Mitsubishi UFJ Asset Management Co. Ltd. Raises Stock Position in Ventas, Inc. $VTR

Key Points

• Mitsubishi UFJ Asset Management increased its stake in Ventas by 7.4% in the fourth quarter, and institutional ownership in the REIT remains very high at 94.18%.
• Ventas reported mixed quarterly results: earnings of $0.11 per share missed estimates by $0.01, while revenue of $1.65 billion beat expectations and rose 22% year over year.
• Analysts remain generally bullish on VTR, with 14 Buy ratings, 3 Holds, and an average target price of $93.50; several firms also recently raised their price targets.

Mitsubishi UFJ Asset Management Co. Ltd. raised its stake in Ventas, Inc. (NYSE:VTR - Free Report) by 7.4% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 1,346,111 shares of the real estate investment trust's stock after buying an additional 92,236 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd. owned approximately 0.29% of Ventas worth $104,095,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of VTR. Vanguard Group Inc. grew its position in shares of Ventas by 3.2% in the fourth quarter. Vanguard Group Inc. now owns 75,948,003 shares of the real estate investment trust's stock valued at $5,876,856,000 after purchasing an additional 2,349,176 shares during the last quarter. UBS Group AG grew its position in shares of Ventas by 142.4% in the third quarter. UBS Group AG now owns 3,507,841 shares of the real estate investment trust's stock valued at $245,514,000 after purchasing an additional 2,060,770 shares during the last quarter. Lasalle Investment Management Securities LLC grew its position in shares of Ventas by 1,135.1% in the third quarter. Lasalle Investment Management Securities LLC now owns 1,552,880 shares of the real estate investment trust's stock valued at $108,686,000 after purchasing an additional 1,427,151 shares during the last quarter. Sumitomo Mitsui Trust Group Inc. grew its position in shares of Ventas by 74.2% in the third quarter. Sumitomo Mitsui Trust Group Inc. now owns 2,586,405 shares of the real estate investment trust's stock valued at $181,022,000 after purchasing an additional 1,101,948 shares during the last quarter. Finally, Invesco Ltd. grew its position in shares of Ventas by 21.5% in the third quarter. Invesco Ltd. now owns 5,847,604 shares of the real estate investment trust's stock valued at $409,274,000 after purchasing an additional 1,034,634 shares during the last quarter. 94.18% of the stock is currently owned by institutional investors and hedge funds.

Ventas Stock Down 0.1%

Shares of VTR opened at $86.51 on Friday. The firm has a market cap of $42.06 billion, a PE ratio of 157.28, a price-to-earnings-growth ratio of 2.13 and a beta of 0.74. The company's fifty day moving average is $84.81 and its two-hundred day moving average is $80.56. Ventas, Inc. has a fifty-two week low of $61.76 and a fifty-two week high of $88.50. 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 announced its quarterly earnings results 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 firm's revenue for the quarter was up 22.0% compared to the same quarter last year. During the same quarter last year, the business earned $0.84 EPS. Ventas has set its FY 2026 guidance at 3.820-3.890 EPS. Analysts forecast that Ventas, Inc. will post 3.85 earnings per share for the current year.

Analyst Upgrades and Downgrades

Several research firms have recently commented on VTR. Mizuho increased their price target on shares of Ventas from $87.00 to $94.00 and gave the company an "outperform" rating in a research report on Wednesday, March 4th. Scotiabank raised their target price on shares of Ventas from $80.00 to $93.00 and gave the stock a "sector perform" rating in a research report on Monday, March 2nd. Royal Bank Of Canada raised their target price on shares of Ventas from $91.00 to $98.00 and gave the stock an "outperform" rating in a research report on Monday. KeyCorp raised their target price on shares of Ventas from $90.00 to $95.00 and gave the stock an "overweight" rating in a research report on Thursday. Finally, Morgan Stanley set a $90.00 target price on shares of Ventas in a research report on Friday, February 13th. Fourteen equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat.com, Ventas currently has an average rating of "Moderate Buy" and an average target price of $93.50.

Insider Buying and Selling at Ventas

In related news, EVP Carey S. Roberts sold 35,532 shares of Ventas stock in a transaction on Wednesday, February 11th. The shares were sold at an average price of $85.00, for a total transaction of $3,020,220.00. Following the transaction, the executive vice president owned 72,755 shares in the company, valued at approximately $6,184,175. The trade was a 32.81% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Insiders own 0.53% of the company's stock.

Ventas 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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