Securian Asset Management Inc. Cuts Holdings in Ventas, Inc. $VTR

Securian Asset Management Inc. lowered its stake in shares of Ventas, Inc. (NYSE:VTR) by 41.6% in the fourth quarter, Holdings Channel reports. The institutional investor owned 12,772 shares of the real estate investment trust’s stock after selling 9,081 shares during the period. Securian Asset Management Inc.’s holdings in Ventas were worth $988,000 as of its most recent SEC filing.

Other large investors have also added to or reduced their stakes in the company. Vanguard Group Inc. boosted its holdings in shares of Ventas by 3.2% in the 4th quarter. Vanguard Group Inc. now owns 75,948,003 shares of the real estate investment trust’s stock valued at $5,876,856,000 after buying an additional 2,349,176 shares in the last quarter. UBS Group AG lifted its position in Ventas by 142.4% during the third quarter. UBS Group AG now owns 3,507,841 shares of the real estate investment trust’s stock valued at $245,514,000 after acquiring an additional 2,060,770 shares during the last quarter. Lasalle Investment Management Securities LLC lifted its position in Ventas by 1,135.1% during the third quarter. Lasalle Investment Management Securities LLC now owns 1,552,880 shares of the real estate investment trust’s stock valued at $108,686,000 after acquiring an additional 1,427,151 shares during the last quarter. Invesco Ltd. boosted its stake in Ventas by 21.5% in the third quarter. Invesco Ltd. now owns 5,847,604 shares of the real estate investment trust’s stock valued at $409,274,000 after acquiring an additional 1,034,634 shares in the last quarter. Finally, State Street Corp boosted its stake in Ventas by 3.3% in the third quarter. State Street Corp now owns 28,927,015 shares of the real estate investment trust’s stock valued at $2,038,176,000 after acquiring an additional 928,386 shares in the last quarter. 94.18% of the stock is currently owned by institutional investors.

Ventas Price Performance

Shares of VTR opened at $90.35 on Thursday. The firm has a market capitalization of $43.92 billion, a PE ratio of 164.27, a price-to-earnings-growth ratio of 2.18 and a beta of 0.74. The company has a debt-to-equity ratio of 0.95, a current ratio of 0.25 and a quick ratio of 0.25. Ventas, Inc. has a 1-year low of $61.76 and a 1-year high of $90.46. The company’s fifty day moving average price is $84.97 and its 200-day moving average price is $81.07.

Ventas (NYSE:VTR) last issued its earnings results 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 return on equity of 2.09% and a net margin of 4.25%.The firm had revenue of $1.65 billion during the quarter, compared to analysts’ expectations of $1.59 billion. During the same quarter last year, the business earned $0.84 EPS. The business’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. On average, equities research analysts predict that Ventas, Inc. will post 3.85 EPS for the current year.

Ventas Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, July 16th. Investors of record on Tuesday, June 30th will be issued 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 2.3%. Ventas’s payout ratio is 378.18%.

Analyst Upgrades and Downgrades

VTR has been the subject of several analyst reports. Mizuho increased their price objective on Ventas from $87.00 to $94.00 and gave the company an “outperform” rating in a report on Wednesday, March 4th. Wells Fargo & Company boosted their target price on Ventas from $88.00 to $93.00 and gave the stock an “overweight” rating in a research note on Thursday, March 26th. Royal Bank Of Canada upped their target price on Ventas from $91.00 to $98.00 and gave the company an “outperform” rating in a research report on Monday, May 4th. Evercore reissued an “outperform” rating and issued a $95.00 price target on shares of Ventas in a report on Wednesday, April 29th. Finally, Morgan Stanley set a $90.00 price target on Ventas in a research note on Friday, February 13th. Fourteen research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat.com, Ventas has a consensus rating of “Moderate Buy” and a consensus price target of $94.00.

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.