372,430 Shares in Welltower Inc. $WELL Bought by Nykredit A S

Nykredit A S bought a new position in Welltower Inc. (NYSE:WELL) in the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor bought 372,430 shares of the real estate investment trust’s stock, valued at approximately $84,530,000. Nykredit A S owned approximately 0.05% of Welltower at the end of the most recent reporting period.

A number of other institutional investors have also recently bought and sold shares of WELL. Brighton Jones LLC lifted its stake 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 valued at $527,000 after buying an additional 279 shares in the last quarter. Empowered Funds LLC raised its position in shares of 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 buying an additional 3,564 shares in the last quarter. Sivia Capital Partners LLC boosted its stake in Welltower by 7.1% during the second quarter. Sivia Capital Partners LLC now owns 1,910 shares of the real estate investment trust’s stock valued at $294,000 after buying an additional 127 shares during the period. Baird Financial Group Inc. grew its position in Welltower by 7.3% during the second quarter. Baird Financial Group Inc. now owns 10,871 shares of the real estate investment trust’s stock worth $1,671,000 after buying an additional 735 shares in the last quarter. Finally, NewEdge Advisors LLC increased its position in shares of Welltower by 27.0% in the second quarter. NewEdge Advisors LLC now owns 12,435 shares of the real estate investment trust’s stock worth $1,912,000 after purchasing an additional 2,641 shares during the last quarter. Institutional investors own 94.80% of the company’s stock.

Analyst Ratings Changes

WELL has been the subject of a number of recent research reports. Cantor Fitzgerald boosted their target price on Welltower from $235.00 to $260.00 and gave the stock an “overweight” rating in a research report on Friday, July 31st. UBS Group boosted their target price on Welltower from $249.00 to $271.00 and gave the company a “buy” rating in a research note on Wednesday, July 8th. Jefferies Financial Group increased their price target on shares of Welltower from $237.00 to $248.00 and gave the stock a “buy” rating in a research note on Tuesday, May 12th. Evercore reissued an “outperform” rating and set a $260.00 price objective on shares of Welltower in a research report on Thursday, July 30th. Finally, Morgan Stanley boosted their price target on Welltower from $215.00 to $251.00 and gave the stock an “overweight” rating in a research report on Tuesday. Fourteen equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $251.06.

Welltower Stock Performance

NYSE:WELL opened at $238.93 on Thursday. The stock has a market capitalization of $172.20 billion, a P/E ratio of 109.60, a P/E/G ratio of 1.15 and a beta of 0.76. The stock has a 50-day moving average price of $236.84 and a 200 day moving average price of $218.43. Welltower Inc. has a 12-month low of $163.75 and a 12-month high of $255.20. 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 (NYSE:WELL) last announced its quarterly earnings results on Monday, July 27th. The real estate investment trust reported $0.61 earnings per share for the quarter, missing the consensus estimate of $0.66 by ($0.05). The business had revenue of $3.54 billion during the quarter, compared to the consensus estimate of $3.40 billion. Welltower had a return on equity of 3.56% and a net margin of 12.15%.The company’s revenue for the quarter was up 39.1% on a year-over-year basis. During the same quarter in the prior year, the firm posted $1.28 EPS. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. Equities research analysts forecast that Welltower Inc. will post 6.43 EPS for the current fiscal year.

Welltower Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, August 20th. Shareholders of record on Wednesday, August 12th were issued a dividend of $0.85 per share. This represents a $3.40 annualized dividend and a yield of 1.4%. The ex-dividend date was Wednesday, August 12th. This is an increase from Welltower’s previous quarterly dividend of $0.74. Welltower’s dividend payout ratio (DPR) is 155.96%.

Insider Buying and Selling at Welltower

In related news, Director Andrew Gundlach purchased 5,000 shares of the business’s stock in a transaction dated Tuesday, August 25th. The shares were acquired at an average cost of $239.47 per share, for a total transaction of $1,197,350.00. Following the acquisition, the director owned 25,000 shares of the company’s stock, valued at $5,986,750. The trade was a 25.00% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 0.37% of the stock is owned by insiders.

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.