Roberts Wealth Advisors LLC Acquires 652 Shares of Ventas, Inc. (NYSE:VTR)

Roberts Wealth Advisors LLC lifted its holdings in Ventas, Inc. (NYSE:VTR) by 0.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 72,465 shares of the real estate investment trust’s stock after purchasing an additional 652 shares during the quarter. Ventas accounts for approximately 1.3% of Roberts Wealth Advisors LLC’s investment portfolio, making the stock its 27th biggest holding. Roberts Wealth Advisors LLC’s holdings in Ventas were worth $4,207,000 at the end of the most recent quarter.

Several other large investors have also added to or reduced their stakes in VTR. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its position in shares of Ventas by 862.7% in the third quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 3,932,017 shares of the real estate investment trust’s stock valued at $252,160,000 after acquiring an additional 3,523,594 shares during the last quarter. Massachusetts Financial Services Co. MA boosted its position in Ventas by 105.2% during the third quarter. Massachusetts Financial Services Co. MA now owns 5,420,322 shares of the real estate investment trust’s stock valued at $347,605,000 after purchasing an additional 2,778,408 shares during the last quarter. FMR LLC increased its position in shares of Ventas by 4.4% during the 3rd quarter. FMR LLC now owns 23,364,810 shares of the real estate investment trust’s stock worth $1,498,385,000 after purchasing an additional 982,795 shares during the last quarter. JPMorgan Chase & Co. increased its position in shares of Ventas by 2.2% during the 3rd quarter. JPMorgan Chase & Co. now owns 27,557,480 shares of the real estate investment trust’s stock worth $1,767,261,000 after purchasing an additional 599,600 shares during the last quarter. Finally, Zurich Insurance Group Ltd FI raised its stake in shares of Ventas by 217.4% during the 2nd quarter. Zurich Insurance Group Ltd FI now owns 856,525 shares of the real estate investment trust’s stock worth $43,905,000 after purchasing an additional 586,676 shares in the last quarter. Institutional investors and hedge funds own 94.18% of the company’s stock.

Ventas Trading Up 2.3 %

Shares of NYSE VTR opened at $60.25 on Wednesday. The business’s 50 day moving average is $60.63 and its 200-day moving average is $60.58. The company has a current ratio of 1.04, a quick ratio of 1.04 and a debt-to-equity ratio of 1.39. Ventas, Inc. has a 1-year low of $41.45 and a 1-year high of $67.61.

Ventas Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Thursday, January 16th. Shareholders of record on Tuesday, December 31st were given a dividend of $0.45 per share. This represents a $1.80 annualized dividend and a yield of 2.99%. The ex-dividend date was Tuesday, December 31st. Ventas’s payout ratio is -1,058.76%.

Analyst Ratings Changes

A number of brokerages recently weighed in on VTR. Baird R W upgraded shares of Ventas from a “hold” rating to a “strong-buy” rating in a report on Friday, January 17th. Wedbush restated an “outperform” rating and set a $75.00 price objective on shares of Ventas in a research note on Thursday, December 19th. Robert W. Baird upgraded shares of Ventas from a “neutral” rating to an “outperform” rating and cut their target price for the company from $66.00 to $65.00 in a research note on Friday, January 17th. Scotiabank lifted their price target on Ventas from $59.00 to $65.00 and gave the stock a “sector perform” rating in a report on Friday, October 11th. Finally, StockNews.com upgraded Ventas from a “sell” rating to a “hold” rating in a research note on Friday, January 17th. Two analysts have rated the stock with a hold rating, seven have given a buy rating and two have given a strong buy rating to the company’s stock. According to MarketBeat, Ventas has a consensus rating of “Buy” and an average price target of $67.13.

Insider Transactions at Ventas

In related news, CEO Debra A. Cafaro sold 121,248 shares of the company’s stock in a transaction dated Tuesday, October 29th. The shares were sold at an average price of $66.17, for a total value of $8,022,980.16. Following the transaction, the chief executive officer now directly owns 986,717 shares in the company, valued at approximately $65,291,063.89. This represents a 10.94 % decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Insiders own 1.00% of the company’s stock.

Ventas Profile

Ventas Inc (NYSE: VTR) is a leading S&P 500 real estate investment trust focused on delivering strong, sustainable shareholder returns by enabling exceptional environments that benefit a large and growing aging population. The Company's growth is fueled by its senior housing communities, which provide valuable services to residents and enable them to thrive in supported environments.