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7,198 Shares in Ventas, Inc. $VTR Acquired by RWA Wealth Partners LLC

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Key Points

  • RWA Wealth Partners LLC purchased a new stake of 7,198 shares in Ventas, Inc. (NYSE: VTR), valued at approximately $495,000, during the first quarter.
  • Ventas reported an earnings per share (EPS) of $0.87 for the last quarter, exceeding the consensus estimate of $0.85, with quarterly revenue increasing 18.3% year-over-year.
  • Analyst ratings for Ventas show a consensus of "Moderate Buy", with price targets ranging from $72.00 to $75.00, indicating positive outlooks from multiple brokerages.
  • Need better tools to track Ventas? Try 5 Weeks of MarketBeat All Access for $5. Start Portfolio Tracking Now.

RWA Wealth Partners LLC bought a new position in shares of Ventas, Inc. (NYSE:VTR - Free Report) in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm bought 7,198 shares of the real estate investment trust's stock, valued at approximately $495,000.

Several other institutional investors have also recently added to or reduced their stakes in the business. Cloud Capital Management LLC acquired a new stake in shares of Ventas during the 1st quarter worth approximately $25,000. Larson Financial Group LLC boosted its stake in Ventas by 1,334.6% during the first quarter. Larson Financial Group LLC now owns 373 shares of the real estate investment trust's stock worth $26,000 after acquiring an additional 347 shares in the last quarter. Franchise Capital Ltd acquired a new stake in Ventas in the first quarter worth $32,000. Rossby Financial LCC acquired a new stake in Ventas in the first quarter worth $34,000. Finally, Bank Julius Baer & Co. Ltd Zurich bought a new stake in Ventas in the first quarter valued at $41,000. 94.18% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of research firms have recently issued reports on VTR. Royal Bank Of Canada increased their price objective on shares of Ventas from $74.00 to $75.00 and gave the stock an "outperform" rating in a research report on Wednesday, May 7th. Morgan Stanley upped their price target on Ventas from $70.00 to $75.00 and gave the stock an "equal weight" rating in a research note on Friday, August 15th. Wall Street Zen cut Ventas from a "hold" rating to a "sell" rating in a research note on Thursday, May 22nd. Raymond James Financial restated an "outperform" rating and set a $78.00 price objective (up previously from $74.00) on shares of Ventas in a report on Friday. Finally, JPMorgan Chase & Co. raised Ventas from a "neutral" rating to an "overweight" rating and upped their target price for the stock from $70.00 to $72.00 in a research report on Monday, June 23rd. One investment analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat.com, the company presently has an average rating of "Moderate Buy" and a consensus target price of $73.82.

Check Out Our Latest Stock Analysis on Ventas

Ventas Stock Down 2.0%

VTR stock traded down $1.4050 during mid-day trading on Friday, reaching $67.7150. 2,665,073 shares of the company traded hands, compared to its average volume of 2,683,666. The company has a quick ratio of 0.68, a current ratio of 0.68 and a debt-to-equity ratio of 1.13. The firm's 50 day moving average price is $65.63 and its 200 day moving average price is $65.94. The stock has a market cap of $30.77 billion, a price-to-earnings ratio of 157.48, a P/E/G ratio of 2.50 and a beta of 0.87. Ventas, Inc. has a fifty-two week low of $56.68 and a fifty-two week high of $71.36.

Ventas (NYSE:VTR - Get Free Report) last posted its earnings results on Wednesday, July 30th. The real estate investment trust reported $0.87 earnings per share for the quarter, beating analysts' consensus estimates of $0.85 by $0.02. Ventas had a return on equity of 1.75% and a net margin of 3.61%.The company had revenue of $1.42 billion for the quarter, compared to analyst estimates of $1.37 billion. During the same quarter last year, the company earned $0.80 earnings per share. The company's revenue for the quarter 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 predict that Ventas, Inc. will post 3.4 EPS for the current fiscal year.

Insider Buying and Selling at Ventas

In other news, CFO Robert F. Probst sold 29,691 shares of Ventas 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 sale, the chief financial officer directly owned 168,364 shares in the company, valued at $11,531,250.36. The trade was a 14.99% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Debra A. Cafaro sold 10,322 shares of the business's stock in a transaction dated Friday, August 1st. The stock was sold at an average price of $67.40, for a total transaction of $695,702.80. Following the completion of the transaction, the chief executive officer directly owned 1,145,695 shares in the company, valued at $77,219,843. This trade represents a 0.89% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last 90 days, insiders sold 307,340 shares of company stock worth $20,221,787. Insiders own 0.80% of the company's stock.

Ventas Profile

(Free Report)

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.

Read More

Institutional Ownership by Quarter for Ventas (NYSE:VTR)

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