SG Americas Securities LLC Boosts Holdings in Ventas, Inc. $VTR

SG Americas Securities LLC raised its holdings in shares of Ventas, Inc. (NYSE:VTR) by 52.1% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 45,133 shares of the real estate investment trust’s stock after buying an additional 15,464 shares during the period. SG Americas Securities LLC’s holdings in Ventas were worth $3,159,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in the business. Norges Bank purchased a new position in shares of Ventas during the 2nd quarter worth $344,740,000. Vanguard Group Inc. raised its holdings in Ventas by 4.1% in the 2nd quarter. Vanguard Group Inc. now owns 71,796,312 shares of the real estate investment trust’s stock worth $4,533,937,000 after purchasing an additional 2,854,751 shares during the period. Citigroup Inc. lifted its position in Ventas by 451.9% during the second quarter. Citigroup Inc. now owns 2,316,344 shares of the real estate investment trust’s stock valued at $146,277,000 after purchasing an additional 1,896,627 shares in the last quarter. State Street Corp grew its holdings in Ventas by 5.2% during the second quarter. State Street Corp now owns 27,998,629 shares of the real estate investment trust’s stock valued at $1,781,267,000 after purchasing an additional 1,388,678 shares during the period. Finally, Invesco Ltd. grew its holdings in Ventas by 36.1% during the second quarter. Invesco Ltd. now owns 4,812,970 shares of the real estate investment trust’s stock valued at $303,939,000 after purchasing an additional 1,275,446 shares during the period. 94.18% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

Several research analysts have recently commented on VTR shares. UBS Group initiated coverage on Ventas in a research note on Friday, September 19th. They issued a “neutral” rating and a $73.00 price objective on the stock. Weiss Ratings upgraded shares of Ventas from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Monday, December 29th. Wells Fargo & Company lifted their price target on shares of Ventas from $80.00 to $88.00 and gave the company an “overweight” rating in a report on Tuesday, November 25th. Jefferies Financial Group reissued a “buy” rating and issued a $93.00 price objective on shares of Ventas in a research note on Monday, December 15th. Finally, Cantor Fitzgerald restated an “overweight” rating and set a $93.00 price objective on shares of Ventas in a research report on Monday, January 5th. One research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $80.65.

Ventas Trading Up 1.0%

VTR stock opened at $75.61 on Tuesday. The company has a debt-to-equity ratio of 1.01, a current ratio of 0.32 and a quick ratio of 0.32. Ventas, Inc. has a 1-year low of $56.97 and a 1-year high of $81.89. The business has a 50 day simple moving average of $78.28 and a two-hundred day simple moving average of $71.51. The company has a market capitalization of $35.52 billion, a price-to-earnings ratio of 145.41, a PEG ratio of 1.85 and a beta of 0.78.

Ventas (NYSE:VTR) last released its earnings results on Wednesday, October 29th. The real estate investment trust reported $0.88 EPS for the quarter, topping the consensus estimate of $0.87 by $0.01. Ventas had a net margin of 4.28% and a return on equity of 2.05%. The firm had revenue of $1.49 billion for the quarter, compared to the consensus estimate of $1.44 billion. During the same quarter in the previous year, the firm earned $0.80 earnings per share. The company’s quarterly revenue was up 20.5% compared to the same quarter last year. Ventas has set its FY 2025 guidance at 3.450-3.480 EPS. Research analysts anticipate that Ventas, Inc. will post 3.4 EPS for the current fiscal year.

Ventas Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, January 15th. Shareholders of record on Wednesday, December 31st will be issued a dividend of $0.48 per share. This represents a $1.92 annualized dividend and a dividend yield of 2.5%. The ex-dividend date of this dividend is Wednesday, December 31st. Ventas’s dividend payout ratio is 369.23%.

Insider Activity

In other news, CEO Peter J. Bulgarelli sold 3,924 shares of Ventas stock in a transaction dated Tuesday, November 4th. The stock was sold at an average price of $75.00, for a total value of $294,300.00. Following the sale, the chief executive officer directly owned 112,564 shares of the company’s stock, valued at approximately $8,442,300. The trade was a 3.37% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CFO Robert F. Probst sold 33,591 shares of the business’s stock in a transaction dated Wednesday, November 12th. The stock was sold at an average price of $76.77, for a total value of $2,578,781.07. Following the completion of the sale, the chief financial officer owned 168,364 shares in the company, valued at $12,925,304.28. This represents a 16.63% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 713,520 shares of company stock worth $52,788,577 over the last 90 days. Corporate insiders own 1.00% of the company’s stock.

About Ventas

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.