Welltower Inc. $WELL Stock Sold by BDF Gestion

BDF Gestion decreased its stake in Welltower Inc. (NYSE:WELL) by 11.3% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 17,442 shares of the real estate investment trust’s stock after selling 2,212 shares during the quarter. BDF Gestion’s holdings in Welltower were worth $4,016,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. BlackRock Inc. lifted its holdings in Welltower by 5.5% during the second quarter. BlackRock Inc. now owns 78,049,214 shares of the real estate investment trust’s stock valued at $17,714,830,000 after purchasing an additional 4,045,458 shares in the last quarter. State Street Corp increased its stake in shares of Welltower by 1.4% in the second 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. Bank of America Corp DE bought a new stake in shares of Welltower during the 2nd quarter valued at $4,425,089,000. Principal Financial Group Inc. raised its position in shares of Welltower by 2.2% during the 2nd quarter. Principal Financial Group Inc. now owns 9,814,621 shares of the real estate investment trust’s stock valued at $2,227,642,000 after purchasing an additional 207,966 shares during the period. Finally, Dimensional Fund Advisors LP lifted its stake in shares of Welltower by 0.7% during the 1st quarter. Dimensional Fund Advisors LP now owns 8,345,022 shares of the real estate investment trust’s stock valued at $1,649,844,000 after buying an additional 57,938 shares in the last quarter. Institutional investors own 94.80% of the company’s stock.

Insider Activity at Welltower

In other Welltower news, Director Andrew Gundlach purchased 5,000 shares of the stock in a transaction on Wednesday, August 26th. The stock was acquired at an average price of $242.06 per share, with a total value of $1,210,300.00. Following the completion of the acquisition, the director owned 30,000 shares in the company, valued at $7,261,800. The trade was a 20.00% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which can be accessed through this link. 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. Corporate insiders own 0.37% of the company’s stock.

Welltower Trading Down 0.3%

Shares of NYSE:WELL traded down $0.76 during trading hours on Monday, hitting $234.09. 507,327 shares of the company’s stock traded hands, compared to its average volume of 3,108,739. Welltower Inc. has a 1 year low of $173.13 and a 1 year high of $255.20. The business has a fifty day moving average price of $233.50 and a 200-day moving average price of $224.28. The firm has a market capitalization of $168.72 billion, a P/E ratio of 107.40, a price-to-earnings-growth ratio of 1.12 and a beta of 0.75. The company has a debt-to-equity ratio of 0.37, a current ratio of 3.16 and a quick ratio of 3.16.

Welltower (NYSE:WELL) last released its quarterly earnings data on Monday, July 27th. The real estate investment trust reported $0.61 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.66 by ($0.05). Welltower had a net margin of 12.15% and a return on equity of 3.56%. The company had revenue of $3.54 billion during the quarter, compared to analysts’ expectations of $3.40 billion. During the same period last year, the firm earned $1.28 earnings per share. Welltower’s quarterly revenue was up 39.1% on a year-over-year basis. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. Equities analysts expect that Welltower Inc. will post 6.43 earnings per share for the current year.

Welltower Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, August 20th. Investors of record on Wednesday, August 12th were given a dividend of $0.85 per share. The ex-dividend date of this dividend was Wednesday, August 12th. This is a positive change from Welltower’s previous quarterly dividend of $0.74. This represents a $3.40 dividend on an annualized basis and a yield of 1.5%. Welltower’s dividend payout ratio is currently 155.96%.

Wall Street Analyst Weigh In

A number of equities research analysts have issued reports on the company. Evercore reiterated an “outperform” rating and issued a $256.00 price target (down from $260.00) on shares of Welltower in a research note on Monday, September 21st. Deutsche Bank Aktiengesellschaft boosted their price objective on Welltower from $215.00 to $265.00 and gave the company a “buy” rating in a research report on Wednesday, July 1st. KeyCorp increased their target price on Welltower from $240.00 to $275.00 and gave the stock an “overweight” rating in a research report on Tuesday, August 4th. Scotiabank lifted their target price on Welltower from $244.00 to $251.00 and gave the company an “outperform” rating in a research note on Wednesday, September 2nd. Finally, Royal Bank Of Canada boosted their price target on Welltower from $238.00 to $260.00 and gave the stock an “outperform” rating in a report on Monday, August 3rd. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and three have given a Hold rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $255.86.

About Welltower

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.