NewEdge Wealth LLC Purchases 14,963 Shares of Ventas, Inc. $VTR

Posted by Brenda Bartman on Jul 26th, 2026

NewEdge Wealth LLC boosted its position in Ventas, Inc. (NYSE:VTR – Free Report) by 115.1% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 27,962 shares of the real estate investment trust’s stock after purchasing an additional 14,963 shares during the period. NewEdge Wealth LLC’s holdings in Ventas were worth $2,287,000 at the end of the most recent quarter.

Several other large investors have also recently bought and sold shares of the company. NewEdge Advisors LLC increased its stake in shares of Ventas by 856.1% in the first quarter. NewEdge Advisors LLC now owns 7,926 shares of the real estate investment trust’s stock valued at $545,000 after buying an additional 7,097 shares during the period. Empowered Funds LLC boosted its position in Ventas by 6.8% during the 1st quarter. Empowered Funds LLC now owns 8,373 shares of the real estate investment trust’s stock worth $576,000 after buying an additional 536 shares during the period. Woodline Partners LP grew its holdings in Ventas by 46.8% during the 1st quarter. Woodline Partners LP now owns 36,826 shares of the real estate investment trust’s stock worth $2,532,000 after acquiring an additional 11,739 shares during the last quarter. Focus Partners Wealth grew its holdings in Ventas by 130.4% during the 1st quarter. Focus Partners Wealth now owns 21,613 shares of the real estate investment trust’s stock worth $1,486,000 after acquiring an additional 12,233 shares during the last quarter. Finally, Gamco Investors INC. ET AL bought a new stake in Ventas during the 2nd quarter worth approximately $805,000. 94.18% of the stock is currently owned by institutional investors.

Ventas Trading Up 2.8%

NYSE:VTR opened at $100.61 on Friday. The firm’s fifty day moving average is $88.17 and its 200-day moving average is $84.85. The company has a debt-to-equity ratio of 0.95, a quick ratio of 0.25 and a current ratio of 0.25. Ventas, Inc. has a 52 week low of $65.15 and a 52 week high of $100.84. The firm has a market cap of $48.92 billion, a P/E ratio of 182.94, a P/E/G ratio of 2.16 and a beta of 0.70.

Ventas (NYSE:VTR – Get Free Report) last announced its earnings results on Monday, April 27th. The real estate investment trust reported $0.11 earnings per share for the quarter, missing analysts’ consensus estimates of $0.12 by ($0.01). The firm had revenue of $1.65 billion for the quarter, compared to the consensus estimate of $1.59 billion. Ventas had a return on equity of 2.09% and a net margin of 4.25%.Ventas’s quarterly revenue was up 22.0% on a year-over-year basis. During the same period in the prior year, the business earned $0.84 EPS. Ventas has set its FY 2026 guidance at 3.820-3.890 EPS. Equities analysts expect that Ventas, Inc. will post 3.88 earnings per share for the current year.

Ventas Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, July 16th. Stockholders of record on Tuesday, June 30th were paid a $0.52 dividend. This represents a $2.08 dividend on an annualized basis and a dividend yield of 2.1%. The ex-dividend date of this dividend was Tuesday, June 30th. Ventas’s payout ratio is currently 378.18%.

Insider Transactions at Ventas

In other Ventas news, Director Michael J. Embler purchased 2,500 shares of the company’s stock in a transaction on Wednesday, June 3rd. The shares were purchased at an average cost of $78.81 per share, with a total value of $197,025.00. Following the completion of the purchase, the director owned 19,202 shares in the company, valued at $1,513,309.62. This represents a 14.97% increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Walter C. Rakowich sold 1,152 shares of the stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $90.20, for a total value of $103,910.40. Following the transaction, the director owned 28,349 shares in the company, valued at $2,557,079.80. The trade was a 3.90% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.53% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

VTR has been the subject of several analyst reports. Citigroup raised their price target on shares of Ventas from $96.00 to $100.00 and gave the company a “buy” rating in a research note on Friday, May 1st. Raymond James Financial began coverage on shares of Ventas in a research note on Tuesday, June 16th. They issued an “outperform” rating and a $94.00 price objective on the stock. Weiss Ratings upgraded Ventas from a “hold (c+)” rating to a “buy (b-)” rating in a report on Tuesday. Barclays initiated coverage on Ventas in a report on Tuesday, July 7th. They issued an “equal weight” rating and a $99.00 price objective for the company. Finally, KeyCorp lifted their target price on Ventas from $90.00 to $95.00 and gave the stock an “overweight” rating in a report on Thursday, May 7th. Fifteen research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, Ventas presently has an average rating of “Moderate Buy” and an average target price of $96.50.

View Our Latest Stock Report 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.