Bank of New York Mellon Corp Decreases Stock Holdings in Ventas, Inc. $VTR

Bank of New York Mellon Corp reduced its holdings in shares of Ventas, Inc. (NYSE:VTR) by 1.1% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 2,837,699 shares of the real estate investment trust’s stock after selling 31,263 shares during the quarter. Bank of New York Mellon Corp’s holdings in Ventas were worth $232,067,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Bridgewater Advisors Inc. increased its holdings in Ventas by 2.0% during the fourth quarter. Bridgewater Advisors Inc. now owns 6,790 shares of the real estate investment trust’s stock worth $525,000 after buying an additional 133 shares during the last quarter. IHT Wealth Management LLC increased its stake in shares of Ventas by 3.2% during the 4th quarter. IHT Wealth Management LLC now owns 4,415 shares of the real estate investment trust’s stock worth $343,000 after purchasing an additional 137 shares during the last quarter. True Wealth Design LLC increased its stake in shares of 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 during the last quarter. Cigna Investments Inc. New raised its holdings in shares of Ventas by 3.3% in the 4th quarter. Cigna Investments Inc. New now owns 4,396 shares of the real estate investment trust’s stock worth $341,000 after purchasing an additional 142 shares during the period. Finally, Sequoia Financial Advisors LLC raised its holdings in shares of Ventas by 1.2% in the 1st quarter. Sequoia Financial Advisors LLC now owns 12,894 shares of the real estate investment trust’s stock worth $1,054,000 after purchasing an additional 148 shares during the period. Hedge funds and other institutional investors own 94.18% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts have weighed in on VTR shares. Jefferies Financial Group increased their price objective on Ventas from $97.00 to $100.00 and gave the company a “buy” rating in a report on Tuesday, May 12th. Deutsche Bank Aktiengesellschaft restated a “buy” rating and issued a $100.00 target price on shares of Ventas in a research note on Tuesday, June 16th. Weiss Ratings cut Ventas from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Wednesday, July 8th. UBS Group increased their price target on Ventas from $85.00 to $93.00 and gave the stock a “neutral” rating in a research note on Monday, May 4th. Finally, Barclays assumed coverage on Ventas in a report on Tuesday, July 7th. They issued an “equal weight” rating and a $99.00 price objective for the company. Fourteen investment analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. According to data from MarketBeat.com, Ventas presently has an average rating of “Moderate Buy” and a consensus target price of $96.17.

Insider Buying and Selling

In other news, Director Michael J. Embler purchased 2,500 shares of the business’s stock in a transaction on Wednesday, June 3rd. The stock was purchased at an average cost of $78.81 per share, with a total value of $197,025.00. Following the acquisition, the director directly owned 19,202 shares in the company, valued at approximately $1,513,309.62. This trade represents a 14.97% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Walter C. Rakowich sold 1,152 shares of the business’s stock in a transaction on Thursday, May 14th. The shares were sold at an average price of $90.20, for a total transaction of $103,910.40. Following 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 disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 0.53% of the company’s stock.

Ventas Stock Up 1.2%

Shares of NYSE VTR opened at $96.14 on Friday. Ventas, Inc. has a 52 week low of $65.15 and a 52 week high of $97.16. The business has a 50-day simple moving average of $87.26 and a two-hundred day simple moving average of $84.16. 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 market cap of $46.74 billion, a P/E ratio of 174.81, a P/E/G ratio of 2.07 and a beta of 0.70.

Ventas (NYSE:VTR) last announced its quarterly 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 net margin of 4.25% and a return on equity of 2.09%. The company had revenue of $1.65 billion for the quarter, compared to the consensus estimate of $1.59 billion. During the same quarter in the prior year, the company earned $0.84 earnings per share. The company’s quarterly revenue was up 22.0% on a year-over-year basis. Ventas has set its FY 2026 guidance at 3.820-3.890 EPS. Research analysts anticipate that Ventas, Inc. will post 3.88 earnings per share for the current fiscal year.

Ventas Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Thursday, July 16th. Investors of record on Tuesday, June 30th were paid a dividend of $0.52 per share. The ex-dividend date of this dividend was Tuesday, June 30th. This represents a $2.08 annualized dividend and a yield of 2.2%. Ventas’s payout ratio is currently 378.18%.

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.