Groupe la Francaise Sells 2,888 Shares of Welltower Inc. $WELL

Groupe la Francaise reduced its holdings in Welltower Inc. (NYSE:WELL) by 4.4% in the second quarter, HoldingsChannel reports. The firm owned 63,338 shares of the real estate investment trust’s stock after selling 2,888 shares during the period. Groupe la Francaise’s holdings in Welltower were worth $14,381,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in WELL. Brighton Jones LLC increased its stake in shares of Welltower by 7.1% in the 4th quarter. Brighton Jones LLC now owns 4,185 shares of the real estate investment trust’s stock valued at $527,000 after acquiring an additional 279 shares in the last quarter. Empowered Funds LLC boosted its stake in Welltower by 31.7% during the first quarter. Empowered Funds LLC now owns 14,790 shares of the real estate investment trust’s stock worth $2,266,000 after acquiring 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 worth $294,000 after acquiring an additional 127 shares in the last quarter. Baird Financial Group Inc. grew its holdings in Welltower by 7.3% in 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 purchasing an additional 735 shares during the period. Finally, NewEdge Advisors LLC increased its stake in Welltower by 27.0% in the second quarter. NewEdge Advisors LLC now owns 12,435 shares of the real estate investment trust’s stock valued at $1,912,000 after purchasing an additional 2,641 shares in the last quarter. 94.80% of the stock is owned by institutional investors and hedge funds.

Welltower Stock Down 0.0%

Welltower stock opened at $236.07 on Monday. The firm has a market capitalization of $170.15 billion, a price-to-earnings ratio of 108.29, a price-to-earnings-growth ratio of 1.13 and a beta of 0.76. The firm’s fifty day moving average price is $237.37 and its two-hundred day moving average price is $218.82. Welltower Inc. has a 1-year low of $163.75 and a 1-year 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 posted its earnings results on Monday, July 27th. The real estate investment trust reported $0.61 EPS for the quarter, missing the consensus estimate of $0.66 by ($0.05). Welltower had a return on equity of 3.56% and a net margin of 12.15%.The business had revenue of $3.54 billion for the quarter, compared to the consensus estimate of $3.40 billion. During the same period in the previous year, the firm earned $1.28 earnings per share. The company’s revenue was up 39.1% on a year-over-year basis. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. On average, equities research analysts predict that Welltower Inc. will post 6.43 earnings per share for the current fiscal year.

Welltower Increases Dividend

The business 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. The ex-dividend date of this dividend was Wednesday, August 12th. This represents a $3.40 dividend on an annualized basis and a yield of 1.4%. This is an increase from Welltower’s previous quarterly dividend of $0.74. Welltower’s dividend payout ratio is presently 155.96%.

Analyst Upgrades and Downgrades

Several brokerages have recently weighed in on WELL. KeyCorp upped their price objective on shares of Welltower from $240.00 to $275.00 and gave the company an “overweight” rating in a report on Tuesday, August 4th. Deutsche Bank Aktiengesellschaft boosted their target price on Welltower from $215.00 to $265.00 and gave the company a “buy” rating in a research report on Wednesday, July 1st. Royal Bank Of Canada upped their price target on Welltower from $238.00 to $260.00 and gave the stock an “outperform” rating in a research note on Monday, August 3rd. Wells Fargo & Company increased their price target on Welltower from $237.00 to $266.00 and gave the stock an “overweight” rating in a report on Tuesday, September 1st. Finally, UBS Group raised their price objective on Welltower from $249.00 to $271.00 and gave the company a “buy” rating in a research note on Wednesday, July 8th. 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 currently has an average rating of “Moderate Buy” and a consensus price target of $251.06.

Insider Activity at Welltower

In related news, Director Andrew Gundlach bought 5,000 shares of the business’s stock in a transaction that occurred on Tuesday, August 25th. The shares were bought at an average price of $239.47 per share, with a total value of $1,197,350.00. Following the completion of the transaction, the director directly owned 25,000 shares in the company, valued at approximately $5,986,750. This represents a 25.00% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. 0.37% of the stock is currently owned by company insiders.

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.