4,573 Shares in Ventas, Inc. $VTR Purchased by Family Wealth Partners LLC

Key Points

• Family Wealth Partners LLC has acquired 4,573 shares of Ventas, Inc. valued at approximately $289,000, marking a new investment in the real estate investment trust.
• Analysts have generally given Ventas a positive outlook, with Argus reaffirming a "buy" rating and setting a price target of $75.00, while other firms have increased their price targets as well.
• VTR has recently declared a quarterly dividend of $0.48 per share, with a dividend yield of 2.9% and a high dividend payout ratio of 446.51%.

Family Wealth Partners LLC acquired a new position in shares of Ventas, Inc. (NYSE:VTR - Free Report) in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 4,573 shares of the real estate investment trust's stock, valued at approximately $289,000.

A number of other institutional investors and hedge funds have also made changes to their positions in VTR. Ethic Inc. increased its holdings in shares of Ventas by 27.9% in the first quarter. Ethic Inc. now owns 66,748 shares of the real estate investment trust's stock valued at $4,624,000 after purchasing an additional 14,568 shares during the period. DAVENPORT & Co LLC acquired a new position in shares of Ventas in the first quarter valued at approximately $276,000. Cbre Investment Management Listed Real Assets LLC increased its holdings in shares of Ventas by 25.7% in the first quarter. Cbre Investment Management Listed Real Assets LLC now owns 376,973 shares of the real estate investment trust's stock valued at $25,921,000 after purchasing an additional 77,066 shares during the period. NBC Securities Inc. acquired a new position in shares of Ventas in the first quarter valued at approximately $65,000. Finally, Wealth Enhancement Advisory Services LLC increased its holdings in shares of Ventas by 40.9% in the first quarter. Wealth Enhancement Advisory Services LLC now owns 34,773 shares of the real estate investment trust's stock valued at $2,391,000 after purchasing an additional 10,091 shares during the period. 94.18% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of research analysts recently weighed in on VTR shares. Argus reaffirmed a "buy" rating and set a $75.00 price objective on shares of Ventas in a report on Tuesday, August 26th. Raymond James Financial reaffirmed an "outperform" rating and set a $78.00 price objective (up previously from $74.00) on shares of Ventas in a report on Friday, August 22nd. Evercore ISI upped their price objective on Ventas from $77.00 to $80.00 and gave the stock an "outperform" rating in a report on Monday, September 15th. Morgan Stanley upped their price objective on Ventas from $70.00 to $75.00 and gave the stock an "equal weight" rating in a report on Friday, August 15th. Finally, UBS Group started coverage on Ventas in a report on Friday. They set a "neutral" rating and a $73.00 price objective on the stock. One analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and three have issued a Hold rating to the company. According to MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $75.08.

Ventas Stock Up 0.2%

Shares of NYSE:VTR opened at $67.26 on Tuesday. The company has a quick ratio of 0.68, a current ratio of 0.68 and a debt-to-equity ratio of 1.13. Ventas, Inc. has a 52-week low of $56.68 and a 52-week high of $71.36. The stock's fifty day simple moving average is $67.70 and its 200-day simple moving average is $66.24. The company has a market capitalization of $30.57 billion, a P/E ratio of 156.42, a P/E/G ratio of 2.48 and a beta of 0.87.

Ventas (NYSE:VTR - Get Free Report) last issued its quarterly earnings data on Wednesday, July 30th. The real estate investment trust reported $0.87 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.85 by $0.02. Ventas had a return on equity of 1.75% and a net margin of 3.61%.The business had revenue of $1.42 billion for the quarter, compared to the consensus estimate of $1.37 billion. During the same period in the prior year, the business earned $0.80 earnings per share. The business's revenue was up 18.3% on a year-over-year basis. Ventas has set its FY 2025 guidance at 3.410-3.46 EPS. As a group, equities research analysts forecast that Ventas, Inc. will post 3.4 earnings per share for the current fiscal year.

Ventas Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, October 16th. Investors of record on Tuesday, September 30th will be given a dividend of $0.48 per share. The ex-dividend date is Tuesday, September 30th. This represents a $1.92 annualized dividend and a yield of 2.9%. Ventas's dividend payout ratio is 446.51%.

Insider Activity

In related news, CEO Debra A. Cafaro sold 14,753 shares of the stock in a transaction dated Monday, July 14th. The stock was sold at an average price of $65.60, for a total transaction of $967,796.80. Following the transaction, the chief executive officer directly owned 1,145,695 shares in the company, valued at approximately $75,157,592. This represents a 1.27% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, CFO Robert F. Probst sold 168,318 shares of the firm's stock in a transaction dated Monday, July 14th. The stock was sold at an average price of $65.36, for a total value of $11,001,264.48. Following the completion of the transaction, the chief financial officer owned 168,364 shares in the company, valued at approximately $11,004,271.04. This trade represents a 49.99% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 277,194 shares of company stock worth $18,307,501 over the last quarter. 1.00% of the stock is currently owned by company insiders.

About Ventas

Ventas Inc NYSE: VTR is a leading S&P 500 real estate investment trust focused on delivering strong, sustainable shareholder returns by enabling exceptional environments that benefit a large and growing aging population. The Company's growth is fueled by its senior housing communities, which provide valuable services to residents and enable them to thrive in supported environments.

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