MUFG Securities EMEA plc Boosts Holdings in Ventas, Inc. $VTR

MUFG Securities EMEA plc raised its stake in shares of Ventas, Inc. (NYSE:VTR) by 121.4% during the 4th quarter, HoldingsChannel.com reports. The firm owned 19,257 shares of the real estate investment trust’s stock after acquiring an additional 10,558 shares during the quarter. MUFG Securities EMEA plc’s holdings in Ventas were worth $1,490,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently modified their holdings of the business. Commonwealth of Pennsylvania Public School Empls Retrmt SYS lifted its stake in shares of Ventas by 1.8% in the fourth quarter. Commonwealth of Pennsylvania Public School Empls Retrmt SYS now owns 262,403 shares of the real estate investment trust’s stock worth $20,305,000 after buying an additional 4,649 shares in the last quarter. Norges Bank purchased a new position in shares of Ventas in the fourth quarter worth about $474,571,000. Eurizon SLJ Capital Ltd purchased a new position in shares of Ventas in the fourth quarter worth about $99,000. Eurizon Capital SGR S.p.A. purchased a new position in shares of Ventas in the fourth quarter worth about $51,699,000. Finally, National Pension Service lifted its stake in shares of Ventas by 14.8% in the fourth quarter. National Pension Service now owns 709,161 shares of the real estate investment trust’s stock worth $54,875,000 after buying an additional 91,389 shares in the last quarter. 94.18% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at Ventas

In related news, Director Walter C. Rakowich sold 1,152 shares of the firm’s stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $90.20, for a total transaction of $103,910.40. Following the completion of the sale, the director directly owned 28,349 shares in the company, valued at approximately $2,557,079.80. This trade represents a 3.90% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.53% of the company’s stock.

Analyst Ratings Changes

Several research firms have recently weighed in on VTR. BMO Capital Markets reissued an “outperform” rating and issued a $100.00 price target on shares of Ventas in a research note on Monday, May 4th. Scotiabank raised their price target on shares of Ventas from $93.00 to $95.00 and gave the stock a “sector perform” rating in a research note on Thursday, May 21st. KeyCorp raised their price target on shares of Ventas from $90.00 to $95.00 and gave the stock an “overweight” rating in a research note on Thursday, May 7th. Citigroup raised their price target on shares of Ventas from $96.00 to $100.00 and gave the stock a “buy” rating in a research note on Friday, May 1st. Finally, Mizuho set a $98.00 price target on shares of Ventas in a research note on Friday, May 22nd. Fourteen investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $95.19.

Ventas Price Performance

Ventas stock opened at $80.04 on Wednesday. Ventas, Inc. has a 12-month low of $61.76 and a 12-month high of $91.06. The stock has a market cap of $38.91 billion, a P/E ratio of 145.52, a PEG ratio of 1.80 and a beta of 0.71. The company has a 50-day moving average price of $85.22 and a 200 day moving average price of $82.32. The company has a current ratio of 0.25, a quick ratio of 0.25 and a debt-to-equity ratio of 0.95.

Ventas (NYSE:VTR) last released its quarterly earnings data on Monday, April 27th. The real estate investment trust reported $0.11 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.12 by ($0.01). Ventas had a return on equity of 2.09% and a net margin of 4.25%.The firm had revenue of $1.65 billion for the quarter, compared to analyst estimates of $1.59 billion. During the same quarter in the previous year, the business posted $0.84 earnings per share. Ventas’s revenue for the quarter was up 22.0% on a year-over-year basis. Ventas has set its FY 2026 guidance at 3.820-3.890 EPS. Sell-side analysts anticipate that Ventas, Inc. will post 3.88 earnings per share for the current year.

Ventas Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, July 16th. Investors of record on Tuesday, June 30th will be given a dividend of $0.52 per share. This represents a $2.08 annualized dividend and a yield of 2.6%. The ex-dividend date is Tuesday, June 30th. Ventas’s dividend payout ratio (DPR) is presently 378.18%.

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.