MASTERINVEST Kapitalanlage GmbH Takes $3.90 Million Position in Welltower Inc. $WELL

MASTERINVEST Kapitalanlage GmbH acquired a new position in shares of Welltower Inc. (NYSE:WELL) in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 17,176 shares of the real estate investment trust’s stock, valued at approximately $3,898,000.

Other hedge funds have also bought and sold shares of the company. Dimensional Fund Advisors LP increased its stake in shares of Welltower by 0.7% in the 1st quarter. Dimensional Fund Advisors LP now owns 8,345,022 shares of the real estate investment trust’s stock valued at $1,649,844,000 after acquiring an additional 57,938 shares in the last quarter. Easterly Investment Partners LLC lifted its position in shares of Welltower by 184.9% during the 4th quarter. Easterly Investment Partners LLC now owns 92,403 shares of the real estate investment trust’s stock valued at $17,151,000 after acquiring an additional 59,967 shares during the period. SG Americas Securities LLC boosted its stake in Welltower by 331.4% during the first quarter. SG Americas Securities LLC now owns 1,122,894 shares of the real estate investment trust’s stock worth $222,007,000 after acquiring an additional 862,586 shares in the last quarter. Swiss National Bank boosted its stake in Welltower by 9.9% during the first quarter. Swiss National Bank now owns 2,014,200 shares of the real estate investment trust’s stock worth $398,227,000 after acquiring an additional 181,400 shares in the last quarter. Finally, Dai ichi Life Insurance Company Ltd grew its holdings in Welltower by 26.6% in the first quarter. Dai ichi Life Insurance Company Ltd now owns 43,932 shares of the real estate investment trust’s stock worth $8,686,000 after purchasing an additional 9,217 shares during the period. Institutional investors own 94.80% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts have weighed in on the stock. Wall Street Zen raised shares of Welltower from a “sell” rating to a “hold” rating in a research note on Saturday, May 2nd. Citigroup raised their target price on Welltower from $255.00 to $275.00 and gave the company a “buy” rating in a research note on Friday, July 31st. Mizuho raised their target price on Welltower from $239.00 to $260.00 and gave the company an “outperform” rating in a research note on Wednesday, July 22nd. Wells Fargo & Company boosted their target price on Welltower from $228.00 to $237.00 and gave the company an “overweight” rating in a research report on Monday, June 1st. Finally, Deutsche Bank Aktiengesellschaft upped their price target on Welltower from $215.00 to $265.00 and gave the stock a “buy” rating in a research note on Wednesday, July 1st. Fourteen investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $246.11.

Welltower Stock Performance

WELL opened at $239.42 on Friday. The company has a current ratio of 3.16, a quick ratio of 3.16 and a debt-to-equity ratio of 0.37. The company’s fifty day moving average price is $234.93 and its two-hundred day moving average price is $217.45. Welltower Inc. has a 1-year low of $163.75 and a 1-year high of $255.20. The company has a market cap of $172.56 billion, a price-to-earnings ratio of 109.82, a PEG ratio of 1.16 and a beta of 0.76.

Welltower (NYSE:WELL) last issued its quarterly earnings data on Monday, July 27th. The real estate investment trust reported $0.61 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.66 by ($0.05). The business had revenue of $3.54 billion for the quarter, compared to analyst estimates of $3.40 billion. Welltower had a net margin of 12.15% and a return on equity of 3.56%. The firm’s quarterly revenue was up 39.1% compared to the same quarter last year. During the same quarter in the prior year, the business earned $1.28 earnings per share. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. On average, analysts expect that Welltower Inc. will post 6.43 EPS for the current fiscal year.

Welltower Increases Dividend

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

Insider Buying and Selling

In related news, Director Andrew Gundlach acquired 5,000 shares of the firm’s stock in a transaction on Tuesday, August 25th. The stock was purchased at an average cost of $239.47 per share, with a total value of $1,197,350.00. Following the acquisition, the director owned 25,000 shares of the company’s stock, valued at approximately $5,986,750. This trade represents a 25.00% increase in their position. The purchase was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Corporate insiders own 0.37% of the company’s stock.

Welltower Company 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.