Pensionfund PDN Invests $4.77 Million in Ventas, Inc. $VTR

Pensionfund PDN bought a new stake in Ventas, Inc. (NYSE:VTR) in the fourth quarter, HoldingsChannel.com reports. The institutional investor bought 61,679 shares of the real estate investment trust’s stock, valued at approximately $4,773,000. Ventas makes up approximately 3.1% of Pensionfund PDN’s holdings, making the stock its 9th biggest holding.

A number of other institutional investors have also made changes to their positions in the business. Vanguard Group Inc. lifted its position in Ventas by 2.5% during the 3rd quarter. Vanguard Group Inc. now owns 73,598,827 shares of the real estate investment trust’s stock worth $5,151,182,000 after buying an additional 1,802,515 shares in the last quarter. JPMorgan Chase & Co. increased its position in Ventas by 1.3% in the 3rd quarter. JPMorgan Chase & Co. now owns 29,701,300 shares of the real estate investment trust’s stock valued at $2,078,794,000 after acquiring an additional 387,495 shares in the last quarter. State Street Corp raised its stake in shares of Ventas by 3.3% in the third quarter. State Street Corp now owns 28,927,015 shares of the real estate investment trust’s stock worth $2,038,176,000 after acquiring an additional 928,386 shares during the last quarter. Dimensional Fund Advisors LP lifted its position in shares of Ventas by 2.5% during the third quarter. Dimensional Fund Advisors LP now owns 6,601,143 shares of the real estate investment trust’s stock worth $462,002,000 after purchasing an additional 160,998 shares in the last quarter. Finally, Northern Trust Corp lifted its position in shares of Ventas by 1.7% during the third quarter. Northern Trust Corp now owns 6,402,941 shares of the real estate investment trust’s stock worth $448,142,000 after purchasing an additional 108,990 shares in the last quarter. 94.18% of the stock is owned by institutional investors.

Insider Buying and Selling at Ventas

In other Ventas news, EVP Carey S. Roberts sold 35,532 shares of the stock in a transaction on Wednesday, February 11th. The shares were sold at an average price of $85.00, for a total value of $3,020,220.00. Following the sale, the executive vice president directly owned 72,755 shares in the company, valued at approximately $6,184,175. This trade represents a 32.81% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CEO Debra A. Cafaro sold 10,322 shares of Ventas stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $77.66, for a total transaction of $801,606.52. Following the transaction, the chief executive officer directly owned 1,114,034 shares in the company, valued at approximately $86,515,880.44. This represents a 0.92% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 86,106 shares of company stock valued at $6,931,397. Corporate insiders own 1.00% of the company’s stock.

Ventas Trading Down 0.8%

NYSE:VTR opened at $81.82 on Tuesday. The company has a current ratio of 0.67, a quick ratio of 0.67 and a debt-to-equity ratio of 1.03. Ventas, Inc. has a 1-year low of $60.15 and a 1-year high of $88.36. The firm has a market capitalization of $38.86 billion, a price-to-earnings ratio of 151.51, a PEG ratio of 2.04 and a beta of 0.73. The business’s 50-day moving average price is $82.64 and its two-hundred day moving average price is $77.19.

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

Ventas Increases Dividend

The company 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 of this dividend is Tuesday, March 31st. This is a boost from Ventas’s previous quarterly dividend of $0.48. This represents a $2.08 annualized dividend and a yield of 2.5%. Ventas’s payout ratio is currently 355.56%.

Analyst Ratings Changes

VTR has been the subject of a number of research reports. Argus set a $88.00 price target on shares of Ventas in a report on Tuesday, February 10th. JPMorgan Chase & Co. upped their price objective on Ventas from $88.00 to $93.00 and gave the stock an “overweight” rating in a report on Friday. Cantor Fitzgerald reiterated an “overweight” rating and issued a $93.00 price objective on shares of Ventas in a research report on Monday, February 9th. The Goldman Sachs Group reissued a “buy” rating and issued a $100.00 target price on shares of Ventas in a research note on Monday, February 9th. Finally, Citigroup upped their price target on Ventas from $88.00 to $96.00 and gave the company a “buy” rating in a research note on Wednesday, February 11th. Thirteen research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat.com, Ventas currently has an average rating of “Moderate Buy” and an average target price of $90.13.

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.