Jones Financial Companies Lllp Buys 490,963 Shares of Ventas, Inc. $VTR

Key Points

• Jones Financial Companies Lllp increased its stake in Ventas, Inc. by 1,002.6%, acquiring 490,963 additional shares, bringing their total ownership to 539,932 shares valued at approximately $37.1 million.
• Ventas recently reported earnings of $0.87 per share, exceeding analysts' expectations of $0.85, alongside revenue of $1.42 billion for the quarter.
• Analysts have varied ratings for Ventas, with price targets ranging from $74 to $78, and an average rating of "Moderate Buy" currently assigned to the stock.

Jones Financial Companies Lllp increased its stake in shares of Ventas, Inc. (NYSE:VTR - Free Report) by 1,002.6% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 539,932 shares of the real estate investment trust's stock after buying an additional 490,963 shares during the quarter. Jones Financial Companies Lllp owned 0.12% of Ventas worth $37,126,000 at the end of the most recent quarter.

Several other institutional investors have also bought and sold shares of VTR. Nuveen LLC bought a new stake in Ventas during the first quarter worth $359,113,000. JPMorgan Chase & Co. grew its stake in Ventas by 9.5% in the 1st quarter. JPMorgan Chase & Co. now owns 32,347,333 shares of the real estate investment trust's stock valued at $2,224,203,000 after purchasing an additional 2,811,241 shares during the period. Vanguard Group Inc. grew its stake in Ventas by 3.7% in the 1st quarter. Vanguard Group Inc. now owns 68,941,561 shares of the real estate investment trust's stock valued at $4,740,422,000 after purchasing an additional 2,440,551 shares during the period. Rush Island Management LP grew its stake in Ventas by 130.6% in the 4th quarter. Rush Island Management LP now owns 3,097,830 shares of the real estate investment trust's stock valued at $182,431,000 after purchasing an additional 1,754,494 shares during the period. Finally, AQR Capital Management LLC grew its stake in Ventas by 289.6% in the 1st quarter. AQR Capital Management LLC now owns 1,603,300 shares of the real estate investment trust's stock valued at $110,243,000 after purchasing an additional 1,191,773 shares during the period. Institutional investors own 94.18% of the company's stock.

Analyst Ratings Changes

VTR has been the subject of a number of recent analyst reports. Scotiabank upped their price objective on Ventas from $72.00 to $74.00 and gave the company a "sector perform" rating in a research note on Thursday, August 28th. Wall Street Zen downgraded Ventas from a "hold" rating to a "sell" rating in a research note on Thursday, May 22nd. Raymond James Financial restated an "outperform" rating and issued a $78.00 price objective (up previously from $74.00) on shares of Ventas in a research note on Friday, August 22nd. Morgan Stanley upped their price objective on Ventas from $70.00 to $75.00 and gave the company an "equal weight" rating in a research note on Friday, August 15th. Finally, JPMorgan Chase & Co. increased 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. One research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and two have given a Hold rating to the company's stock. Based on data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and an average price target of $74.36.

Ventas Stock Up 0.2%

VTR stock opened at $67.88 on Monday. 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 capitalization of $30.85 billion, a price-to-earnings ratio of 157.87, a PEG ratio of 2.50 and a beta of 0.87. Ventas, Inc. has a fifty-two week low of $56.68 and a fifty-two week high of $71.36. The stock has a fifty day moving average of $66.59 and a 200-day moving average of $66.26.

Ventas (NYSE:VTR - Get Free Report) last issued its quarterly earnings data on Wednesday, July 30th. The real estate investment trust reported $0.87 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.85 by $0.02. The business had revenue of $1.42 billion for the quarter, compared to analysts' expectations of $1.37 billion. Ventas had a return on equity of 1.75% and a net margin of 3.61%.The firm's quarterly revenue was up 18.3% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.80 EPS. Ventas has set its FY 2025 guidance at 3.410-3.46 EPS. As a group, equities research analysts predict that Ventas, Inc. will post 3.4 earnings per share for the current year.

Insider Transactions at Ventas

In related news, CEO Debra A. Cafaro sold 10,322 shares of the stock in a transaction dated Tuesday, September 2nd. The stock was sold at an average price of $67.80, for a total transaction of $699,831.60. Following the sale, the chief executive officer owned 1,145,695 shares of the company's stock, valued at approximately $77,678,121. This represents a 0.89% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CFO Robert F. Probst sold 29,691 shares of the stock in a transaction dated Monday, August 4th. The stock was sold at an average price of $68.49, for a total value of $2,033,536.59. Following the sale, the chief financial officer directly owned 168,364 shares in the company, valued at $11,531,250.36. This trade represents a 14.99% decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 276,788 shares of company stock worth $18,279,081 in the last three months. 1.00% of the stock is currently owned by insiders.

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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