Azzad Asset Management Inc. ADV Takes $2.18 Million Position in Ventas, Inc. $VTR

Azzad Asset Management Inc. ADV purchased a new position in shares of Ventas, Inc. (NYSE:VTR) in the 1st quarter, Holdings Channel reports. The fund purchased 26,710 shares of the real estate investment trust’s stock, valued at approximately $2,184,000.

Other large investors have also modified their holdings of the company. NewEdge Advisors LLC grew its position in Ventas by 856.1% in the 1st quarter. NewEdge Advisors LLC now owns 7,926 shares of the real estate investment trust’s stock worth $545,000 after purchasing an additional 7,097 shares during the last quarter. Empowered Funds LLC raised its holdings in shares of Ventas by 6.8% during the first quarter. Empowered Funds LLC now owns 8,373 shares of the real estate investment trust’s stock valued at $576,000 after buying an additional 536 shares during the last quarter. Woodline Partners LP raised its holdings in shares of Ventas by 46.8% during the first quarter. Woodline Partners LP now owns 36,826 shares of the real estate investment trust’s stock valued at $2,532,000 after buying an additional 11,739 shares during the last quarter. Focus Partners Wealth raised its holdings in shares of Ventas by 130.4% during the first quarter. Focus Partners Wealth now owns 21,613 shares of the real estate investment trust’s stock valued at $1,486,000 after buying an additional 12,233 shares during the last quarter. Finally, Gamco Investors INC. ET AL acquired a new position in shares of Ventas during the second quarter worth approximately $805,000. Institutional investors and hedge funds own 94.18% of the company’s stock.

Insiders Place Their Bets

In related news, Director Walter C. Rakowich sold 1,152 shares of the firm’s stock in a transaction dated 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 transaction, 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 sale was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Michael J. Embler bought 2,500 shares of the firm’s stock in a transaction that occurred on Wednesday, June 3rd. The shares were purchased at an average cost of $78.81 per share, with a total value of $197,025.00. Following the purchase, the director directly owned 19,202 shares of the company’s stock, valued at approximately $1,513,309.62. This represents a 14.97% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. 0.53% of the stock is currently owned by insiders.

Ventas Trading Down 1.2%

Ventas stock opened at $90.61 on Friday. The firm has a 50 day simple moving average of $86.61 and a 200-day simple moving average of $83.66. The company has a debt-to-equity ratio of 0.95, a current ratio of 0.25 and a quick ratio of 0.25. The stock has a market capitalization of $44.05 billion, a PE ratio of 164.75, a price-to-earnings-growth ratio of 1.97 and a beta of 0.70. Ventas, Inc. has a 12-month low of $62.82 and a 12-month high of $94.60.

Ventas (NYSE:VTR) last announced its 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 return on equity of 2.09% and a net margin of 4.25%.The firm had revenue of $1.65 billion for the quarter, compared to the consensus estimate of $1.59 billion. During the same period in the previous year, the firm earned $0.84 EPS. Ventas’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. As a group, equities research analysts expect that Ventas, Inc. will post 3.88 EPS for the current fiscal year.

Ventas Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, July 16th. Stockholders of record on Tuesday, June 30th will be given a dividend of $0.52 per share. The ex-dividend date is Tuesday, June 30th. This represents a $2.08 annualized dividend and a dividend yield of 2.3%. Ventas’s dividend payout ratio (DPR) is 378.18%.

Analyst Upgrades and Downgrades

VTR has been the topic of several analyst reports. 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. Citigroup boosted their price target on Ventas from $96.00 to $100.00 and gave the stock a “buy” rating in a research report on Friday, May 1st. Mizuho set a $98.00 price target on Ventas in a research note on Friday, May 22nd. The Goldman Sachs Group reissued a “buy” rating and set a $110.00 price target on shares of Ventas in a report on Tuesday, May 19th. Finally, Barclays assumed coverage on shares of Ventas in a research note on Tuesday. They set an “equal weight” rating and a $99.00 price objective on the stock. Fourteen research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $96.17.

Ventas Company 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.