Integrity Alliance LLC. Makes New Investment in Ventas, Inc. $VTR

Key Points

• Integrity Alliance LLC. has acquired 3,964 shares of Ventas, Inc. valued at approximately $273,000 during the first quarter, as disclosed in its recent 13F filing.
• Ventas reported a Q2 EPS of $0.87, exceeding estimates, with a revenue of $1.42 billion, reflecting an 18.3% year-over-year increase.
• Institutional investors currently own 94.18% of Ventas' stock, indicating strong institutional support for the real estate investment trust.

Integrity Alliance LLC. bought a new position in Ventas, Inc. (NYSE:VTR - Free Report) in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 3,964 shares of the real estate investment trust's stock, valued at approximately $273,000.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Lindbrook Capital LLC raised its holdings in shares of Ventas by 3.9% during the first quarter. Lindbrook Capital LLC now owns 4,440 shares of the real estate investment trust's stock valued at $305,000 after acquiring an additional 165 shares during the period. Hennion & Walsh Asset Management Inc. raised its holdings in shares of Ventas by 1.6% during the first quarter. Hennion & Walsh Asset Management Inc. now owns 10,674 shares of the real estate investment trust's stock valued at $734,000 after acquiring an additional 172 shares during the period. Kentucky Retirement Systems raised its holdings in shares of Ventas by 0.6% during the first quarter. Kentucky Retirement Systems now owns 28,574 shares of the real estate investment trust's stock valued at $1,965,000 after acquiring an additional 183 shares during the period. Smartleaf Asset Management LLC raised its holdings in shares of Ventas by 7.1% during the first quarter. Smartleaf Asset Management LLC now owns 2,896 shares of the real estate investment trust's stock valued at $199,000 after acquiring an additional 193 shares during the period. Finally, Quarry LP raised its holdings in shares of Ventas by 17.9% during the first quarter. Quarry LP now owns 1,313 shares of the real estate investment trust's stock valued at $90,000 after acquiring an additional 199 shares during the period. Institutional investors own 94.18% of the company's stock.

Ventas Stock Performance

VTR stock opened at $69.72 on Friday. The company has a quick ratio of 0.68, a current ratio of 0.68 and a debt-to-equity ratio of 1.13. The company has a market capitalization of $31.69 billion, a price-to-earnings ratio of 162.15, a P/E/G ratio of 2.56 and a beta of 0.87. Ventas, Inc. has a 12 month low of $56.68 and a 12 month high of $71.36. The firm has a 50 day moving average of $67.18 and a two-hundred day moving average of $66.31.

Ventas (NYSE:VTR - Get Free Report) last posted its earnings results on Wednesday, July 30th. The real estate investment trust reported $0.87 EPS for the quarter, topping the consensus estimate of $0.85 by $0.02. The company had revenue of $1.42 billion during 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 for the quarter was up 18.3% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.80 earnings per share. Ventas has set its FY 2025 guidance at 3.410-3.46 EPS. As a group, equities analysts anticipate that Ventas, Inc. will post 3.4 EPS for the current fiscal year.

Analyst Ratings Changes

A number of research firms have recently issued reports on VTR. Raymond James Financial restated an "outperform" rating and set a $78.00 price target (up previously from $74.00) on shares of Ventas in a report on Friday, August 22nd. Morgan Stanley boosted their price target on shares of Ventas from $70.00 to $75.00 and gave the company an "equal weight" rating in a report on Friday, August 15th. Argus restated a "buy" rating and set a $75.00 price target on shares of Ventas in a report on Tuesday, August 26th. Scotiabank boosted their price target on shares of Ventas from $72.00 to $74.00 and gave the company a "sector perform" rating in a report on Thursday, August 28th. Finally, JPMorgan Chase & Co. upped their price objective on shares of Ventas from $72.00 to $76.00 and gave the company an "overweight" rating in a research note on Tuesday, August 26th. One equities research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and an average target price of $74.36.

Insider Activity at Ventas

In other Ventas news, CFO Robert F. Probst sold 29,691 shares of the business's stock in a transaction that occurred on Monday, August 4th. The shares were sold at an average price of $68.49, for a total value of $2,033,536.59. Following the completion of the sale, the chief financial officer directly owned 168,364 shares of the company's stock, valued at $11,531,250.36. The trade was a 14.99% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CEO Debra A. Cafaro sold 10,322 shares of the business's stock in a transaction that occurred on Tuesday, September 2nd. The stock was sold at an average price of $67.80, for a total transaction of $699,831.60. Following the completion of the sale, the chief executive officer directly owned 1,145,695 shares of the company's stock, valued at $77,678,121. This represents a 0.89% decrease in their ownership of the stock. 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 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.

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