Welltower Inc. $WELL Shares Purchased by J.Safra Asset Management Corp

J.Safra Asset Management Corp boosted its holdings in Welltower Inc. (NYSE:WELL) by 3,848.2% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 4,343 shares of the real estate investment trust’s stock after acquiring an additional 4,233 shares during the quarter. J.Safra Asset Management Corp’s holdings in Welltower were worth $986,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently bought and sold shares of WELL. Vanguard Group Inc. lifted its stake in Welltower by 2.9% during the fourth quarter. Vanguard Group Inc. now owns 92,421,471 shares of the real estate investment trust’s stock valued at $17,154,349,000 after purchasing an additional 2,643,088 shares during the last quarter. Capital International Investors increased its holdings in shares of Welltower by 2.0% in the fourth quarter. Capital International Investors now owns 47,431,769 shares of the real estate investment trust’s stock valued at $8,805,411,000 after buying an additional 915,514 shares in the last quarter. State Street Corp increased its holdings in shares of Welltower by 1.2% in the fourth quarter. State Street Corp now owns 41,760,328 shares of the real estate investment trust’s stock valued at $7,751,134,000 after buying an additional 506,374 shares in the last quarter. Norges Bank acquired a new stake in shares of Welltower during the 4th quarter valued at $5,466,264,000. Finally, Bank of America Corp DE lifted its position in shares of Welltower by 6.6% during the 1st quarter. Bank of America Corp DE now owns 21,750,501 shares of the real estate investment trust’s stock valued at $4,300,291,000 after acquiring an additional 1,347,243 shares during the last quarter. 94.80% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of equities research analysts have recently issued reports on WELL shares. UBS Group upped their target price on Welltower from $249.00 to $271.00 and gave the company a “buy” rating in a report on Wednesday, July 8th. Evercore reissued an “outperform” rating and issued a $260.00 price target on shares of Welltower in a research note on Thursday, July 30th. Barclays began coverage on Welltower in a report on Tuesday, July 7th. They set an “equal weight” rating and a $254.00 price objective on the stock. BMO Capital Markets reaffirmed an “outperform” rating and set a $245.00 price objective on shares of Welltower in a research note on Monday, May 4th. Finally, Citigroup boosted their price target on shares of Welltower from $255.00 to $275.00 and gave the company a “buy” rating in a report on Friday, July 31st. Fourteen research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $246.11.

Welltower Stock Up 0.0%

Shares of Welltower stock opened at $235.55 on Monday. The stock has a 50-day moving average price of $229.65 and a 200 day moving average price of $214.23. The company has a market cap of $169.77 billion, a P/E ratio of 108.05, a P/E/G ratio of 1.13 and a beta of 0.76. The company has a current ratio of 3.16, a quick ratio of 3.16 and a debt-to-equity ratio of 0.37. Welltower Inc. has a 1 year low of $161.26 and a 1 year high of $255.20.

Welltower (NYSE:WELL) last announced 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 business 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 revenue was up 39.1% compared to the same quarter last year. During the same quarter in the previous year, the business posted $1.28 earnings per share. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. As a group, analysts expect that Welltower Inc. will post 6.43 EPS for the current fiscal year.

Welltower Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, August 20th. Shareholders of record on Wednesday, August 12th will be paid a $0.85 dividend. The ex-dividend date is Wednesday, August 12th. This represents a $3.40 annualized dividend and a yield of 1.4%. This is a boost from Welltower’s previous quarterly dividend of $0.74. Welltower’s dividend payout ratio (DPR) is currently 155.96%.

Welltower Company 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.