Ventas, Inc. $VTR Shares Bought by Dimensional Fund Advisors LP

Key Points

• Dimensional Fund Advisors LP increased its stake in Ventas, Inc. by 3.8% during Q1 2023, owning over 6.3 million shares valued at approximately $435.81 million.
• Other institutional investors, such as Nuveen LLC and JPMorgan Chase & Co., also expanded their holdings in Ventas, with institutional investors collectively owning 94.18% of the company's stock.
• Ventas reported quarterly earnings of $0.87 per share, exceeding estimates, with revenues up 18.3% year-over-year, indicating a positive trend in its financial performance.

Dimensional Fund Advisors LP boosted its position in Ventas, Inc. (NYSE:VTR - Free Report) by 3.8% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 6,338,089 shares of the real estate investment trust's stock after purchasing an additional 233,639 shares during the period. Dimensional Fund Advisors LP owned about 1.40% of Ventas worth $435,806,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also recently added to or reduced their stakes in VTR. Cloud Capital Management LLC acquired a new stake in Ventas in the first quarter valued at about $25,000. Larson Financial Group LLC increased its holdings in Ventas by 1,334.6% in the first quarter. Larson Financial Group LLC now owns 373 shares of the real estate investment trust's stock valued at $26,000 after buying an additional 347 shares in the last quarter. Franchise Capital Ltd purchased a new position in Ventas in the first quarter valued at about $32,000. Rossby Financial LCC purchased a new position in Ventas in the first quarter valued at about $34,000. Finally, Bank Julius Baer & Co. Ltd Zurich purchased a new position in Ventas in the first quarter valued at about $41,000. Institutional investors and hedge funds own 94.18% of the company's stock.

Insider Activity at Ventas

In related news, CEO Debra A. Cafaro sold 10,322 shares of the business's stock in a transaction dated Friday, August 1st. The shares were sold at an average price of $67.40, for a total transaction of $695,702.80. Following the completion of the sale, the chief executive officer 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 sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CFO Robert F. Probst sold 29,691 shares of the company's stock in a transaction dated 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 transaction, the chief financial officer owned 168,364 shares of the company's stock, valued at approximately $11,531,250.36. This trade represents a 14.99% decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 307,340 shares of company stock valued at $20,221,787 in the last quarter. Insiders own 0.80% of the company's stock.

Ventas Stock Down 0.0%

Shares of NYSE:VTR traded down $0.02 during midday trading on Thursday, hitting $69.16. 629,294 shares of the company's stock traded hands, compared to its average volume of 3,071,039. The company has a debt-to-equity ratio of 1.13, a quick ratio of 0.68 and a current ratio of 0.68. The company has a market cap of $31.43 billion, a PE ratio of 160.93, a P/E/G ratio of 2.44 and a beta of 0.87. The firm's fifty day moving average price is $65.45 and its two-hundred day moving average price is $65.80. Ventas, Inc. has a twelve month low of $56.68 and a twelve month 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 the consensus estimate of $0.85 by $0.02. The business had revenue of $1.42 billion for the quarter, compared to analyst estimates of $1.37 billion. Ventas had a net margin of 3.61% and a return on equity of 1.75%. The business's quarterly revenue was up 18.3% on a year-over-year basis. During the same quarter in the previous year, the business posted $0.80 EPS. Ventas has set its FY 2025 guidance at 3.410-3.46 EPS. On average, equities research analysts anticipate that Ventas, Inc. will post 3.4 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of research analysts have recently weighed in on VTR shares. Morgan Stanley raised their price objective on shares of Ventas from $70.00 to $75.00 and gave the stock an "equal weight" rating in a research note on Friday, August 15th. Scotiabank raised their price objective on shares of Ventas from $71.00 to $72.00 and gave the stock a "sector perform" rating in a research note on Monday, June 23rd. Royal Bank Of Canada raised their price objective on shares of Ventas from $74.00 to $75.00 and gave the stock an "outperform" rating in a research note on Wednesday, May 7th. Wall Street Zen cut shares of Ventas from a "hold" rating to a "sell" rating in a research note on Thursday, May 22nd. Finally, JPMorgan Chase & Co. raised shares of Ventas from a "neutral" rating to an "overweight" rating and raised their price objective for the stock from $70.00 to $72.00 in a research note on Monday, June 23rd. One investment analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat.com, Ventas has an average rating of "Moderate Buy" and a consensus target price of $73.40.

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.