M.D. Sass LLC Has $53.99 Million Stake in Welltower Inc. $WELL

M.D. Sass LLC trimmed its position in Welltower Inc. (NYSE:WELL) by 6.9% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 237,876 shares of the real estate investment trust’s stock after selling 17,716 shares during the period. Welltower makes up approximately 3.5% of M.D. Sass LLC’s investment portfolio, making the stock its 15th largest holding. M.D. Sass LLC’s holdings in Welltower were worth $53,991,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Leonteq Securities AG raised its holdings in shares of Welltower by 92.3% in the first quarter. Leonteq Securities AG now owns 125 shares of the real estate investment trust’s stock valued at $25,000 after purchasing an additional 60 shares during the last quarter. Sound Income Strategies LLC grew its position in Welltower by 124.6% in the first quarter. Sound Income Strategies LLC now owns 137 shares of the real estate investment trust’s stock valued at $27,000 after purchasing an additional 76 shares in the last quarter. Swiss RE Ltd. acquired a new stake in Welltower in the 4th quarter valued at $29,000. Quarry LP bought a new stake in Welltower during the 3rd quarter worth about $33,000. Finally, Gunpowder Capital Management LLC dba Oliver Wealth Management acquired a new position in shares of Welltower during the 4th quarter worth about $37,000. Institutional investors and hedge funds own 94.80% of the company’s stock.

Welltower Trading Up 0.0%

Shares of WELL stock opened at $235.38 on Wednesday. The firm has a 50 day moving average price of $230.95 and a two-hundred day moving average price of $214.96. The company has a market capitalization of $169.65 billion, a PE ratio of 107.97, a price-to-earnings-growth ratio of 1.13 and a beta of 0.76. Welltower Inc. has a 12-month low of $162.29 and a 12-month high of $255.20. The company has a quick ratio of 3.16, a current ratio of 3.16 and a debt-to-equity ratio of 0.37.

Welltower (NYSE:WELL) last issued its quarterly earnings data 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). Welltower had a net margin of 12.15% and a return on equity of 3.56%. The firm had revenue of $3.54 billion during the quarter, compared to analyst estimates of $3.40 billion. During the same period in the prior year, the company earned $1.28 earnings per share. The business’s quarterly revenue was up 39.1% compared to the same quarter last year. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. As a group, analysts predict that Welltower Inc. will post 6.43 earnings per share for the current year.

Welltower Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, August 20th. Investors of record on Wednesday, August 12th will be given a dividend of $0.85 per share. This is an increase from Welltower’s previous quarterly dividend of $0.74. This represents a $3.40 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date of this dividend is Wednesday, August 12th. Welltower’s dividend payout ratio (DPR) is currently 155.96%.

Analysts Set New Price Targets

Several research analysts recently commented on WELL shares. Evercore reissued an “outperform” rating and set a $260.00 price target on shares of Welltower in a research report on Thursday, July 30th. Citigroup increased their price objective on Welltower from $255.00 to $275.00 and gave the company a “buy” rating in a report on Friday, July 31st. Cantor Fitzgerald raised their target price on shares of Welltower from $235.00 to $260.00 and gave the company an “overweight” rating in a research note on Friday, July 31st. Scotiabank lowered their target price on shares of Welltower from $248.00 to $232.00 and set a “sector outperform” rating on the stock in a report on Thursday, June 18th. Finally, Mizuho upped their price target on shares of Welltower from $239.00 to $260.00 and gave the stock an “outperform” rating in a research report on Wednesday, July 22nd. Fourteen research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $246.11.

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.