Sei Investments Co. Raises Stock Position in Ventas, Inc. $VTR

Sei Investments Co. grew its stake in shares of Ventas, Inc. (NYSE:VTR) by 3.3% in the 1st quarter, HoldingsChannel.com reports. The fund owned 660,428 shares of the real estate investment trust’s stock after acquiring an additional 21,378 shares during the period. Sei Investments Co.’s holdings in Ventas were worth $54,010,000 at the end of the most recent quarter.

A number of other large investors have also recently modified their holdings of the company. Vanguard Group Inc. grew its stake in 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 in the last quarter. State Street Corp raised its position in Ventas by 2.5% during the 4th quarter. State Street Corp now owns 29,662,635 shares of the real estate investment trust’s stock valued at $2,309,234,000 after purchasing an additional 735,620 shares in the last quarter. Geode Capital Management LLC raised its position in Ventas by 3.8% during the 4th quarter. Geode Capital Management LLC now owns 12,988,943 shares of the real estate investment trust’s stock valued at $1,001,447,000 after purchasing an additional 475,633 shares in the last quarter. Price T Rowe Associates Inc. MD lifted its holdings in shares of Ventas by 27.9% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 9,176,254 shares of the real estate investment trust’s stock worth $710,060,000 after buying an additional 2,000,341 shares during the period. Finally, Capital World Investors purchased a new stake in shares of Ventas in the 4th quarter worth $594,116,000. Hedge funds and other institutional investors own 94.18% of the company’s stock.

Ventas Price Performance

Shares of VTR stock opened at $100.61 on Friday. The stock’s 50-day moving average is $88.17 and its 200 day moving average is $84.85. Ventas, Inc. has a 1-year low of $65.15 and a 1-year high of $100.84. The company has a debt-to-equity ratio of 0.95, a current ratio of 0.25 and a quick ratio of 0.25. The company has a market cap of $48.92 billion, a P/E ratio of 182.94, a PEG ratio of 2.16 and a beta of 0.70.

Ventas (NYSE:VTR) last announced its earnings results on Monday, April 27th. The real estate investment trust reported $0.11 EPS for the quarter, missing analysts’ consensus estimates of $0.12 by ($0.01). The firm had revenue of $1.65 billion during 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 business’s revenue for the quarter was up 22.0% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.84 earnings per share. Ventas has set its FY 2026 guidance at 3.820-3.890 EPS. Research analysts predict that Ventas, Inc. will post 3.88 earnings per share for the current fiscal year.

Ventas Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, July 16th. Investors of record on Tuesday, June 30th were paid a $0.52 dividend. The ex-dividend date was Tuesday, June 30th. This represents a $2.08 dividend on an annualized basis and a yield of 2.1%. Ventas’s dividend payout ratio (DPR) is 378.18%.

Wall Street Analyst Weigh In

Several equities analysts have recently commented on the company. Raymond James Financial initiated coverage on Ventas in a research note on Tuesday, June 16th. They set an “outperform” rating and a $94.00 price target on the stock. BMO Capital Markets reaffirmed an “outperform” rating and issued a $100.00 price objective on shares of Ventas in a research note on Monday, May 4th. Barclays initiated coverage on shares of Ventas in a report on Tuesday, July 7th. They set an “equal weight” rating and a $99.00 target price on the stock. Wells Fargo & Company raised their target price on shares of Ventas from $93.00 to $96.00 and gave the company an “overweight” rating in a research report on Monday, June 1st. Finally, KeyCorp boosted their price target on shares of Ventas from $90.00 to $95.00 and gave the company an “overweight” rating in a report on Thursday, May 7th. Fifteen equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $96.50.

Insider Activity at Ventas

In related news, Director Michael J. Embler bought 2,500 shares of the company’s stock in a transaction on Wednesday, June 3rd. The shares were bought at an average price of $78.81 per share, with a total value of $197,025.00. Following the transaction, the director owned 19,202 shares in the company, valued at approximately $1,513,309.62. This trade represents a 14.97% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Walter C. Rakowich sold 1,152 shares of the firm’s stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $90.20, for a total transaction 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 represents a 3.90% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.53% of the stock is currently owned by insiders.

Ventas 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.