Easterly Investment Partners LLC Makes New Investment in Ventas, Inc. $VTR

Easterly Investment Partners LLC bought a new position in shares of Ventas, Inc. (NYSE:VTR) in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund bought 7,913 shares of the real estate investment trust’s stock, valued at approximately $612,000.

A number of other institutional investors and hedge funds have also recently bought and sold shares of VTR. GoalVest Advisory LLC acquired a new position in Ventas during the 4th quarter worth $26,000. Wiser Advisor Group LLC bought a new position in shares of Ventas during the 3rd quarter worth about $27,000. Elyxium Wealth LLC bought a new position in shares of Ventas during the 4th quarter worth about $33,000. True Wealth Design LLC increased its holdings 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 period. Finally, AlphaQuest LLC increased its holdings in shares of Ventas by 1,848.5% during the 3rd quarter. AlphaQuest LLC now owns 643 shares of the real estate investment trust’s stock worth $45,000 after purchasing an additional 610 shares during the period. Institutional investors and hedge funds own 94.18% of the company’s stock.

Ventas Price Performance

Shares of VTR stock opened at $81.58 on Tuesday. Ventas, Inc. has a 1 year low of $61.76 and a 1 year high of $91.06. The firm’s 50 day moving average is $85.22 and its 200-day moving average is $82.32. The firm has a market capitalization of $39.66 billion, a price-to-earnings ratio of 148.33, a PEG ratio of 1.86 and a beta of 0.71. The company has a current ratio of 0.25, a quick ratio of 0.25 and a debt-to-equity ratio of 0.95.

Ventas (NYSE:VTR) last announced its earnings results on Monday, April 27th. The real estate investment trust reported $0.11 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates 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 analyst estimates of $1.59 billion. During the same quarter in the previous year, the company posted $0.84 earnings per share. 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. Sell-side analysts forecast that Ventas, Inc. will post 3.88 EPS for the current fiscal year.

Ventas Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, July 16th. Shareholders of record on Tuesday, June 30th will be issued a $0.52 dividend. The ex-dividend date 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%.

Insiders Place Their Bets

In other Ventas news, Director Walter C. Rakowich sold 1,152 shares of the stock in a transaction on Thursday, May 14th. The shares were 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 in the company, valued at approximately $2,557,079.80. This trade represents a 3.90% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 0.53% of the company’s stock.

Analyst Upgrades and Downgrades

VTR has been the topic of several research reports. JPMorgan Chase & Co. boosted their price objective on shares of Ventas from $93.00 to $94.00 and gave the stock an “overweight” rating in a report on Monday, May 11th. Citigroup boosted their price objective on shares of Ventas from $96.00 to $100.00 and gave the stock a “buy” rating in a report on Friday, May 1st. Evercore restated an “outperform” rating and set a $95.00 price objective on shares of Ventas in a report on Wednesday, April 29th. Morgan Stanley set a $90.00 price objective on shares of Ventas in a report on Friday, February 13th. Finally, UBS Group boosted their price objective on shares of Ventas from $85.00 to $93.00 and gave the stock a “neutral” rating in a report on Monday, May 4th. Fourteen analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $95.19.

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.