Welltower Inc. $WELL Shares Sold by Sei Investments Co.

Key Points

• Sei Investments trimmed its stake in Welltower by 8.6%, selling 217,697 shares and leaving it with 2,306,626 shares (about 0.34%) valued at roughly $410.9 million; institutional investors now own about 94.8% of the stock.
• Wall Street sentiment is mostly positive: the consensus rating is Moderate Buy with an average price target of $224.71, and several firms have recently raised targets as high as $240.
• Welltower slightly beat EPS expectations ($1.45 vs. $1.44) and reported revenue up 41.3% to $3.18 billion, set FY2026 guidance of $6.09–$6.25 EPS, and paid a quarterly dividend of $0.74 (about a 1.4% yield).

Sei Investments Co. reduced its position in shares of Welltower Inc. (NYSE:WELL - Free Report) by 8.6% in the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 2,306,626 shares of the real estate investment trust's stock after selling 217,697 shares during the quarter. Sei Investments Co. owned about 0.34% of Welltower worth $410,901,000 as of its most recent SEC filing.

Several other hedge funds also recently modified their holdings of the company. Brighton Jones LLC boosted its stake in Welltower by 7.1% during the fourth quarter. Brighton Jones LLC now owns 4,185 shares of the real estate investment trust's stock valued at $527,000 after buying an additional 279 shares in the last quarter. Empowered Funds LLC grew its holdings in Welltower by 31.7% during the first quarter. Empowered Funds LLC now owns 14,790 shares of the real estate investment trust's stock worth $2,266,000 after acquiring an additional 3,564 shares during the period. Sivia Capital Partners LLC raised its position in Welltower by 7.1% in the second quarter. Sivia Capital Partners LLC now owns 1,910 shares of the real estate investment trust's stock worth $294,000 after acquiring an additional 127 shares in the last quarter. AE Wealth Management LLC raised its position in Welltower by 44.6% in the second quarter. AE Wealth Management LLC now owns 3,013 shares of the real estate investment trust's stock worth $463,000 after acquiring an additional 930 shares in the last quarter. Finally, Allworth Financial LP lifted its holdings in Welltower by 243.8% in the 2nd quarter. Allworth Financial LP now owns 20,880 shares of the real estate investment trust's stock valued at $3,210,000 after acquiring an additional 14,806 shares during the last quarter. 94.80% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several equities analysts have recently weighed in on the stock. Royal Bank Of Canada raised their price objective on shares of Welltower from $207.00 to $230.00 and gave the company an "outperform" rating in a research report on Tuesday, February 24th. Jefferies Financial Group reissued a "buy" rating and set a $231.00 target price on shares of Welltower in a research note on Monday, December 15th. UBS Group set a $240.00 target price on shares of Welltower in a report on Thursday, February 12th. Wall Street Zen lowered shares of Welltower from a "hold" rating to a "sell" rating in a research report on Saturday, February 14th. Finally, Cantor Fitzgerald upped their price target on Welltower from $204.00 to $230.00 and gave the company an "overweight" rating in a report on Thursday, February 12th. One equities research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, three have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $224.71.

Welltower Stock Up 0.4%

Shares of NYSE:WELL opened at $206.10 on Friday. The firm has a 50 day simple moving average of $196.83 and a 200 day simple moving average of $187.07. Welltower Inc. has a 52 week low of $130.29 and a 52 week high of $216.43. The company has a debt-to-equity ratio of 0.45, a quick ratio of 3.46 and a current ratio of 3.46. The company has a market cap of $143.80 billion, a PE ratio of 147.21, a price-to-earnings-growth ratio of 1.40 and a beta of 0.82.

Welltower (NYSE:WELL - Get Free Report) last posted its quarterly earnings data on Tuesday, February 10th. The real estate investment trust reported $1.45 earnings per share for the quarter, topping the consensus estimate of $1.44 by $0.01. Welltower had a net margin of 8.64% and a return on equity of 2.46%. The firm had revenue of $3.18 billion for the quarter, compared to analysts' expectations of $2.93 billion. During the same period in the previous year, the company posted $1.13 EPS. The company's quarterly revenue was up 41.3% compared to the same quarter last year. Welltower has set its FY 2026 guidance at 6.090-6.25 EPS. As a group, research analysts expect that Welltower Inc. will post 4.88 earnings per share for the current year.

Welltower Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Investors of record on Wednesday, February 25th were given a dividend of $0.74 per share. This represents a $2.96 annualized dividend and a yield of 1.4%. The ex-dividend date of this dividend was Wednesday, February 25th. Welltower's payout ratio is presently 211.43%.

Welltower Profile

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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