J. Safra Sarasin Holding AG Lowers Position in Welltower Inc. $WELL

J. Safra Sarasin Holding AG decreased its holdings in shares of Welltower Inc. (NYSE:WELL) by 40.5% in the 1st quarter, Holdings Channel.com reports. The institutional investor owned 9,419 shares of the real estate investment trust’s stock after selling 6,414 shares during the period. J. Safra Sarasin Holding AG’s holdings in Welltower were worth $1,859,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the business. Lifeworks Advisors LLC bought a new position in Welltower in the 1st quarter worth about $410,000. Procyon Advisors LLC grew its holdings in shares of Welltower by 12.1% during the first quarter. Procyon Advisors LLC now owns 1,672 shares of the real estate investment trust’s stock worth $331,000 after purchasing an additional 180 shares in the last quarter. LGT Fund Management Co Ltd. raised its stake in Welltower by 11.3% in the first quarter. LGT Fund Management Co Ltd. now owns 2,857 shares of the real estate investment trust’s stock valued at $565,000 after purchasing an additional 289 shares in the last quarter. Global Assets Advisory LLC purchased a new stake in Welltower in the first quarter valued at approximately $53,000. Finally, Diversify Wealth Management LLC bought a new stake in Welltower during the first quarter valued at approximately $247,000. 94.80% of the stock is currently owned by hedge funds and other institutional investors.

Welltower Trading Up 1.2%

NYSE WELL opened at $234.40 on Tuesday. Welltower Inc. has a 1-year low of $155.33 and a 1-year high of $239.10. The company has a current ratio of 4.31, a quick ratio of 4.31 and a debt-to-equity ratio of 0.40. The stock has a 50-day moving average of $216.78 and a 200-day moving average of $205.44. The firm has a market cap of $165.46 billion, a PE ratio of 116.04, a price-to-earnings-growth ratio of 1.14 and a beta of 0.77.

Welltower (NYSE:WELL) last posted its quarterly earnings results on Tuesday, April 28th. The real estate investment trust reported $1.02 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.68 by $0.34. The business had revenue of $3.35 billion for the quarter, compared to analyst estimates of $3.12 billion. Welltower had a return on equity of 3.45% and a net margin of 11.96%.Welltower’s revenue for the quarter was up 38.3% compared to the same quarter last year. During the same period last year, the company earned $1.20 EPS. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. As a group, sell-side analysts forecast that Welltower Inc. will post 6.32 EPS for the current year.

Welltower Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, May 21st. Stockholders of record on Wednesday, May 13th were issued a $0.74 dividend. The ex-dividend date was Wednesday, May 13th. This represents a $2.96 annualized dividend and a dividend yield of 1.3%. Welltower’s dividend payout ratio (DPR) is currently 146.53%.

Analyst Upgrades and Downgrades

Several analysts have recently weighed in on WELL shares. Deutsche Bank Aktiengesellschaft raised their price objective on shares of Welltower from $215.00 to $265.00 and gave the company a “buy” rating in a research report on Wednesday, July 1st. Wells Fargo & Company raised their price target on Welltower from $228.00 to $237.00 and gave the company an “overweight” rating in a research report on Monday, June 1st. Jefferies Financial Group upped their price objective on Welltower from $237.00 to $248.00 and gave the stock a “buy” rating in a report on Tuesday, May 12th. Scotiabank decreased their price objective on Welltower from $248.00 to $232.00 and set a “sector outperform” rating on the stock in a report on Thursday, June 18th. Finally, UBS Group boosted their target price on Welltower from $249.00 to $271.00 and gave the stock a “buy” rating in a research report on Wednesday, July 8th. Thirteen research analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $234.72.

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.