Principal Financial Group Inc. Has $1.19 Billion Stake in Ventas, Inc. $VTR

Principal Financial Group Inc. trimmed its holdings in Ventas, Inc. (NYSE:VTR) by 0.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 15,398,394 shares of the real estate investment trust’s stock after selling 23,480 shares during the period. Principal Financial Group Inc.’s holdings in Ventas were worth $1,191,528,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. GoalVest Advisory LLC acquired a new stake in shares of Ventas in the fourth quarter valued at approximately $26,000. Cloud Capital Management LLC acquired a new stake in shares of Ventas in the third quarter valued at approximately $25,000. Wiser Advisor Group LLC acquired a new stake in shares of Ventas in the third quarter valued at approximately $27,000. True Wealth Design LLC raised its position in shares of Ventas by 1,557.7% in the third quarter. True Wealth Design LLC now owns 431 shares of the real estate investment trust’s stock valued at $30,000 after buying an additional 405 shares in the last quarter. Finally, Wilmington Savings Fund Society FSB raised its position in shares of Ventas by 65.5% in the third quarter. Wilmington Savings Fund Society FSB now owns 455 shares of the real estate investment trust’s stock valued at $32,000 after buying an additional 180 shares in the last quarter. 94.18% of the stock is currently owned by institutional investors and hedge funds.

Ventas Stock Performance

Shares of NYSE:VTR opened at $87.80 on Tuesday. The company’s 50 day simple moving average is $84.79 and its 200 day simple moving average is $80.20. The stock has a market capitalization of $42.69 billion, a price-to-earnings ratio of 159.64, a price-to-earnings-growth ratio of 2.17 and a beta of 0.74. The company has a debt-to-equity ratio of 0.95, a current ratio of 0.25 and a quick ratio of 0.25. Ventas, Inc. has a 1 year low of $61.76 and a 1 year high of $88.50.

Ventas (NYSE:VTR) last announced its quarterly earnings data on Monday, April 27th. The real estate investment trust reported $0.11 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.12 by ($0.01). The firm had revenue of $1.65 billion during the quarter, compared to the consensus estimate of $1.59 billion. Ventas had a net margin of 4.25% and a return on equity of 2.09%. The business’s revenue was up 22.0% compared to the same quarter last year. During the same period last year, the business earned $0.84 earnings per share. Ventas has set its FY 2026 guidance at 3.820-3.890 EPS. As a group, research analysts predict that Ventas, Inc. will post 3.85 EPS for the current fiscal year.

Ventas Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, April 16th. Shareholders of record on Tuesday, March 31st were paid a dividend of $0.52 per share. The ex-dividend date of this dividend was Tuesday, March 31st. This is a boost from Ventas’s previous quarterly dividend of $0.48. This represents a $2.08 dividend on an annualized basis and a dividend yield of 2.4%. Ventas’s payout ratio is presently 378.18%.

Insider Buying and Selling at Ventas

In other Ventas news, 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 sale, the executive vice president owned 72,755 shares of the company’s stock, valued at approximately $6,184,175. The trade was a 32.81% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Insiders own 0.53% of the company’s stock.

Analyst Ratings Changes

VTR has been the subject of a number of analyst reports. The Goldman Sachs Group reiterated a “buy” rating and issued a $100.00 price target on shares of Ventas in a research report on Monday, February 9th. Citigroup lifted their price objective on shares of Ventas from $96.00 to $100.00 and gave the company a “buy” rating in a research note on Friday. Morgan Stanley set a $90.00 price objective on shares of Ventas in a research note on Friday, February 13th. Evercore reissued an “outperform” rating and issued a $95.00 price objective on shares of Ventas in a research note on Wednesday, April 29th. Finally, Mizuho lifted their price objective on shares of Ventas from $87.00 to $94.00 and gave the company an “outperform” rating in a research note on Wednesday, March 4th. Fourteen research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $93.19.

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.