Indivisible Partners Makes New Investment in Ventas, Inc. $VTR

Key Points

• Indivisible Partners opened a new position in Ventas, buying 76,557 shares in Q4 valued at about $5.92 million, and overall institutional ownership stands around 94.18%.
• Ventas posted $0.11 EPS (missed by $0.01) while revenue beat at $1.65 billion and rose 22% year-over-year, with FY2026 guidance of 3.820–3.890 EPS and sell-side consensus near 3.85.
• Ventas raised its quarterly dividend to $0.52 (annualized $2.08, yield 2.4%), though the dividend payout ratio is unusually high at 378.18%, signaling potential sustainability concerns.

Indivisible Partners bought a new position in shares of Ventas, Inc. (NYSE:VTR - Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 76,557 shares of the real estate investment trust's stock, valued at approximately $5,924,000.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. GoalVest Advisory LLC bought a new stake in Ventas during the fourth quarter worth $26,000. Cloud Capital Management LLC bought a new stake in Ventas during the third quarter worth $25,000. Wiser Advisor Group LLC bought a new stake in Ventas during the third quarter worth $27,000. Wilmington Savings Fund Society FSB lifted its stake in Ventas by 65.5% during the third quarter. Wilmington Savings Fund Society FSB now owns 455 shares of the real estate investment trust's stock worth $32,000 after purchasing an additional 180 shares during the last quarter. Finally, ORG Partners LLC lifted its stake in Ventas by 76.1% during the third quarter. ORG Partners LLC now owns 456 shares of the real estate investment trust's stock worth $32,000 after purchasing an additional 197 shares during the last quarter. 94.18% of the stock is currently owned by institutional investors.

Ventas Stock Performance

NYSE VTR opened at $86.74 on Wednesday. The company has a market capitalization of $42.17 billion, a price-to-earnings ratio of 157.71, a PEG ratio of 2.16 and a beta of 0.74. Ventas, Inc. has a twelve month low of $61.76 and a twelve month high of $88.50. The stock has a fifty day simple moving average of $84.81 and a 200 day simple moving average of $80.33. The company has a quick ratio of 0.25, a current ratio of 0.25 and a debt-to-equity ratio of 0.95.

Ventas (NYSE:VTR - Get Free Report) last posted its quarterly earnings data on Monday, April 27th. The real estate investment trust reported $0.11 earnings per share for the quarter, missing analysts' consensus estimates of $0.12 by ($0.01). The company had revenue of $1.65 billion during the quarter, compared to analyst estimates of $1.59 billion. Ventas had a net margin of 4.25% and a return on equity of 2.09%. The business's revenue for the quarter was up 22.0% on a year-over-year basis. During the same quarter in the previous year, the company earned $0.84 earnings per share. Ventas has set its FY 2026 guidance at 3.820-3.890 EPS. Sell-side analysts expect that Ventas, Inc. will post 3.85 EPS for the current year.

Ventas Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, April 16th. Investors of record on Tuesday, March 31st were issued a $0.52 dividend. The ex-dividend date was Tuesday, March 31st. This is a positive change from Ventas's previous quarterly dividend of $0.48. This represents a $2.08 dividend on an annualized basis and a yield of 2.4%. Ventas's dividend payout ratio (DPR) is currently 378.18%.

Insiders Place Their Bets

In related news, EVP Carey S. Roberts sold 35,532 shares of the stock in a transaction on Wednesday, February 11th. The stock was sold at an average price of $85.00, for a total value of $3,020,220.00. Following the completion of the sale, the executive vice president directly owned 72,755 shares in the company, valued at $6,184,175. This represents a 32.81% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.53% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

Several research analysts have recently issued reports on VTR shares. Argus set a $88.00 price target on shares of Ventas in a report on Tuesday, February 10th. Evercore reiterated an "outperform" rating and set a $95.00 price target on shares of Ventas in a report on Wednesday, April 29th. Weiss Ratings reiterated a "buy (b-)" rating on shares of Ventas in a report on Friday, March 27th. Royal Bank Of Canada upped their price target on shares of Ventas from $91.00 to $98.00 and gave the stock an "outperform" rating in a report on Monday. Finally, Scotiabank upped their price target on shares of Ventas from $80.00 to $93.00 and gave the stock a "sector perform" rating in a report on Monday, March 2nd. Fourteen equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and an average price target of $93.19.

Ventas Company Profile

Ventas, Inc NYSE: VTR is a real estate investment trust (REIT) that specializes in healthcare-related real estate. The company acquires, owns and manages a diversified portfolio of properties serving the healthcare continuum, including senior housing communities, skilled nursing facilities, medical office buildings, life science and research centers, and other properties leased to healthcare providers and operators. Ventas generates revenue through long-term leases, property management and selective development activities focused on meeting the real estate needs of the healthcare sector.

Ventas' business model combines property ownership with active asset management and capital markets activity.

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