B. Metzler seel. Sohn & Co. AG raised its holdings in shares of Welltower Inc. (NYSE:WELL - Free Report) by 55.3% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 59,902 shares of the real estate investment trust's stock after acquiring an additional 21,335 shares during the quarter. B. Metzler seel. Sohn & Co. AG's holdings in Welltower were worth $13,596,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
A number of other hedge funds have also recently modified their holdings of the business. Dimensional Fund Advisors LP raised its stake in Welltower by 0.7% during the 1st quarter. Dimensional Fund Advisors LP now owns 8,345,022 shares of the real estate investment trust's stock worth $1,649,844,000 after acquiring an additional 57,938 shares during the period. SG Americas Securities LLC boosted its position in shares of Welltower by 331.4% in the first quarter. SG Americas Securities LLC now owns 1,122,894 shares of the real estate investment trust's stock worth $222,007,000 after purchasing an additional 862,586 shares during the period. Easterly Investment Partners LLC boosted its position in shares of Welltower by 184.9% in the fourth quarter. Easterly Investment Partners LLC now owns 92,403 shares of the real estate investment trust's stock worth $17,151,000 after purchasing an additional 59,967 shares during the period. Swiss National Bank boosted its position in shares of Welltower by 9.9% in the first quarter. Swiss National Bank now owns 2,014,200 shares of the real estate investment trust's stock worth $398,227,000 after purchasing an additional 181,400 shares during the period. Finally, Dai ichi Life Insurance Company Ltd increased its stake in shares of Welltower by 26.6% in the first quarter. Dai ichi Life Insurance Company Ltd now owns 43,932 shares of the real estate investment trust's stock worth $8,686,000 after purchasing an additional 9,217 shares in the last quarter. Institutional investors own 94.80% of the company's stock.
Wall Street Analyst Weigh In
WELL has been the topic of several recent analyst reports. UBS Group raised their price objective on shares of Welltower from $249.00 to $271.00 and gave the company a "buy" rating in a research report on Wednesday, July 8th. Jefferies Financial Group upped their target price on shares of Welltower from $237.00 to $248.00 and gave the stock a "buy" rating in a report on Tuesday, May 12th. Royal Bank Of Canada increased their price target on Welltower from $238.00 to $260.00 and gave the stock an "outperform" rating in a research note on Monday, August 3rd. Morgan Stanley upped their price objective on Welltower from $215.00 to $251.00 and gave the stock an "overweight" rating in a research note on Tuesday. Finally, Weiss Ratings cut Welltower from a "buy (b-)" rating to a "hold (c+)" rating in a research report on Wednesday, June 24th. Fourteen analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat, Welltower currently has an average rating of "Moderate Buy" and an average price target of $251.06.
Check Out Our Latest Stock Analysis on WELL
Welltower Price Performance
WELL stock opened at $238.93 on Thursday. The company has a debt-to-equity ratio of 0.37, a quick ratio of 3.16 and a current ratio of 3.16. The company's fifty day moving average price is $236.84 and its 200-day moving average price is $218.43. Welltower Inc. has a one year low of $163.75 and a one year high of $255.20. The company has a market capitalization of $172.20 billion, a PE ratio of 109.60, a price-to-earnings-growth ratio of 1.15 and a beta of 0.76.
Welltower (NYSE:WELL - Get Free Report) last posted its earnings results on Monday, July 27th. The real estate investment trust reported $0.61 earnings per share for the quarter, missing the consensus estimate of $0.66 by ($0.05). The company had revenue of $3.54 billion for the quarter, compared to analysts' expectations of $3.40 billion. Welltower had a net margin of 12.15% and a return on equity of 3.56%. The business's revenue was up 39.1% on a year-over-year basis. During the same period in the previous year, the business posted $1.28 earnings per share. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. On average, equities analysts anticipate that Welltower Inc. will post 6.43 EPS for the current fiscal year.
Welltower Increases Dividend
The company also recently disclosed a quarterly dividend, which was paid on Thursday, August 20th. Stockholders of record on Wednesday, August 12th were given a dividend of $0.85 per share. The ex-dividend date was Wednesday, August 12th. This is a positive change from Welltower's previous quarterly dividend of $0.74. This represents a $3.40 dividend on an annualized basis and a dividend yield of 1.4%. Welltower's dividend payout ratio (DPR) is 155.96%.
Insider Buying and Selling at Welltower
In other news, Director Andrew Gundlach bought 5,000 shares of Welltower stock in a transaction dated Tuesday, August 25th. The shares were purchased at an average cost of $239.47 per share, with a total value of $1,197,350.00. Following the completion of the acquisition, the director owned 25,000 shares of the company's stock, valued at $5,986,750. This trade represents a 25.00% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. 0.37% of the stock is currently owned by insiders.
Welltower Profile
(
Free Report)
Welltower Inc NYSE: WELL is a real estate investment trust (REIT) that acquires and manages real estate serving the health care industry. The company specializes in healthcare infrastructure, owning and operating a diversified portfolio of senior housing, post-acute and long-term care communities, and outpatient medical properties. Welltower's assets are designed to support the delivery of health care services through a combination of leased properties, joint ventures, and other capital arrangements with health care operators and providers.
The company's property types include assisted living, memory care, independent living and skilled nursing facilities, as well as medical office buildings and other outpatient-care real estate such as ambulatory surgery centers and specialty clinics.
Recommended Stories
Want to see what other hedge funds are holding WELL? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Welltower Inc. (NYSE:WELL - Free Report).
This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.
Continue following MarketBeat
Add MarketBeat as your preferred source on Google to see our latest stories in your feed.
Before you consider Welltower, you'll want to hear this.
MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Welltower wasn't on the list.
While Welltower currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.
View The Five Stocks Here
The AI boom is creating opportunities across semiconductors, cloud computing, enterprise software, infrastructure, cybersecurity, and automation.
Inside this report, you’ll find 10 companies positioned to benefit as artificial intelligence moves from hype to real-world deployment and becomes a core growth driver for corporate America.
Get This Free Report
