VTMX
Vesta Real Estate Corporation, S.A.B. de C.V.
$34.33
+1.30%
$3.0B
No data for this timeframe.
Vol
Market Cap$3.0B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (85%)
Inst. Holders27 funds
Inst. Value$155.2M
Inst. Activity1 buys / 1 sells
Insider Activity0B / 23S
Insider Net $-$8.3M
SEC Reports20
Recent Activity
Jun 10, 2026
SEC
A cluster of 5 VTMX insiders, including the CFO (Juan Felipe Sottil Achutegui) and CHRO (Alfredo Marcos Paredes Calderon
CLUSTER — Impact 4/10
Jun 8, 2026
Insider
Berho Carranza Diego sold 10,000 shares
Chief Portfolio Officer @ $3.44 ($34.4K)
Jun 8, 2026
Insider
MARTIN COLMENARES SERGIO RAUL sold 34,239 shares
DEVELOPMENT &CP MANAGER @ $3.42 ($117.1K)
Jun 6, 2026
SEC
Scotiabank downgrades VTMX to Sector Perform — PT $0 (0%)
ANALYST-DOWNGRADE — Impact 2/10
Jun 3, 2026
Insider
SOTTIL ACHUTEGUI JUAN FELIPE sold 97,183 shares
CHIEF FINANCIAL OFFICER @ $3.49 ($339.2K)
May 6, 2026
SEC
Scotiabank downgrades VTMX to Sector Perform — Contrarian call vs 86% Buy consensus; EPS estimates slipping
ANALYST-DOWNGRADE — Impact 2/10
Inst.
MORGAN STANLEY — TRIM
66,878 shares ($2.2M)
Inst.
ENVESTNET ASSET MANAGEMENT INC — ADD
12,076 shares ($402.6K)
Price Targets
$35.70
+4.0% upside
Hold
Current $34.33
Low $29.00
Median $37.30
High $39.20
4 analysts
$29.00
$39.20
Analyst Ratings
5Strong Buy
12Buy
2Hold
1Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 4, 2026 | Barclays | MAINTAIN | Overweight → Overweight |
| Dec 17, 2025 | UBS | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.40 | $0.40 — $0.40 | 9% YoY | 1 |
| Next Q | $0.40 | $0.40 — $0.40 | 37% YoY | 1 |
| Current FY | $2.30 ▲ +35.3% | $2.30 — $2.30 | -19% YoY | 1 |
| Next FY | $2.12 ▼ -13.8% | $2.12 — $2.12 | 1 |
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | $61.8M | EXIT |
| FMR LLC | $51.3M | TRIM |
| LAZARD ASSET MANAGEMENT LLC | $12.1M | TRIM |
| BANK OF AMERICA CORP | $7.3M | ADD |
| BlackRock, Inc. | $5.2M | TRIM |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 8, 2026 | Berho Carranza | SELL | $34.4K |
| Jun 8, 2026 | MARTIN COLMENARES | SELL | $117.1K |
| Jun 3, 2026 | SOTTIL ACHUTEGUI | SELL | $339.2K |
| Jun 2, 2026 | Cueto Riestra | SELL | $254.6K |
| Jun 2, 2026 | CEPEDA MAYORGA | SELL | $28.8K |
27 institutional holders with $155.2M total value (4,655,567 shares) as of 2026-Q1. Top holders: WELLINGTON, FMR, LAZARD.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | WELLINGTON MANAGEMENT GROUP LLP | 1,852,544 | $61.8M | 39.8% | EXIT -100.0% |
| 2 | FMR LLC | 1,537,959 | $51.3M | 33.0% | TRIM -30.9% |
| 3 | LAZARD ASSET MANAGEMENT LLC | 362,154 | $12.1M | 7.8% | TRIM -35.2% |
| 4 | BANK OF AMERICA CORP /DE/ | 218,183 | $7.3M | 4.7% | ADD +91.6% |
| 5 | BlackRock, Inc. | 157,262 | $5.2M | 3.4% | TRIM -38.9% |
| 6 | MARSHALL WACE, LLP | 73,156 | $2.4M | 1.6% | TRIM -25.7% |
| 7 | M&T BANK CORP | 69,572 | $2.3M | 1.5% | ADD +62.3% |
| 8 | MORGAN STANLEY | 66,878 | $2.2M | 1.4% | TRIM -41.4% |
| 9 | Capital International Investors | 62,550 | $2.1M | 1.3% | NEAR_EXIT -79.5% |
| 10 | BRANDES INVESTMENT PARTNERS, LP | 52,724 | $1.8M | 1.1% | — |
| 11 | Mariner, LLC | 38,283 | $1.3M | 0.8% | ADD +58.3% |
| 12 | ROYAL BANK OF CANADA | 29,506 | $984.0K | 0.6% | ADD +98.8% |
| 13 | Orion Porfolio Solutions, LLC | 26,930 | $897.8K | 0.6% | — |
