Intact Investment Management Inc. Reduces Stock Holdings in Ventas, Inc. $VTR

Key Points

• Intact Investment Management trimmed its position in Ventas by 30.8% in Q4, selling 16,400 shares and leaving it with 36,900 shares worth about $2.86 million.
• Ventas slightly missed quarterly EPS ($0.11 vs. $0.12) despite revenue rising 22% year-over-year, and it issued FY2026 guidance of 3.820–3.890 EPS (analysts avg ~3.85); the company also raised its quarterly dividend to $0.52 (annualized $2.08, yield ~2.4%).
• An insider sold a large stake—EVP Carey S. Roberts sold 35,532 shares for about $3.02 million (a 32.8% cut in their holding)—while analysts remain broadly positive with a "Moderate Buy" consensus and an average target of $93.19.

Intact Investment Management Inc. trimmed its position in Ventas, Inc. (NYSE:VTR - Free Report) by 30.8% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 36,900 shares of the real estate investment trust's stock after selling 16,400 shares during the period. Intact Investment Management Inc.'s holdings in Ventas were worth $2,855,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in the stock. Cloud Capital Management LLC bought a new stake in shares of Ventas during the 3rd quarter valued at $25,000. GoalVest Advisory LLC bought a new stake in Ventas during the 4th quarter valued at approximately $26,000. Wiser Advisor Group LLC bought a new stake in Ventas in the 3rd quarter worth approximately $27,000. True Wealth Design LLC increased its stake in Ventas by 1,557.7% in the 3rd quarter. True Wealth Design LLC now owns 431 shares of the real estate investment trust's stock worth $30,000 after acquiring an additional 405 shares during the last quarter. Finally, ORG Partners LLC increased its stake in Ventas by 76.1% in the 3rd quarter. ORG Partners LLC now owns 456 shares of the real estate investment trust's stock worth $32,000 after acquiring an additional 197 shares during the last quarter. Institutional investors own 94.18% of the company's stock.

Ventas Trading Down 0.3%

Ventas stock opened at $87.80 on Tuesday. The stock has a 50-day moving average of $84.79 and a two-hundred day moving average of $80.20. The company has a debt-to-equity ratio of 0.95, a quick ratio of 0.25 and a current ratio of 0.25. Ventas, Inc. has a one year low of $61.76 and a one year high of $88.50. The stock has a market cap of $42.69 billion, a PE ratio of 159.64, a price-to-earnings-growth ratio of 2.17 and a beta of 0.74.

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

Ventas Increases Dividend

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

Analyst Ratings Changes

A number of brokerages have recently commented on VTR. Weiss Ratings reiterated a "buy (b-)" rating on shares of Ventas in a report on Friday, March 27th. The Goldman Sachs Group reiterated a "buy" rating and set a $100.00 price objective on shares of Ventas in a report on Monday, February 9th. BMO Capital Markets reissued an "outperform" rating and set a $100.00 price target on shares of Ventas in a research report on Monday. Morgan Stanley set a $90.00 price target on Ventas in a research report on Friday, February 13th. Finally, JPMorgan Chase & Co. increased their price target on Ventas from $88.00 to $93.00 and gave the stock an "overweight" rating in a research report on Friday, March 20th. Fourteen equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company's stock. Based on data from MarketBeat.com, Ventas presently has an average rating of "Moderate Buy" and an average target price of $93.19.

Insider Buying and Selling at Ventas

In other news, EVP Carey S. Roberts sold 35,532 shares of the stock in a transaction dated 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 transaction, the executive vice president directly owned 72,755 shares of the company's stock, valued at approximately $6,184,175. This represents a 32.81% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Corporate insiders own 0.53% of the company's stock.

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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