Securian Asset Management Inc. Cuts Stock Position in Ventas, Inc. $VTR

Securian Asset Management Inc. decreased its holdings in shares of Ventas, Inc. (NYSE:VTR) by 41.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 12,772 shares of the real estate investment trust’s stock after selling 9,081 shares during the quarter. Securian Asset Management Inc.’s holdings in Ventas were worth $988,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in the business. Vanguard Group Inc. raised its position in shares of Ventas by 3.2% during the 4th quarter. Vanguard Group Inc. now owns 75,948,003 shares of the real estate investment trust’s stock valued at $5,876,856,000 after buying an additional 2,349,176 shares in the last quarter. UBS Group AG raised its position in Ventas by 142.4% during the third quarter. UBS Group AG now owns 3,507,841 shares of the real estate investment trust’s stock valued at $245,514,000 after purchasing an additional 2,060,770 shares during the period. Lasalle Investment Management Securities LLC lifted its stake in shares of Ventas by 1,135.1% in the 3rd quarter. Lasalle Investment Management Securities LLC now owns 1,552,880 shares of the real estate investment trust’s stock valued at $108,686,000 after purchasing an additional 1,427,151 shares during the last quarter. Invesco Ltd. boosted its holdings in shares of Ventas by 21.5% in the 3rd quarter. Invesco Ltd. now owns 5,847,604 shares of the real estate investment trust’s stock worth $409,274,000 after purchasing an additional 1,034,634 shares during the period. Finally, State Street Corp boosted its holdings in shares of Ventas by 3.3% in the 3rd quarter. State Street Corp now owns 28,927,015 shares of the real estate investment trust’s stock worth $2,038,176,000 after purchasing an additional 928,386 shares during the period. 94.18% of the stock is owned by hedge funds and other institutional investors.

Ventas Stock Performance

VTR stock opened at $90.35 on Thursday. Ventas, Inc. has a twelve month low of $61.76 and a twelve month high of $90.46. The firm has a market cap of $43.92 billion, a price-to-earnings ratio of 164.27, a PEG ratio of 2.18 and a beta of 0.74. The business’s fifty day simple moving average is $84.97 and its two-hundred day simple moving average is $81.07. The company has a quick ratio of 0.25, a current ratio of 0.25 and a debt-to-equity ratio of 0.95.

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

Ventas Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, July 16th. Shareholders of record on Tuesday, June 30th will be issued a $0.52 dividend. This represents a $2.08 annualized dividend and a dividend yield of 2.3%. The ex-dividend date is Tuesday, June 30th. Ventas’s dividend payout ratio is currently 378.18%.

Analyst Ratings Changes

Several analysts recently weighed in on the company. JPMorgan Chase & Co. increased their price target on Ventas from $93.00 to $94.00 and gave the company an “overweight” rating in a report on Monday. BMO Capital Markets reaffirmed an “outperform” rating and set a $100.00 price objective on shares of Ventas in a research note on Monday, May 4th. The Goldman Sachs Group reiterated a “buy” rating and set a $100.00 price objective on shares of Ventas in a research report on Monday, February 9th. Royal Bank Of Canada raised their target price on shares of Ventas from $91.00 to $98.00 and gave the stock an “outperform” rating in a report on Monday, May 4th. Finally, Morgan Stanley set a $90.00 price target on shares of Ventas in a research note on Friday, February 13th. Fourteen analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $94.00.

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.