| 14 | Neuberger Berman Group LLC | 19,727 | $655.4K | 0.4% | — |
| 15 | GOLDMAN SACHS GROUP INC | 14,271 | $475.8K | 0.3% | — |
| 16 | SEI INVESTMENTS CO | 13,423 | $447.5K | 0.3% | ADD +30.0% |
| 17 | ENVESTNET ASSET MANAGEMENT INC | 12,076 | $402.6K | 0.3% | ADD +33.7% |
| 18 | QRG CAPITAL MANAGEMENT, INC. | 10,944 | $364.9K | 0.2% | — |
| 19 | Vanguard Personalized Indexing Management, LLC | 10,503 | $350.2K | 0.2% | — |
| 20 | CITADEL ADVISORS LLC | 7,820 | $260.7K | 0.2% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | TRIM | 114,153 | 66,878 | -41.4% | $2.2M | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC | ADD | 9,033 | 12,076 | +33.7% | $402.6K | 2026-Q1 |
| FMR LLC | TRIM | 2,348,723 | 1,624,102 | -30.9% | $49.5M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | ADD | 147,722 | 282,997 | +91.6% | $8.6M | 2025-Q4 |
| MORGAN STANLEY | TRIM | 171,923 | 114,153 | -33.6% | $3.5M | 2025-Q4 |
| MARSHALL WACE, LLP | TRIM | 99,349 | 73,783 | -25.7% | $2.2M | 2025-Q4 |
| Nuveen, LLC | TRIM | 36,526 | 20,391 | -44.2% | $621.7K | 2025-Q4 |
| MORGAN STANLEY | TRIM | 484,932 | 171,923 | -64.5% | $4.9M | 2025-Q3 |
| BlackRock, Inc. | TRIM | 256,971 | 156,990 | -38.9% | $4.4M | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | ADD | 115,301 | 147,722 | +28.1% | $4.2M | 2025-Q3 |
| MARSHALL WACE, LLP | ADD | 76,501 | 99,349 | +29.9% | $2.8M | 2025-Q3 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | NEAR_EXIT | 131,400 | 22,272 | -83.1% | $630.1K | 2025-Q3 |
| MACQUARIE GROUP LTD | TRIM | 586,815 | 341,835 | -41.7% | $9.4M | 2025-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | TRIM | 322,300 | 131,400 | -59.2% | $3.6M | 2025-Q2 |
| Capital International Investors | NEAR_EXIT | 309,912 | 63,558 | -79.5% | $1.7M | 2025-Q2 |
| Mariner, LLC | ADD | 20,486 | 32,439 | +58.3% | $888.5K | 2025-Q2 |
| RHUMBLINE ADVISERS | DOUBLED | 412 | 1,452 | +252.4% | $39.8K | 2025-Q2 |
| PNC FINANCIAL SERVICES GROUP, INC. | DOUBLED | 40 | 631 | +1477.5% | $17.3K | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | NEAR_EXIT | 3,168 | 28 | -99.1% | $767.00 | 2025-Q2 |
| THORNBURG INVESTMENT MANAGEMENT INC | EXIT | 267,382 | 0 | -100.0% | $0.00 | 2025-Q2 |
| MORGAN STANLEY | DOUBLED | 259,588 | 1,885,262 | +626.3% | $43.0M | 2025-Q1 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 82,160 | 566,072 | +589.0% | $12.9M | 2025-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | DOUBLED | 73,000 | 322,300 | +341.5% | $7.4M | 2025-Q1 |
| Capital International, Inc./CA/ | TRIM | 185,065 | 120,678 | -34.8% | $2.8M | 2025-Q1 |
| UBS Group AG | DOUBLED | 31,302 | 92,063 | +194.1% | $2.1M | 2025-Q1 |
13 unique insiders with 23 transactions. Net insider value: -$8.3M ($0.00 bought, $8.3M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 8, 2026 | Berho Carranza Diego | Chief Portfolio Officer | SELL | 10,000 | $3.44 | $34.4K |
| Jun 8, 2026 | MARTIN COLMENARES SERGIO RAUL | DEVELOPMENT &CP MANAGER | SELL | 34,239 | $3.42 | $117.1K |
| Jun 3, 2026 | SOTTIL ACHUTEGUI JUAN FELIPE | CHIEF FINANCIAL OFFICER | SELL | 97,183 | $3.49 | $339.2K |
| Jun 2, 2026 | Cueto Riestra Juan Carlos | VP NEW BUSINESS CENTRAL REGION | SELL | 74,017 | $3.44 | $254.6K |
| Jun 2, 2026 | CEPEDA MAYORGA LUIS FELIPE | Dev & Cap Projects Senior Mgr | SELL | 8,366 | $3.44 | $28.8K |
