Mirae Asset Global Investments Co. Ltd. purchased a new position in Welltower Inc. (NYSE:WELL – Free Report) during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 265,071 shares of the real estate investment trust’s stock, valued at approximately $61,030,000.
Other large investors have also recently made changes to their positions in the company. Leonteq Securities AG lifted its position in Welltower by 92.3% during the first quarter. Leonteq Securities AG now owns 125 shares of the real estate investment trust’s stock valued at $25,000 after acquiring an additional 60 shares during the last quarter. Sound Income Strategies LLC raised its holdings in shares of Welltower by 124.6% during the 1st quarter. Sound Income Strategies LLC now owns 137 shares of the real estate investment trust’s stock worth $27,000 after acquiring an additional 76 shares during the period. Kilter Group LLC purchased a new stake in Welltower in the second quarter valued at $29,000. Solstein Capital LLC purchased a new stake in shares of Welltower in the 2nd quarter valued at $34,000. Finally, Frazier Financial Advisors LLC increased its holdings in Welltower by 472.7% during the 1st quarter. Frazier Financial Advisors LLC now owns 189 shares of the real estate investment trust’s stock worth $37,000 after purchasing an additional 156 shares during the period. 94.80% of the stock is owned by hedge funds and other institutional investors.
Key Stories Impacting 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
Insider Transactions at Welltower
In related news, Director Andrew Gundlach purchased 5,000 shares of the business’s stock in a transaction on Wednesday, August 26th. The shares were acquired at an average price of $242.06 per share, for a total transaction of $1,210,300.00. Following the purchase, the director owned 30,000 shares of the company’s stock, valued at $7,261,800. This trade represents a 20.00% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible 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 company insiders.
Welltower Stock Down 0.1%
WELL stock opened at $234.43 on Monday. Welltower Inc. has a twelve month low of $178.19 and a twelve month high of $255.20. The company has a quick ratio of 3.16, a current ratio of 3.16 and a debt-to-equity ratio of 0.39. The firm has a market capitalization of $171.98 billion, a PE ratio of 101.48, a PEG ratio of 1.13 and a beta of 0.79. The stock has a 50-day simple moving average of $233.51 and a two-hundred day simple moving average of $218.24.
Welltower (NYSE:WELL – Get Free Report) last issued its earnings results on Monday, October 26th. The real estate investment trust reported $1.67 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.64 by $0.03. The business had revenue of $3.72 billion during 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%. Welltower’s revenue for the quarter was up 38.4% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.34 earnings per share. On average, equities analysts predict that Welltower Inc. will post 6.49 EPS for the current fiscal year.
Welltower Announces Dividend
The company also recently disclosed a quarterly dividend, which will be paid on Thursday, November 19th. Shareholders of record on Tuesday, November 10th will be issued a dividend of $0.85 per share. This represents a $3.40 annualized dividend and a yield of 1.5%. The ex-dividend date is Tuesday, November 10th. Welltower’s dividend payout ratio (DPR) is presently 147.19%.
Wall Street Analyst Weigh In
A number of equities research analysts have commented on WELL shares. Robert W. Baird raised their target price on Welltower from $226.00 to $233.00 and gave the company a “neutral” rating in a report on Wednesday, August 12th. Mizuho upped their price objective on shares of Welltower from $239.00 to $260.00 and gave the company an “outperform” rating in a research report on Wednesday, July 22nd. UBS Group restated a “buy” rating and set a $269.00 price objective on shares of Welltower in a research note on Tuesday, October 27th. Jefferies Financial Group raised shares of Welltower to a “strong-buy” rating in a research note on Friday, September 25th. Finally, Evercore reissued an “outperform” rating and issued a $256.00 price target (down from $260.00) on shares of Welltower in a research note on Monday, September 21st. One research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $259.81.
Get Our Latest Stock Analysis on Welltower
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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