Ventas, Inc. $VTR Stake Boosted by Patton Fund Management Inc.

Key Points

• Patton Fund Management boosted its stake in Ventas by 2,443.4% in Q4, adding 91,432 shares to hold 95,174 shares worth about $7.37 million, and institutional investors now own roughly 94.18% of the stock.
• Ventas reported Q4 EPS of $0.15 vs. $0.89 expected (a $0.74 miss) and revenue of about $1.23B (up 21.7% YoY but below the $1.53B consensus), while issuing FY2026 guidance of $3.78–$3.88 per share—above the sell-side average of ~3.4.
• The company raised its quarterly dividend to $0.52 (annualized $2.08, ~2.5% yield) amid insider sales, and analysts maintain a "Moderate Buy" consensus with an average price target near $90.47 after several target increases.

Patton Fund Management Inc. grew its position in shares of Ventas, Inc. (NYSE:VTR - Free Report) by 2,443.4% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 95,174 shares of the real estate investment trust's stock after buying an additional 91,432 shares during the quarter. Patton Fund Management Inc.'s holdings in Ventas were worth $7,365,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors also recently added to or reduced their stakes in the company. Cloud Capital Management LLC acquired a new position in Ventas in the third quarter worth $25,000. GoalVest Advisory LLC acquired a new position in Ventas during the 4th quarter valued at about $26,000. Wiser Advisor Group LLC bought a new stake in Ventas in the third quarter valued at about $27,000. True Wealth Design LLC increased its stake in shares of 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 acquiring an additional 405 shares during the last quarter. Finally, ORG Partners LLC increased its stake in shares of Ventas by 76.1% in 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 last quarter. 94.18% of the stock is owned by institutional investors.

Ventas Price Performance

Ventas stock opened at $84.32 on Tuesday. The company has a debt-to-equity ratio of 1.03, a quick ratio of 0.67 and a current ratio of 0.67. Ventas, Inc. has a 52 week low of $61.76 and a 52 week high of $88.36. The stock has a market capitalization of $40.09 billion, a P/E ratio of 156.15, a price-to-earnings-growth ratio of 2.10 and a beta of 0.75. The stock has a fifty day moving average of $84.42 and a 200-day moving average of $78.75.

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 business had revenue of ($1,229.71) million for the quarter, compared to analyst estimates of $1.53 billion. During the same period last year, the firm 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. On average, sell-side analysts expect that Ventas, Inc. will post 3.4 earnings per share for the current fiscal year.

Ventas Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, April 16th. Shareholders of record on Tuesday, March 31st will be issued a $0.52 dividend. The ex-dividend date is Tuesday, March 31st. This is an increase from Ventas's previous quarterly dividend of $0.48. This represents a $2.08 annualized dividend and a yield of 2.5%. Ventas's dividend payout ratio is currently 385.19%.

Analyst Upgrades and Downgrades

A number of research firms have recently commented on VTR. JPMorgan Chase & Co. raised their price target on Ventas from $88.00 to $93.00 and gave the stock an "overweight" rating in a research report on Friday, March 20th. Weiss Ratings reissued a "buy (b-)" rating on shares of Ventas in a research report on Friday, March 27th. Mizuho lifted their target price on Ventas from $87.00 to $94.00 and gave the company an "outperform" rating in a research report on Wednesday, March 4th. Jefferies Financial Group reissued a "buy" rating and issued a $93.00 target price on shares of Ventas in a research report on Monday, December 15th. Finally, The Goldman Sachs Group restated a "buy" rating and issued a $100.00 price target on shares of Ventas in a research note on Monday, February 9th. Thirteen research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company's stock. According to MarketBeat, Ventas has a consensus rating of "Moderate Buy" and a consensus price target of $90.47.

Insider Activity at Ventas

In other news, EVP Carey S. Roberts sold 35,532 shares of the stock in a transaction that occurred on Wednesday, February 11th. The stock was 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 represents a 32.81% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, 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 completion of the sale, the chief executive officer directly owned 1,114,034 shares of the company's stock, valued at approximately $86,515,880.44. This trade represents a 0.92% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.53% of the stock is currently owned by corporate 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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