Candriam S.C.A. Raises Position in Ventas, Inc. $VTR

Candriam S.C.A. boosted its position in Ventas, Inc. (NYSE:VTR) by 622.3% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 315,400 shares of the real estate investment trust’s stock after purchasing an additional 271,734 shares during the period. Candriam S.C.A.’s holdings in Ventas were worth $19,918,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also bought and sold shares of VTR. Vanguard Group Inc. raised its stake in shares of Ventas by 3.7% in the first quarter. Vanguard Group Inc. now owns 68,941,561 shares of the real estate investment trust’s stock valued at $4,740,422,000 after buying an additional 2,440,551 shares during the period. JPMorgan Chase & Co. grew its stake in shares of Ventas by 9.5% during the 1st quarter. JPMorgan Chase & Co. now owns 32,347,333 shares of the real estate investment trust’s stock worth $2,224,203,000 after acquiring an additional 2,811,241 shares during the period. Geode Capital Management LLC increased its holdings in Ventas by 4.9% in the 2nd quarter. Geode Capital Management LLC now owns 12,226,283 shares of the real estate investment trust’s stock worth $769,061,000 after acquiring an additional 574,663 shares during the last quarter. Resolution Capital Ltd raised its stake in Ventas by 10.5% in the 1st quarter. Resolution Capital Ltd now owns 7,889,848 shares of the real estate investment trust’s stock valued at $542,506,000 after acquiring an additional 751,587 shares during the period. Finally, Price T Rowe Associates Inc. MD raised its stake in Ventas by 4.6% in the 1st quarter. Price T Rowe Associates Inc. MD now owns 6,414,404 shares of the real estate investment trust’s stock valued at $441,056,000 after acquiring an additional 281,232 shares during the period. 94.18% of the stock is owned by institutional investors.

Ventas Stock Up 0.4%

Shares of NYSE:VTR opened at $77.20 on Friday. Ventas, Inc. has a 52-week low of $56.68 and a 52-week high of $77.53. The firm has a fifty day moving average of $70.46 and a 200 day moving average of $67.27. The firm has a market capitalization of $36.26 billion, a PE ratio of 148.47, a price-to-earnings-growth ratio of 2.36 and a beta of 0.88. The company has a debt-to-equity ratio of 1.13, a quick ratio of 0.68 and a current ratio of 0.68.

Ventas (NYSE:VTR) last released its earnings results on Wednesday, October 29th. The real estate investment trust reported $0.88 EPS for the quarter, beating analysts’ consensus estimates of $0.87 by $0.01. Ventas had a return on equity of 2.10% and a net margin of 4.28%.The business had revenue of $1.49 billion for the quarter, compared to analysts’ expectations of $1.44 billion. During the same quarter in the prior year, the firm earned $0.80 earnings per share. The firm’s revenue was up 20.5% on a year-over-year basis. Ventas has set its FY 2025 guidance at 3.450-3.480 EPS. As a group, research analysts anticipate that Ventas, Inc. will post 3.4 EPS for the current fiscal year.

Ventas Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Thursday, October 16th. Investors of record on Tuesday, September 30th were given a $0.48 dividend. The ex-dividend date was Tuesday, September 30th. This represents a $1.92 dividend on an annualized basis and a yield of 2.5%. Ventas’s payout ratio is presently 369.23%.

Insider Activity at Ventas

In other Ventas news, CEO Peter J. Bulgarelli sold 870 shares of the company’s stock in a transaction that occurred on Wednesday, November 5th. The stock was sold at an average price of $75.28, for a total value of $65,493.60. Following the completion of the sale, the chief executive officer owned 111,694 shares of the company’s stock, valued at $8,408,324.32. This represents a 0.77% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Debra A. Cafaro sold 19,250 shares of Ventas stock in a transaction that occurred on Wednesday, November 5th. The stock was sold at an average price of $75.29, for a total transaction of $1,449,332.50. Following the transaction, the chief executive officer directly owned 1,145,695 shares in the company, valued at $86,259,376.55. This trade represents a 1.65% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 619,027 shares of company stock valued at $45,212,873. 0.80% of the stock is owned by insiders.

Analyst Ratings Changes

VTR has been the subject of a number of research reports. Cantor Fitzgerald increased their target price on shares of Ventas from $77.00 to $85.00 and gave the stock an “overweight” rating in a research report on Friday, October 31st. JPMorgan Chase & Co. raised their price objective on shares of Ventas from $72.00 to $76.00 and gave the stock an “overweight” rating in a report on Tuesday, August 26th. Citigroup boosted their target price on shares of Ventas from $80.00 to $88.00 and gave the company a “buy” rating in a report on Tuesday. Evercore ISI raised their price target on Ventas from $77.00 to $80.00 and gave the stock an “outperform” rating in a report on Monday, September 15th. Finally, Weiss Ratings lowered Ventas from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Friday, November 7th. One research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and four have given a Hold rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $77.36.

Ventas Profile

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.