Capital International Inc. CA Makes New Investment in Ventas, Inc. $VTR

Capital International Inc. CA bought a new position in Ventas, Inc. (NYSE:VTR) in the 4th quarter, according to its most recent filing with the SEC. The institutional investor bought 108,902 shares of the real estate investment trust’s stock, valued at approximately $8,427,000.

Several other large investors have also recently made changes to their positions in VTR. Havemeyer Place LP bought a new stake in Ventas during the fourth quarter valued at about $216,000. BI Asset Management Fondsmaeglerselskab A S raised its holdings in Ventas by 5.0% in the fourth quarter. BI Asset Management Fondsmaeglerselskab A S now owns 38,557 shares of the real estate investment trust’s stock worth $2,984,000 after purchasing an additional 1,844 shares in the last quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund purchased a new stake in shares of Ventas during the fourth quarter valued at about $5,898,000. Parallel Advisors LLC boosted its holdings in shares of Ventas by 13.7% in the 4th quarter. Parallel Advisors LLC now owns 4,514 shares of the real estate investment trust’s stock valued at $349,000 after buying an additional 544 shares in the last quarter. Finally, Harvest Fund Management Co. Ltd boosted its holdings in shares of Ventas by 11.6% in the 4th quarter. Harvest Fund Management Co. Ltd now owns 14,335 shares of the real estate investment trust’s stock valued at $1,109,000 after buying an additional 1,485 shares in the last quarter. 94.18% of the stock is owned by institutional investors.

Analyst Ratings Changes

Several research analysts recently commented on the stock. Citigroup boosted their price objective on shares of Ventas from $96.00 to $100.00 and gave the stock a “buy” rating in a research note on Friday, May 1st. Cantor Fitzgerald restated an “overweight” rating and issued a $93.00 target price on shares of Ventas in a research note on Monday, February 9th. JPMorgan Chase & Co. lifted their price target on shares of Ventas from $93.00 to $94.00 and gave the stock an “overweight” rating in a report on Monday, May 11th. Scotiabank upped their price target on Ventas from $93.00 to $95.00 and gave the stock a “sector perform” rating in a research report on Thursday, May 21st. Finally, Mizuho set a $98.00 price objective on Ventas in a report on Friday, May 22nd. Fourteen research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $95.19.

Ventas Stock Performance

Shares of Ventas stock opened at $82.13 on Monday. The firm has a market capitalization of $39.93 billion, a P/E ratio of 149.33, a PEG ratio of 1.81 and a beta of 0.71. The company has a quick ratio of 0.25, a current ratio of 0.25 and a debt-to-equity ratio of 0.95. The company has a 50 day moving average price of $85.05 and a 200 day moving average price of $82.39. Ventas, Inc. has a 52 week low of $61.76 and a 52 week high of $91.06.

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

Ventas Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, July 16th. Investors of record on Tuesday, June 30th 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, June 30th. Ventas’s dividend payout ratio is presently 378.18%.

Insider Buying and Selling at Ventas

In other news, Director Michael J. Embler acquired 2,500 shares of Ventas stock in a transaction dated Wednesday, June 3rd. The stock was purchased at an average cost of $78.81 per share, for a total transaction of $197,025.00. Following the completion of the purchase, the director directly owned 19,202 shares in the company, valued at $1,513,309.62. This trade represents a 14.97% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Walter C. Rakowich sold 1,152 shares of Ventas stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $90.20, for a total value of $103,910.40. Following the sale, the director directly owned 28,349 shares of the company’s stock, valued at $2,557,079.80. This trade represents a 3.90% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.53% of the stock is owned by corporate 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.