Elevatus Welath Management Makes New $2.77 Million Investment in Ventas, Inc. $VTR

Elevatus Welath Management purchased a new stake in Ventas, Inc. (NYSE:VTR) during the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 39,530 shares of the real estate investment trust’s stock, valued at approximately $2,767,000.

Other institutional investors and hedge funds also recently modified their holdings of the company. UBS Group AG lifted its stake in 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 valued at $245,514,000 after acquiring an additional 2,060,770 shares in the last quarter. Van ECK Associates Corp raised its holdings in shares of Ventas by 12.8% in the third quarter. Van ECK Associates Corp now owns 243,156 shares of the real estate investment trust’s stock valued at $17,018,000 after purchasing an additional 27,590 shares during the last quarter. Bank of Montreal Can raised its holdings in shares of Ventas by 22.1% in the third quarter. Bank of Montreal Can now owns 377,964 shares of the real estate investment trust’s stock valued at $26,454,000 after purchasing an additional 68,450 shares during the last quarter. Schroder Investment Management Group lifted its position in shares of Ventas by 3.6% in the third quarter. Schroder Investment Management Group now owns 2,487,572 shares of the real estate investment trust’s stock worth $170,946,000 after purchasing an additional 85,340 shares in the last quarter. Finally, Inceptionr LLC bought a new stake in shares of Ventas in the third quarter worth $1,677,000. 94.18% of the stock is owned by institutional investors and hedge funds.

Ventas Price Performance

Shares of VTR opened at $85.81 on Thursday. The company’s 50-day moving average is $81.10 and its 200-day moving average is $76.12. 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 firm has a market capitalization of $40.76 billion, a PE ratio of 158.91, a PEG ratio of 2.10 and a beta of 0.73. Ventas, Inc. has a fifty-two week low of $60.15 and a fifty-two week high of $87.87.

Ventas (NYSE:VTR) last announced its earnings results on Thursday, February 5th. The real estate investment trust reported $0.15 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.89 by ($0.74). The business had revenue of ($1,229.71) million during 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 2.09%. The company’s revenue was up 21.7% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.81 EPS. Ventas has set its FY 2026 guidance at 3.780-3.880 EPS. Equities analysts forecast that Ventas, Inc. will post 3.4 EPS for the current year.

Ventas Increases Dividend

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

Insider Buying and Selling

In other Ventas news, CEO Debra A. Cafaro sold 10,322 shares of the firm’s stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $77.66, for a total transaction of $801,606.52. Following the completion of the transaction, the chief executive officer owned 1,114,034 shares in the company, valued at approximately $86,515,880.44. This trade represents a 0.92% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Carey S. Roberts sold 35,532 shares of the business’s stock in a transaction on Wednesday, February 11th. The shares were sold at an average price of $85.00, for a total transaction of $3,020,220.00. Following the completion of the transaction, the executive vice president owned 72,755 shares in the company, valued at approximately $6,184,175. The trade was a 32.81% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 86,106 shares of company stock worth $6,931,397 in the last 90 days. Insiders own 0.80% of the company’s stock.

Analysts Set New Price Targets

A number of research analysts recently weighed in on the stock. Morgan Stanley set a $90.00 target price on shares of Ventas in a research report on Friday, February 13th. Cantor Fitzgerald reaffirmed an “overweight” rating and issued a $93.00 target price on shares of Ventas in a research report on Monday, February 9th. Scotiabank increased their price target on Ventas from $80.00 to $93.00 and gave the company a “sector perform” rating in a research report on Monday, March 2nd. Weiss Ratings raised Ventas from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Monday, December 29th. Finally, Royal Bank Of Canada increased their price objective on Ventas from $83.00 to $91.00 and gave the company an “outperform” rating in a report on Tuesday, February 10th. Thirteen analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat.com, Ventas currently has an average rating of “Moderate Buy” and a consensus target price of $89.00.

Ventas 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.