Swiss Life Asset Management Ltd Has $22.27 Million Holdings in Welltower Inc. $WELL

Swiss Life Asset Management Ltd boosted its position in shares of Welltower Inc. (NYSE:WELL) by 14.3% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 125,013 shares of the real estate investment trust’s stock after acquiring an additional 15,600 shares during the period. Swiss Life Asset Management Ltd’s holdings in Welltower were worth $22,270,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also modified their holdings of the stock. Hager Investment Management Services LLC increased its position in shares of Welltower by 84.4% in the 3rd quarter. Hager Investment Management Services LLC now owns 142 shares of the real estate investment trust’s stock valued at $25,000 after buying an additional 65 shares in the last quarter. Quarry LP bought a new position in Welltower in the third quarter valued at approximately $33,000. MMA Asset Management LLC acquired a new position in shares of Welltower in the third quarter valued at approximately $35,000. Global Wealth Strategies & Associates acquired a new stake in shares of Welltower during the third quarter worth $36,000. Finally, Y.D. More Investments Ltd increased its holdings in Welltower by 585.7% during the 3rd quarter. Y.D. More Investments Ltd now owns 288 shares of the real estate investment trust’s stock worth $51,000 after purchasing an additional 246 shares in the last quarter. Institutional investors and hedge funds own 94.80% of the company’s stock.

Welltower Stock Performance

NYSE:WELL opened at $205.96 on Friday. The stock’s 50-day simple moving average is $199.18 and its 200 day simple moving average is $188.55. Welltower Inc. has a twelve month low of $130.29 and a twelve month high of $216.43. The company has a quick ratio of 3.46, a current ratio of 3.46 and a debt-to-equity ratio of 0.45. The firm has a market capitalization of $143.71 billion, a PE ratio of 147.11, a price-to-earnings-growth ratio of 1.43 and a beta of 0.82.

Welltower (NYSE:WELL) last released its earnings results on Tuesday, February 10th. The real estate investment trust reported $1.45 EPS for the quarter, topping the consensus estimate of $1.44 by $0.01. The business had revenue of $3.18 billion during the quarter, compared to analysts’ expectations of $2.93 billion. Welltower had a return on equity of 2.46% and a net margin of 8.64%.The firm’s revenue was up 41.3% on a year-over-year basis. During the same quarter last year, the firm posted $1.13 earnings per share. Welltower has set its FY 2026 guidance at 6.090-6.25 EPS. On average, analysts anticipate that Welltower Inc. will post 4.88 EPS for the current fiscal year.

Welltower Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Investors of record on Wednesday, February 25th were issued a dividend of $0.74 per share. The ex-dividend date was Wednesday, February 25th. This represents a $2.96 annualized dividend and a yield of 1.4%. Welltower’s payout ratio is 211.43%.

Analyst Upgrades and Downgrades

Several research analysts have recently weighed in on WELL shares. Morgan Stanley upped their price objective on Welltower from $200.00 to $215.00 and gave the stock an “overweight” rating in a research report on Wednesday, February 18th. Weiss Ratings downgraded shares of Welltower from a “buy (b-)” rating to a “hold (c)” rating in a report on Tuesday, February 17th. KeyCorp boosted their price target on shares of Welltower from $210.00 to $240.00 and gave the stock an “overweight” rating in a research report on Tuesday, February 24th. Mizuho increased their price objective on shares of Welltower from $216.00 to $231.00 and gave the company an “outperform” rating in a research report on Wednesday, March 4th. Finally, Cantor Fitzgerald increased their price target on shares of Welltower from $204.00 to $230.00 and gave the company an “overweight” rating in a report on Thursday, February 12th. One equities research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, three have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $224.71.

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.