Erste Asset Management GmbH Buys New Shares in Ventas, Inc. $VTR

Erste Asset Management GmbH bought a new stake in Ventas, Inc. (NYSE:VTR) during the fourth quarter, HoldingsChannel reports. The fund bought 10,193 shares of the real estate investment trust’s stock, valued at approximately $801,000.

A number of other institutional investors and hedge funds have also recently modified their holdings of VTR. Capital World Investors bought a new position in shares of Ventas during the fourth quarter valued at about $594,116,000. Norges Bank bought a new position in shares of Ventas during the fourth quarter valued at about $474,571,000. Daiwa Securities Group Inc. grew its stake in shares of Ventas by 188.7% during the fourth quarter. Daiwa Securities Group Inc. now owns 4,705,591 shares of the real estate investment trust’s stock valued at $364,119,000 after buying an additional 3,075,450 shares during the last quarter. Vanguard Group Inc. grew its stake in shares of Ventas by 3.2% in the fourth quarter. Vanguard Group Inc. now owns 75,948,003 shares of the real estate investment trust’s stock worth $5,876,856,000 after purchasing an additional 2,349,176 shares during the last quarter. Finally, UBS Group AG grew its stake in shares of Ventas by 142.4% in the third quarter. UBS Group AG now owns 3,507,841 shares of the real estate investment trust’s stock worth $245,514,000 after purchasing an additional 2,060,770 shares during the last quarter. 94.18% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

VTR has been the subject of several research analyst reports. KeyCorp raised their price objective on shares of Ventas from $90.00 to $95.00 and gave the stock an “overweight” rating in a report on Thursday, May 7th. Jefferies Financial Group raised their target price on shares of Ventas from $97.00 to $100.00 and gave the company a “buy” rating in a research note on Tuesday, May 12th. The Goldman Sachs Group reaffirmed a “buy” rating and set a $110.00 target price on shares of Ventas in a research note on Tuesday, May 19th. Citigroup raised their target price on shares of Ventas from $96.00 to $100.00 and gave the company a “buy” rating in a research note on Friday, May 1st. Finally, Mizuho set a $98.00 target price 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 stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $95.19.

Ventas Trading Up 2.6%

NYSE:VTR opened at $84.65 on Thursday. Ventas, Inc. has a 12 month low of $61.76 and a 12 month high of $91.06. The company has a 50 day simple moving average of $85.06 and a two-hundred day simple moving average of $82.44. The company has a current ratio of 0.25, a quick ratio of 0.25 and a debt-to-equity ratio of 0.95. The company has a market cap of $41.15 billion, a PE ratio of 153.91, a price-to-earnings-growth ratio of 1.77 and a beta of 0.71.

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

Ventas Dividend Announcement

The firm also recently disclosed 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 dividend on an annualized basis and a dividend yield of 2.5%. Ventas’s payout ratio is presently 378.18%.

Insiders Place Their Bets

In other Ventas news, Director Michael J. Embler acquired 2,500 shares of the company’s stock in a transaction dated Wednesday, June 3rd. The stock was purchased at an average price of $78.81 per share, with a total value of $197,025.00. Following the completion of the purchase, the director directly owned 19,202 shares in the company, valued at approximately $1,513,309.62. The trade was a 14.97% increase in their position. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Walter C. Rakowich sold 1,152 shares of the company’s stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $90.20, for a total value of $103,910.40. Following the completion of the transaction, the director directly owned 28,349 shares of the company’s stock, valued at approximately $2,557,079.80. This trade represents a 3.90% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.53% of the stock is currently owned by insiders.

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.