Krilogy Financial LLC Purchases New Holdings in Ventas, Inc. $VTR

Krilogy Financial LLC acquired a new position in Ventas, Inc. (NYSE:VTR) during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund acquired 12,254 shares of the real estate investment trust’s stock, valued at approximately $919,000.

Several other large investors also recently bought and sold shares of the company. Cloud Capital Management LLC purchased a new position in shares of Ventas in the third quarter valued at approximately $25,000. True Wealth Design LLC raised its stake in Ventas by 1,557.7% in the 3rd quarter. True Wealth Design LLC now owns 431 shares of the real estate investment trust’s stock valued at $30,000 after purchasing an additional 405 shares during the last quarter. ORG Partners LLC raised its stake in Ventas by 76.1% in the 3rd quarter. ORG Partners LLC now owns 456 shares of the real estate investment trust’s stock valued at $32,000 after purchasing an additional 197 shares during the last quarter. Wilmington Savings Fund Society FSB lifted its holdings in Ventas by 65.5% in the 3rd quarter. Wilmington Savings Fund Society FSB now owns 455 shares of the real estate investment trust’s stock valued at $32,000 after purchasing an additional 180 shares in the last quarter. Finally, Golden State Wealth Management LLC lifted its holdings in Ventas by 52.7% in the 2nd quarter. Golden State Wealth Management LLC now owns 536 shares of the real estate investment trust’s stock valued at $34,000 after purchasing an additional 185 shares in the last quarter. 94.18% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In related news, CFO Robert F. Probst sold 29,930 shares of the firm’s stock in a transaction that occurred on Friday, January 2nd. The shares were sold at an average price of $77.25, for a total value of $2,312,092.50. Following the sale, the chief financial officer owned 138,434 shares of the company’s stock, valued at $10,694,026.50. This trade represents a 17.78% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Peter J. Bulgarelli sold 2,771 shares of Ventas stock in a transaction that occurred on Tuesday, November 18th. The stock was sold at an average price of $80.01, for a total transaction of $221,707.71. Following the completion of the transaction, the chief executive officer owned 108,717 shares of the company’s stock, valued at $8,698,447.17. This 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 96,868 shares of company stock worth $7,574,022. 0.80% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

A number of equities research analysts have recently issued reports on the stock. The Goldman Sachs Group reaffirmed a “buy” rating and set a $100.00 target price on shares of Ventas in a report on Monday. Cantor Fitzgerald reiterated an “overweight” rating and issued a $93.00 price objective on shares of Ventas in a report on Monday. Jefferies Financial Group restated a “buy” rating and set a $93.00 target price on shares of Ventas in a report on Monday, December 15th. KeyCorp increased their price target on Ventas from $85.00 to $90.00 and gave the company an “overweight” rating in a report on Tuesday. Finally, UBS Group reiterated a “neutral” rating and set a $85.00 price objective on shares of Ventas in a research report on Monday. Fourteen analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat, Ventas presently has an average rating of “Moderate Buy” and an average price target of $85.38.

Ventas Stock Performance

NYSE VTR opened at $85.26 on Friday. The company has a debt-to-equity ratio of 1.03, a current ratio of 0.67 and a quick ratio of 0.32. The company has a market cap of $40.50 billion, a P/E ratio of 157.89, a P/E/G ratio of 2.09 and a beta of 0.77. The stock has a 50-day moving average of $78.45 and a two-hundred day moving average of $73.68. Ventas, Inc. has a 1-year low of $60.08 and a 1-year high of $87.20.

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

Ventas Increases Dividend

The business also recently declared 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. 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 2.4%. This is an increase from Ventas’s previous quarterly dividend of $0.48. Ventas’s dividend payout ratio is 355.56%.

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.