| Jun 1, 2026 | PAREDES CALDERON ALFREDO MARCOS | CHIEF HUMAN RESOURCES OFFICER | SELL | 66,945 | $3.48 | $233.0K |
| May 29, 2026 | Berho Carranza Diego | Chief Portfolio Officer | SELL | 20,000 | $3.52 | $70.4K |
| May 29, 2026 | PUCHEU ROMERO ALEJANDRO | CHIEF LEGAL COUNSEL | SELL | 50,000 | $3.49 | $174.5K |
| May 28, 2026 | BERHO CARRANZA LORENZO DOMINIQUE | Chief Executive Officer | SELL | 14,366 | $3.50 | $50.3K |
| May 27, 2026 | BERHO CARRANZA LORENZO DOMINIQUE | Chief Executive Officer | SELL | 10,234 | $3.49 | $35.7K |
| May 27, 2026 | BERHO CORONA LORENZO MANUEL | Director | SELL | 300,000 | $3.48 | $1.0M |
| May 27, 2026 | Diaz Estrada Teodoro Hugo | VP ASSET & PROPERTY MANAGEMENT | SELL | 30,000 | $3.48 | $104.4K |
| May 26, 2026 | Berho Carranza Diego | Chief Portfolio Officer | SELL | 10,000 | $3.44 | $34.4K |
| May 26, 2026 | BERHO CARRANZA LORENZO DOMINIQUE | Chief Executive Officer | SELL | 19,766 | $3.50 | $69.2K |
| May 26, 2026 | Berho Carranza Diego | Chief Portfolio Officer | SELL | 20,000 | $3.47 | $69.4K |
| May 26, 2026 | BERHO CORONA LORENZO MANUEL | Director | SELL | 200,000 | $3.48 | $696.0K |
| May 26, 2026 | Ramirez Zamorano Barron Laura Elena | Environmental Social Governan | SELL | 45,524 | $3.50 | $159.3K |
| May 21, 2026 | PUCHEU ROMERO ALEJANDRO | Chief Legal Counsel | SELL | 120,000 | $3.44 | $412.8K |
| May 20, 2026 | Berho Carranza Diego | Chief Portfolio Officer | SELL | 10,000 | $3.41 | $34.1K |
| May 20, 2026 | CUETO BOSCH RODRIGO | Chief Investment Officer | SELL | 51,001 | $3.41 | $173.9K |
| May 20, 2026 | Berho Carranza Diego | Chief Portfolio Officer | SELL | 200,000 | $3.41 | $682.0K |
| May 20, 2026 | BERHO CORONA LORENZO MANUEL | Director | SELL | 1,000,000 | $3.41 | $3.4M |
| May 20, 2026 | Cuevas Argueta Fernando Alberto | CONTROLLER | SELL | 12,000 | $3.33 | $40.0K |
20 SEC filing reports analyzed. Sentiment: 0 bullish, 9 bearish, 1 mixed, 10 neutral. Avg impact: 4.0/10.
MIXED
ANALYST-DOWNGRADE
2/10
Scotiabank downgrades VTMX to Sector Perform — Contrarian call vs 86% Buy consensus; EPS estimates slipping
May 6, 2026
NEUTRAL
ANALYST-DOWNGRADE
2/10
Scotiabank downgrades VTMX to Sector Perform — PT $0 (0%)
Jun 6, 2026
NEUTRAL
CLUSTER
4/10
A cluster of 5 VTMX insiders, including the CFO (Juan Felipe Sottil Achutegui) and CHRO (Alfredo Mar
Jun 10, 2026
NEUTRAL
CLUSTER
3/10
Nine VTMX insiders, including the CEO, CFO, and a director, sold a total of $2.30M in stock over a 7
Jun 5, 2026
BEARISH
CLUSTER
5/10
A cluster of 9 VTMX insiders sold a total of $2.12M in open-market transactions over a 7-day window,
Jun 5, 2026
BEARISH
6-K
5/10
Vesta announced the closing of the over-allotment option from its recent follow-on offering, with un
Jun 4, 2026
NEUTRAL
CLUSTER
3/10
Eight VTMX insiders sold a total of $2.09M in open-market transactions over a 7-day window, includin
Jun 4, 2026
NEUTRAL
CLUSTER
3/10
Seven VTMX insiders, including the CEO and a director, sold a total of $1.84M in open-market sales o
Jun 3, 2026
NEUTRAL
CLUSTER
3/10
Five VTMX insiders, including the CEO and a director, sold a total of $1.43M in open-market sales ov
Jun 2, 2026
NEUTRAL
CLUSTER
3/10
Six VTMX insiders, including the CEO, Chief Portfolio Officer, Chief Legal Counsel, and a director,
Jun 1, 2026
BEARISH
CLUSTER
5/10
