Algert Global LLC Raises Stock Holdings in Ventas, Inc. $VTR

Key Points

• Algert Global LLC increased its position in Ventas, Inc. by 335.0%, owning 47,406 shares worth approximately $3.26 million after purchasing an additional 36,508 shares in Q1.
• Prominent institutional investors like Vanguard Group Inc. and JPMorgan Chase & Co. also made significant increases in their holdings in Ventas, highlighting strong interest among large investors.
• Ventas reported $0.87 EPS for the last quarter, exceeding analysts' expectations, with revenue rising 18.3% year-over-year, reflecting its growth trajectory.

Algert Global LLC boosted its stake in Ventas, Inc. (NYSE:VTR - Free Report) by 335.0% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 47,406 shares of the real estate investment trust's stock after purchasing an additional 36,508 shares during the period. Algert Global LLC's holdings in Ventas were worth $3,260,000 at the end of the most recent reporting period.

A number of other large investors have also bought and sold shares of the stock. Mariner LLC grew its position in shares of Ventas by 10.0% in the 4th quarter. Mariner LLC now owns 53,460 shares of the real estate investment trust's stock worth $3,148,000 after buying an additional 4,850 shares during the last quarter. Walleye Capital LLC raised its stake in Ventas by 28.3% during the fourth quarter. Walleye Capital LLC now owns 6,197 shares of the real estate investment trust's stock valued at $365,000 after buying an additional 1,368 shares during the last quarter. First Trust Advisors LP raised its stake in Ventas by 111.1% during the fourth quarter. First Trust Advisors LP now owns 336,204 shares of the real estate investment trust's stock valued at $19,799,000 after buying an additional 176,958 shares during the last quarter. MetLife Investment Management LLC raised its stake in Ventas by 3.0% during the fourth quarter. MetLife Investment Management LLC now owns 123,332 shares of the real estate investment trust's stock valued at $7,263,000 after buying an additional 3,539 shares during the last quarter. Finally, MML Investors Services LLC raised its stake in Ventas by 6.7% during the fourth quarter. MML Investors Services LLC now owns 21,312 shares of the real estate investment trust's stock valued at $1,255,000 after buying an additional 1,336 shares during the last quarter. 94.18% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Ventas

In related news, CFO Robert F. Probst sold 29,691 shares of the company's stock in a transaction on Monday, August 4th. The stock was sold at an average price of $68.49, for a total transaction of $2,033,536.59. Following the completion of the sale, the chief financial officer owned 168,364 shares in the company, valued at approximately $11,531,250.36. This represents a 14.99% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Debra A. Cafaro sold 10,322 shares of the company's stock in a transaction on Friday, August 1st. The shares were sold at an average price of $67.40, for a total value of $695,702.80. Following the sale, the chief executive officer owned 1,145,695 shares of the company's stock, valued at approximately $77,219,843. This trade represents a 0.89% decrease in their position. The disclosure for this sale can be found here. Over the last 90 days, insiders sold 307,340 shares of company stock worth $20,221,787. 1.00% of the stock is owned by insiders.

Ventas Stock Performance

Shares of NYSE:VTR traded down $0.0950 during midday trading on Monday, reaching $67.6950. 2,192,433 shares of the company's stock traded hands, compared to its average volume of 2,720,468. The company has a market cap of $30.77 billion, a price-to-earnings ratio of 157.43, a P/E/G ratio of 2.50 and a beta of 0.87. The company has a debt-to-equity ratio of 1.13, a quick ratio of 0.68 and a current ratio of 0.68. Ventas, Inc. has a one year low of $56.68 and a one year high of $71.36. The stock has a 50 day moving average of $65.73 and a 200 day moving average of $66.03.

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

Wall Street Analysts Forecast Growth

A number of research analysts have issued reports on VTR shares. Royal Bank Of Canada lifted their price objective on Ventas from $74.00 to $75.00 and gave the company an "outperform" rating in a research note on Wednesday, May 7th. JPMorgan Chase & Co. upgraded Ventas from a "neutral" rating to an "overweight" rating and lifted their price objective for the company from $70.00 to $72.00 in a research note on Monday, June 23rd. Scotiabank lifted their price objective on Ventas from $71.00 to $72.00 and gave the company a "sector perform" rating in a research note on Monday, June 23rd. Raymond James Financial reaffirmed an "outperform" rating and set a $78.00 price target (up from $74.00) on shares of Ventas in a report on Friday. Finally, Morgan Stanley upped their price target on Ventas from $70.00 to $75.00 and gave the company an "equal weight" rating in a report 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 issued a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $73.82.

Ventas Company Profile

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.