LGT Group Foundation Sells 3,175 Shares of Welltower Inc. $WELL

LGT Group Foundation trimmed its position in Welltower Inc. (NYSE:WELL) by 5.0% in the 3rd quarter, HoldingsChannel reports. The fund owned 60,943 shares of the real estate investment trust’s stock after selling 3,175 shares during the quarter. LGT Group Foundation’s holdings in Welltower were worth $10,932,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also bought and sold shares of the company. Brighton Jones LLC grew its position in shares of Welltower by 7.1% during the fourth quarter. Brighton Jones LLC now owns 4,185 shares of the real estate investment trust’s stock worth $527,000 after purchasing an additional 279 shares in the last quarter. Empowered Funds LLC increased its holdings in shares of Welltower by 31.7% in the 1st quarter. Empowered Funds LLC now owns 14,790 shares of the real estate investment trust’s stock worth $2,266,000 after buying an additional 3,564 shares during the last quarter. Sivia Capital Partners LLC raised its position in Welltower by 7.1% during the second quarter. Sivia Capital Partners LLC now owns 1,910 shares of the real estate investment trust’s stock valued at $294,000 after purchasing an additional 127 shares during the period. Crestwood Advisors Group LLC purchased a new stake in Welltower during the 2nd quarter valued at $203,000. Finally, Savant Capital LLC raised its stake in shares of Welltower by 8.2% in the second quarter. Savant Capital LLC now owns 10,609 shares of the real estate investment trust’s stock valued at $1,631,000 after acquiring an additional 802 shares during the period. Hedge funds and other institutional investors own 94.80% of the company’s stock.

Welltower Stock Down 0.5%

Shares of WELL opened at $204.09 on Monday. The firm has a fifty day moving average price of $195.27 and a 200-day moving average price of $186.22. The company has a current ratio of 3.46, a quick ratio of 3.46 and a debt-to-equity ratio of 0.45. The firm has a market capitalization of $142.40 billion, a P/E ratio of 145.78, a P/E/G ratio of 1.39 and a beta of 0.82. Welltower Inc. has a 12-month low of $130.29 and a 12-month high of $216.43.

Welltower (NYSE:WELL) last posted its quarterly earnings results on Tuesday, February 10th. The real estate investment trust reported $1.45 EPS 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 company had revenue of $3.18 billion for the quarter, compared to the consensus estimate of $2.93 billion. During the same quarter last year, the firm posted $1.13 EPS. The firm’s 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. Equities research analysts expect that Welltower Inc. will post 4.88 earnings per share for the current year.

Welltower Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Wednesday, February 25th will be given a dividend of $0.74 per share. The ex-dividend date of this dividend is Wednesday, February 25th. This represents a $2.96 dividend on an annualized basis and a dividend yield of 1.5%. Welltower’s dividend payout ratio (DPR) is 211.43%.

Analyst Upgrades and Downgrades

A number of research firms recently commented on WELL. Citigroup lifted their price target on shares of Welltower from $215.00 to $245.00 and gave the stock a “buy” rating in a research note on Wednesday, February 18th. Royal Bank Of Canada increased their price objective on shares of Welltower from $207.00 to $230.00 and gave the stock an “outperform” rating in a research report on Tuesday, February 24th. Scotiabank raised their price objective on shares of Welltower from $214.00 to $236.00 and gave the stock a “sector outperform” rating in a research note on Monday, March 2nd. UBS Group set a $240.00 target price on Welltower in a research report on Thursday, February 12th. Finally, Wall Street Zen cut Welltower from a “hold” rating to a “sell” rating in a research note on Saturday, February 14th. One investment analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $224.71.

About Welltower

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.