Ventas, Inc. $VTR is Duff & Phelps Investment Management Co.'s 10th Largest Position

Key Points

• Duff & Phelps reduced its Ventas stake by 12.8% in Q3 to 2,413,537 shares, making VTR its 10th-largest holding and representing about 1.9% of the firm's portfolio (≈$168.9M).
• Ventas missed quarterly EPS (reported $0.15 vs. $0.89 consensus) but set FY2026 guidance of $3.78–$3.88 and raised its quarterly dividend to $0.52 (annualized $2.08, yield 2.4%).
• Analysts are broadly positive: 13 Buys vs. 3 Holds, a MarketBeat consensus of "Moderate Buy" with a $89 target, and several firms (Goldman, Jefferies, Wells Fargo, Mizuho) issuing buy/overweight ratings or raising targets.

Duff & Phelps Investment Management Co. reduced its position in Ventas, Inc. (NYSE:VTR - Free Report) by 12.8% during the third quarter, according to its most recent 13F filing with the SEC. The firm owned 2,413,537 shares of the real estate investment trust's stock after selling 353,920 shares during the period. Ventas accounts for approximately 1.9% of Duff & Phelps Investment Management Co.'s portfolio, making the stock its 10th largest holding. Duff & Phelps Investment Management Co. owned approximately 0.51% of Ventas worth $168,923,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in VTR. Cloud Capital Management LLC purchased a new stake in shares of Ventas during the 3rd quarter valued at approximately $25,000. True Wealth Design LLC grew its stake 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 valued at $30,000 after buying an additional 405 shares in the last quarter. ORG Partners LLC raised its holdings in Ventas by 76.1% during the 3rd quarter. ORG Partners LLC now owns 456 shares of the real estate investment trust's stock valued at $32,000 after acquiring an additional 197 shares during the period. Wilmington Savings Fund Society FSB raised its holdings in Ventas by 65.5% during the 3rd quarter. Wilmington Savings Fund Society FSB now owns 455 shares of the real estate investment trust's stock valued at $32,000 after acquiring an additional 180 shares during the period. Finally, Elevation Point Wealth Partners LLC purchased a new stake in shares of Ventas during the second quarter worth $35,000. Institutional investors own 94.18% of the company's stock.

Analyst Upgrades and Downgrades

A number of research firms have recently commented on VTR. The Goldman Sachs Group reaffirmed a "buy" rating and issued a $100.00 price target on shares of Ventas in a report on Monday, February 9th. Jefferies Financial Group reissued a "buy" rating and set a $93.00 price objective on shares of Ventas in a report on Monday, December 15th. Wells Fargo & Company raised their target price on Ventas from $80.00 to $88.00 and gave the stock an "overweight" rating in a research note on Tuesday, November 25th. Weiss Ratings raised Ventas from a "hold (c+)" rating to a "buy (b-)" rating in a report on Monday, December 29th. Finally, Mizuho upped their price target on Ventas from $87.00 to $94.00 and gave the company an "outperform" rating in a research report on Wednesday, March 4th. Thirteen analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company's stock. According to MarketBeat, the company has a consensus rating of "Moderate Buy" and a consensus target price of $89.00.

Ventas Stock Down 0.3%

VTR opened at $85.81 on Thursday. The firm has a market capitalization of $40.76 billion, a P/E ratio of 158.91, a price-to-earnings-growth ratio of 2.10 and a beta of 0.73. Ventas, Inc. has a one year low of $60.15 and a one year high of $87.87. The company has a fifty day moving average price of $81.10 and a 200-day moving average price of $76.12. The company has a debt-to-equity ratio of 1.03, a current ratio of 0.67 and a quick ratio of 0.67.

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

Ventas Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, April 16th. Stockholders of record on Tuesday, March 31st will be issued a dividend of $0.52 per share. 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. This represents a $2.08 annualized dividend and a dividend yield of 2.4%. Ventas's payout ratio is presently 355.56%.

Insider Buying and Selling

In related news, CEO Debra A. Cafaro sold 10,322 shares of the stock in a transaction 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 of the company's stock, valued at $86,515,880.44. This represents a 0.92% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CFO Robert F. Probst sold 29,930 shares of the firm's stock in a transaction dated Friday, January 2nd. The shares were sold at an average price of $77.25, for a total value of $2,312,092.50. Following the transaction, the chief financial officer directly owned 138,434 shares in the company, valued at approximately $10,694,026.50. This represents a 17.78% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 86,106 shares of company stock worth $6,931,397. Insiders own 0.80% of the company's stock.

Ventas Company 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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