SG Americas Securities LLC Has $3.03 Million Stake in Welltower Inc. $WELL

SG Americas Securities LLC lifted its stake in Welltower Inc. (NYSE:WELL) by 80.5% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 19,681 shares of the real estate investment trust’s stock after buying an additional 8,780 shares during the period. SG Americas Securities LLC’s holdings in Welltower were worth $3,026,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also recently added to or reduced their stakes in the company. Brighton Jones LLC grew its holdings in shares of Welltower by 7.1% during the 4th 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. IFP Advisors Inc lifted its position in Welltower by 71.3% during the first quarter. IFP Advisors Inc now owns 2,444 shares of the real estate investment trust’s stock worth $374,000 after purchasing an additional 1,017 shares during the period. J.W. Cole Advisors Inc. grew its stake in Welltower by 198.6% during the first quarter. J.W. Cole Advisors Inc. now owns 11,310 shares of the real estate investment trust’s stock worth $1,733,000 after buying an additional 7,522 shares in the last quarter. Lindbrook Capital LLC increased its holdings in Welltower by 6.2% in the 1st quarter. Lindbrook Capital LLC now owns 2,717 shares of the real estate investment trust’s stock valued at $416,000 after buying an additional 158 shares during the period. Finally, Wealth Alliance LLC increased its holdings in Welltower by 8.4% in the 1st quarter. Wealth Alliance LLC now owns 2,052 shares of the real estate investment trust’s stock valued at $314,000 after buying an additional 159 shares during the period. Institutional investors own 94.80% of the company’s stock.

Welltower Stock Up 0.7%

Shares of NYSE:WELL opened at $198.55 on Wednesday. Welltower Inc. has a 52-week low of $123.11 and a 52-week high of $200.64. The company has a market capitalization of $136.27 billion, a PE ratio of 136.93, a price-to-earnings-growth ratio of 1.93 and a beta of 0.92. The company has a debt-to-equity ratio of 0.43, a quick ratio of 4.19 and a current ratio of 5.47. The company has a fifty day moving average of $177.17 and a 200-day moving average of $164.38.

Welltower (NYSE:WELL) last released its quarterly earnings data on Monday, October 27th. The real estate investment trust reported $1.34 earnings per share for the quarter, beating the consensus estimate of $1.30 by $0.04. Welltower had a return on equity of 2.71% and a net margin of 9.69%.The company had revenue of $2.69 billion for the quarter, compared to the consensus estimate of $2.70 billion. During the same quarter last year, the business posted $1.11 EPS. Welltower’s revenue for the quarter was up 30.7% on a year-over-year basis. Welltower has set its FY 2025 guidance at 5.240-5.300 EPS. On average, equities analysts predict that Welltower Inc. will post 4.88 EPS for the current fiscal year.

Welltower Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, November 20th. Stockholders of record on Tuesday, November 11th will be paid a $0.74 dividend. The ex-dividend date of this dividend is Monday, November 10th. This represents a $2.96 annualized dividend and a dividend yield of 1.5%. Welltower’s dividend payout ratio is currently 204.14%.

Analyst Upgrades and Downgrades

Several research firms recently issued reports on WELL. Cantor Fitzgerald increased their price target on shares of Welltower from $195.00 to $200.00 and gave the stock an “overweight” rating in a research report on Tuesday, October 28th. UBS Group set a $203.00 target price on Welltower in a research note on Wednesday, October 29th. Scotiabank lifted their price target on Welltower from $182.00 to $214.00 and gave the company a “sector outperform” rating in a research note on Thursday, November 13th. National Bankshares set a $246.00 price objective on Welltower in a research report on Friday, October 17th. Finally, KeyCorp raised their price objective on Welltower from $150.00 to $200.00 and gave the company an “overweight” rating in a research note on Tuesday, September 23rd. One analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, Welltower currently has an average rating of “Moderate Buy” and a consensus price target of $190.07.

About Welltower

Welltower Inc (NYSE:WELL), a real estate investment trust (“REIT”) and S&P 500 company headquartered in Toledo, Ohio, is driving the transformation of health care infrastructure. Welltower invests with leading seniors housing operators, post-acute providers and health systems to fund the real estate infrastructure needed to scale innovative care delivery models and improve people’s wellness and overall health care experience.