Morgan Stanley Keeps Ventas at Equal Weight, Raises PT to $75

Morgan Stanley Keeps Ventas at Equal Weight, Raises PT to $75

Morgan Stanley has maintained its "Equal Weight" rating for Ventas, Inc. (NYSE: VTR) while raising its price target to $75. The update comes after the real estate investment trust (REIT) reported strong earnings for the latest quarter, with earnings per share (EPS) of $0.87, surpassing the consensus estimate of $0.85. Additionally, Ventas' revenue increased by 18.3% year-over-year to $1.42 billion, reflecting robust growth in its senior housing communities.

Institutional investors have shown significant interest in Ventas, with several large funds making notable changes to their positions during the first quarter. Resona Asset Management Co. Ltd. increased its stake by 10.6% to 256,868 shares, while Westpac Banking Corp. decreased its holdings by 15.1% to 107,932 shares. Other major investors, including Cloud Capital Management LLC, Larson Financial Group LLC, Franchise Capital Ltd., Rossby Financial LCC, and Bank Julius Baer & Co. Ltd. Zurich, also made significant changes to their positions in Ventas.

Analysts have a mixed perspective on Ventas, with ratings ranging from "sell" to "strong buy" and an average target price of $72.90. Despite the mixed outlook, several research firms have recently upgraded their ratings on Ventas, including JPMorgan Chase & Co. and Royal Bank Of Canada. Wall Street Zen, however, has downgraded Ventas from a "hold" rating to a "sell" rating.

Insiders have also been active in Ventas, with CFO Robert F. Probst selling 168,318 shares and EVP Carey S. Roberts selling 23,500 shares in the last ninety days. The sales represent a 49.99% and 16.77% decrease in their ownership of the stock, respectively.

Ventas' stock has seen mixed performance, opening at $68.51 on Wednesday, July 30, 2025, and trading down 0.0% since then. The company's current ratio, quick ratio, and debt-to-equity ratio are 0.68, 0.68, and 1.13, respectively. Ventas has a market capitalization of $31.13 billion and a price-to-earnings ratio of 159.32. The company's fifty-day simple moving average is $64.88, and its two-hundred-day simple moving average is $65.53.

References:
[1] https://www.marketbeat.com/instant-alerts/filing-resona-asset-management-co-ltd-acquires-24644-shares-of-ventas-inc-nysevtr-2025-08-13/
[2] https://www.marketbeat.com/instant-alerts/filing-westpac-banking-corp-sells-19193-shares-of-ventas-inc-nysevtr-2025-08-12/