Amundi Grows Stock Holdings in Ventas, Inc. $VTR

Key Points

• Amundi raised its stake in Ventas, Inc. by 1.6% during the first quarter, acquiring an additional 20,866 shares, bringing its total holdings to approximately 1.33 million shares valued at $92.4 million.
• Insider sales at Ventas included CFO Robert F. Probst selling 29,691 shares and CEO Debra A. Cafaro selling 10,322 shares, reflecting a decrease in their ownership stakes of 14.99% and 0.89%, respectively.
• Ventas reported a quarterly revenue of $1.42 billion, exceeding analysts' expectations, with a year-over-year growth rate of 18.3%, and set its FY 2025 EPS guidance between 3.410 and 3.46.

Amundi increased its position in shares of Ventas, Inc. (NYSE:VTR - Free Report) by 1.6% during the first quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 1,327,770 shares of the real estate investment trust's stock after buying an additional 20,866 shares during the quarter. Amundi owned about 0.29% of Ventas worth $92,413,000 at the end of the most recent quarter.

A number of other institutional investors have also added to or reduced their stakes in VTR. Algert Global LLC acquired a new position in Ventas during the 4th quarter worth approximately $642,000. Baird Financial Group Inc. raised its stake in Ventas by 40.4% during the 4th quarter. Baird Financial Group Inc. now owns 9,978 shares of the real estate investment trust's stock worth $588,000 after buying an additional 2,872 shares during the period. Captrust Financial Advisors raised its stake in Ventas by 4.5% during the 4th quarter. Captrust Financial Advisors now owns 25,255 shares of the real estate investment trust's stock worth $1,487,000 after buying an additional 1,094 shares during the period. Brevan Howard Capital Management LP acquired a new position in Ventas during the 4th quarter worth approximately $665,000. Finally, Centiva Capital LP acquired a new position in Ventas during the 4th quarter worth approximately $630,000. 94.18% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of analysts have commented on VTR shares. Wall Street Zen lowered Ventas from a "hold" rating to a "sell" rating in a report on Thursday, May 22nd. Argus reissued a "buy" rating and set a $75.00 price objective on shares of Ventas in a report on Tuesday, August 26th. Morgan Stanley boosted 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. Raymond James Financial reaffirmed an "outperform" rating and issued a $78.00 target price (up from $74.00) on shares of Ventas in a report on Friday, August 22nd. Finally, JPMorgan Chase & Co. upped their target price on Ventas from $72.00 to $76.00 and gave the company an "overweight" rating in a report on Tuesday, August 26th. One equities research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat.com, Ventas has a consensus rating of "Moderate Buy" and an average target price of $74.36.

Ventas Stock Performance

Shares of VTR stock traded up $0.19 on Tuesday, hitting $68.27. 2,434,543 shares of the stock were exchanged, compared to its average volume of 3,037,166. The firm's 50 day moving average is $66.68 and its two-hundred day moving average is $66.27. Ventas, Inc. has a one year low of $56.68 and a one year high of $71.36. The firm has a market capitalization of $31.03 billion, a PE ratio of 158.77, a P/E/G ratio of 2.50 and a beta of 0.87. The company has a current ratio of 0.68, a quick ratio of 0.68 and a debt-to-equity ratio of 1.13.

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

Insider Buying and Selling

In related news, CFO Robert F. Probst sold 168,318 shares of Ventas stock in a transaction on Monday, July 14th. The stock was sold at an average price of $65.36, for a total transaction of $11,001,264.48. Following the completion of the sale, the chief financial officer owned 168,364 shares of the company's stock, valued at approximately $11,004,271.04. This trade represents a 49.99% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Debra A. Cafaro sold 14,753 shares of Ventas stock in a transaction dated Monday, July 14th. The shares were sold at an average price of $65.60, for a total value of $967,796.80. Following the sale, the chief executive officer owned 1,145,695 shares of the company's stock, valued at approximately $75,157,592. This trade represents a 1.27% decrease in their position. The disclosure for this sale can be found here. Insiders sold 276,788 shares of company stock valued at $18,279,081 over the last 90 days. 1.00% of the stock is owned by company insiders.

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.