Janus Henderson Group PLC Purchases 209,618 Shares of Welltower Inc. $WELL

Janus Henderson Group PLC boosted its position in shares of Welltower Inc. (NYSE:WELL) by 30.4% in the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 898,586 shares of the real estate investment trust’s stock after purchasing an additional 209,618 shares during the quarter. Janus Henderson Group PLC’s holdings in Welltower were worth $177,736,000 as of its most recent SEC filing.

Several other large investors have also recently bought and sold shares of the company. Parkside Financial Bank & Trust increased its position in shares of Welltower by 2.5% in the 4th quarter. Parkside Financial Bank & Trust now owns 1,977 shares of the real estate investment trust’s stock valued at $367,000 after buying an additional 49 shares in the last quarter. Parallel Advisors LLC raised its stake in Welltower by 0.7% during the 1st quarter. Parallel Advisors LLC now owns 7,161 shares of the real estate investment trust’s stock worth $1,416,000 after buying an additional 50 shares during the period. KCM Investment Advisors LLC lifted its holdings in Welltower by 3.2% during the fourth quarter. KCM Investment Advisors LLC now owns 1,678 shares of the real estate investment trust’s stock worth $311,000 after acquiring an additional 52 shares in the last quarter. RFG Bristol Wealth Advisors LLC lifted its holdings in Welltower by 0.6% during the first quarter. RFG Bristol Wealth Advisors LLC now owns 8,107 shares of the real estate investment trust’s stock worth $1,603,000 after acquiring an additional 52 shares in the last quarter. Finally, CYBER HORNET ETFs LLC grew its stake in Welltower by 3.5% in the third quarter. CYBER HORNET ETFs LLC now owns 1,582 shares of the real estate investment trust’s stock valued at $282,000 after acquiring an additional 53 shares during the period. Institutional investors own 94.80% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts have issued reports on WELL shares. Raymond James Financial started coverage on Welltower in a report on Tuesday, June 16th. They issued an “outperform” rating and a $226.00 price target for the company. Deutsche Bank Aktiengesellschaft lifted their price objective on Welltower from $215.00 to $265.00 and gave the company a “buy” rating in a report on Wednesday, July 1st. Citigroup increased their target price on Welltower from $245.00 to $255.00 and gave the stock a “buy” rating in a research note on Tuesday, May 5th. Weiss Ratings cut Welltower from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Wednesday, June 24th. Finally, Barclays began coverage on shares of Welltower in a research note on Tuesday, July 7th. They issued an “equal weight” rating and a $254.00 price target on the stock. Fourteen investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Welltower presently has a consensus rating of “Moderate Buy” and an average price target of $240.17.

Trending Headlines about Welltower

Here are the key news stories impacting Welltower this week:

• Positive Sentiment: Welltower reported second-quarter revenue of $3.54 billion, up 39.1% year over year and above analyst expectations. The company also posted a funds-from-operations beat, supporting its growth narrative. How Welltower’s Q2 Beat, Guidance Trim and 221st Dividend Will Impact Welltower Investors
• Positive Sentiment: Management highlighted record growth momentum and completed approximately $6.2 billion of mostly off-market acquisitions during the quarter, expanding the company’s healthcare real estate portfolio. Welltower Notches $6.2B in Acquisitions During 2Q
• Positive Sentiment: Welltower raised its dividend, marking its 221st dividend, while Scotiabank maintained a Buy rating. Brokerage consensus remains “Moderate Buy,” providing continued analyst support. Welltower Earnings Call Signals Record Growth Momentum

Welltower Price Performance

WELL stock opened at $235.57 on Friday. The stock has a 50-day moving average price of $223.86 and a two-hundred day moving average price of $210.60. Welltower Inc. has a 1 year low of $161.26 and a 1 year high of $255.20. The stock has a market cap of $166.29 billion, a PE ratio of 108.06, a price-to-earnings-growth ratio of 1.18 and a beta of 0.77. The company has a current ratio of 3.16, a quick ratio of 4.31 and a debt-to-equity ratio of 0.37.

Welltower (NYSE:WELL) last issued its quarterly earnings results on Monday, July 27th. The real estate investment trust reported $0.61 EPS for the quarter, missing analysts’ consensus estimates of $0.66 by ($0.05). The firm had revenue of $3.54 billion during the quarter, compared to the consensus estimate of $3.40 billion. Welltower had a net margin of 12.15% and a return on equity of 3.56%. The business’s revenue for the quarter was up 39.1% on a year-over-year basis. During the same quarter last year, the firm earned $1.28 earnings per share. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. Equities analysts forecast that Welltower Inc. will post 6.36 EPS for the current fiscal year.

Welltower Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, August 20th. Shareholders of record on Wednesday, August 12th will be paid a $0.85 dividend. This represents a $3.40 annualized dividend and a yield of 1.4%. The ex-dividend date is Wednesday, August 12th. This is a positive change from Welltower’s previous quarterly dividend of $0.74. Welltower’s dividend payout ratio (DPR) is presently 155.96%.

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.