Ventas
About: Ventas owns a diversified healthcare portfolio of over 1,300 in-place properties spread across the senior housing, medical office, hospital, life science, and skilled nursing/post-acute care. The portfolio includes almost 100 properties in Canada and the United Kingdom as the company looks for additional investment opportunities in countries with mature healthcare systems that operate similarly to the United States. The firm also owns mortgages and other loans, contributing about 1% of net operating income.
Employees: 486
0
Funds holding %
of 6,823 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
57% more first-time investments, than exits
New positions opened: 96 | Existing positions closed: 61
50% more funds holding in top 10
Funds holding in top 10: 10 [Q2] → 15 (+5) [Q3]
28% more call options, than puts
Call options by funds: $58.7M | Put options by funds: $46M
26% more capital invested
Capital invested by funds: $21.4B [Q2] → $27B (+$5.57B) [Q3]
25% more repeat investments, than reductions
Existing positions increased: 284 | Existing positions reduced: 227
4% more funds holding
Funds holding: 685 [Q2] → 709 (+24) [Q3]
1.83% less ownership
Funds ownership: 103.34% [Q2] → 101.51% (-1.83%) [Q3]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$65
10%
upside
Avg. target
$67
13%
upside
High target
$68
15%
upside
2 analyst ratings
2 positive
100%
0 neutral
0%
0 negative
0%
Baird David Rodgers 44% 1-year accuracy 11 / 25 met price target | 10%upside $65 | Outperform Upgraded | 17 Jan 2025 |
Mizuho Vikram Malhorta 67% 1-year accuracy 12 / 18 met price target | 15%upside $68 | Outperform Maintained | 5 Dec 2024 |
Financial journalist opinion
Based on 3 articles about VTR published over the past 30 days
Neutral
Business Wire
4 days ago
Ventas Announces Fourth Quarter 2024 Earnings Release Date and Conference Call
CHICAGO--(BUSINESS WIRE)--Ventas, Inc. (NYSE: VTR) will issue its fourth quarter 2024 earnings release after the close of trading on the New York Stock Exchange on Wednesday, February 12, 2025. A conference call to discuss those earnings will be held on Thursday, February 13, 2025 at 10:00 a.m. Eastern Time (9:00 a.m. Central Time). The dial-in number for the conference call is (888) 330-3576 (or +1 (646) 960-0672 for international callers), and the participant passcode is 7655497. A live webca.
Neutral
Forbes
5 days ago
These 4%+ Yielding ‘Bond Proxies' Are Top Picks For Trump 2.0
Trump 2.0 is now only a bit less than a week off, and things are moving fast.
Positive
24/7 Wall Street
2 weeks ago
Jefferies Adds 3 Growth and Dividend Superstars to Top Picks List for 2025
As the calendar turns over to 2025, leading Wall Street firms such as Jefferies are releasing their top stock picks for the new year. Typically, these are companies that analysts have an incredible conviction for. In addition, they often have good upside to the assigned price target and are bestowed with either a Buy or Overweight rating, depending on the company providing the coverage.
Positive
Zacks Investment Research
1 month ago
Ventas Reaches Mutually Beneficial Agreements With Brookdale
Agreements with Brookdale Senior Living highlight VTR's strategy to drive profitable growth in the senior housing business.
Neutral
Zacks Investment Research
1 month ago
Here's Why You Should Retain Ventas Stock in Your Portfolio Now
Rising healthcare spending and aging population aid VTR's senior housing operating portfolio. However, competitive market and tenant concentration remain risks.
Neutral
Business Wire
1 month ago
Ventas Reaches Mutually Beneficial Agreements with Brookdale Senior Living
CHICAGO--(BUSINESS WIRE)--Ventas, Inc. (NYSE: VTR) (“Ventas” or the “Company”) today announced that it has reached mutually beneficial agreements with Brookdale Senior Living (“Brookdale”) regarding all assets under the current Master Lease (the “Master Lease”) between Ventas and Brookdale. The agreements provide a comprehensive, clear outcome for Ventas as it executes its strategy to drive profitable growth in its senior housing business. The Master Lease was previously set to expire on Decemb.
Neutral
Business Wire
1 month ago
Ventas Declares Fourth Quarter 2024 Dividend of $0.45 Per Common Share
CHICAGO--(BUSINESS WIRE)--Ventas, Inc. (NYSE: VTR) (“Ventas” or the “Company”) today announced that its Board of Directors has declared a quarterly dividend of $0.45 per common share. The dividend will be payable in cash on January 16, 2025 to stockholders of record as of the close of business on December 31, 2024. About Ventas Ventas, Inc. (NYSE: VTR) is a leading S&P 500 real estate investment trust enabling exceptional environments that benefit a large and growing aging population. With.
Neutral
Zacks Investment Research
1 month ago
Ventas' Tenant Brookdale Opts Out to Exercise Lease Extension
Brookdale Senior Living, a tenant of VTR, chooses not to exercise the extension term of Master Lease.
Neutral
Business Wire
1 month ago
Ventas Comments on Master Lease with Brookdale Senior Living
CHICAGO--(BUSINESS WIRE)--Ventas, Inc. (NYSE: VTR) (“Ventas” or the “Company”) today announced that Brookdale Senior Living (“Brookdale”) did not exercise its right to extend the term of the Master Lease between the companies (the “Master Lease”) for a renewal term commencing January 1, 2026. Thus, Brookdale no longer has a right to extend the lease term for any assets currently covered by the Master Lease. The Company intends to deploy its Ventas OITM platform and successful playbook to conver.
Neutral
Business Wire
2 months ago
Ventas Earns Nareit 2024 Healthcare “Leader in the Light” Award
CHICAGO--(BUSINESS WIRE)--Ventas, Inc. (NYSE: VTR) today announced that it has earned the 2024 Nareit “Leader in the Light” award for the Healthcare sector in recognition of its superior and longstanding sustainability practices. This is the eighth time Ventas has received this important recognition. In addition, Ventas was recognized with Nareit's inaugural “Impact at Scale” award for the Company's innovative and scalable approach to decarbonization. As part of its commitment to achieving net.
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