Focus Partners Advisor Solutions LLC Boosts Stock Position in Ventas, Inc. $VTR

Key Points

• Focus Partners Advisor Solutions LLC increased its holdings in Ventas, Inc. by 161.8% during the first quarter, owning 11,259 shares valued at $774,000 as per its recent SEC filing.
• Institutional investors collectively own 94.18% of Ventas, with notable increases in stakes from firms like Ethic Inc., which raised its position by 27.9%, holding 66,748 shares valued at $4,624,000.
• Ventas reported a better-than-expected EPS of $0.87 for its latest quarterly earnings, exceeding analysts' estimates of $0.85, while the company's revenue increased by 18.3% year-over-year to $1.42 billion.

Focus Partners Advisor Solutions LLC raised its stake in Ventas, Inc. (NYSE:VTR - Free Report) by 161.8% in the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 11,259 shares of the real estate investment trust's stock after purchasing an additional 6,959 shares during the quarter. Focus Partners Advisor Solutions LLC's holdings in Ventas were worth $774,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of VTR. Mercer Global Advisors Inc. ADV raised its holdings in shares of Ventas by 135.2% during the fourth quarter. Mercer Global Advisors Inc. ADV now owns 48,732 shares of the real estate investment trust's stock valued at $2,870,000 after acquiring an additional 28,013 shares in the last quarter. AXA S.A. raised its holdings in shares of Ventas by 372.8% during the fourth quarter. AXA S.A. now owns 66,800 shares of the real estate investment trust's stock valued at $3,934,000 after acquiring an additional 52,671 shares in the last quarter. Algert Global LLC bought a new position in shares of Ventas during the fourth quarter valued at approximately $642,000. Baird Financial Group Inc. raised its holdings in shares of Ventas by 40.4% during the fourth quarter. Baird Financial Group Inc. now owns 9,978 shares of the real estate investment trust's stock valued at $588,000 after acquiring an additional 2,872 shares in the last quarter. Finally, Captrust Financial Advisors raised its holdings in shares of Ventas by 4.5% during the fourth quarter. Captrust Financial Advisors now owns 25,255 shares of the real estate investment trust's stock valued at $1,487,000 after acquiring an additional 1,094 shares in the last quarter. Institutional investors own 94.18% of the company's stock.

Analysts Set New Price Targets

VTR has been the subject of a number of recent analyst reports. Argus restated a "buy" rating and set a $75.00 target price on shares of Ventas in a report on Tuesday, August 26th. Raymond James Financial restated an "outperform" rating and set a $78.00 target price (up previously from $74.00) on shares of Ventas in a report on Friday, August 22nd. 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 note on Tuesday, August 26th. Wall Street Zen cut Ventas from a "hold" rating to a "sell" rating in a research note on Thursday, May 22nd. Finally, 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. One 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 data from MarketBeat.com, Ventas currently has a consensus rating of "Moderate Buy" and a consensus price target of $74.36.

Ventas Stock Up 0.2%

Shares of NYSE VTR traded up $0.16 during trading on Friday, reaching $67.88. The company had a trading volume of 2,688,717 shares, compared to its average volume of 2,312,876. 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 12-month low of $56.68 and a 12-month high of $71.36. The stock has a market cap of $30.85 billion, a PE ratio of 157.87, a P/E/G ratio of 2.50 and a beta of 0.87. The business's 50-day moving average is $66.59 and its 200 day moving average is $66.26.

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. 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 analysts' expectations of $1.37 billion. During the same period last year, the firm posted $0.80 earnings per share. Ventas's revenue was up 18.3% compared to the same quarter last year. Ventas has set its FY 2025 guidance at 3.410-3.46 EPS. As a group, equities analysts forecast that Ventas, Inc. will post 3.4 earnings per share for the current fiscal year.

Insider Activity

In other Ventas news, 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 transaction, the chief financial officer directly 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 sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Debra A. Cafaro sold 14,753 shares of the firm's stock in a transaction dated Monday, July 14th. The stock was sold at an average price of $65.60, for a total value of $967,796.80. Following the completion of the transaction, the chief executive officer directly owned 1,145,695 shares in the company, valued at $75,157,592. The trade was a 1.27% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 276,788 shares of company stock worth $18,279,081 over the last three months. Insiders own 0.80% of the company's stock.

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.