Swiss National Bank Reduces Stock Holdings in Welltower Inc. $WELL

Swiss National Bank trimmed its position in Welltower Inc. (NYSE:WELL) by 2.8% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 1,832,800 shares of the real estate investment trust’s stock after selling 52,300 shares during the period. Swiss National Bank’s holdings in Welltower were worth $340,186,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also bought and sold shares of WELL. Brighton Jones LLC boosted its position in Welltower by 7.1% in the fourth 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 during the last quarter. Empowered Funds LLC boosted its position in Welltower by 31.7% in the first quarter. Empowered Funds LLC now owns 14,790 shares of the real estate investment trust’s stock worth $2,266,000 after purchasing an additional 3,564 shares during the last quarter. Sivia Capital Partners LLC grew its position in shares of Welltower by 7.1% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,910 shares of the real estate investment trust’s stock valued at $294,000 after acquiring an additional 127 shares during the period. Baird Financial Group Inc. grew its position in shares of Welltower by 7.3% during the 2nd quarter. Baird Financial Group Inc. now owns 10,871 shares of the real estate investment trust’s stock valued at $1,671,000 after acquiring an additional 735 shares during the period. Finally, NewEdge Advisors LLC grew its position in shares of Welltower by 27.0% during the 2nd quarter. NewEdge Advisors LLC now owns 12,435 shares of the real estate investment trust’s stock valued at $1,912,000 after acquiring an additional 2,641 shares during the period. 94.80% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of equities research analysts have recently issued reports on WELL shares. Weiss Ratings raised shares of Welltower from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Tuesday, June 2nd. UBS Group boosted their price objective on shares of Welltower from $240.00 to $249.00 and gave the company a “buy” rating in a research report on Monday, May 4th. Wells Fargo & Company boosted their price objective on shares of Welltower from $228.00 to $237.00 and gave the company an “overweight” rating in a research report on Monday, June 1st. Morgan Stanley boosted their price objective on shares of Welltower from $200.00 to $215.00 and gave the company an “overweight” rating in a research report on Wednesday, February 18th. Finally, KeyCorp boosted their price objective on shares of Welltower from $210.00 to $240.00 and gave the company an “overweight” rating in a research report on Tuesday, February 24th. One analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and two have given a Hold rating to the company. According to MarketBeat, Welltower presently has a consensus rating of “Moderate Buy” and a consensus price target of $231.60.

Welltower Price Performance

NYSE WELL opened at $211.15 on Friday. Welltower Inc. has a 12 month low of $148.97 and a 12 month high of $221.68. The stock has a market cap of $149.05 billion, a price-to-earnings ratio of 104.53, a PEG ratio of 1.09 and a beta of 0.79. The company’s 50 day moving average is $209.67 and its two-hundred day moving average is $201.21. The company has a current ratio of 4.31, a quick ratio of 4.31 and a debt-to-equity ratio of 0.40.

Welltower (NYSE:WELL) last posted its quarterly earnings results on Tuesday, April 28th. The real estate investment trust reported $1.02 EPS for the quarter, beating analysts’ consensus estimates of $0.68 by $0.34. The business had revenue of $3.35 billion for the quarter, compared to analysts’ expectations of $3.12 billion. Welltower had a return on equity of 3.45% and a net margin of 11.96%.The business’s quarterly revenue was up 38.3% on a year-over-year basis. During the same period last year, the firm earned $1.20 earnings per share. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. As a group, research analysts anticipate that Welltower Inc. will post 6.32 earnings per share for the current year.

Welltower Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, May 21st. Stockholders of record on Wednesday, May 13th were paid a $0.74 dividend. The ex-dividend date of this dividend was Wednesday, May 13th. This represents a $2.96 dividend on an annualized basis and a dividend yield of 1.4%. Welltower’s dividend payout ratio is 146.53%.

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.