JFS Wealth Advisors LLC Has $234,000 Position in Ventas, Inc. $VTR

JFS Wealth Advisors LLC raised its stake in Ventas, Inc. (NYSE:VTR) by 48.0% during the 2nd quarter, Holdings Channel.com reports. The firm owned 3,701 shares of the real estate investment trust’s stock after buying an additional 1,200 shares during the period. JFS Wealth Advisors LLC’s holdings in Ventas were worth $234,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also recently modified their holdings of VTR. Farther Finance Advisors LLC increased its holdings in shares of Ventas by 54.5% in the first quarter. Farther Finance Advisors LLC now owns 4,336 shares of the real estate investment trust’s stock valued at $300,000 after purchasing an additional 1,530 shares during the last quarter. Harbor Capital Advisors Inc. increased its holdings in shares of Ventas by 53.9% in the first quarter. Harbor Capital Advisors Inc. now owns 811 shares of the real estate investment trust’s stock valued at $56,000 after purchasing an additional 284 shares during the last quarter. GAMMA Investing LLC increased its holdings in shares of Ventas by 20.0% in the first quarter. GAMMA Investing LLC now owns 9,959 shares of the real estate investment trust’s stock valued at $685,000 after purchasing an additional 1,660 shares during the last quarter. CX Institutional acquired a new position in shares of Ventas in the first quarter valued at $224,000. Finally, Tobam increased its holdings in shares of Ventas by 135.7% in the first quarter. Tobam now owns 2,895 shares of the real estate investment trust’s stock valued at $199,000 after purchasing an additional 1,667 shares during the last quarter. 94.18% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several equities analysts have commented on the stock. Evercore ISI upped their price objective on shares of Ventas from $77.00 to $80.00 and gave the company an “outperform” rating in a report on Monday, September 15th. JPMorgan Chase & Co. upped their price target on shares of Ventas from $72.00 to $76.00 and gave the company an “overweight” rating in a research note on Tuesday, August 26th. Raymond James Financial restated an “outperform” rating and issued a $78.00 price target (up from $74.00) on shares of Ventas in a research note on Friday, August 22nd. Cantor Fitzgerald started coverage on shares of Ventas in a research note on Wednesday, October 1st. They issued an “overweight” rating and a $77.00 price target on the stock. Finally, Scotiabank upped their price target on shares of Ventas from $72.00 to $74.00 and gave the company a “sector perform” rating in a research note on Thursday, August 28th. One investment analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $75.23.

Ventas Trading Up 0.1%

Shares of Ventas stock opened at $67.74 on Friday. The company has a market capitalization of $30.79 billion, a price-to-earnings ratio of 157.53, a PEG ratio of 2.50 and a beta of 0.89. The company has a quick ratio of 0.68, a current ratio of 0.68 and a debt-to-equity ratio of 1.13. Ventas, Inc. has a 12-month low of $56.68 and a 12-month high of $71.36. The firm’s 50-day moving average price is $68.39 and its two-hundred day moving average price is $66.39.

Ventas (NYSE:VTR) last announced its quarterly earnings data on Wednesday, July 30th. The real estate investment trust reported $0.87 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.85 by $0.02. The firm had revenue of $1.42 billion for the quarter, compared to the consensus estimate of $1.37 billion. Ventas had a net margin of 3.61% and a return on equity of 1.75%. The business’s revenue for the quarter was up 18.3% on a year-over-year basis. During the same period in the prior year, the company posted $0.80 earnings per share. Ventas has set its FY 2025 guidance at 3.410-3.46 EPS. On average, analysts forecast that Ventas, Inc. will post 3.4 earnings per share for the current fiscal year.

Ventas Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, October 16th. Shareholders of record on Tuesday, September 30th will be paid a dividend of $0.48 per share. This represents a $1.92 dividend on an annualized basis and a yield of 2.8%. The ex-dividend date is Tuesday, September 30th. Ventas’s dividend payout ratio is presently 446.51%.

Insider Transactions at Ventas

In other news, CFO Robert F. Probst sold 168,318 shares of the stock in a transaction dated Monday, July 14th. The shares were sold at an average price of $65.36, for a total value of $11,001,264.48. Following the completion of the transaction, the chief financial officer owned 168,364 shares of the company’s stock, valued at approximately $11,004,271.04. This represents a 49.99% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Debra A. Cafaro sold 14,753 shares of the stock in a transaction dated Monday, July 14th. The stock was sold at an average price of $65.60, for a total transaction of $967,796.80. Following the completion of the transaction, the chief executive officer directly owned 1,145,695 shares of the company’s stock, valued at $75,157,592. This trade represents a 1.27% decrease in their position. The disclosure for this sale can be found here. Insiders sold 292,110 shares of company stock valued at $19,354,742 in the last three months. Company insiders own 0.80% of the company’s stock.

About Ventas

Ventas Inc (NYSE: VTR) is a leading S&P 500 real estate investment trust focused on delivering strong, sustainable shareholder returns by enabling exceptional environments that benefit a large and growing aging population. The Company's growth is fueled by its senior housing communities, which provide valuable services to residents and enable them to thrive in supported environments.