Ventas, Inc. $VTR Shares Purchased by USA Financial Formulas

Key Points

• USA Financial Formulas significantly increased its stake in Ventas, Inc. by 65,112.5% in Q2, owning 10,434 shares valued at $659,000 as per its latest SEC filing.
• Analysts have raised their price targets for Ventas, with Evercore ISI setting a new target of $80.00, reflecting a positive sentiment towards the company's performance.
• Ventas recently announced a quarterly dividend of $0.48 per share, with an annualized yield of 2.7%, further contributing to shareholder returns amidst a debt-to-equity ratio of 1.13.

USA Financial Formulas increased its stake in shares of Ventas, Inc. (NYSE:VTR - Free Report) by 65,112.5% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 10,434 shares of the real estate investment trust's stock after acquiring an additional 10,418 shares during the period. USA Financial Formulas' holdings in Ventas were worth $659,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Vanguard Group Inc. grew its holdings in Ventas by 3.7% during the first quarter. Vanguard Group Inc. now owns 68,941,561 shares of the real estate investment trust's stock worth $4,740,422,000 after acquiring an additional 2,440,551 shares during the period. JPMorgan Chase & Co. grew its holdings in Ventas by 9.5% during the first quarter. JPMorgan Chase & Co. now owns 32,347,333 shares of the real estate investment trust's stock worth $2,224,203,000 after acquiring an additional 2,811,241 shares during the period. Resolution Capital Ltd grew its holdings in Ventas by 10.5% during the first quarter. Resolution Capital Ltd now owns 7,889,848 shares of the real estate investment trust's stock worth $542,506,000 after acquiring an additional 751,587 shares during the period. Price T Rowe Associates Inc. MD grew its holdings in Ventas by 4.6% during the first quarter. Price T Rowe Associates Inc. MD now owns 6,414,404 shares of the real estate investment trust's stock worth $441,056,000 after acquiring an additional 281,232 shares during the period. Finally, Northern Trust Corp grew its holdings in Ventas by 3.1% in the first quarter. Northern Trust Corp now owns 6,402,413 shares of the real estate investment trust's stock valued at $440,230,000 after purchasing an additional 194,860 shares during the period. 94.18% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Ventas

In other news, CFO Robert F. Probst sold 168,318 shares of the firm's stock in a transaction that occurred on Monday, July 14th. The stock was 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 $11,004,271.04. This trade represents a 49.99% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, CEO Debra A. Cafaro sold 14,753 shares of Ventas stock in a transaction that occurred on 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 position. The disclosure for this sale can be found here. In the last 90 days, insiders sold 277,194 shares of company stock worth $18,307,501. Company insiders own 0.80% of the company's stock.

Wall Street Analysts Forecast Growth

VTR has been the topic of several research analyst reports. Evercore ISI raised their price objective on Ventas from $77.00 to $80.00 and gave the company an "outperform" rating in a report on Monday, September 15th. JPMorgan Chase & Co. raised their price objective on Ventas from $72.00 to $76.00 and gave the company an "overweight" rating in a report on Tuesday, August 26th. Argus reissued a "buy" rating and issued a $75.00 price objective on shares of Ventas in a report on Tuesday, August 26th. Cantor Fitzgerald initiated coverage on Ventas in a report on Wednesday. They issued an "overweight" rating and a $77.00 price objective on the stock. Finally, Scotiabank raised their price objective on Ventas from $72.00 to $74.00 and gave the company a "sector perform" rating in a report on Thursday, August 28th. One research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat.com, Ventas presently has an average rating of "Moderate Buy" and an average target price of $75.23.

Ventas Stock Performance

NYSE VTR opened at $70.40 on Thursday. The company has a market cap of $31.99 billion, a PE ratio of 163.71, a price-to-earnings-growth ratio of 2.58 and a beta of 0.89. The stock's 50 day simple moving average is $68.11 and its 200-day simple moving average is $66.36. Ventas, Inc. has a 1-year low of $56.68 and a 1-year high of $71.36. The company has a debt-to-equity ratio of 1.13, a current ratio of 0.68 and a quick ratio of 0.68.

Ventas (NYSE:VTR - Get Free Report) last released its earnings results on Wednesday, July 30th. The real estate investment trust reported $0.87 earnings per share for the quarter, beating the consensus estimate of $0.85 by $0.02. The business 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 business's quarterly revenue was up 18.3% compared to the same quarter last year. During the same quarter last year, the business 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.

Ventas Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, October 16th. Stockholders of record on Tuesday, September 30th will be given a $0.48 dividend. This represents a $1.92 annualized dividend and a dividend yield of 2.7%. The ex-dividend date is Tuesday, September 30th. Ventas's dividend payout ratio (DPR) is 446.51%.

Ventas 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.

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