MBB Public Markets I LLC Invests $323,000 in Ventas, Inc. $VTR

Key Points

• MBB Public Markets I LLC invested approximately $323,000 in Ventas, Inc. by purchasing 4,694 shares during the first quarter.
• Several institutional investors have increased their holdings, with Nuveen LLC acquiring a new position valued at $359 million and JPMorgan Chase & Co. growing its stake by 9.5%.
• Ventas reported a net margin of 3.61% with a quarterly revenue growth of 18.3% year-over-year, surpassing analyst expectations in earnings, and set its FY 2025 guidance for 3.410-3.46 EPS.

MBB Public Markets I LLC purchased a new stake in shares of Ventas, Inc. (NYSE:VTR - Free Report) in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm purchased 4,694 shares of the real estate investment trust's stock, valued at approximately $323,000.

A number of other institutional investors and hedge funds also recently made changes to their positions in VTR. Nuveen LLC bought a new stake in Ventas during the first quarter worth $359,113,000. JPMorgan Chase & Co. raised its position in Ventas by 9.5% during the first 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 in the last quarter. Vanguard Group Inc. boosted its stake in shares of 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 in the last quarter. Rush Island Management LP increased 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 worth $182,431,000 after purchasing an additional 1,754,494 shares during the period. Finally, AQR Capital Management LLC boosted its holdings in shares of Ventas by 289.6% during the first quarter. AQR Capital Management LLC now owns 1,603,300 shares of the real estate investment trust's stock worth $110,243,000 after purchasing an additional 1,191,773 shares during the period. Institutional investors own 94.18% of the company's stock.

Analysts Set New Price Targets

A number of brokerages have weighed in on VTR. Raymond James Financial reaffirmed an "outperform" rating and set a $78.00 target price (up previously from $74.00) on shares of Ventas in a research note on Friday, August 22nd. Morgan Stanley raised their target price on shares of Ventas from $70.00 to $75.00 and gave the stock an "equal weight" rating in a report on Friday, August 15th. Wall Street Zen lowered shares of Ventas from a "hold" rating to a "sell" rating in a research report on Thursday, May 22nd. Argus restated a "buy" rating and issued a $75.00 price objective on shares of Ventas in a research report on Tuesday, August 26th. Finally, Scotiabank raised their target price 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. One analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat, Ventas has an average rating of "Moderate Buy" and a consensus target price of $74.36.

Insider Transactions at Ventas

In other news, CEO Debra A. Cafaro sold 14,753 shares of Ventas stock in a transaction dated Monday, July 14th. The shares were sold at an average price of $65.60, for a total value of $967,796.80. Following the sale, the chief executive officer owned 1,145,695 shares of the company's stock, valued at $75,157,592. The trade was a 1.27% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CFO Robert F. Probst sold 168,318 shares of the stock in a transaction dated Monday, July 14th. The shares were sold at an average price of $65.36, for a total transaction of $11,001,264.48. Following the completion of the transaction, the chief financial officer owned 168,364 shares of the company's stock, valued at $11,004,271.04. This represents a 49.99% decrease in their position. The disclosure for this sale can be found here. In the last three months, insiders have sold 276,788 shares of company stock worth $18,279,081. Corporate insiders own 0.80% of the company's stock.

Ventas Price Performance

NYSE VTR traded up $0.27 during trading hours on Friday, reaching $69.72. The company's stock had a trading volume of 1,758,466 shares, compared to its average volume of 3,020,910. The firm has a market capitalization of $31.69 billion, a price-to-earnings ratio of 162.15, a P/E/G ratio of 2.55 and a beta of 0.87. The company's 50-day moving average is $67.05 and its two-hundred day moving average is $66.32. Ventas, Inc. has a 1-year low of $56.68 and a 1-year high of $71.36. The company has a debt-to-equity ratio of 1.13, a current ratio of 0.68 and a quick ratio of 0.68.

Ventas (NYSE:VTR - Get Free Report) last announced its earnings results on Wednesday, July 30th. The real estate investment trust reported $0.87 earnings per share 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 analyst estimates of $1.37 billion. Ventas had a net margin of 3.61% and a return on equity of 1.75%. Ventas's revenue was up 18.3% compared to the same quarter last year. During the same quarter last year, the firm posted $0.80 earnings per share. Ventas has set its FY 2025 guidance at 3.410-3.46 EPS. On average, equities analysts predict that Ventas, Inc. will post 3.4 EPS for the current year.

Ventas Company Profile

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.