Caisse de depot et placement du Quebec purchased a new position in shares of Welltower Inc. (NYSE:WELL - Free Report) in the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased 10,721 shares of the real estate investment trust's stock, valued at approximately $2,433,000.
Several other large investors have also made changes to their positions in WELL. Leonteq Securities AG raised its position in 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 in the last quarter. Sound Income Strategies LLC boosted 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 valued at $27,000 after purchasing an additional 76 shares in the last quarter. Kilter Group LLC acquired a new stake in shares of Welltower in the 2nd quarter valued at $29,000. Swiss RE Ltd. acquired a new stake in shares of Welltower in the 4th quarter valued at $29,000. Finally, Quarry LP bought a new position in shares of Welltower in the 3rd quarter valued at $33,000. Institutional investors and hedge funds own 94.80% of the company's stock.
Analysts Set New Price Targets
A number of equities analysts have recently commented on the company. Wall Street Zen raised Welltower from a "sell" rating to a "hold" rating in a report on Saturday, May 2nd. Evercore reaffirmed an "outperform" rating and issued a $260.00 price objective on shares of Welltower in a research note on Thursday, July 30th. UBS Group lifted their target price on Welltower from $249.00 to $271.00 and gave the company a "buy" rating in a research report on Wednesday, July 8th. BMO Capital Markets reissued an "outperform" rating and set a $245.00 target price on shares of Welltower in a research note on Monday, May 4th. Finally, Scotiabank dropped their target price on shares of Welltower from $248.00 to $232.00 and set a "sector outperform" rating for the company in a report on Thursday, June 18th. Fourteen research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company's stock. According to data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and an average price target of $246.11.
Read Our Latest Research Report on WELL
Insider Activity at Welltower
In other news, Director Andrew Gundlach purchased 5,000 shares of the business's 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 purchase, 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 purchase was disclosed in a document filed with the SEC, which is available at this link. Insiders own 0.37% of the company's stock.
Welltower Stock Performance
NYSE WELL opened at $237.51 on Friday. The firm's fifty day moving average price is $235.54 and its two-hundred day moving average price is $217.59. The stock has a market cap of $171.18 billion, a PE ratio of 108.95, a PEG ratio of 1.14 and a beta of 0.76. The company has a debt-to-equity ratio of 0.37, a quick ratio of 3.16 and a current ratio of 3.16. Welltower Inc. has a fifty-two week low of $163.75 and a fifty-two week high of $255.20.
Welltower (NYSE:WELL - Get Free Report) last announced its quarterly earnings results on Monday, July 27th. The real estate investment trust reported $0.61 EPS for the quarter, missing analysts' consensus estimates of $0.66 by ($0.05). Welltower had a net margin of 12.15% and a return on equity of 3.56%. The firm had revenue of $3.54 billion during the quarter, compared to the consensus estimate of $3.40 billion. During the same quarter in the previous year, the company posted $1.28 earnings per share. The firm's revenue was up 39.1% on a year-over-year basis. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. On average, equities analysts expect that Welltower Inc. will post 6.43 EPS for the current fiscal year.
Welltower Increases Dividend
The company also recently announced a quarterly dividend, which was paid on Thursday, August 20th. Shareholders of record on Wednesday, August 12th were given a $0.85 dividend. This is a boost from Welltower's previous quarterly dividend of $0.74. This represents a $3.40 annualized dividend and a yield of 1.4%. The ex-dividend date was Wednesday, August 12th. Welltower's dividend payout ratio is 155.96%.
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.
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