12,137 Welltower Inc. $WELL Shares Sold by Vise Technologies Inc.

Key Points

• Vise Technologies reduced its Welltower position by 15.5%, selling 12,137 shares and retaining 66,005 shares valued at approximately $15.2 million. Institutional investors collectively own 94.8% of the company.
• Analyst sentiment remains favorable, with Welltower receiving a consensus “Moderate Buy” rating and an average price target of $259.81, above its reported opening price of $234.43.
• Welltower exceeded quarterly earnings and revenue expectations, reporting $1.67 in EPS and $3.72 billion in revenue, while declaring a quarterly dividend of $0.85 per share, equivalent to a 1.5% annual yield.

Vise Technologies Inc. decreased its holdings in shares of Welltower Inc. (NYSE:WELL - Free Report) by 15.5% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 66,005 shares of the real estate investment trust's stock after selling 12,137 shares during the quarter. Vise Technologies Inc.'s holdings in Welltower were worth $15,197,000 at the end of the most recent quarter.

Other large investors have also recently bought and sold shares of the company. Leonteq Securities AG grew its holdings in shares of Welltower by 92.3% during the first quarter. Leonteq Securities AG now owns 125 shares of the real estate investment trust's stock valued at $25,000 after purchasing an additional 60 shares during the last quarter. Kilter Group LLC bought a new stake in shares of Welltower in the 2nd quarter worth approximately $29,000. Sound Income Strategies LLC lifted its holdings in shares of Welltower by 124.6% in the 1st quarter. Sound Income Strategies LLC now owns 137 shares of the real estate investment trust's stock worth $27,000 after purchasing an additional 76 shares during the last quarter. Solstein Capital LLC bought a new stake in shares of Welltower in the 2nd quarter worth approximately $34,000. Finally, Summit Securities Group LLC boosted its position in Welltower by 42.6% during the 2nd quarter. Summit Securities Group LLC now owns 164 shares of the real estate investment trust's stock valued at $37,000 after purchasing an additional 49 shares during the period. Institutional investors own 94.80% of the company's stock.

Analysts Set New Price Targets

A number of research analysts recently commented on WELL shares. Jefferies Financial Group upgraded Welltower to a "strong-buy" rating in a research note on Friday, September 25th. Weiss Ratings cut Welltower from a "buy (b-)" rating to a "hold (c)" rating in a research note on Wednesday. BNP Paribas Exane boosted their price target on shares of Welltower from $238.00 to $272.00 and gave the company an "outperform" rating in a report on Tuesday, July 28th. Citigroup boosted their price target on shares of Welltower from $255.00 to $275.00 and gave the company a "buy" rating in a report on Friday, July 31st. Finally, UBS Group restated a "buy" rating and set a $269.00 price target on shares of Welltower in a research report on Tuesday, October 27th. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and a consensus target price of $259.81.

Welltower Stock Performance

Shares of NYSE WELL opened at $234.43 on Monday. Welltower Inc. has a 12-month low of $178.19 and a 12-month high of $255.20. The company has a market cap of $171.98 billion, a PE ratio of 101.48, a P/E/G ratio of 1.13 and a beta of 0.79. The stock has a 50 day simple moving average of $233.51 and a 200-day simple moving average of $218.24. The company has a current ratio of 3.16, a quick ratio of 3.16 and a debt-to-equity ratio of 0.39.

Welltower (NYSE:WELL - Get Free Report) last posted its earnings results on Monday, October 26th. The real estate investment trust reported $1.67 EPS for the quarter, beating the consensus estimate of $1.64 by $0.03. The firm had revenue of $3.72 billion for the quarter, compared to analysts' expectations of $3.64 billion. Welltower had a return on equity of 3.61% and a net margin of 12.08%. The firm's revenue was up 38.4% compared to the same quarter last year. During the same period last year, the firm earned $1.34 EPS. On average, equities research analysts forecast that Welltower Inc. will post 6.49 EPS for the current year.

Welltower Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, November 19th. Stockholders of record on Tuesday, November 10th will be issued a dividend of $0.85 per share. This represents a $3.40 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date of this dividend is Tuesday, November 10th. Welltower's dividend payout ratio (DPR) is 147.19%.

Key Stories Impacting Welltower

Here are the key news stories impacting Welltower this week:

• Positive Sentiment: Welltower lifted its outlook after reporting strong growth in senior housing, providing the clearest near-term catalyst for the stock. The update suggests improving occupancy, pricing, or operating trends could support future earnings and cash flow. Welltower stock lifts outlook after strong senior housing growth
• Positive Sentiment: Freedom Broker upgraded Welltower’s depositary receipt from “hold” to “buy,” adding to the positive analyst sentiment surrounding the company. Freedom Broker upgrades Welltower
• Positive Sentiment: Coverage following the third-quarter update highlighted the raised outlook and senior-housing momentum, helping support the view that Welltower can continue benefiting from favorable demographic trends. Welltower stock after Q3 outlook lift
• Neutral Sentiment: Potential Social Security reform could materially affect seniors’ disposable income and therefore demand for senior housing, but the timing and details remain uncertain. Social Security reform and Welltower demand
• Neutral Sentiment: Raymond James lowered its price target to $263 but maintained a favorable view, calling Welltower a strong large-cap option. Cantor Fitzgerald also trimmed its target to $258 while retaining an “overweight” rating. These reductions may reflect valuation discipline rather than a change in the long-term outlook. Raymond James lowers Welltower price target
• Negative Sentiment: One market report characterized the shares as falling after an earnings miss, which could weigh on sentiment; however, the broader earnings coverage and company outlook update point to stronger-than-expected operating momentum. Welltower shares after earnings

Insider Buying and Selling at Welltower

In related news, Director Andrew Gundlach acquired 5,000 shares of the business's stock in a transaction that occurred on Wednesday, August 26th. The shares were acquired at an average cost of $242.06 per share, for a total transaction of $1,210,300.00. Following the completion of the purchase, the director directly owned 30,000 shares in the company, valued at $7,261,800. This trade represents a 20.00% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Purchased indirectly through two trusts. The transaction was executed in multiple trades at prices ranging from $241.59 to $242.59. The reported $242.06 price is the weighted-average purchase price. 0.37% of the stock is currently owned by corporate insiders.

Welltower Profile

Welltower Inc NYSE: WELL is a healthcare-focused real estate investment trust that owns, develops, and manages properties used to provide healthcare and related services. Its portfolio is centered on senior housing communities, outpatient medical facilities, and post-acute care properties, including assets operated by healthcare providers and senior living companies.

The company's senior housing investments support independent living, assisted living, and memory care services. Its outpatient medical properties accommodate physicians, clinics, and other healthcare providers, while its broader healthcare real estate portfolio is designed to serve demand for care delivered outside traditional hospitals.

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