Robeco Institutional Asset Management B.V. Sells 61,168 Shares of Welltower Inc. $WELL

Key Points

• Robeco Institutional Asset Management reduced its Welltower position by 19.8%, selling 61,168 shares and retaining 247,163 shares valued at approximately $56.9 million. Institutional investors and hedge funds collectively own 94.8% of Welltower.
• Welltower’s stock opened at $237.65, near its 52-week high, while analysts maintained a broadly bullish outlook with a “Moderate Buy” consensus and an average price target of $255.86. Several firms recently raised their targets, including Citigroup and KeyCorp at $275.
• The healthcare REIT increased its quarterly dividend to $0.85, equivalent to a $3.40 annualized payout and a 1.4% yield. Recent operating trends were positive, including senior-housing occupancy growth, although the company’s latest quarterly EPS missed estimates.

Robeco Institutional Asset Management B.V. decreased its position in Welltower Inc. (NYSE:WELL - Free Report) by 19.8% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 247,163 shares of the real estate investment trust's stock after selling 61,168 shares during the quarter. Robeco Institutional Asset Management B.V.'s holdings in Welltower were worth $56,907,000 as of its most recent filing with the SEC.

Other hedge funds have also recently added to or reduced their stakes in the company. Diversify Advisory Services LLC raised its holdings in shares of Welltower by 8.4% during the 3rd quarter. Diversify Advisory Services LLC now owns 1,703 shares of the real estate investment trust's stock valued at $399,000 after purchasing an additional 132 shares in the last quarter. Cypress Capital LLC acquired a new stake in shares of Welltower in the 3rd quarter valued at $201,000. Sumitomo Mitsui DS Asset Management Company Ltd lifted its stake in shares of Welltower by 4.4% in the 3rd quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 295,818 shares of the real estate investment trust's stock valued at $68,109,000 after purchasing an additional 12,520 shares during the last quarter. Family Wealth Partners LLC boosted its holdings in Welltower by 11.3% in the third quarter. Family Wealth Partners LLC now owns 4,095 shares of the real estate investment trust's stock worth $943,000 after purchasing an additional 417 shares in the last quarter. Finally, CWA Asset Management Group LLC boosted its holdings in Welltower by 3.7% in the third quarter. CWA Asset Management Group LLC now owns 2,611 shares of the real estate investment trust's stock worth $601,000 after purchasing an additional 93 shares in the last quarter. Institutional investors and hedge funds own 94.80% of the company's stock.

Insider Activity

In other Welltower news, Director Andrew Gundlach acquired 5,000 shares of Welltower stock in a transaction dated Wednesday, August 26th. The stock was bought at an average cost of $242.06 per share, with a total value of $1,210,300.00. Following the acquisition, the director owned 30,000 shares of the company's stock, valued at approximately $7,261,800. The trade was a 20.00% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available 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. Corporate insiders own 0.37% of the company's stock.

Welltower Stock Up 1.5%

Shares of WELL stock opened at $237.65 on Friday. Welltower Inc. has a 12 month low of $174.90 and a 12 month high of $255.20. The firm has a market cap of $171.28 billion, a PE ratio of 109.01, a price-to-earnings-growth ratio of 1.12 and a beta of 0.75. The stock has a 50 day moving average of $233.85 and a 200-day moving average of $225.28. The company has a quick ratio of 3.16, a current ratio of 3.16 and a debt-to-equity ratio of 0.37.

Welltower (NYSE:WELL - Get Free Report) last announced its quarterly earnings data 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). Welltower had a return on equity of 3.56% and a net margin of 12.15%. The company had revenue of $3.54 billion during the quarter, compared to analyst estimates of $3.40 billion. During the same quarter in the previous year, the business posted $1.28 EPS. The company'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 predict that Welltower Inc. will post 6.43 EPS for the current year.

Welltower Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, August 20th. Shareholders 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 yield of 1.4%. Welltower's payout ratio is presently 155.96%.

Analyst Upgrades and Downgrades

WELL has been the topic of several analyst reports. JPMorgan Chase & Co. raised shares of Welltower from a "neutral" rating to an "overweight" rating and increased their target price for the stock from $230.00 to $260.00 in a research report on Thursday, September 24th. Citigroup boosted their price target on Welltower from $255.00 to $275.00 and gave the stock a "buy" rating in a research report on Friday, July 31st. KeyCorp boosted their price target on Welltower from $240.00 to $275.00 and gave the stock an "overweight" rating in a research report on Tuesday, August 4th. Royal Bank Of Canada upped 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. Finally, Weiss Ratings raised Welltower from a "hold (c+)" rating to a "buy (b-)" rating in a report on Thursday, October 8th. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and three have assigned a Hold rating to the company's stock. Based on data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and an average target price of $255.86.

Trending Headlines about Welltower

Here are the key news stories impacting Welltower this week:

• Positive Sentiment: Welltower’s senior-housing occupancy reportedly climbed to 89.4%. Higher occupancy can support same-store revenue, cash flow and future dividend growth. The company also paid its 221st consecutive quarterly dividend and increased the payout by 15%, reinforcing the income-investment case. Welltower’s Occupancy Climbs to 89.4%, Keeping Dividend Raises on Track
• Positive Sentiment: Aging demographics, limited new senior-housing construction and sector occupancy near 90.4% are creating a favorable backdrop for healthcare REITs, including Welltower. These trends could improve pricing power and long-term demand. Aging Population Boosts Healthcare REITs: Stocks to Watch
• Positive Sentiment: Wells Fargo raised its price target for WELL to $268, indicating continued confidence in the company’s growth prospects and operating momentum. Wells Fargo lifts target for Welltower stock to USD 268
• Neutral Sentiment: Investors are focused on Wall Street’s estimates for Welltower’s third-quarter revenue, earnings and operating metrics. The results will show whether occupancy gains are translating into stronger financial performance. Unlocking Q3 Potential of Welltower: Exploring Wall Street Estimates
• Negative Sentiment: Despite advancing, Welltower underperformed several competitors. That relative weakness may reflect profit-taking or valuation concerns, particularly as the stock trades at a high earnings multiple and investors seek clearer evidence that growth can justify the premium. Welltower Inc. stock underperforms Thursday when compared to competitors despite daily gains

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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