Strs Ohio Sells 17,816 Shares of Ventas, Inc. $VTR

Key Points

• Strs Ohio cut its Ventas stake by 17,816 shares to 652,168 shares (about 0.14%) worth roughly $50.47M; company insiders also sold significant stock (EVP Carey S. Roberts 35,532 shares at $85 and CEO Debra Cafaro 10,322 shares at $77.66) while institutional ownership remains high at 94.18%.
• Analysts are broadly positive, with a consensus rating of “Moderate Buy” and a $91.73 consensus price target; Citigroup and Goldman Sachs have $100 targets and most analysts rate the stock Buy (13 Buy, 3 Hold).
• Operationally, Ventas missed quarterly EPS by $0.01 at $0.11 but posted 22% revenue growth to $1.65B and set FY2026 guidance of 3.820–3.890 EPS; it also raised the quarterly dividend to $0.52 (annual $2.08, yield 2.4%) despite a very high payout ratio of 378%.

Strs Ohio reduced its stake in shares of Ventas, Inc. (NYSE:VTR - Free Report) by 2.7% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 652,168 shares of the real estate investment trust's stock after selling 17,816 shares during the period. Strs Ohio owned about 0.14% of Ventas worth $50,465,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently bought and sold shares of VTR. Cloud Capital Management LLC bought a new position in Ventas in the 3rd quarter worth approximately $25,000. GoalVest Advisory LLC bought a new position in Ventas in the 4th quarter worth approximately $26,000. Wiser Advisor Group LLC bought a new position in Ventas in the 3rd quarter worth approximately $27,000. True Wealth Design LLC boosted its holdings in Ventas by 1,557.7% in the 3rd quarter. True Wealth Design LLC now owns 431 shares of the real estate investment trust's stock worth $30,000 after buying an additional 405 shares during the period. Finally, ORG Partners LLC boosted its holdings in Ventas by 76.1% in the 3rd quarter. ORG Partners LLC now owns 456 shares of the real estate investment trust's stock worth $32,000 after buying an additional 197 shares during the period. 94.18% of the stock is owned by institutional investors.

Analysts Set New Price Targets

Several research firms recently commented on VTR. Citigroup raised their price objective on shares of Ventas from $96.00 to $100.00 and gave the stock a "buy" rating in a report on Friday. The Goldman Sachs Group reaffirmed a "buy" rating and issued a $100.00 price objective on shares of Ventas in a report on Monday, February 9th. Cantor Fitzgerald reiterated an "overweight" rating and issued a $93.00 target price on shares of Ventas in a research note on Monday, February 9th. Wells Fargo & Company increased their target price on shares of Ventas from $88.00 to $93.00 and gave the stock an "overweight" rating in a research note on Thursday, March 26th. Finally, Weiss Ratings reiterated a "buy (b-)" rating on shares of Ventas in a research note on Friday, March 27th. Thirteen research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company's stock. Based on data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and a consensus price target of $91.73.

Insider Buying and Selling at Ventas

In other news, EVP Carey S. Roberts sold 35,532 shares of the firm's 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 sale, the executive vice president owned 72,755 shares in the company, valued at approximately $6,184,175. This trade represents a 32.81% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, CEO Debra A. Cafaro sold 10,322 shares of the firm's stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $77.66, for a total transaction of $801,606.52. Following the sale, the chief executive officer owned 1,114,034 shares in the company, valued at approximately $86,515,880.44. This trade represents a 0.92% decrease in their position. The SEC filing for this sale provides additional information. Company insiders own 0.53% of the company's stock.

Ventas Stock Performance

Ventas stock opened at $88.11 on Friday. The firm's fifty day moving average price is $84.79 and its 200-day moving average price is $80.03. The company has a debt-to-equity ratio of 0.95, a quick ratio of 0.67 and a current ratio of 0.25. The stock has a market cap of $42.83 billion, a P/E ratio of 160.20, a price-to-earnings-growth ratio of 2.16 and a beta of 0.74. Ventas, Inc. has a fifty-two week low of $61.76 and a fifty-two week high of $88.41.

Ventas (NYSE:VTR - Get Free Report) last posted its quarterly earnings data on Monday, April 27th. The real estate investment trust reported $0.11 earnings per share 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 analysts' expectations of $1.59 billion. Ventas had a net margin of 4.25% and a return on equity of 2.09%. The business's quarterly revenue was up 22.0% compared to the same quarter last year. During the same quarter last year, the business posted $0.84 EPS. Ventas has set its FY 2026 guidance at 3.820-3.890 EPS. On average, equities research analysts expect that Ventas, Inc. will post 3.85 earnings per share for the current fiscal year.

Ventas Increases Dividend

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

About Ventas

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.

Want to see what other hedge funds are holding VTR? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Ventas, Inc. (NYSE:VTR - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.