Principal Financial Group Inc. Has $1.19 Billion Stock Position in Ventas, Inc. $VTR

Key Points

• Principal Financial Group trimmed its Ventas stake by 0.2% to 15,398,394 shares—about $1.19 billion or 3.28% of the company.
• Ventas missed quarterly EPS ($0.11 vs. $0.12 expected) despite revenue rising 22% year-over-year, set FY2026 guidance of 3.82–3.89 EPS, and raised its quarterly dividend to $0.52 (annualized $2.08, 2.4% yield).
• Institutional investors own 94.18% of VTR (led by Vanguard's ~75.95M-share, ~$5.88B holding), and analysts have a consensus "Moderate Buy" rating with an average price target of $93.19.

Principal Financial Group Inc. reduced its position in Ventas, Inc. (NYSE:VTR - Free Report) by 0.2% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 15,398,394 shares of the real estate investment trust's stock after selling 23,480 shares during the period. Principal Financial Group Inc. owned about 3.28% of Ventas worth $1,191,528,000 as of its most recent filing with the SEC.

Several other hedge funds have also bought and sold shares of VTR. Vanguard Group Inc. lifted its stake in Ventas by 3.2% in the 4th 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 lifted its stake in Ventas by 142.4% in the 3rd 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 lifted its stake in Ventas by 1,135.1% in the 3rd 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. lifted its stake in Ventas by 74.2% in the 3rd 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. lifted its stake in Ventas by 21.5% in the 3rd 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 Trading Down 0.3%

Shares of VTR stock opened at $87.80 on Tuesday. The firm has a 50 day moving average price of $84.79 and a two-hundred day moving average price of $80.20. The company has a quick ratio of 0.25, a current ratio of 0.25 and a debt-to-equity ratio of 0.95. The company has a market capitalization 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, Inc. has a 12-month low of $61.76 and a 12-month high of $88.50.

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

Ventas Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, April 16th. Shareholders of record on Tuesday, March 31st were given a dividend of $0.52 per share. This represents a $2.08 annualized dividend and a yield of 2.4%. This is a boost from Ventas's previous quarterly dividend of $0.48. The ex-dividend date was Tuesday, March 31st. Ventas's dividend payout ratio (DPR) is 378.18%.

Insider Buying and Selling at Ventas

In other news, EVP Carey S. Roberts sold 35,532 shares of Ventas stock in a transaction that occurred on Wednesday, February 11th. The shares were sold at an average price of $85.00, for a total value of $3,020,220.00. Following the completion of the sale, the executive vice president directly owned 72,755 shares in the company, valued at approximately $6,184,175. The trade was a 32.81% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Insiders own 0.53% of the company's stock.

Analyst Upgrades and Downgrades

Several brokerages recently issued reports on VTR. Scotiabank raised their target price on shares of Ventas from $80.00 to $93.00 and gave the company a "sector perform" rating in a research note on Monday, March 2nd. Weiss Ratings reiterated a "buy (b-)" rating on shares of Ventas in a research note on Friday, March 27th. Mizuho raised their price objective on shares of Ventas from $87.00 to $94.00 and gave the stock an "outperform" rating in a research report on Wednesday, March 4th. Argus set a $88.00 price objective on shares of Ventas in a research report on Tuesday, February 10th. Finally, BMO Capital Markets restated an "outperform" rating and set a $100.00 price objective on shares of Ventas in a research report on Monday. Fourteen investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company's stock. According to data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $93.19.

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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