Danica Pension Livsforsikringsaktieselskab Makes New Investment in Welltower Inc. $WELL

Key Points

• Danica Pension bought 126,427 Welltower shares worth approximately $28.7 million in the second quarter, while institutional investors collectively own 94.8% of the REIT.
• Welltower reported quarterly revenue of $3.54 billion, up 39.1% year over year, but adjusted earnings of $0.61 per share fell short of analysts’ $0.66 estimate. The company guided to fiscal 2026 earnings of $6.36–$6.44 per share.
• Welltower raised its quarterly dividend from $0.74 to $0.85 per share, equivalent to a $3.40 annual payout and a 1.4% yield. Analysts maintain a “Moderate Buy” consensus with an average price target of $246.11.

Danica Pension Livsforsikringsaktieselskab purchased a new stake in Welltower Inc. (NYSE:WELL - Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm purchased 126,427 shares of the real estate investment trust's stock, valued at approximately $28,695,000.

Several other institutional investors have also modified their holdings of WELL. Brighton Jones LLC grew its stake in Welltower by 7.1% during the 4th quarter. Brighton Jones LLC now owns 4,185 shares of the real estate investment trust's stock worth $527,000 after purchasing an additional 279 shares in the last quarter. Empowered Funds LLC increased its holdings in Welltower by 31.7% during the 1st quarter. Empowered Funds LLC now owns 14,790 shares of the real estate investment trust's stock worth $2,266,000 after purchasing an additional 3,564 shares during the period. Sivia Capital Partners LLC raised its position in Welltower by 7.1% in the 2nd quarter. Sivia Capital Partners LLC now owns 1,910 shares of the real estate investment trust's stock valued at $294,000 after purchasing an additional 127 shares in the last quarter. Baird Financial Group Inc. raised its position in Welltower by 7.3% in the 2nd quarter. Baird Financial Group Inc. now owns 10,871 shares of the real estate investment trust's stock valued at $1,671,000 after purchasing an additional 735 shares in the last quarter. Finally, NewEdge Advisors LLC boosted its stake in shares of Welltower by 27.0% in the 2nd quarter. NewEdge Advisors LLC now owns 12,435 shares of the real estate investment trust's stock valued at $1,912,000 after buying an additional 2,641 shares during the period. Institutional investors and hedge funds own 94.80% of the company's stock.

Welltower Price Performance

Shares of NYSE WELL opened at $235.38 on Wednesday. The company has a current ratio of 3.16, a quick ratio of 3.16 and a debt-to-equity ratio of 0.37. Welltower Inc. has a twelve month low of $162.29 and a twelve month high of $255.20. The stock has a 50 day moving average of $230.95 and a two-hundred day moving average of $214.96. The stock has a market cap of $169.65 billion, a P/E ratio of 107.97, a P/E/G ratio of 1.13 and a beta of 0.76.

Welltower (NYSE:WELL - Get Free Report) last announced its earnings results on Monday, July 27th. The real estate investment trust reported $0.61 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $0.66 by ($0.05). The business had revenue of $3.54 billion for the quarter, compared to analysts' expectations of $3.40 billion. Welltower had a return on equity of 3.56% and a net margin of 12.15%.The business's revenue was up 39.1% on a year-over-year basis. During the same quarter last year, the business posted $1.28 earnings per share. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. On average, research analysts forecast that Welltower Inc. will post 6.43 earnings per share for the current year.

Welltower Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, August 20th. Shareholders of record on Wednesday, August 12th will be given a dividend of $0.85 per share. This represents a $3.40 annualized dividend and a yield of 1.4%. The ex-dividend date of this dividend is Wednesday, August 12th. This is an increase from Welltower's previous quarterly dividend of $0.74. Welltower's payout ratio is 155.96%.

Analysts Set New Price Targets

A number of equities analysts have recently commented on the company. Mizuho boosted their price objective on Welltower from $239.00 to $260.00 and gave the stock an "outperform" rating in a research report on Wednesday, July 22nd. Cantor Fitzgerald raised their target price on shares of Welltower from $235.00 to $260.00 and gave the company an "overweight" rating in a report on Friday, July 31st. Wells Fargo & Company lifted their price target on shares of Welltower from $228.00 to $237.00 and gave the stock an "overweight" rating in a research note on Monday, June 1st. BMO Capital Markets reiterated an "outperform" rating and set a $245.00 price target on shares of Welltower in a report on Monday, May 4th. Finally, Raymond James Financial initiated coverage on shares of Welltower in a research report on Tuesday, June 16th. They issued an "outperform" rating and a $226.00 price objective on the stock. Fourteen research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and an average price target of $246.11.

About Welltower

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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