Nykredit A S Buys Shares of 324,783 Welltower Inc. $WELL

Key Points

• Nykredit A/S acquired 324,783 Welltower shares during the second quarter, valued at approximately $73.7 million. Institutional investors collectively own 94.8% of the healthcare REIT.
• Welltower reported quarterly revenue of $3.54 billion, up 39.1% year over year, but EPS of $0.61 fell short of the $0.66 consensus estimate. The company raised its quarterly dividend to $0.85, yielding approximately 1.5% annually.
• Analysts maintain a positive view, with 14 Buy ratings and three Holds producing a “Moderate Buy” consensus and an average price target of $252.56. Director Andrew Gundlach also purchased 5,000 shares for about $1.21 million.

Nykredit A S bought a new position in Welltower Inc. (NYSE:WELL - Free Report) during the second quarter, according to its most recent disclosure with the SEC. The institutional investor bought 324,783 shares of the real estate investment trust's stock, valued at approximately $73,716,000.

Other institutional investors have also recently made changes to their positions in the company. Parkside Financial Bank & Trust lifted its stake in shares of Welltower by 9.8% in the 2nd quarter. Parkside Financial Bank & Trust now owns 2,233 shares of the real estate investment trust's stock valued at $507,000 after purchasing an additional 199 shares during the last quarter. Cornerstone Financial Management LLC boosted its stake in shares of Welltower by 3.5% in the second quarter. Cornerstone Financial Management LLC now owns 1,318 shares of the real estate investment trust's stock worth $299,000 after buying an additional 45 shares during the last quarter. Amundi grew its position in shares of Welltower by 60.3% in the second quarter. Amundi now owns 5,339,664 shares of the real estate investment trust's stock valued at $1,211,944,000 after purchasing an additional 2,008,543 shares during the period. VIRGINIA RETIREMENT SYSTEMS ET Al purchased a new position in shares of Welltower during the second quarter worth approximately $63,090,000. Finally, Ameritas Advisory Services LLC lifted its holdings in shares of Welltower by 75.5% in the 2nd quarter. Ameritas Advisory Services LLC now owns 6,315 shares of the real estate investment trust's stock valued at $1,433,000 after buying an additional 2,717 shares during the period. Institutional investors own 94.80% of the company's stock.

Welltower Trading Down 1.4%

Shares of NYSE WELL opened at $229.07 on Friday. 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 firm's 50 day moving average price is $237.76 and its 200-day moving average price is $220.52. Welltower Inc. has a 52-week low of $163.75 and a 52-week high of $255.20. The company has a market cap of $165.10 billion, a PE ratio of 105.08, a P/E/G ratio of 1.11 and a beta of 0.76.

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

Welltower Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, August 20th. Stockholders of record on Wednesday, August 12th were issued a $0.85 dividend. This is a boost from Welltower's previous quarterly dividend of $0.74. The ex-dividend date of this dividend was Wednesday, August 12th. This represents a $3.40 annualized dividend and a dividend yield of 1.5%. Welltower's payout ratio is presently 155.96%.

Analyst Ratings Changes

Several equities analysts have recently issued reports on WELL shares. Mizuho lifted their price target on Welltower from $239.00 to $260.00 and gave the company an "outperform" rating in a research report on Wednesday, July 22nd. UBS Group boosted their price objective on Welltower from $249.00 to $271.00 and gave the stock a "buy" rating in a research note on Wednesday, July 8th. KeyCorp increased their target price on Welltower from $240.00 to $275.00 and gave the stock an "overweight" rating in a research note on Tuesday, August 4th. Deutsche Bank Aktiengesellschaft boosted their price target on Welltower from $215.00 to $265.00 and gave the stock a "buy" rating in a research report on Wednesday, July 1st. Finally, Royal Bank Of Canada upped their target price on Welltower from $238.00 to $260.00 and gave the stock an "outperform" rating in a research note on Monday, August 3rd. Fourteen analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and a consensus target price of $252.56.

Insider Activity

In other Welltower news, Director Andrew Gundlach purchased 5,000 shares of the stock in a transaction on Wednesday, August 26th. The shares were bought at an average price of $242.06 per share, for a total transaction of $1,210,300.00. Following the completion of the transaction, the director owned 30,000 shares of the company's stock, valued at $7,261,800. This trade represents a 20.00% increase in their position. The transaction was disclosed in a document filed with the SEC, which is available through this link. 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 is a real estate investment trust (REIT) that owns, operates and finances healthcare-related real estate. The company focuses on properties that support healthcare delivery and services, including senior housing communities, outpatient medical facilities and post-acute care properties.

Welltower partners with healthcare providers, senior housing operators and other service providers to develop and manage facilities designed to serve aging populations and patients requiring ongoing or specialized care.

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