Advisors Management Group Inc. ADV Cuts Stake in Ventas, Inc. $VTR

Advisors Management Group Inc. ADV cut its holdings in Ventas, Inc. (NYSE:VTR) by 17.3% during the fourth quarter, Holdings Channel reports. The firm owned 51,417 shares of the real estate investment trust’s stock after selling 10,730 shares during the quarter. Advisors Management Group Inc. ADV’s holdings in Ventas were worth $3,979,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Cloud Capital Management LLC purchased a new stake in Ventas during the 3rd quarter valued at approximately $25,000. GoalVest Advisory LLC purchased a new position in shares of Ventas in the fourth quarter worth $26,000. Wiser Advisor Group LLC bought a new position in shares of Ventas during the third quarter worth $27,000. True Wealth Design LLC boosted its position in shares of Ventas by 1,557.7% during the third quarter. True Wealth Design LLC now owns 431 shares of the real estate investment trust’s stock worth $30,000 after acquiring an additional 405 shares during the last quarter. Finally, ORG Partners LLC grew its stake in Ventas by 76.1% during the third 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 in the last quarter. 94.18% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Ventas

In related news, CFO Robert F. Probst sold 29,930 shares of the business’s stock in a transaction that occurred 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 completion of the transaction, 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 position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Carey S. Roberts sold 35,532 shares of the stock in a transaction that occurred 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 transaction, the executive vice president directly owned 72,755 shares of the company’s stock, valued at $6,184,175. The trade was a 32.81% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 86,106 shares of company stock valued at $6,931,397. 0.80% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

Several analysts have commented on the stock. Mizuho boosted their price target on shares of Ventas from $87.00 to $94.00 and gave the stock an “outperform” rating in a research note on Wednesday, March 4th. UBS Group reaffirmed a “neutral” rating and issued a $85.00 target price on shares of Ventas in a report on Monday, February 9th. Scotiabank boosted their target price on shares of Ventas from $80.00 to $93.00 and gave the stock a “sector perform” rating in a report on Monday, March 2nd. Weiss Ratings raised Ventas from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Monday, December 29th. Finally, Argus set a $88.00 price objective on Ventas in a research note on Tuesday, February 10th. Thirteen equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock has a consensus 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 stock has a market cap of $38.95 billion, a PE ratio of 151.86, a PEG ratio of 2.02 and a beta of 0.73. Ventas, Inc. has a 12 month low of $60.15 and a 12 month high of $88.36. The company’s 50-day moving average price is $83.04 and its 200-day moving average price is $77.53. The company has a current ratio of 0.67, a quick ratio of 0.67 and a debt-to-equity ratio of 1.03.

Ventas (NYSE:VTR) last posted its 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 net margin of 4.31% and a return on equity of 2.09%. The business had revenue of ($1,229.71) million for the quarter, compared to analysts’ expectations of $1.53 billion. During the same period last year, the business posted $0.81 EPS. The company’s revenue for the quarter was up 21.7% on a year-over-year basis. Ventas has set its FY 2026 guidance at 3.780-3.880 EPS. Equities research analysts forecast that Ventas, Inc. will post 3.4 earnings per share for the current year.

Ventas Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, April 16th. Stockholders of record on Tuesday, March 31st will be given a $0.52 dividend. This represents a $2.08 annualized dividend and a dividend yield of 2.5%. The ex-dividend date of this dividend is Tuesday, March 31st. This is a positive change from Ventas’s previous quarterly dividend of $0.48. Ventas’s dividend payout ratio is presently 385.19%.

Ventas Profile

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.