A cluster of 8 VTMX insiders sold $2.04M in open-market sales over a 7-day window, including the CEO
May 29, 2026
NEUTRAL
CLUSTER
4/10
A cluster of 6 insider sales totaling ~$1.43M occurred over a 7-day window, including the CEO, Chief
May 29, 2026
BEARISH
CLUSTER
5/10
Six Vesta insiders, including the CEO, CFO, CIO, and a director, sold a total of ~$4.14M in shares o
May 28, 2026
BEARISH
CLUSTER
5/10
A cluster of 4 VTMX insiders sold $3.66M in open-market sales on May 20, 2026, led by Director Loren
May 27, 2026
BEARISH
CLUSTER
5/10
Three VTMX insiders (CIO, CPO, director) sold a total of $3.62M in open-market sales on May 20, 2026
May 26, 2026
BEARISH
CLUSTER
5/10
Four VTMX insiders sold a total of $4.68M in open-market sales within a 7-day window, immediately fo
May 26, 2026
NEUTRAL
6-K
3/10
Vesta announced two new lease agreements totaling over 570,000 square feet in Monterrey, Mexico, wit
May 26, 2026
BEARISH
CLUSTER
5/10
Three Vesta insiders, including a director and two C-suite executives, sold a combined $4.27M in ope
May 22, 2026
NEUTRAL
CLUSTER
4/10
Two VTMX C-suite insiders sold a combined $856K of stock on May 20, 2026, just one week after the co
May 22, 2026
BEARISH
6-K
6/10
Vesta priced a global follow-on offering of 1,199,285 ADSs at $34.62/ADS in the U.S. and 58,054,784
May 14, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Buy (85% buy). Based on 20 analysts: 5 strong buy, 12 buy, 2 hold, 1 sell, 0 strong sell.
Analyst Price Targets
$35.70 mean target
+4.0% upside
Hold (2.50)
$29.00 Low
$39.20 High
| Metric | Value |
|---|---|
| Current Price | $34.33 |
| Target Low | $29.00 |
| Target Mean | $35.70 |
| Target Median | $37.30 |
| Target High | $39.20 |
| # Analysts | 4 |
| Recommendation | Hold (2.50) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.40 | $0.40 | $0.40 | 9.3% | — | — | $1.3B | 6.2% | 1 |
| Next Q 2026-09-30 |
$0.40 | $0.40 | $0.40 | 37.5% | — | — | $1.4B | 1.5% | 1 |
| Current FY 2026-12-31 |
$2.30 | $2.30 | $2.30 | -18.7% | +35.3% | 0↑ 1↓ | $5.4B | 10.5% | 1 |
| Next FY 2027-12-31 |
$2.12 | $2.12 | $2.12 | — | -13.8% | 0↑ 1↓ | $6.0B | 10.9% | 1 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.400 | |
| 7d ago | $0.000 | +0.400 |
| 30d ago | $0.000 | +0.400 |
| 60d ago | $0.500 | -0.100 |
| 90d ago | $0.500 | -0.100 |
2 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 4, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| Dec 17, 2025 | UBS | MAINTAIN | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 5 | 12 | 2 | 1 | 0 | 85% | |
| May 1, 2026 | 5 | 14 | 2 | 1 | 0 | 86% | |
| Apr 1, 2026 | 5 | 14 | 2 | 1 | 0 | 86% | |
| Mar 1, 2026 | 5 | 14 | 2 | 1 | 0 | 86% | |
| Feb 1, 2026 | 5 | 14 | 2 | 1 | 0 | 86% | |
| Jan 1, 2026 | 5 | 14 | 2 | 1 | 0 | 86% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 13, 2026
short_interest
FTD: VTMX — 16,911 shares ($0.6M) failed to deliver
Settlement: 20260513, Price: $34.63, FTD Value: $585,627.93, VESTA REAL ESTATE CORP ADS (ME
Feb 20, 2026
short_interest
FTD: VTMX — 17,981 shares ($0.6M) failed to deliver
Settlement: 20260220, Price: $33.67, FTD Value: $605,420.27, VESTA REAL ESTATE CORP ADS (ME
Feb 19, 2026
short_interest
FTD: VTMX — 23,739 shares ($0.8M) failed to deliver
Settlement: 20260219, Price: $33.62, FTD Value: $798,105.18, VESTA REAL ESTATE CORP ADS (ME