93.00 price objective on shares of Ventas in a research note on Monday, December 15th. Thirteen analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat.com, Ventas has an average rating of “Moderate Buy” and an average target price of $87.73.

Insider Buying and Selling at Ventas

In other news, CFO Robert F. Probst sold 29,930 shares of Ventas stock in a transaction dated Friday, January 2nd. The stock was sold at an average price of $77.25, for a total transaction of $2,312,092.50. Following the completion of the sale, the chief financial officer owned 138,434 shares in the company, valued at approximately $10,694,026.50. This trade represents a 17.78% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Carey S. Roberts sold 35,532 shares of the business’s stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $85.00, for a total value of $3,020,220.00. Following the transaction, the executive vice president directly owned 72,755 shares of the company’s stock, valued at $6,184,175. The trade was a 32.81% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 86,106 shares of company stock valued at $6,931,397 in the last 90 days. Corporate insiders own 1.00% of the company’s stock.

Ventas Stock Performance

NYSE VTR opened at $86.43 on Wednesday. Ventas, Inc. has a 1 year low of $60.15 and a 1 year high of $87.87. The company has a debt-to-equity ratio of 1.03, a current ratio of 0.67 and a quick ratio of 0.67. The stock has a market capitalization of $41.05 billion, a PE ratio of 160.06, a P/E/G ratio of 2.12 and a beta of 0.73. The company’s 50 day simple moving average is $80.30 and its two-hundred day simple moving average is $75.44.

Ventas (NYSE:VTR) last released its quarterly earnings results on Thursday, February 5th. The real estate investment trust reported $0.15 EPS for the quarter, missing analysts’ consensus estimates of $0.89 by ($0.74). Ventas had a net margin of 4.31% and a return on equity of 2.09%. The firm had revenue of ($1,229.71) million for the quarter, compared to analysts’ expectations of $1.53 billion. During the same quarter last year, the firm earned $0.81 earnings per share. The firm’s revenue for the quarter was up 21.7% on a year-over-year basis. Ventas has set its FY 2026 guidance at 3.780-3.880 EPS. Analysts predict that Ventas, Inc. will post 3.4 earnings per share for the current fiscal year.

Ventas Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, April 16th. Shareholders of record on Tuesday, March 31st will be paid a $0.52 dividend. The ex-dividend date is Tuesday, March 31st. This represents a $2.08 dividend on an annualized basis and a yield of 2.4%. This is an increase from Ventas’s previous quarterly dividend of $0.48. Ventas’s dividend payout ratio is currently 355.56%.

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.