Elevatus Welath Management Has $7.35 Million Stake in Ventas, Inc. $VTR

Elevatus Welath Management raised its stake in Ventas, Inc. (NYSE:VTR) by 140.4% in the fourth quarter, Holdings Channel reports. The fund owned 95,031 shares of the real estate investment trust’s stock after purchasing an additional 55,501 shares during the quarter. Ventas accounts for approximately 2.0% of Elevatus Welath Management’s investment portfolio, making the stock its 16th largest holding. Elevatus Welath Management’s holdings in Ventas were worth $7,354,000 at the end of the most recent reporting period.

Other hedge funds also recently made changes to their positions in the company. Arbor Capital Management Inc. ADV grew its holdings in shares of Ventas by 0.6% during the 3rd quarter. Arbor Capital Management Inc. ADV now owns 21,716 shares of the real estate investment trust’s stock valued at $1,520,000 after purchasing an additional 137 shares during the last quarter. True Wealth Design LLC increased its position in Ventas by 32.0% during the 4th quarter. True Wealth Design LLC now owns 569 shares of the real estate investment trust’s stock worth $44,000 after purchasing an additional 138 shares in the last quarter. Foundations Investment Advisors LLC lifted its stake in Ventas by 3.3% in 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 purchasing an additional 144 shares during the last quarter. Ameritas Investment Partners Inc. lifted its stake 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 valued at $269,000 after purchasing an additional 155 shares during the last quarter. Finally, Checchi Capital Advisers LLC boosted its position 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 valued at $322,000 after buying an additional 174 shares in the last quarter. 94.18% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Ventas

In related news, CEO Debra A. Cafaro sold 10,322 shares of the business’s stock in a transaction on 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 $86,515,880.44. The trade was a 0.92% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Carey S. Roberts sold 35,532 shares of the company’s 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 sale, the executive vice president directly owned 72,755 shares in the company, valued at $6,184,175. This trade represents a 32.81% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 86,106 shares of company stock worth $6,931,397 over the last three months. 0.80% of the stock is owned by company insiders.

Ventas Price Performance

Ventas stock opened at $82.00 on Friday. The stock’s 50 day moving average is $83.04 and its 200 day moving average is $77.46. Ventas, Inc. has a one year low of $60.15 and a one year high of $88.36. The firm has a market cap 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 debt-to-equity ratio of 1.03, a current ratio of 0.67 and a quick ratio of 0.67.

Ventas (NYSE:VTR) last announced its earnings results 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 company had revenue of ($1,229.71) million during 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 quarter in the previous year, the company earned $0.81 earnings per share. Ventas has set its FY 2026 guidance at 3.780-3.880 EPS. As a group, research analysts expect that Ventas, Inc. will post 3.4 EPS for the current year.

Ventas Increases Dividend

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

Analysts Set New Price Targets

VTR has been the topic of a number of research reports. The Goldman Sachs Group reaffirmed a “buy” rating and set a $100.00 target price on shares of Ventas in a research note on Monday, February 9th. Morgan Stanley set a $90.00 price target on Ventas in a research note on Friday, February 13th. Citigroup raised their price objective on Ventas from $88.00 to $96.00 and gave the company a “buy” rating in a report on Wednesday, February 11th. Jefferies Financial Group reaffirmed a “buy” rating and issued a $93.00 target price on shares of Ventas in a report on Monday, December 15th. Finally, KeyCorp increased their target price on Ventas from $85.00 to $90.00 and gave the company an “overweight” rating in a research report on Tuesday, February 10th. Thirteen analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to MarketBeat, Ventas has a consensus rating of “Moderate Buy” and an average target price of $90.47.

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.