Swiss National Bank Has $91.07 Million Position in Ventas, Inc. $VTR

Key Points

• Swiss National Bank trimmed its Ventas stake by 1.8% in Q3, selling 23,800 shares to hold 1,301,168 shares worth about $91.07 million (0.28% of the company).
• Multiple analysts have raised price targets (Citigroup, Goldman, Wells Fargo, KeyCorp, RBC), leaving a consensus rating of "Moderate Buy" with a $89 price target.
• Ventas missed quarterly EPS (reported $0.15 vs. $0.89 expected) despite YoY revenue growth, set FY2026 guidance of 3.78–3.88 EPS, raised the quarterly dividend to $0.52 (2.4% yield), and insiders sold roughly 86,106 shares in the past three months.

Swiss National Bank lessened its stake in Ventas, Inc. (NYSE:VTR - Free Report) by 1.8% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 1,301,168 shares of the real estate investment trust's stock after selling 23,800 shares during the quarter. Swiss National Bank owned 0.28% of Ventas worth $91,069,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in VTR. Schroder Investment Management Group increased its stake in shares of Ventas by 3.6% in the third quarter. Schroder Investment Management Group now owns 2,487,572 shares of the real estate investment trust's stock worth $170,946,000 after acquiring an additional 85,340 shares during the last quarter. Inceptionr LLC purchased a new position in Ventas in the third quarter valued at about $1,677,000. Parallel Advisors LLC increased its position in Ventas by 4.6% in the 3rd quarter. Parallel Advisors LLC now owns 3,970 shares of the real estate investment trust's stock worth $278,000 after purchasing an additional 175 shares during the last quarter. Meiji Yasuda Life Insurance Co purchased a new stake in shares of Ventas during the 3rd quarter worth about $208,000. Finally, Natixis Advisors LLC lifted its holdings in shares of Ventas by 30.4% during the 3rd quarter. Natixis Advisors LLC now owns 228,251 shares of the real estate investment trust's stock valued at $15,976,000 after buying an additional 53,185 shares during the last quarter. Hedge funds and other institutional investors own 94.18% of the company's stock.

Analyst Upgrades and Downgrades

A number of research firms recently commented on VTR. Citigroup increased their price objective on Ventas from $88.00 to $96.00 and gave the stock a "buy" rating in a report on Wednesday, February 11th. Wells Fargo & Company boosted their target price on shares of Ventas from $80.00 to $88.00 and gave the stock an "overweight" rating in a research report on Tuesday, November 25th. The Goldman Sachs Group restated a "buy" rating and set a $100.00 price target on shares of Ventas in a report on Monday, February 9th. KeyCorp lifted their price objective on shares of Ventas from $85.00 to $90.00 and gave the company an "overweight" rating in a research note on Tuesday, February 10th. Finally, Royal Bank Of Canada increased their target price on shares of Ventas from $83.00 to $91.00 and gave the stock an "outperform" rating in a research report on Tuesday, February 10th. Thirteen investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company's stock. Based on data from MarketBeat, the company has a consensus rating of "Moderate Buy" and a consensus price target of $89.00.

Ventas Stock Down 0.2%

Shares of NYSE:VTR opened at $86.00 on Wednesday. Ventas, Inc. has a 1 year low of $60.15 and a 1 year high of $87.87. 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 business's 50-day moving average is $80.93 and its 200-day moving average is $76.06. The company has a market capitalization of $40.85 billion, a price-to-earnings ratio of 159.26, a P/E/G ratio of 2.10 and a beta of 0.73.

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

Ventas Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, April 16th. Investors of record on Tuesday, March 31st will be given a $0.52 dividend. This represents a $2.08 dividend on an annualized basis and a yield of 2.4%. The ex-dividend date of this dividend is Tuesday, March 31st. This is a positive change from Ventas's previous quarterly dividend of $0.48. Ventas's dividend payout ratio is presently 355.56%.

Insider Buying and Selling

In other Ventas news, CEO Debra A. Cafaro sold 10,322 shares of the 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 transaction, the chief executive officer owned 1,114,034 shares in the company, valued at approximately $86,515,880.44. This represents a 0.92% 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, EVP Carey S. Roberts sold 35,532 shares of the firm's 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 of the company's stock, valued at $6,184,175. This trade represents a 32.81% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 86,106 shares of company stock valued at $6,931,397. 1.00% of the stock is owned by company insiders.

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.

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