Warwick Investment Management Inc. Makes New Investment in Ventas, Inc. $VTR

Key Points

• Warwick Investment Management Inc. acquired 5,310 shares of Ventas, Inc. in the first quarter, amounting to approximately $365,000. This is part of a broader trend where institutional investors own over 94% of the company's stock.
• Insights from recent transactions show that Ventas insiders, including CEO Debra A. Cafaro and CFO Robert F. Probst, sold significant amounts of their shares, with total insider sales exceeding $19 million in the past 90 days.
• Analysts remain optimistic about Ventas, with multiple institutions adjusting their price targets upward, leading to an average target of $74.18 and an overall rating of "Moderate Buy".

Warwick Investment Management Inc. acquired a new stake in Ventas, Inc. (NYSE:VTR - Free Report) in the 1st quarter, according to its most recent filing with the SEC. The fund acquired 5,310 shares of the real estate investment trust's stock, valued at approximately $365,000.

Several other institutional investors and hedge funds have also modified their holdings of VTR. Nuveen LLC acquired a new position in shares of Ventas in the 1st quarter valued at approximately $359,113,000. JPMorgan Chase & Co. grew its position in shares of Ventas by 9.5% in the 1st quarter. JPMorgan Chase & Co. now owns 32,347,333 shares of the real estate investment trust's stock valued at $2,224,203,000 after purchasing an additional 2,811,241 shares during the period. Vanguard Group Inc. boosted its position in Ventas by 3.7% during the 1st quarter. Vanguard Group Inc. now owns 68,941,561 shares of the real estate investment trust's stock worth $4,740,422,000 after acquiring an additional 2,440,551 shares during the last quarter. Northern Trust Corp boosted its position in Ventas by 60.8% during the 4th quarter. Northern Trust Corp now owns 6,207,553 shares of the real estate investment trust's stock worth $365,563,000 after acquiring an additional 2,347,705 shares during the last quarter. Finally, Rush Island Management LP boosted its position in Ventas by 130.6% during the 4th quarter. Rush Island Management LP now owns 3,097,830 shares of the real estate investment trust's stock worth $182,431,000 after acquiring an additional 1,754,494 shares during the last quarter. 94.18% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Ventas

In other Ventas news, CFO Robert F. Probst sold 29,691 shares of the firm's stock in a transaction on Monday, August 4th. The stock was sold at an average price of $68.49, for a total transaction of $2,033,536.59. Following the completion of the sale, the chief financial officer owned 168,364 shares of the company's stock, valued at $11,531,250.36. This trade represents a 14.99% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CEO Debra A. Cafaro sold 10,322 shares of the firm's stock in a transaction on Friday, August 1st. The shares were sold at an average price of $67.40, for a total value of $695,702.80. Following the sale, the chief executive officer directly owned 1,145,695 shares of the company's stock, valued at $77,219,843. This represents a 0.89% decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 266,466 shares of company stock valued at $17,579,249 in the last ninety days. Insiders own 0.80% of the company's stock.

Wall Street Analysts Forecast Growth

A number of equities analysts have weighed in on the company. JPMorgan Chase & Co. upped their price target on Ventas from $72.00 to $76.00 and gave the stock an "overweight" rating in a research report on Tuesday, August 26th. Royal Bank Of Canada upped their price target on Ventas from $74.00 to $75.00 and gave the stock an "outperform" rating in a research report on Wednesday, May 7th. Argus reaffirmed a "buy" rating and set a $75.00 price target on shares of Ventas in a research report on Tuesday, August 26th. Scotiabank upped their price target on Ventas from $72.00 to $74.00 and gave the stock a "sector perform" rating in a research report on Thursday. Finally, Wall Street Zen downgraded Ventas from a "hold" rating to a "sell" rating in a research report on Thursday, May 22nd. One research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and two have given a Hold rating to the company. According to MarketBeat, Ventas currently has an average rating of "Moderate Buy" and an average price target of $74.36.

Ventas Stock Up 0.8%

Shares of NYSE VTR traded up $0.57 during trading hours on Friday, hitting $68.11. The company had a trading volume of 2,121,825 shares, compared to its average volume of 2,630,710. The firm's 50 day moving average is $66.14 and its 200-day moving average is $66.21. Ventas, Inc. has a 1-year low of $56.68 and a 1-year high of $71.36. The stock has a market capitalization of $30.95 billion, a P/E ratio of 158.38, a price-to-earnings-growth ratio of 2.51 and a beta of 0.87. 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 (NYSE:VTR - Get Free Report) last announced its quarterly earnings results 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 during the quarter, compared to the consensus estimate of $1.37 billion. During the same quarter last year, the firm posted $0.80 EPS. The company's quarterly revenue was up 18.3% on a year-over-year basis. Ventas has set its FY 2025 guidance at 3.410-3.46 EPS. On average, analysts expect that Ventas, Inc. will post 3.4 earnings per share for the current fiscal year.

Ventas Profile

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.