Welltower Inc. $WELL Stock: International Assets Investment Management LLC Grows Stake

Key Points

• International Assets Investment Management LLC increased its Welltower stake by 2,880.5% in the third quarter, adding 47,356 shares to hold 49,000 shares valued at approximately $11.3 million. Institutional investors collectively own 94.8% of the REIT.
• Welltower reported quarterly EPS of $1.67, exceeding estimates by $0.03, while revenue rose 38.4% year over year to $3.72 billion. The company also raised its outlook, citing strong senior-housing growth.
• Analyst sentiment remains favorable, with a consensus “Moderate Buy” rating and an average price target of $259.81; JPMorgan and Freedom Broker recently upgraded the stock, while other firms adjusted targets but maintained positive or neutral ratings.

International Assets Investment Management LLC lifted its stake in shares of Welltower Inc. (NYSE:WELL - Free Report) by 2,880.5% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 49,000 shares of the real estate investment trust's stock after purchasing an additional 47,356 shares during the quarter. International Assets Investment Management LLC's holdings in Welltower were worth $11,282,000 as of its most recent SEC filing.

A number of other hedge funds also recently modified their holdings of WELL. NewEdge Advisors LLC lifted its position in shares of Welltower by 13.0% during the 2nd quarter. NewEdge Advisors LLC now owns 238,162 shares of the real estate investment trust's stock worth $54,056,000 after buying an additional 27,345 shares during the last quarter. Dimensional Fund Advisors LP grew its position in Welltower by 0.7% in the first quarter. Dimensional Fund Advisors LP now owns 8,345,022 shares of the real estate investment trust's stock valued at $1,649,844,000 after acquiring an additional 57,938 shares during the last quarter. Envestnet Asset Management Inc. grew its position in Welltower by 9.4% in the second quarter. Envestnet Asset Management Inc. now owns 916,367 shares of the real estate investment trust's stock valued at $207,986,000 after acquiring an additional 79,088 shares during the last quarter. Swiss National Bank raised its stake in Welltower by 9.9% during the first quarter. Swiss National Bank now owns 2,014,200 shares of the real estate investment trust's stock worth $398,227,000 after acquiring an additional 181,400 shares in the last quarter. Finally, State Street Corp raised its stake in Welltower by 1.4% during the second quarter. State Street Corp now owns 42,138,810 shares of the real estate investment trust's stock worth $9,564,246,000 after acquiring an additional 578,033 shares in the last quarter. Institutional investors own 94.80% of the company's stock.

Trending Headlines about Welltower

Here are the key news stories impacting Welltower this week:

• Positive Sentiment: Welltower lifted its outlook after reporting strong growth in senior housing, providing the clearest near-term catalyst for the stock. The update suggests improving occupancy, pricing, or operating trends could support future earnings and cash flow. Welltower stock lifts outlook after strong senior housing growth
• Positive Sentiment: Freedom Broker upgraded Welltower’s depositary receipt from “hold” to “buy,” adding to the positive analyst sentiment surrounding the company. Freedom Broker upgrades Welltower
• Positive Sentiment: Coverage following the third-quarter update highlighted the raised outlook and senior-housing momentum, helping support the view that Welltower can continue benefiting from favorable demographic trends. Welltower stock after Q3 outlook lift
• Neutral Sentiment: Potential Social Security reform could materially affect seniors’ disposable income and therefore demand for senior housing, but the timing and details remain uncertain. Social Security reform and Welltower demand
• Neutral Sentiment: Raymond James lowered its price target to $263 but maintained a favorable view, calling Welltower a strong large-cap option. Cantor Fitzgerald also trimmed its target to $258 while retaining an “overweight” rating. These reductions may reflect valuation discipline rather than a change in the long-term outlook. Raymond James lowers Welltower price target
• Negative Sentiment: One market report characterized the shares as falling after an earnings miss, which could weigh on sentiment; however, the broader earnings coverage and company outlook update point to stronger-than-expected operating momentum. Welltower shares after earnings

Wall Street Analyst Weigh In

A number of research analysts have recently commented on WELL shares. 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 report on Thursday, September 24th. Barclays lowered their price objective on shares of Welltower from $259.00 to $246.00 and set an "equal weight" rating for the company in a research report on Tuesday, October 13th. Citigroup increased their price objective on shares of Welltower from $255.00 to $275.00 and gave the company a "buy" rating in a research note on Friday, July 31st. Royal Bank Of Canada raised their target price on shares of Welltower from $238.00 to $260.00 and gave the company an "outperform" rating in a research report on Monday, August 3rd. Finally, Freedom Broker upgraded shares of Welltower from a "hold" rating to a "buy" rating and set a $255.00 target price on the stock in a research report on Wednesday. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and four have issued a Hold rating to the company. According to MarketBeat.com, Welltower currently has a consensus rating of "Moderate Buy" and a consensus target price of $259.81.

Insider Buying and Selling

In other Welltower news, Director Andrew Gundlach bought 5,000 shares of Welltower stock in a transaction on 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 acquisition, the director directly owned 30,000 shares of the company's stock, valued at $7,261,800. The trade was a 20.00% increase in their position. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. 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 Price Performance

Welltower stock opened at $234.43 on Friday. The company has a current ratio of 3.16, a quick ratio of 3.16 and a debt-to-equity ratio of 0.39. The company has a market capitalization of $171.98 billion, a PE ratio of 101.48, a P/E/G ratio of 1.13 and a beta of 0.75. Welltower Inc. has a 12 month low of $178.19 and a 12 month high of $255.20. The stock has a 50-day moving average price of $233.51 and a two-hundred day moving average price of $218.24.

Welltower (NYSE:WELL - Get Free Report) last announced its quarterly earnings results on Monday, October 26th. The real estate investment trust reported $1.67 EPS for the quarter, beating analysts' consensus estimates of $1.64 by $0.03. The firm had revenue of $3.72 billion for the quarter, compared to analyst estimates of $3.64 billion. Welltower had a return on equity of 3.61% and a net margin of 12.08%. The business's revenue for the quarter was up 38.4% on a year-over-year basis. During the same period last year, the firm posted $1.34 earnings per share. Analysts expect that Welltower Inc. will post 6.49 EPS for the current year.

Welltower Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, November 19th. Investors of record on Tuesday, November 10th will be given a dividend of $0.85 per share. The ex-dividend date is Tuesday, November 10th. This represents a $3.40 annualized dividend and a yield of 1.5%. Welltower's dividend payout ratio (DPR) is currently 147.19%.

About Welltower

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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