Welltower Inc. $WELL Stock: Profund Advisors LLC Raises Holdings

Profund Advisors LLC increased its holdings in Welltower Inc. (NYSE:WELL) by 28.9% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 9,768 shares of the real estate investment trust’s stock after purchasing an additional 2,192 shares during the quarter. Profund Advisors LLC’s holdings in Welltower were worth $2,249,000 at the end of the most recent reporting period.

A number of other hedge funds also recently bought and sold shares of the business. NewEdge Advisors LLC increased its holdings in Welltower by 13.0% during the 2nd quarter. NewEdge Advisors LLC now owns 238,162 shares of the real estate investment trust’s stock valued at $54,056,000 after acquiring an additional 27,345 shares in the last quarter. Dimensional Fund Advisors LP raised its position in 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 worth $1,649,844,000 after acquiring an additional 57,938 shares during the last quarter. Envestnet Asset Management Inc. lifted its holdings in shares of Welltower by 9.4% in the second quarter. Envestnet Asset Management Inc. now owns 916,367 shares of the real estate investment trust’s stock valued at $207,986,000 after purchasing an additional 79,088 shares in the last quarter. Swiss National Bank grew its position in shares of Welltower by 9.9% in the first quarter. Swiss National Bank now owns 2,014,200 shares of the real estate investment trust’s stock valued at $398,227,000 after purchasing an additional 181,400 shares during the last quarter. Finally, State Street Corp increased its stake in shares of Welltower by 1.4% during the 2nd quarter. State Street Corp now owns 42,138,810 shares of the real estate investment trust’s stock worth $9,564,246,000 after purchasing an additional 578,033 shares in the last quarter. Hedge funds and other institutional investors own 94.80% of the company’s stock.

Welltower News Roundup

Here are the key news stories impacting Welltower this week:

• Positive Sentiment: Welltower lifted its outlook after reporting strong growth in senior housing, providing the clearest near-term catalyst for the stock. The update suggests improving occupancy, pricing, or operating trends could support future earnings and cash flow. Welltower stock lifts outlook after strong senior housing growth
• Positive Sentiment: Freedom Broker upgraded Welltower’s depositary receipt from “hold” to “buy,” adding to the positive analyst sentiment surrounding the company. Freedom Broker upgrades Welltower
• Positive Sentiment: Coverage following the third-quarter update highlighted the raised outlook and senior-housing momentum, helping support the view that Welltower can continue benefiting from favorable demographic trends. Welltower stock after Q3 outlook lift
• Neutral Sentiment: Potential Social Security reform could materially affect seniors’ disposable income and therefore demand for senior housing, but the timing and details remain uncertain. Social Security reform and Welltower demand
• Neutral Sentiment: Raymond James lowered its price target to $263 but maintained a favorable view, calling Welltower a strong large-cap option. Cantor Fitzgerald also trimmed its target to $258 while retaining an “overweight” rating. These reductions may reflect valuation discipline rather than a change in the long-term outlook. Raymond James lowers Welltower price target
• Negative Sentiment: One market report characterized the shares as falling after an earnings miss, which could weigh on sentiment; however, the broader earnings coverage and company outlook update point to stronger-than-expected operating momentum. Welltower shares after earnings

Analyst Ratings Changes

Several brokerages recently issued reports on WELL. Scotiabank lifted their price objective on Welltower from $244.00 to $251.00 and gave the stock an “outperform” rating in a research report on Wednesday, September 2nd. Royal Bank Of Canada increased their target price on Welltower from $238.00 to $260.00 and gave the company an “outperform” rating in a report on Monday, August 3rd. Citigroup increased their target price on Welltower from $255.00 to $275.00 and gave the company a “buy” rating in a report on Friday, July 31st. KeyCorp raised their price target on Welltower from $240.00 to $275.00 and gave the stock an “overweight” rating in a research report on Tuesday, August 4th. Finally, BNP Paribas Exane upped their price objective on Welltower from $238.00 to $272.00 and gave the company an “outperform” rating in a research report on Tuesday, July 28th. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $259.81.

Welltower Stock Performance

NYSE WELL opened at $234.43 on Monday. The company has a debt-to-equity ratio of 0.39, a current ratio of 3.16 and a quick ratio of 3.16. Welltower Inc. has a 1-year low of $178.19 and a 1-year high of $255.20. The firm has a market capitalization of $171.98 billion, a P/E ratio of 101.48, a P/E/G ratio of 1.13 and a beta of 0.79. The business’s 50-day simple moving average is $233.51 and its 200-day simple moving average is $218.24.

Welltower (NYSE:WELL) last posted its quarterly earnings data on Monday, October 26th. The real estate investment trust reported $1.67 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.64 by $0.03. The company had revenue of $3.72 billion for the quarter, compared to analyst estimates of $3.64 billion. Welltower had a net margin of 12.08% and a return on equity of 3.61%. The business’s quarterly revenue was up 38.4% on a year-over-year basis. During the same quarter last year, the firm posted $1.34 earnings per share. Equities analysts predict that Welltower Inc. will post 6.49 EPS for the current year.

Welltower Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, November 19th. Investors of record on Tuesday, November 10th will be paid a dividend of $0.85 per share. The ex-dividend date is Tuesday, November 10th. This represents a $3.40 annualized dividend and a yield of 1.5%. Welltower’s dividend payout ratio (DPR) is 147.19%.

Insider Transactions at Welltower

In other Welltower news, Director Andrew Gundlach purchased 5,000 shares of Welltower stock in a transaction dated Wednesday, August 26th. The shares were bought at an average cost of $242.06 per share, for a total transaction of $1,210,300.00. Following the transaction, the director owned 30,000 shares in the company, valued at $7,261,800. This represents a 20.00% increase in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Purchased indirectly through two trusts. The transaction was executed in multiple trades at prices ranging from $241.59 to $242.59. The reported $242.06 price is the weighted-average purchase price. 0.37% of the stock is owned by company insiders.

Welltower Company Profile

Welltower Inc (NYSE: WELL) is a healthcare-focused real estate investment trust that owns, develops, and manages properties used to provide healthcare and related services. Its portfolio is centered on senior housing communities, outpatient medical facilities, and post-acute care properties, including assets operated by healthcare providers and senior living companies.

The company’s senior housing investments support independent living, assisted living, and memory care services. Its outpatient medical properties accommodate physicians, clinics, and other healthcare providers, while its broader healthcare real estate portfolio is designed to serve demand for care delivered outside traditional hospitals.