Sumitomo Mitsui Trust Group Inc. Sells 75,939 Shares of Ventas, Inc. $VTR

13 Apr 2026, 05:50 by Doug Wharley · The Cerbat Gem

Sumitomo Mitsui Trust Group Inc. reduced its holdings in Ventas, Inc. (NYSE:VTR – Free Report) by 2.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 2,510,466 shares of the real estate investment trust’s stock after selling 75,939 shares during the quarter. Sumitomo Mitsui Trust Group Inc.’s holdings in Ventas were worth $194,260,000 at the end of the most recent quarter.

Other hedge funds have also added to or reduced their stakes in the company. BI Asset Management Fondsmaeglerselskab A S increased its holdings in shares of Ventas by 97.7% during the third quarter. BI Asset Management Fondsmaeglerselskab A S now owns 36,713 shares of the real estate investment trust’s stock valued at $2,570,000 after acquiring an additional 18,146 shares in the last quarter. Hudson Bay Capital Management LP bought a new stake in shares of Ventas during the second quarter valued at approximately $17,568,000. Aberdeen Group plc increased its holdings in shares of Ventas by 8.3% during the third quarter. Aberdeen Group plc now owns 1,580,923 shares of the real estate investment trust’s stock valued at $109,985,000 after acquiring an additional 120,825 shares in the last quarter. Schroder Investment Management Group increased its holdings in shares of Ventas by 3.6% during the third quarter. Schroder Investment Management Group now owns 2,487,572 shares of the real estate investment trust’s stock valued at $170,946,000 after acquiring an additional 85,340 shares in the last quarter. Finally, Vanguard Group Inc. increased its holdings in shares of Ventas by 2.5% during the third quarter. Vanguard Group Inc. now owns 73,598,827 shares of the real estate investment trust’s stock valued at $5,151,182,000 after acquiring an additional 1,802,515 shares in the last quarter. 94.18% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

Several equities research analysts have recently commented on VTR shares. Wells Fargo & Company boosted their price objective on Ventas from $88.00 to $93.00 and gave the company an “overweight” rating in a report on Thursday, March 26th. Mizuho boosted their price objective on Ventas from $87.00 to $94.00 and gave the company an “outperform” rating in a report on Wednesday, March 4th. UBS Group restated a “neutral” rating and set a $85.00 price objective on shares of Ventas in a report on Monday, February 9th. Jefferies Financial Group restated a “buy” rating and set a $93.00 price objective on shares of Ventas in a report on Monday, December 15th. Finally, Scotiabank boosted their price objective 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 issued a Hold rating to the company. According to MarketBeat, Ventas currently has a consensus rating of “Moderate Buy” and an average price target of $90.47.

Check Out Our Latest Stock Analysis on Ventas

Ventas Price Performance

VTR opened at $84.95 on Monday. Ventas, Inc. has a 1 year low of $61.76 and a 1 year high of $88.36. The company has a debt-to-equity ratio of 1.03, a current ratio of 0.67 and a quick ratio of 0.67. The company has a market capitalization of $40.39 billion, a price-to-earnings ratio of 157.32, a P/E/G ratio of 2.10 and a beta of 0.75. The firm’s fifty day moving average price is $84.28 and its two-hundred day moving average price is $78.63.

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

Ventas Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, April 16th. Stockholders of record on Tuesday, March 31st will be issued a $0.52 dividend. This is an increase from Ventas’s previous quarterly dividend of $0.48. This represents a $2.08 annualized dividend and a dividend yield of 2.4%. The ex-dividend date is Tuesday, March 31st. Ventas’s dividend payout ratio is currently 385.19%.

Insider Activity

In other news, CEO Debra A. Cafaro sold 10,322 shares of the stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $77.66, for a total value of $801,606.52. Following the completion of the sale, the chief executive officer owned 1,114,034 shares in the company, valued at $86,515,880.44. This represents a 0.92% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Carey S. Roberts sold 35,532 shares of the stock in a transaction dated 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 completion of the sale, the executive vice president owned 72,755 shares of the company’s stock, valued at approximately $6,184,175. This represents a 32.81% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 0.80% of the company’s stock.

Ventas 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.