UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC Buys 273,035 Shares of Ventas, Inc. $VTR

Key Points

• UBS Asset Management increased its stake in Ventas, Inc. by 6.3%, acquiring an additional 273,035 shares during the first quarter, now owning a total of 4,591,373 shares valued at approximately $315.7 million.
• Insider transactions included CEO Debra A. Cafaro selling 14,753 shares and CFO Robert F. Probst selling 168,318 shares, reflecting significant decreases in their respective ownership stakes.
• Ventas reported a net income of $1.42 billion and EPS of $0.87 in its latest earnings announcement, surpassing analyst expectations and reflecting an 18.3% revenue growth year-over-year.

UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its holdings in Ventas, Inc. (NYSE:VTR - Free Report) by 6.3% during the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 4,591,373 shares of the real estate investment trust's stock after purchasing an additional 273,035 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC owned approximately 1.02% of Ventas worth $315,703,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently modified their holdings of the business. Lindbrook Capital LLC increased its stake in shares of Ventas by 3.9% in the 1st quarter. Lindbrook Capital LLC now owns 4,440 shares of the real estate investment trust's stock valued at $305,000 after purchasing an additional 165 shares during the last quarter. Hennion & Walsh Asset Management Inc. grew its position in Ventas by 1.6% during the 1st quarter. Hennion & Walsh Asset Management Inc. now owns 10,674 shares of the real estate investment trust's stock worth $734,000 after acquiring an additional 172 shares during the last quarter. Kentucky Retirement Systems grew its position in Ventas by 0.6% during the 1st quarter. Kentucky Retirement Systems now owns 28,574 shares of the real estate investment trust's stock worth $1,965,000 after acquiring an additional 183 shares during the last quarter. Smartleaf Asset Management LLC grew its position in Ventas by 7.1% during the 1st quarter. Smartleaf Asset Management LLC now owns 2,896 shares of the real estate investment trust's stock worth $199,000 after acquiring an additional 193 shares during the last quarter. Finally, Quarry LP grew its position in Ventas by 17.9% during the 1st quarter. Quarry LP now owns 1,313 shares of the real estate investment trust's stock worth $90,000 after acquiring an additional 199 shares during the last quarter. Institutional investors own 94.18% of the company's stock.

Insider Activity

In other news, CEO Debra A. Cafaro sold 14,753 shares of Ventas stock in a transaction dated Monday, July 14th. The stock was sold at an average price of $65.60, for a total value of $967,796.80. Following the transaction, the chief executive officer owned 1,145,695 shares in the company, valued at approximately $75,157,592. The trade was a 1.27% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CFO Robert F. Probst sold 168,318 shares of the business's stock in a transaction dated Monday, July 14th. The shares were sold at an average price of $65.36, for a total value of $11,001,264.48. Following the transaction, the chief financial officer owned 168,364 shares in the company, valued at approximately $11,004,271.04. This represents a 49.99% decrease in their position. The disclosure for this sale can be found here. In the last quarter, insiders sold 276,788 shares of company stock worth $18,279,081. Company insiders own 0.80% of the company's stock.

Ventas Price Performance

NYSE:VTR opened at $69.21 on Thursday. The company has a debt-to-equity ratio of 1.13, a quick ratio of 0.68 and a current ratio of 0.68. The stock has a fifty day moving average of $66.92 and a 200 day moving average of $66.30. Ventas, Inc. has a 52-week low of $56.68 and a 52-week high of $71.36. The firm has a market capitalization of $31.45 billion, a price-to-earnings ratio of 160.95, a P/E/G ratio of 2.52 and a beta of 0.87.

Ventas (NYSE:VTR - Get Free Report) last issued its quarterly earnings results on Wednesday, July 30th. The real estate investment trust reported $0.87 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.85 by $0.02. Ventas had a return on equity of 1.75% and a net margin of 3.61%.The firm had revenue of $1.42 billion during the quarter, compared to analyst estimates of $1.37 billion. During the same quarter in the previous year, the company posted $0.80 earnings per share. The company's revenue was up 18.3% compared to the same quarter last year. Ventas has set its FY 2025 guidance at 3.410-3.46 EPS. On average, research analysts expect that Ventas, Inc. will post 3.4 EPS for the current fiscal year.

Wall Street Analyst Weigh In

A number of equities research analysts recently weighed in on the company. Raymond James Financial restated an "outperform" rating and set a $78.00 price objective (up previously from $74.00) on shares of Ventas in a research report on Friday, August 22nd. Wall Street Zen lowered Ventas from a "hold" rating to a "sell" rating in a research report on Thursday, May 22nd. JPMorgan Chase & Co. boosted their price objective on Ventas from $72.00 to $76.00 and gave the stock an "overweight" rating in a research report on Tuesday, August 26th. Argus reaffirmed a "buy" rating and set a $75.00 target price on shares of Ventas in a report on Tuesday, August 26th. Finally, Morgan Stanley upped their price target on Ventas from $70.00 to $75.00 and gave the stock an "equal weight" rating in a research note on Friday, August 15th. One investment analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and two have assigned a Hold rating to the company's stock. According to data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and an average price target of $74.36.

About Ventas

Ventas Inc NYSE: VTR is a leading S&P 500 real estate investment trust focused on delivering strong, sustainable shareholder returns by enabling exceptional environments that benefit a large and growing aging population. The Company's growth is fueled by its senior housing communities, which provide valuable services to residents and enable them to thrive in supported environments.

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