SG Americas Securities LLC Has $222.01 Million Stake in Welltower Inc. $WELL

SG Americas Securities LLC raised its position in shares of Welltower Inc. (NYSE:WELL) by 331.4% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,122,894 shares of the real estate investment trust’s stock after acquiring an additional 862,586 shares during the period. SG Americas Securities LLC’s holdings in Welltower were worth $222,007,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently made changes to their positions in WELL. Benchmark Investment Advisors LLC acquired a new stake in shares of Welltower in the third quarter worth $901,000. AIA Group Ltd increased its position in Welltower by 53.8% during the third quarter. AIA Group Ltd now owns 24,000 shares of the real estate investment trust’s stock worth $4,275,000 after acquiring an additional 8,400 shares during the period. Van ECK Associates Corp raised its stake in Welltower by 12.7% during the 3rd quarter. Van ECK Associates Corp now owns 359,093 shares of the real estate investment trust’s stock valued at $63,969,000 after purchasing an additional 40,360 shares during the last quarter. Nordea Investment Management AB raised its stake in Welltower by 11.8% during the 4th quarter. Nordea Investment Management AB now owns 1,930,894 shares of the real estate investment trust’s stock valued at $358,915,000 after purchasing an additional 204,317 shares during the last quarter. Finally, Wealth Enhancement Advisory Services LLC boosted its holdings in Welltower by 30.2% in the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 195,052 shares of the real estate investment trust’s stock valued at $36,214,000 after purchasing an additional 45,214 shares during the period. 94.80% of the stock is owned by institutional investors and hedge funds.

Welltower Stock Up 0.0%

WELL opened at $206.73 on Monday. Welltower Inc. has a fifty-two week low of $148.97 and a fifty-two week high of $221.68. The company has a debt-to-equity ratio of 0.40, a current ratio of 4.31 and a quick ratio of 4.31. The firm’s fifty day moving average price is $210.67 and its two-hundred day moving average price is $201.42. The company has a market capitalization of $145.93 billion, a P/E ratio of 102.34, a P/E/G ratio of 1.07 and a beta of 0.79.

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

Welltower Dividend Announcement

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

Analysts Set New Price Targets

WELL has been the topic of several research analyst reports. Wells Fargo & Company raised their price target on shares of Welltower from $228.00 to $237.00 and gave the stock an “overweight” rating in a research report on Monday, June 1st. Mizuho set a $239.00 target price on shares of Welltower in a research note on Friday, May 22nd. Jefferies Financial Group increased their target price on shares of Welltower from $237.00 to $248.00 and gave the company a “buy” rating in a research note on Tuesday, May 12th. KeyCorp lifted their target price on Welltower from $210.00 to $240.00 and gave the stock an “overweight” rating in a research report on Tuesday, February 24th. Finally, Scotiabank lowered their price target on Welltower from $248.00 to $232.00 and set a “sector outperform” rating on the stock in a research note on Thursday. Thirteen equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $230.25.

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.