18 Sep

How Ventas’s Dividend Yield Compares

WRITTEN BY Amanda Lawrence

Revenue and earnings

Ventas (VTR) is a major REIT in the United States and Canada. The company’s revenue growth slowed from 18% in 2015 to just 5% in 2016. The growth was driven by all of its segments, through resident fees and services, office building and other service revenue, and income from loans and investments, and was partially offset by interest and other income.

Its operating costs and other expenses (including interest expenses), rose 21% in 2015 but remained flat in 2016. The flat growth in 2016 was due to a lower debt extinguishment loss and merger costs. A higher gain on real estate dispositions contributed towards 49% growth in its EPS (earnings per share), which fell 22% in 2015. The company has generated positive FFO (funds from operations) since 2014, in addition to recording growth.
How Ventas’s Dividend Yield Compares

Revenue and EPS in 1H17

In 1H17, Ventas recorded 5% revenue growth, driven by its office operations segment. Its operating costs and other expenses rose 1%. Further gains on real asset dispositions helped it post EPS growth of 14%, and its FFO grew 4%.

Dividend

The company’s dividend fell in 2016, after rising in 2015. In 2017, the dividend rose. Its dividend payout fell between 1H16 and 1H17.

How Ventas’s Dividend Yield Compares

Stock price

Ventas stock has been beaten by the iShares US Real Estate ETF (IYR) by a wide margin. IYR has exposure to healthcare REITs. The SPDR S&P Bank ETF (KBR) has outperformed VTR in 2017, after being beaten by the latter in 2H16.

How Ventas’s Dividend Yield Compares

The Oppenheimer Ultra Dividend Revenue ETF (RDIV) offers a dividend yield of 3.8%, at a PE (price-to-earnings) ratio of 16.3x. It has a 10% and 2% exposure to real estate and financials, respectively. The ALPS International Sector Dividend Dogs ETF (IDOG) offers a 3.4% dividend yield at a PE ratio of 15.8x. The ETF has a 10% exposure to both financials and healthcare.

Latest articles

Broadcom (AVGO) stock fell ~8.5% after markets closed yesterday following the semiconductor giant's fiscal 2019 second-quarter earnings release. It missed analysts' revenue estimate and cut its fiscal 2019 revenue guidance by $2 billion to $22.5 billion due to sluggishness in its semiconductor solutions business.

The SPDR Gold Shares ETF (GLD), which tracks physical gold prices, has underperformed the broader markets year-to-date, rising just 4.4% compared to the S&P 500’s (SPY) gain of 15.9% as of June 14. The sentiment for gold, however, has been turning around.

Safe havens such as Treasuries and gold were back in favor on June 14 as stocks fell due to rising tensions in the Middle East, concerns over growth, and the looming threat of the US-China trade war. The tech-heavy Nasdaq Composite Index fell 0.67% in the first hour of trading.

Lululemon (LULU) stock rose 2.1% on June 13 in reaction to better-than-expected first-quarter results and an upgraded outlook for fiscal 2019 overall. The company's first-quarter adjusted EPS grew 34.5% to $0.74 on revenue growth of 20.4% to $782.32 million. Analysts had expected EPS of $0.70 and revenue of $755.31 million. Here's why the outlook got an upgrade.

14 Jun

IEA Again Slashes Its Oil Demand Growth Estimate

WRITTEN BY Rabindra Samanta

As of 4:40 AM Eastern Time today, US crude oil active futures were at $51.83, ~4% below their closing level in the previous week. If US crude oil prices stay at those levels today, they'll mark their third week of decline in five weeks.

14 Jun

Why Kimberly-Clark Stock May Stop Rising

WRITTEN BY Amit Singh

Kimberly-Clark (KMB) stock has risen 20.5% this year, boosted by the company’s better-than-expected sales and earnings during its last reported quarter. However, its stock could stop climbing. Here's why.

172.31.71.127