Welltower Inc. $WELL Shares Purchased by Arizona State Retirement System

Arizona State Retirement System boosted its stake in Welltower Inc. (NYSE:WELL) by 4.0% during the second quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 195,494 shares of the real estate investment trust’s stock after buying an additional 7,516 shares during the quarter. Arizona State Retirement System’s holdings in Welltower were worth $44,371,000 as of its most recent filing with the SEC.

Other hedge funds also recently bought and sold shares of the company. Dimensional Fund Advisors LP lifted its stake in shares of Welltower by 0.7% during the first 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 buying an additional 57,938 shares during the period. SG Americas Securities LLC grew its stake in Welltower by 331.4% in the 1st 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 during the period. Swiss National Bank raised its holdings in Welltower by 9.9% in the 1st quarter. Swiss National Bank now owns 2,014,200 shares of the real estate investment trust’s stock valued at $398,227,000 after acquiring an additional 181,400 shares during the last quarter. Easterly Investment Partners LLC raised its holdings in Welltower by 184.9% in 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 last quarter. Finally, Dai ichi Life Insurance Company Ltd lifted its stake in shares of Welltower by 26.6% during the 1st 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. Hedge funds and other institutional investors own 94.80% of the company’s stock.

Insider Activity at Welltower

In other news, Director Andrew Gundlach acquired 5,000 shares of the business’s stock in a transaction dated Tuesday, August 25th. The shares were bought at an average cost of $239.47 per share, for a total transaction of $1,197,350.00. Following the acquisition, the director directly owned 25,000 shares in the company, valued at $5,986,750. This trade represents a 25.00% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.37% of the stock is currently owned by company insiders.

Welltower Trading Up 0.5%

Shares of NYSE WELL traded up $1.13 during trading on Tuesday, hitting $237.30. 2,800,779 shares of the company traded hands, compared to its average volume of 3,200,819. Welltower Inc. has a 1 year low of $163.75 and a 1 year high of $255.20. The company has a 50-day moving average price of $237.54 and a 200-day moving average price of $218.97. The firm has a market capitalization of $171.03 billion, a P/E ratio of 108.85, a P/E/G ratio of 1.13 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 quarterly earnings data on Monday, July 27th. The real estate investment trust reported $0.61 EPS for the quarter, missing analysts’ consensus estimates of $0.66 by ($0.05). The firm had revenue of $3.54 billion for the quarter, compared to analyst estimates of $3.40 billion. Welltower had a return on equity of 3.56% and a net margin of 12.15%.The company’s quarterly revenue was up 39.1% on a year-over-year basis. During the same quarter in the previous year, the company earned $1.28 earnings per share. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. On average, equities analysts predict that Welltower Inc. will post 6.43 EPS for the current year.

Welltower Increases Dividend

The company 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 a boost from Welltower’s previous quarterly dividend of $0.74. This represents a $3.40 annualized dividend and a yield of 1.4%. The ex-dividend date was Wednesday, August 12th. Welltower’s payout ratio is currently 155.96%.

Analyst Ratings Changes

Several research firms have recently issued reports on WELL. UBS Group raised their price objective on Welltower from $249.00 to $271.00 and gave the stock a “buy” rating in a report on Wednesday, July 8th. Wells Fargo & Company upped their target price on Welltower from $237.00 to $266.00 and gave the company an “overweight” rating in a research note on Tuesday, September 1st. Weiss Ratings downgraded Welltower from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Wednesday, June 24th. Morgan Stanley raised their price target on Welltower from $215.00 to $251.00 and gave the stock an “overweight” rating in a research note on Tuesday, September 1st. Finally, KeyCorp upped their price objective on shares of Welltower from $240.00 to $275.00 and gave the company an “overweight” rating in a research note on Tuesday, August 4th. Fourteen equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $251.06.

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.