M.D. Sass LLC Sells 53,792 Shares of Welltower Inc. $WELL

M.D. Sass LLC decreased its position in Welltower Inc. (NYSE:WELL) by 16.5% during the fourth quarter, HoldingsChannel reports. The firm owned 273,040 shares of the real estate investment trust’s stock after selling 53,792 shares during the quarter. Welltower comprises approximately 4.0% of M.D. Sass LLC’s holdings, making the stock its 15th biggest position. M.D. Sass LLC’s holdings in Welltower were worth $50,679,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. Mitsubishi UFJ Asset Management UK Ltd. acquired a new stake in shares of Welltower in the third quarter worth $1,781,000. New York Life Investment Management LLC grew its stake in shares of Welltower by 4.3% in the third quarter. New York Life Investment Management LLC now owns 97,366 shares of the real estate investment trust’s stock worth $17,345,000 after acquiring an additional 4,019 shares during the last quarter. Benchmark Investment Advisors LLC acquired a new stake in shares of Welltower in the third quarter worth $901,000. Signature Estate & Investment Advisors LLC grew its stake in shares of Welltower by 3,192.6% in the third quarter. Signature Estate & Investment Advisors LLC now owns 47,380 shares of the real estate investment trust’s stock worth $8,440,000 after acquiring an additional 45,941 shares during the last quarter. Finally, AIA Group Ltd grew its stake in shares of Welltower by 53.8% in 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 last quarter. Institutional investors own 94.80% of the company’s stock.

Welltower Stock Down 1.0%

WELL opened at $195.37 on Wednesday. Welltower Inc. has a fifty-two week low of $148.60 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 $208.37 and its two-hundred day moving average price is $200.75. The company has a market capitalization of $137.92 billion, a P/E ratio of 96.72, a P/E/G ratio of 1.02 and a beta of 0.79.

Welltower (NYSE:WELL) last posted its quarterly earnings results on Tuesday, April 28th. The real estate investment trust reported $1.02 earnings per share for the quarter, topping analysts’ consensus estimates 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 the consensus estimate of $3.12 billion. During the same quarter in the previous year, the company earned $1.20 earnings per share. The business’s revenue was up 38.3% compared to the same quarter last year. 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 Announces Dividend

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 1.5%. Welltower’s payout ratio is currently 146.53%.

Analysts Set New Price Targets

Several brokerages have recently issued reports on WELL. Wells Fargo & Company raised their price objective on shares of Welltower from $228.00 to $237.00 and gave the stock an “overweight” rating in a research note on Monday. Scotiabank raised their price objective on shares of Welltower from $236.00 to $248.00 and gave the stock an “outperform” rating in a research note on Thursday, May 21st. Royal Bank Of Canada raised their price objective on shares of Welltower from $230.00 to $238.00 and gave the stock an “outperform” rating in a research note on Monday, May 4th. Morgan Stanley raised their price objective on shares of Welltower from $200.00 to $215.00 and gave the stock an “overweight” rating in a research note on Wednesday, February 18th. Finally, KeyCorp raised their price objective on shares of Welltower from $210.00 to $240.00 and gave the stock an “overweight” rating in a research note on Tuesday, February 24th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat, Welltower presently has a consensus rating of “Moderate Buy” and an average price target of $231.60.

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.