Welltower Inc. $WELL Shares Acquired by Envestnet Asset Management Inc.

Key Points

• Envestnet Asset Management increased its Welltower stake by 9.4% in the second quarter, purchasing 79,088 additional shares for a total of 916,367 shares valued at approximately $208 million. Institutional investors and hedge funds collectively own 94.8% of the stock.
• Analyst sentiment remains favorable: 15 analysts rate Welltower a Buy and two rate it a Hold, producing a consensus “Moderate Buy” rating and a $255.39 price target. Director Andrew Gundlach also purchased 5,000 shares at an average price of $242.06.
• Welltower’s latest quarterly revenue rose 39.1% year over year to $3.54 billion, exceeding expectations, but EPS of $0.61 missed the $0.66 consensus estimate. The company increased its quarterly dividend to $0.85 per share, although its 1.5% yield and elevated valuation remain potential concerns.

Envestnet Asset Management Inc. increased its stake in shares of Welltower Inc. (NYSE:WELL - Free Report) by 9.4% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 916,367 shares of the real estate investment trust's stock after buying an additional 79,088 shares during the quarter. Envestnet Asset Management Inc. owned about 0.13% of Welltower worth $207,986,000 as of its most recent SEC filing.

Several other hedge funds have also recently made changes to their positions in WELL. BlackRock Inc. raised its position in Welltower by 5.5% during the 2nd quarter. BlackRock Inc. now owns 78,049,214 shares of the real estate investment trust's stock worth $17,714,830,000 after buying an additional 4,045,458 shares during the last quarter. State Street Corp lifted its holdings in shares of Welltower by 1.4% in the 2nd quarter. State Street Corp now owns 42,138,810 shares of the real estate investment trust's stock valued at $9,564,246,000 after buying an additional 578,033 shares during the period. Capital International Investors lifted its holdings in shares of Welltower by 2.0% in the 4th quarter. Capital International Investors now owns 47,431,769 shares of the real estate investment trust's stock valued at $8,805,411,000 after buying an additional 915,514 shares during the period. Norges Bank purchased a new stake in shares of Welltower in the fourth quarter worth about $5,466,264,000. Finally, Bank of America Corp DE purchased a new stake in shares of Welltower in the second quarter worth about $4,425,089,000. 94.80% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Welltower

In other news, Director Andrew Gundlach purchased 5,000 shares of the stock in a transaction dated Wednesday, August 26th. The shares were purchased at an average cost of $242.06 per share, with a total value of $1,210,300.00. Following the completion of the purchase, the director directly owned 30,000 shares of the company's stock, valued at approximately $7,261,800. The trade was 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 owned by insiders.

Wall Street Analysts Forecast Growth

Several brokerages recently weighed in on WELL. Evercore reiterated an "outperform" rating and set a $256.00 price target on shares of Welltower in a research report on Monday. Deutsche Bank Aktiengesellschaft upped their price objective on Welltower from $215.00 to $265.00 and gave the stock a "buy" rating in a research report on Wednesday, July 1st. JPMorgan Chase & Co. raised shares of Welltower from a "neutral" rating to an "overweight" rating and set a $260.00 price objective on the stock in a research note on Thursday. Weiss Ratings reaffirmed a "hold (c+)" rating on shares of Welltower in a report on Monday. Finally, Royal Bank Of Canada boosted their target price on shares of Welltower from $238.00 to $260.00 and gave the company an "outperform" rating in a research note on Monday, August 3rd. Fifteen research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat.com, Welltower presently has a consensus rating of "Moderate Buy" and a consensus price target of $255.39.

Welltower News Roundup

Here are the key news stories impacting Welltower this week:

• Positive Sentiment: JPMorgan upgrade supports the stock: JPMorgan raised Welltower from “neutral” to “overweight” and set a $260 price target, implying roughly 11% upside from the referenced price. The upgrade provides a significant near-term catalyst and reflects confidence in the company’s growth outlook. JPMorgan Welltower upgrade
• Positive Sentiment: Senior-housing demographics remain favorable: About two million Americans are expected to turn 80 this year, while senior-housing construction remains historically low. That supply-demand imbalance could support Welltower’s occupancy, pricing power and long-term cash-flow growth. 4 Senior Housing REITs Betting Big on America’s Aging Population
• Positive Sentiment: Revenue growth remains strong: Recent coverage highlighted 39.1% year-over-year revenue growth in Welltower’s latest reported quarter. Revenue of $3.54 billion exceeded the $3.40 billion analyst consensus, indicating continued expansion despite mixed earnings results. Welltower stock reports 39.1 percent revenue growth
• Neutral Sentiment: Third-quarter reporting date announced: Welltower will release third-quarter 2026 results after the market closes on October 26, followed by a conference call. The event gives investors a forthcoming catalyst to assess operating trends and guidance. Welltower third-quarter 2026 earnings date
• Negative Sentiment: Valuation and slowing compounding are concerns: One analysis argues that Welltower’s share price already reflects substantial future growth, while the pace of compounding may be slowing. The stock’s elevated valuation increases downside risk if earnings or operating metrics disappoint. Welltower Priced For Compounding That Is Already Slowing
• Negative Sentiment: Prior earnings included an EPS miss: Welltower reported quarterly earnings of $0.61 per share, below the $0.66 consensus estimate. Although revenue beat expectations, the earnings shortfall and recent valuation pressure weighed on sentiment. Welltower reports strong second-quarter growth

Welltower Stock Up 1.6%

Shares of WELL opened at $233.56 on Friday. The firm has a market cap of $168.34 billion, a P/E ratio of 107.14, a PEG ratio of 1.10 and a beta of 0.76. Welltower Inc. has a 12 month low of $163.75 and a 12 month high of $255.20. The stock's 50 day moving average is $237.38 and its two-hundred day moving average is $221.31. 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 (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). Welltower had a net margin of 12.15% and a return on equity of 3.56%. The business had revenue of $3.54 billion for the quarter, compared to analysts' expectations of $3.40 billion. During the same quarter last year, the business earned $1.28 EPS. The company's quarterly revenue was up 39.1% on a year-over-year basis. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. Analysts predict that Welltower Inc. will post 6.43 earnings per share 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 issued a dividend of $0.85 per share. The ex-dividend date of this dividend was Wednesday, August 12th. This is an increase from Welltower's previous quarterly dividend of $0.74. This represents a $3.40 dividend on an annualized basis and a dividend yield of 1.5%. Welltower's payout ratio is currently 155.96%.

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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