Jefferies Financial Group Inc. Makes New Investment in Ventas, Inc. $VTR

Jefferies Financial Group Inc. purchased a new position in shares of Ventas, Inc. (NYSE:VTR) during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor purchased 6,896 shares of the real estate investment trust’s stock, valued at approximately $534,000.

A number of other hedge funds also recently bought and sold shares of the business. BI Asset Management Fondsmaeglerselskab A S lifted its position in shares of Ventas by 97.7% in the third quarter. BI Asset Management Fondsmaeglerselskab A S now owns 36,713 shares of the real estate investment trust’s stock valued at $2,570,000 after acquiring an additional 18,146 shares in the last quarter. Vanguard Group Inc. lifted its position in shares of Ventas by 2.5% in the third quarter. Vanguard Group Inc. now owns 73,598,827 shares of the real estate investment trust’s stock valued at $5,151,182,000 after acquiring an additional 1,802,515 shares in the last quarter. Schroder Investment Management Group lifted its position in shares of Ventas by 3.6% in the third quarter. Schroder Investment Management Group now owns 2,487,572 shares of the real estate investment trust’s stock valued at $170,946,000 after acquiring an additional 85,340 shares in the last quarter. Krilogy Financial LLC purchased a new position in shares of Ventas in the third quarter valued at approximately $919,000. Finally, Aberdeen Group plc lifted its position in shares of Ventas by 8.3% in the third quarter. Aberdeen Group plc now owns 1,580,923 shares of the real estate investment trust’s stock valued at $109,985,000 after acquiring an additional 120,825 shares in the last quarter. Hedge funds and other institutional investors own 94.18% of the company’s stock.

Ventas Price Performance

NYSE:VTR opened at $84.55 on Friday. Ventas, Inc. has a one year low of $61.76 and a one year high of $91.06. The company has a debt-to-equity ratio of 0.95, a quick ratio of 0.25 and a current ratio of 0.25. The stock has a market cap of $41.10 billion, a PE ratio of 153.72, a P/E/G ratio of 1.86 and a beta of 0.74. The stock has a 50 day moving average price of $85.30 and a 200 day moving average price of $82.24.

Ventas (NYSE:VTR) last posted its quarterly earnings results on Monday, April 27th. The real estate investment trust reported $0.11 EPS for the quarter, missing the consensus estimate of $0.12 by ($0.01). Ventas had a net margin of 4.25% and a return on equity of 2.09%. The company had revenue of $1.65 billion during the quarter, compared to analyst estimates of $1.59 billion. During the same period in the prior year, the business posted $0.84 EPS. Ventas’s revenue for the quarter was up 22.0% compared to the same quarter last year. Ventas has set its FY 2026 guidance at 3.820-3.890 EPS. Equities research analysts expect that Ventas, Inc. will post 3.88 EPS for the current fiscal year.

Ventas Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, July 16th. Shareholders of record on Tuesday, June 30th will be paid a dividend of $0.52 per share. The ex-dividend date of this dividend is Tuesday, June 30th. This represents a $2.08 annualized dividend and a yield of 2.5%. Ventas’s dividend payout ratio (DPR) is 378.18%.

Analysts Set New Price Targets

Several equities analysts have recently weighed in on VTR shares. KeyCorp raised their target price on Ventas from $90.00 to $95.00 and gave the company an “overweight” rating in a research report on Thursday, May 7th. Argus set a $88.00 target price on Ventas in a research report on Tuesday, February 10th. Morgan Stanley set a $90.00 target price on Ventas in a research report on Friday, February 13th. BMO Capital Markets restated an “outperform” rating and issued a $100.00 target price on shares of Ventas in a research report on Monday, May 4th. Finally, Mizuho set a $98.00 target price on Ventas in a research report on Friday, May 22nd. Fourteen analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $95.00.

Insider Transactions at Ventas

In other Ventas news, Director Walter C. Rakowich sold 1,152 shares of the firm’s stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $90.20, for a total transaction of $103,910.40. Following the completion of the sale, the director owned 28,349 shares of the company’s stock, valued at $2,557,079.80. This trade represents a 3.90% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.53% of the stock is currently owned by company insiders.

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.