Sumitomo Mitsui Trust Group Inc. Has $194.26 Million Stock Holdings in Ventas, Inc. $VTR

Key Points

• Sumitomo Mitsui Trust Group trimmed its Ventas stake by 2.9% to 2,510,466 shares, a holding worth about $194.26 million (≈0.53% of the company).
• Ventas missed quarterly earnings, reporting $0.15 EPS versus a $0.89 consensus, but set FY2026 guidance of 3.780–3.880 EPS and carries an analyst consensus of "Moderate Buy" with an average target of $90.47.
• Dividend and insider moves: Ventas raised its quarterly dividend to $0.52 (annualized $2.08, ~2.4% yield) while insiders, including the EVP and CEO, reported stock sales in recent SEC filings.

Sumitomo Mitsui Trust Group Inc. trimmed its position in shares of Ventas, Inc. (NYSE:VTR - Free Report) by 2.9% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 2,510,466 shares of the real estate investment trust's stock after selling 75,939 shares during the quarter. Sumitomo Mitsui Trust Group Inc. owned approximately 0.53% of Ventas worth $194,260,000 as of its most recent SEC filing.

A number of other hedge funds have also recently made changes to their positions in VTR. NewEdge Advisors LLC boosted its stake in shares of Ventas by 856.1% during the first quarter. NewEdge Advisors LLC now owns 7,926 shares of the real estate investment trust's stock valued at $545,000 after purchasing an additional 7,097 shares in the last quarter. Empowered Funds LLC boosted its stake in shares of Ventas by 6.8% during the first quarter. Empowered Funds LLC now owns 8,373 shares of the real estate investment trust's stock valued at $576,000 after purchasing an additional 536 shares in the last quarter. Woodline Partners LP boosted its stake in shares of Ventas by 46.8% during the first quarter. Woodline Partners LP now owns 36,826 shares of the real estate investment trust's stock valued at $2,532,000 after purchasing an additional 11,739 shares in the last quarter. Focus Partners Wealth boosted its stake in shares of Ventas by 130.4% during the first quarter. Focus Partners Wealth now owns 21,613 shares of the real estate investment trust's stock valued at $1,486,000 after purchasing an additional 12,233 shares in the last quarter. Finally, Gamco Investors INC. ET AL acquired a new stake in shares of Ventas during the second quarter valued at about $805,000. 94.18% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of analysts have recently commented on the company. Jefferies Financial Group reissued a "buy" rating and set a $93.00 price target on shares of Ventas in a research note on Monday, December 15th. UBS Group restated a "neutral" rating and set a $85.00 price objective on shares of Ventas in a research report on Monday, February 9th. Argus set a $88.00 price objective on Ventas in a research report on Tuesday, February 10th. Mizuho raised their price objective on Ventas from $87.00 to $94.00 and gave the stock an "outperform" rating in a research report on Wednesday, March 4th. Finally, KeyCorp raised their price objective on Ventas from $85.00 to $90.00 and gave the stock an "overweight" rating in a research report on Tuesday, February 10th. Thirteen equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to MarketBeat, the stock presently has an average rating of "Moderate Buy" and an average target price of $90.47.

Ventas Price Performance

Shares of VTR opened at $84.95 on Monday. Ventas, Inc. has a 1 year low of $61.76 and a 1 year high of $88.36. The company has a debt-to-equity ratio of 1.03, a current ratio of 0.67 and a quick ratio of 0.67. The company has a market capitalization of $40.39 billion, a price-to-earnings ratio of 157.32, a price-to-earnings-growth ratio of 2.10 and a beta of 0.75. The business has a 50-day moving average of $84.28 and a 200-day moving average of $78.63.

Ventas (NYSE:VTR - Get Free Report) last issued its quarterly earnings data on Thursday, February 5th. The real estate investment trust reported $0.15 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $0.89 by ($0.74). The company had revenue of ($1,229.71) million for the quarter, compared to the consensus estimate of $1.53 billion. Ventas had a return on equity of 2.09% and a net margin of 4.31%.Ventas's revenue was up 21.7% compared to the same quarter last year. During the same quarter last year, the business earned $0.81 earnings per share. Ventas has set its FY 2026 guidance at 3.780-3.880 EPS. As a group, equities research analysts anticipate that Ventas, Inc. will post 3.4 earnings per share for the current year.

Ventas Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, April 16th. Shareholders of record on Tuesday, March 31st will be issued a $0.52 dividend. The ex-dividend date is Tuesday, March 31st. This is an increase from Ventas's previous quarterly dividend of $0.48. This represents a $2.08 dividend on an annualized basis and a yield of 2.4%. Ventas's dividend payout ratio is presently 385.19%.

Insider Buying and Selling

In other Ventas news, EVP Carey S. Roberts sold 35,532 shares of Ventas stock in a transaction that occurred on Wednesday, February 11th. The stock was 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 sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO Debra A. Cafaro sold 10,322 shares of Ventas stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $77.66, for a total value of $801,606.52. Following the completion of the sale, the chief executive officer owned 1,114,034 shares of the company's stock, valued at approximately $86,515,880.44. The trade was a 0.92% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders own 0.80% 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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