Dakota Wealth Management Buys 6,916 Shares of Ventas, Inc. $VTR

Dakota Wealth Management increased its stake in Ventas, Inc. (NYSE:VTR) by 21.7% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 38,853 shares of the real estate investment trust’s stock after acquiring an additional 6,916 shares during the period. Dakota Wealth Management’s holdings in Ventas were worth $3,006,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Arbor Capital Management Inc. ADV boosted its holdings in shares of Ventas by 0.6% in the 3rd quarter. Arbor Capital Management Inc. ADV now owns 21,716 shares of the real estate investment trust’s stock worth $1,520,000 after purchasing an additional 137 shares in the last quarter. True Wealth Design LLC raised its holdings in shares of Ventas by 32.0% during the 4th quarter. True Wealth Design LLC now owns 569 shares of the real estate investment trust’s stock valued at $44,000 after buying an additional 138 shares in the last quarter. Foundations Investment Advisors LLC raised its holdings in shares of Ventas by 3.3% during the 3rd quarter. Foundations Investment Advisors LLC now owns 4,447 shares of the real estate investment trust’s stock valued at $311,000 after buying an additional 144 shares in the last quarter. Ameritas Investment Partners Inc. lifted its position in Ventas by 3.8% in the 2nd quarter. Ameritas Investment Partners Inc. now owns 4,260 shares of the real estate investment trust’s stock worth $269,000 after buying an additional 155 shares during the last quarter. Finally, Checchi Capital Advisers LLC boosted its stake in Ventas by 3.9% in the third quarter. Checchi Capital Advisers LLC now owns 4,603 shares of the real estate investment trust’s stock worth $322,000 after buying an additional 174 shares in the last quarter. Institutional investors own 94.18% of the company’s stock.

Wall Street Analyst Weigh In

VTR has been the subject of a number of research reports. Morgan Stanley set a $90.00 price objective on shares of Ventas in a research note on Friday, February 13th. Mizuho lifted their target price on shares of Ventas from $87.00 to $94.00 and gave the stock an “outperform” rating in a research report on Wednesday, March 4th. JPMorgan Chase & Co. boosted their price target on shares of Ventas from $88.00 to $93.00 and gave the stock an “overweight” rating in a research note on Friday, March 20th. Royal Bank Of Canada upped their price target on shares of Ventas from $83.00 to $91.00 and gave the company an “outperform” rating in a research report on Tuesday, February 10th. Finally, Argus set a $88.00 price objective on Ventas in a research note on Tuesday, February 10th. Thirteen analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $90.47.

Ventas Trading Down 0.8%

NYSE:VTR opened at $82.00 on Friday. The firm has a market capitalization of $38.95 billion, a P/E ratio of 151.86, a P/E/G ratio of 2.04 and a beta of 0.73. The company has a quick ratio of 0.67, a current ratio of 0.67 and a debt-to-equity ratio of 1.03. The company has a fifty day moving average of $83.04 and a 200 day moving average of $77.46. Ventas, Inc. has a 52 week low of $60.15 and a 52 week high of $88.36.

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

Ventas Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, April 16th. Investors of record on Tuesday, March 31st will be issued a dividend of $0.52 per share. This is a boost from Ventas’s previous quarterly dividend of $0.48. This represents a $2.08 dividend on an annualized basis and a dividend yield of 2.5%. The ex-dividend date is Tuesday, March 31st. Ventas’s dividend payout ratio is currently 355.56%.

Insider Buying and Selling

In related news, CFO Robert F. Probst sold 29,930 shares of Ventas stock in a transaction on 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 sale, the chief financial officer owned 138,434 shares in the company, valued at $10,694,026.50. The trade was a 17.78% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Carey S. Roberts sold 35,532 shares of Ventas stock in a transaction on Wednesday, February 11th. The shares were sold at an average price of $85.00, for a total transaction of $3,020,220.00. Following the completion of the sale, the executive vice president owned 72,755 shares in the company, valued at approximately $6,184,175. This trade represents a 32.81% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 86,106 shares of company stock valued at $6,931,397 over the last quarter. 0.80% of the stock is owned by company 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.