Osmosis Investment Management UK Ltd Takes $9.07 Million Position in Welltower Inc. $WELL

Osmosis Investment Management UK Ltd acquired a new stake in Welltower Inc. (NYSE:WELL) in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 39,982 shares of the real estate investment trust’s stock, valued at approximately $9,075,000.

Other large investors have also added to or reduced their stakes in the company. Norges Bank bought a new stake in Welltower during the 4th quarter worth approximately $5,466,264,000. Cardano Risk Management B.V. raised its stake in shares of Welltower by 955.3% during the fourth quarter. Cardano Risk Management B.V. now owns 9,513,540 shares of the real estate investment trust’s stock valued at $1,765,808,000 after acquiring an additional 8,612,016 shares during the last quarter. Capital World Investors lifted its holdings in shares of Welltower by 153.0% during the fourth quarter. Capital World Investors now owns 10,744,520 shares of the real estate investment trust’s stock worth $1,994,290,000 after purchasing an additional 6,497,258 shares during the period. BlackRock Inc. increased its holdings in Welltower by 5.5% in the second quarter. BlackRock Inc. now owns 78,049,214 shares of the real estate investment trust’s stock valued at $17,714,830,000 after purchasing an additional 4,045,458 shares during the period. Finally, Vanguard Group Inc. increased its holdings in Welltower by 2.9% in the fourth quarter. Vanguard Group Inc. now owns 92,421,471 shares of the real estate investment trust’s stock valued at $17,154,349,000 after purchasing an additional 2,643,088 shares during the period. Institutional investors own 94.80% of the company’s stock.

Analyst Ratings Changes

WELL has been the subject of several analyst reports. Scotiabank lowered their target price on Welltower from $248.00 to $232.00 and set a “sector outperform” rating for the company in a research report on Thursday, June 18th. UBS Group increased their price target on Welltower from $249.00 to $271.00 and gave the company a “buy” rating in a research note on Wednesday, July 8th. Cantor Fitzgerald raised their price objective on Welltower from $235.00 to $260.00 and gave the stock an “overweight” rating in a research report on Friday, July 31st. Wall Street Zen raised Welltower from a “sell” rating to a “hold” rating in a research note on Saturday, May 2nd. Finally, Wells Fargo & Company upped their target price on Welltower from $228.00 to $237.00 and gave the company an “overweight” rating in a report on Monday, June 1st. Fourteen equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $246.11.

Welltower Price Performance

Shares of NYSE WELL opened at $239.95 on Monday. Welltower Inc. has a twelve month low of $163.75 and a twelve month high of $255.20. The firm has a fifty day simple moving average of $232.48 and a 200 day simple moving average of $216.03. The company has a market capitalization of $172.94 billion, a PE ratio of 110.07, a P/E/G ratio of 1.14 and a beta of 0.76. The company has a quick ratio of 3.16, a current ratio of 3.16 and a debt-to-equity ratio of 0.37.

Welltower (NYSE:WELL) last released its earnings results on Monday, July 27th. The real estate investment trust reported $0.61 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.66 by ($0.05). Welltower had a net margin of 12.15% and a return on equity of 3.56%. The firm had revenue of $3.54 billion during the quarter, compared to analyst estimates of $3.40 billion. During the same quarter in the previous year, the firm earned $1.28 EPS. Welltower’s quarterly revenue was up 39.1% on a year-over-year basis. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. On average, sell-side analysts forecast that Welltower Inc. will post 6.44 EPS for the current year.

Welltower Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, August 20th. Stockholders of record on Wednesday, August 12th were paid a $0.85 dividend. The ex-dividend date of this dividend was Wednesday, August 12th. This represents a $3.40 dividend on an annualized basis and a dividend yield of 1.4%. This is a positive change from Welltower’s previous quarterly dividend of $0.74. Welltower’s dividend payout ratio (DPR) is presently 155.96%.

Welltower Profile

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.