Welltower (NYSE:WELL) Shares Unloaded Rep. Jefferson Shreve

Representative Jefferson Shreve (R-Indiana) recently sold shares of Welltower Inc. NYSE: WELL. In a filing disclosed on June 22nd, the Representative disclosed that they had sold between $50,001 and $100,000 in Welltower stock on May 12th. The trade occurred in the Representative's "CRT - STANDARD UNIT TRUST" account.

Representative Jefferson Shreve also recently made the following trade(s):

• Sold $15,001 - $50,000 in shares of Hubbell NYSE: HUBB on 5/12/2025.
• Sold $50,001 - $100,000 in shares of Trane Technologies NYSE: TT on 5/12/2025.
• Sold $15,001 - $50,000 in shares of RTX NYSE: RTX on 5/12/2025.
• Sold $50,001 - $100,000 in shares of NiSource NYSE: NI on 5/12/2025.
• Sold $50,001 - $100,000 in shares of Johnson & Johnson NYSE: JNJ on 5/12/2025.
• Sold $15,001 - $50,000 in shares of AppLovin NASDAQ: APP on 5/12/2025.
• Sold $15,001 - $50,000 in shares of Fiserv NYSE: FI on 5/12/2025.
• Sold $15,001 - $50,000 in shares of CNO Financial Group NYSE: CNO on 5/12/2025.
• Sold $50,001 - $100,000 in shares of Cboe Global Markets NASDAQ: CBOE on 5/12/2025.
• Sold $15,001 - $50,000 in shares of Lam Research NASDAQ: LRCX on 5/12/2025.

Welltower Stock Performance

WELL traded up $0.16 during mid-day trading on Friday, reaching $161.56. 1,556,456 shares of the company traded hands, compared to its average volume of 2,297,015. The company's fifty day moving average price is $153.61 and its 200-day moving average price is $147.87. The stock has a market capitalization of $105.65 billion, a P/E ratio of 92.85, a P/E/G ratio of 1.88 and a beta of 0.92. The company has a quick ratio of 4.23, a current ratio of 4.23 and a debt-to-equity ratio of 0.46. Welltower Inc. has a 52-week low of $108.24 and a 52-week high of $162.26.

Welltower (NYSE:WELL - Get Free Report) last posted its quarterly earnings data on Monday, April 28th. The real estate investment trust reported $1.20 EPS for the quarter, beating analysts' consensus estimates of $1.15 by $0.05. Welltower had a return on equity of 3.41% and a net margin of 12.65%. The company had revenue of $2.42 billion during the quarter, compared to analysts' expectations of $2.40 billion. During the same quarter in the prior year, the business earned $1.01 earnings per share. Welltower's revenue for the quarter was up 30.3% compared to the same quarter last year. On average, sell-side analysts expect that Welltower Inc. will post 4.88 EPS for the current year.

Welltower Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Thursday, May 22nd. Shareholders of record on Wednesday, May 14th were given a $0.67 dividend. This represents a $2.68 dividend on an annualized basis and a yield of 1.66%. The ex-dividend date of this dividend was Wednesday, May 14th. Welltower's dividend payout ratio (DPR) is presently 154.02%.

Wall Street Analysts Forecast Growth

WELL has been the topic of several recent research reports. Wedbush reiterated an "underperform" rating on shares of Welltower in a research note on Thursday, April 17th. Morgan Stanley upped their target price on shares of Welltower from $155.00 to $160.00 and gave the company an "overweight" rating in a report on Tuesday, May 6th. Wall Street Zen downgraded shares of Welltower from a "hold" rating to a "sell" rating in a research report on Thursday, May 8th. Evercore ISI lifted their price target on shares of Welltower from $145.00 to $157.00 and gave the stock an "in-line" rating in a research note on Thursday, May 1st. Finally, Scotiabank restated an "outperform" rating on shares of Welltower in a research note on Monday, June 23rd. Two equities research analysts have rated the stock with a sell rating, one has assigned a hold rating, eight have issued a buy rating and two have assigned a strong buy rating to the company. According to MarketBeat.com, Welltower currently has an average rating of "Moderate Buy" and an average target price of $168.18.

Institutional Investors Weigh In On Welltower

A number of institutional investors have recently bought and sold shares of the business. SouthState Corp raised its stake in Welltower by 704.8% during the 1st quarter. SouthState Corp now owns 169 shares of the real estate investment trust's stock valued at $26,000 after purchasing an additional 148 shares during the period. Wealth Preservation Advisors LLC bought a new position in Welltower in the 1st quarter worth approximately $27,000. Harbor Capital Advisors Inc. purchased a new stake in Welltower during the 1st quarter valued at approximately $28,000. Smallwood Wealth Investment Management LLC purchased a new stake in Welltower during the 1st quarter valued at approximately $28,000. Finally, Hughes Financial Services LLC bought a new stake in shares of Welltower during the first quarter valued at approximately $31,000. Hedge funds and other institutional investors own 94.80% of the company's stock.

Insider Activity at Welltower

In related news, Director Andrew Gundlach bought 20,000 shares of the business's stock in a transaction that occurred on Monday, June 30th. The stock was bought at an average cost of $151.46 per share, with a total value of $3,029,200.00. Following the completion of the purchase, the director owned 20,000 shares of the company's stock, valued at approximately $3,029,200. The trade was a ∞ increase in their position. The acquisition was disclosed in a document filed with the SEC, which is available through this hyperlink. Company insiders own 0.21% of the company's stock.

About Representative Shreve

Jefferson Shreve (Republican Party) is a member of the U.S. House, representing Indiana's 6th Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027. Shreve (Republican Party) is running for re-election to the U.S. House to represent Indiana's 6th Congressional District. He declared candidacy for the 2026 election. Email editor@ballotpedia.org to notify us of updates to this biography. Jefferson Shreve earned a bachelor's degree from Indiana University in 1989, a graduate degree from the University of London in 1998, and a graduate degree from Purdue University in 2003. Shreve's career experience includes working as a real estate executive. Shreve was elected 7th District Vice Chairman of the Indiana Republican State Committee on January 17, 2018, and was re-elected on March 6, 2021. In 2020, he was selected as a district-level delegate to the 2020 Republican National Convention.

Welltower Company Profile

Welltower Inc NYSE: WELL, a real estate investment trust ("REIT") and S&P 500 company headquartered in Toledo, Ohio, is driving the transformation of health care infrastructure. Welltower invests with leading seniors housing operators, post-acute providers and health systems to fund the real estate infrastructure needed to scale innovative care delivery models and improve people's wellness and overall health care experience.