Aew Capital Management L P Sells 87,710 Shares of Ventas, Inc. $VTR

Aew Capital Management L P trimmed its stake in shares of Ventas, Inc. (NYSE:VTR) by 79.3% in the fourth quarter, Holdings Channel.com reports. The fund owned 22,850 shares of the real estate investment trust’s stock after selling 87,710 shares during the quarter. Ventas makes up approximately 0.1% of Aew Capital Management L P’s investment portfolio, making the stock its 27th biggest position. Aew Capital Management L P’s holdings in Ventas were worth $1,768,000 as of its most recent SEC filing.

Other hedge funds also recently made changes to their positions in the company. BI Asset Management Fondsmaeglerselskab A S raised its position in shares of Ventas by 97.7% during the third quarter. BI Asset Management Fondsmaeglerselskab A S now owns 36,713 shares of the real estate investment trust’s stock worth $2,570,000 after acquiring an additional 18,146 shares during the last quarter. Schroder Investment Management Group raised its stake in Ventas by 3.6% during the third quarter. Schroder Investment Management Group now owns 2,487,572 shares of the real estate investment trust’s stock worth $170,946,000 after buying an additional 85,340 shares during the last quarter. Vanguard Group Inc. raised its stake in Ventas by 2.5% during the third 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 during the last quarter. Krilogy Financial LLC bought a new position in Ventas during the third quarter worth $919,000. Finally, Aberdeen Group plc raised its stake in Ventas by 8.3% during the third quarter. Aberdeen Group plc now owns 1,580,923 shares of the real estate investment trust’s stock worth $109,985,000 after buying an additional 120,825 shares during the last quarter. 94.18% of the stock is currently owned by institutional investors.

Insider Activity at Ventas

In other news, Director Walter C. Rakowich sold 1,152 shares of the business’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 of the company’s stock, valued at $2,557,079.80. The trade was a 3.90% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.53% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

A number of equities research analysts have weighed in on the company. BMO Capital Markets reiterated an “outperform” rating and issued a $100.00 target price on shares of Ventas in a report on Monday, May 4th. The Goldman Sachs Group reiterated a “buy” rating and issued a $110.00 target price on shares of Ventas in a report on Tuesday. Argus set a $88.00 price target on shares of Ventas in a research note on Tuesday, February 10th. Royal Bank Of Canada lifted their price target on shares of Ventas from $91.00 to $98.00 and gave the company an “outperform” rating in a research note on Monday, May 4th. Finally, KeyCorp lifted their price target on shares of Ventas from $90.00 to $95.00 and gave the company an “overweight” rating in a research note on Thursday, May 7th. Fourteen equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $94.63.

Ventas Trading Up 0.3%

NYSE VTR opened at $88.65 on Thursday. The company has a market cap of $43.10 billion, a price-to-earnings ratio of 161.19, a P/E/G ratio of 2.17 and a beta of 0.74. Ventas, Inc. has a 52 week low of $61.76 and a 52 week high of $91.06. The business has a 50 day moving average price of $85.23 and a 200-day moving average price of $81.68. The company has a quick ratio of 0.25, a current ratio of 0.25 and a debt-to-equity ratio of 0.95.

Ventas (NYSE:VTR) last posted its earnings results on Monday, April 27th. The real estate investment trust reported $0.11 EPS for the quarter, missing the consensus estimate of $0.12 by ($0.01). The business had revenue of $1.65 billion for the quarter, compared to the consensus estimate of $1.59 billion. Ventas had a return on equity of 2.09% and a net margin of 4.25%.The company’s revenue was up 22.0% on a year-over-year basis. During the same period in the previous year, the firm earned $0.84 earnings per share. Ventas has set its FY 2026 guidance at 3.820-3.890 EPS. As a group, equities analysts expect that Ventas, Inc. will post 3.86 earnings per share for the current fiscal year.

Ventas Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, July 16th. Stockholders of record on Tuesday, June 30th will be given a dividend of $0.52 per share. The ex-dividend date of this dividend is Tuesday, June 30th. This represents a $2.08 annualized dividend and a dividend yield of 2.3%. Ventas’s payout ratio is presently 378.18%.

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.