Ventas, Inc. $VTR Holdings Boosted by Merit Financial Group LLC

20 Apr 2026, 05:29 by Scott Moore · The Cerbat Gem

Merit Financial Group LLC boosted its holdings in Ventas, Inc. (NYSE:VTR – Free Report) by 46.1% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 42,789 shares of the real estate investment trust’s stock after acquiring an additional 13,506 shares during the period. Merit Financial Group LLC’s holdings in Ventas were worth $3,311,000 at the end of the most recent quarter.

Other large investors have also recently bought and sold shares of the company. BI Asset Management Fondsmaeglerselskab A S lifted its holdings in 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 worth $2,570,000 after acquiring an additional 18,146 shares during the last quarter. Schroder Investment Management Group lifted its holdings in 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 worth $170,946,000 after acquiring an additional 85,340 shares during the last quarter. Aberdeen Group plc lifted its holdings in 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 worth $109,985,000 after acquiring an additional 120,825 shares during the last quarter. Vanguard Group Inc. lifted its holdings in 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 worth $5,151,182,000 after acquiring an additional 1,802,515 shares during the last quarter. Finally, Focus Partners Advisor Solutions LLC lifted its holdings in Ventas by 182.3% in the third quarter. Focus Partners Advisor Solutions LLC now owns 23,650 shares of the real estate investment trust’s stock worth $1,782,000 after acquiring an additional 15,273 shares during the last quarter. Institutional investors own 94.18% of the company’s stock.

Insider Buying and Selling

In related news, CEO Debra A. Cafaro sold 10,322 shares of the firm’s stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $77.66, for a total transaction of $801,606.52. Following the transaction, the chief executive officer owned 1,114,034 shares in the company, valued at $86,515,880.44. This trade represents a 0.92% 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. Also, EVP Carey S. Roberts sold 35,532 shares of the firm’s stock in a transaction that occurred on Wednesday, February 11th. The shares were sold at an average price of $85.00, for a total transaction of $3,020,220.00. Following the transaction, the executive vice president owned 72,755 shares in the company, valued at $6,184,175. This represents a 32.81% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.53% of the stock is owned by company insiders.

Ventas Stock Performance

VTR opened at $85.12 on Monday. The business’s 50 day moving average is $84.88 and its 200-day moving average is $79.18. The stock has a market cap of $40.47 billion, a PE ratio of 157.64, a price-to-earnings-growth ratio of 2.10 and a beta of 0.75. The company has a current ratio of 0.67, a quick ratio of 0.67 and a debt-to-equity ratio of 1.03. Ventas, Inc. has a twelve month low of $61.76 and a twelve month high of $88.36.

Ventas (NYSE:VTR – Get Free Report) last released its quarterly earnings results on Thursday, February 5th. The real estate investment trust reported $0.15 earnings per share for the quarter, missing analysts’ consensus estimates of $0.89 by ($0.74). The business had revenue of ($1,229.71) million for the quarter, compared to the consensus estimate of $1.53 billion. Ventas had a net margin of 4.31% and a return on equity of 2.09%. The business’s quarterly revenue was up 21.7% on a year-over-year basis. During the same period last year, the firm posted $0.81 EPS. Ventas has set its FY 2026 guidance at 3.780-3.880 EPS. On average, analysts predict that Ventas, Inc. will post 3.4 earnings per share for the current year.

Ventas Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, April 16th. Investors of record on Tuesday, March 31st were paid a dividend of $0.52 per share. This is a boost from Ventas’s previous quarterly dividend of $0.48. This represents a $2.08 dividend on an annualized basis and a dividend yield of 2.4%. The ex-dividend date was Tuesday, March 31st. Ventas’s dividend payout ratio (DPR) is 385.19%.

Wall Street Analyst Weigh In

A number of brokerages have issued reports on VTR. Morgan Stanley set a $90.00 target price on shares of Ventas in a report on Friday, February 13th. The Goldman Sachs Group reaffirmed a “buy” rating and set a $100.00 price target on shares of Ventas in a report on Monday, February 9th. JPMorgan Chase & Co. lifted their price target on Ventas from $88.00 to $93.00 and gave the company an “overweight” rating in a report on Friday, March 20th. KeyCorp lifted their price target on Ventas from $85.00 to $90.00 and gave the company an “overweight” rating in a report on Tuesday, February 10th. Finally, Scotiabank lifted their price target on Ventas from $80.00 to $93.00 and gave the company a “sector perform” rating in a report on Monday, March 2nd. Thirteen investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $90.47.

View Our Latest Stock Analysis on VTR

Ventas Company Profile

(Free Report)

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.

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