Ventas, Inc. $VTR Stock Position Lowered by Groupama Asset Managment

Key Points

• Groupama trimmed its stake: Groupama Asset Managment reduced its position in Ventas by 2.0% to 564,120 shares (about 0.12% ownership) worth roughly $39.5 million at the end of the quarter.
• Quarterly miss: Ventas reported $0.15 EPS versus a $0.89 consensus and about $1.23 billion in revenue versus $1.53 billion expected, while guiding FY2026 EPS to $3.78–$3.88.
• Dividend raised amid insider selling: The company increased its quarterly dividend to $0.52 per share (annualized $2.08, ~2.4% yield), even as insiders sold 86,106 shares over the past 90 days.

Groupama Asset Managment decreased its position in Ventas, Inc. (NYSE:VTR - Free Report) by 2.0% in the third quarter, according to its most recent 13F filing with the SEC. The firm owned 564,120 shares of the real estate investment trust's stock after selling 11,719 shares during the period. Groupama Asset Managment owned about 0.12% of Ventas worth $39,483,000 at the end of the most recent reporting period.

Several other large investors also recently added to or reduced their stakes in the company. NewEdge Advisors LLC grew its holdings in shares of Ventas by 856.1% during the first quarter. NewEdge Advisors LLC now owns 7,926 shares of the real estate investment trust's stock valued at $545,000 after buying an additional 7,097 shares in the last quarter. Empowered Funds LLC lifted its stake in Ventas by 6.8% in the 1st quarter. Empowered Funds LLC now owns 8,373 shares of the real estate investment trust's stock worth $576,000 after acquiring an additional 536 shares in the last quarter. Woodline Partners LP boosted its position in Ventas by 46.8% during the 1st quarter. Woodline Partners LP now owns 36,826 shares of the real estate investment trust's stock worth $2,532,000 after acquiring an additional 11,739 shares during the period. Focus Partners Wealth boosted its position in Ventas by 130.4% during the 1st quarter. Focus Partners Wealth now owns 21,613 shares of the real estate investment trust's stock worth $1,486,000 after acquiring an additional 12,233 shares during the period. Finally, SG Americas Securities LLC grew its stake in Ventas by 200.9% during the 2nd quarter. SG Americas Securities LLC now owns 29,669 shares of the real estate investment trust's stock valued at $1,874,000 after acquiring an additional 19,810 shares in the last quarter. 94.18% of the stock is owned by institutional investors and hedge funds.

Ventas Stock Down 0.8%

Shares of Ventas stock opened at $87.28 on Thursday. The firm has a market cap of $41.45 billion, a price-to-earnings ratio of 161.63, a P/E/G ratio of 2.17 and a beta of 0.73. The stock has a 50-day simple moving average of $82.15 and a 200-day simple moving average of $76.80. Ventas, Inc. has a 52-week low of $60.15 and a 52-week high of $88.37. 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 released its quarterly earnings data 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). The firm had revenue of ($1,229.71) million during the quarter, compared to analyst estimates of $1.53 billion. Ventas had a return on equity of 2.09% and a net margin of 4.31%.The company's quarterly revenue was up 21.7% on a year-over-year basis. During the same quarter in the prior year, the company posted $0.81 EPS. Ventas has set its FY 2026 guidance at 3.780-3.880 EPS. On average, 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 declared 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 is Tuesday, March 31st. This represents a $2.08 dividend on an annualized basis and a dividend yield of 2.4%. This is an increase from Ventas's previous quarterly dividend of $0.48. Ventas's payout ratio is 355.56%.

Insider Activity

In other Ventas news, CFO Robert F. Probst sold 29,930 shares of the stock in a transaction on Friday, January 2nd. The shares were sold at an average price of $77.25, for a total transaction of $2,312,092.50. Following the transaction, the chief financial officer directly owned 138,434 shares of the company's stock, valued at $10,694,026.50. This represents a 17.78% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, CEO Debra A. Cafaro sold 10,322 shares of the firm's stock in a transaction dated Monday, February 2nd. The shares were 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 in the company, valued at approximately $86,515,880.44. This trade represents a 0.92% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 86,106 shares of company stock worth $6,931,397. 0.80% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of analysts have recently issued reports on VTR shares. Scotiabank increased their price target on shares of Ventas from $80.00 to $93.00 and gave the stock a "sector perform" rating in a research report on Monday, March 2nd. Wells Fargo & Company boosted their price objective on shares of Ventas from $80.00 to $88.00 and gave the company an "overweight" rating in a research report on Tuesday, November 25th. Cantor Fitzgerald reiterated an "overweight" rating and issued a $93.00 price objective on shares of Ventas in a research note on Monday, February 9th. The Goldman Sachs Group reiterated a "buy" rating and issued a $100.00 target price on shares of Ventas in a research report on Monday, February 9th. Finally, Weiss Ratings upgraded shares of Ventas from a "hold (c+)" rating to a "buy (b-)" rating in a report on Monday, December 29th. Thirteen equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $89.00.

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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