International Assets Investment Management LLC boosted its stake in shares of Welltower Inc. (NYSE:WELL – Free Report) by 2,880.5% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 49,000 shares of the real estate investment trust’s stock after buying 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.
Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. VIRGINIA RETIREMENT SYSTEMS ET Al grew its position in shares of Welltower by 15.6% in the 3rd quarter. VIRGINIA RETIREMENT SYSTEMS ET Al now owns 321,367 shares of the real estate investment trust’s stock valued at $73,992,000 after buying an additional 43,400 shares during the last quarter. Soltis Investment Advisors LLC increased its stake in shares of Welltower by 2.4% in the third quarter. Soltis Investment Advisors LLC now owns 2,419 shares of the real estate investment trust’s stock valued at $557,000 after buying an additional 57 shares during the period. Founders Financial Securities LLC increased its stake in shares of Welltower by 12.0% in the third quarter. Founders Financial Securities LLC now owns 1,508 shares of the real estate investment trust’s stock valued at $347,000 after buying an additional 162 shares during the period. Choreo LLC raised its position in shares of Welltower by 4.5% during the third quarter. Choreo LLC now owns 13,588 shares of the real estate investment trust’s stock worth $3,129,000 after acquiring an additional 582 shares during the last quarter. Finally, Livelsberger Financial Advisory bought a new position in shares of Welltower during the third quarter worth about $810,000. 94.80% of the stock is owned by institutional investors and hedge funds.
Welltower Stock Up 0.5%
Shares of Welltower stock opened at $234.43 on Friday. Welltower Inc. has a one year low of $178.19 and a one year high of $255.20. The company has a debt-to-equity ratio of 0.39, a current ratio of 3.16 and a quick ratio of 3.16. The stock’s 50-day moving average is $233.51 and its 200 day moving average is $218.24. The firm has a market cap of $171.98 billion, a price-to-earnings ratio of 101.48, a PEG ratio of 1.13 and a beta of 0.75.
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 for the quarter, topping analysts’ consensus estimates of $1.64 by $0.03. The business had revenue of $3.72 billion during the quarter, compared to the consensus estimate of $3.64 billion. Welltower had a return on equity of 3.61% and a net margin of 12.08%. The firm’s revenue for the quarter was up 38.4% on a year-over-year basis. During the same period in the previous year, the company posted $1.34 earnings per share. Equities research analysts anticipate that Welltower Inc. will post 6.49 EPS for the current year.
Welltower Announces Dividend
The business also recently disclosed a quarterly dividend, which will be paid on Thursday, November 19th. Stockholders of record on Tuesday, November 10th will be given a dividend of $0.85 per share. The ex-dividend date of this dividend is Tuesday, November 10th. This represents a $3.40 annualized dividend and a dividend yield of 1.5%. Welltower’s dividend payout ratio (DPR) is 147.19%.
Wall Street Analyst Weigh In
A number of equities analysts recently commented on WELL shares. Jefferies Financial Group raised Welltower to a “strong-buy” rating in a research note on Friday, September 25th. Raymond James Financial reiterated an “outperform” rating and issued a $263.00 target price on shares of Welltower in a report on Thursday. Robert W. Baird increased their target price on shares of Welltower from $226.00 to $233.00 and gave the company a “neutral” rating in a research report on Wednesday, August 12th. BMO Capital Markets raised their price target on shares of Welltower from $245.00 to $265.00 and gave the stock an “outperform” rating in a report on Monday, August 3rd. Finally, Evercore restated an “outperform” rating and issued a $256.00 price target (down from $260.00) on shares of Welltower in a research report 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’s stock. According to data from MarketBeat.com, Welltower currently has an average rating of “Moderate Buy” and an average price target of $259.81.
View Our Latest Report on WELL
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 Activity at Welltower
In related news, Director Andrew Gundlach acquired 5,000 shares of the stock in a transaction dated Wednesday, August 26th. The stock was bought at an average price of $242.06 per share, for a total transaction of $1,210,300.00. Following the purchase, 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 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 company insiders.
Welltower Company 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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