Livforsakringsbolaget Skandia Omsesidigt Purchases Shares of 5,213 Welltower Inc. $WELL

Livforsakringsbolaget Skandia Omsesidigt acquired a new stake in shares of Welltower Inc. (NYSE:WELL) during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 5,213 shares of the real estate investment trust’s stock, valued at approximately $1,182,000.

A number of other institutional investors and hedge funds also recently made changes to their positions in WELL. Revolve Wealth Partners LLC grew its stake in Welltower by 3.3% in the second quarter. Revolve Wealth Partners LLC now owns 1,392 shares of the real estate investment trust’s stock valued at $316,000 after acquiring an additional 45 shares during the period. Family Wealth Partners LLC lifted its holdings in shares of Welltower by 1.3% in the 2nd quarter. Family Wealth Partners LLC now owns 3,678 shares of the real estate investment trust’s stock worth $835,000 after purchasing an additional 48 shares in the last quarter. Summit Securities Group LLC lifted its holdings in shares of Welltower by 42.6% in the 2nd quarter. Summit Securities Group LLC now owns 164 shares of the real estate investment trust’s stock worth $37,000 after purchasing an additional 49 shares in the last quarter. Parkside Financial Bank & Trust grew its position in 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 purchasing an additional 49 shares during the period. Finally, Parallel Advisors LLC grew its position in Welltower by 0.7% in the 1st quarter. Parallel Advisors LLC now owns 7,161 shares of the real estate investment trust’s stock valued at $1,416,000 after purchasing an additional 50 shares during the period. Institutional investors own 94.80% of the company’s stock.

Analyst Ratings Changes

Several research analysts have weighed in on WELL shares. Barclays assumed coverage on shares of Welltower in a report on Tuesday, July 7th. They set an “equal weight” rating and a $254.00 price objective on the stock. Raymond James Financial began coverage on shares of Welltower in a report on Tuesday, June 16th. They set an “outperform” rating and a $226.00 price objective for the company. BMO Capital Markets reissued an “outperform” rating and set a $245.00 target price on shares of Welltower in a research report on Monday, May 4th. 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, UBS Group raised their price target on shares of Welltower from $249.00 to $271.00 and gave the company a “buy” rating in a research report on Wednesday, July 8th. Fourteen equities research 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, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $246.11.

Insider Buying and Selling

In other Welltower news, Director Andrew Gundlach acquired 5,000 shares of Welltower stock in a transaction that occurred on Tuesday, August 25th. The stock was acquired at an average cost of $239.47 per share, for a total transaction of $1,197,350.00. Following the purchase, the director owned 25,000 shares of the company’s stock, valued at approximately $5,986,750. This represents a 25.00% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Company insiders own 0.37% of the company’s stock.

Welltower Trading Down 0.9%

Shares of Welltower stock opened at $237.51 on Friday. Welltower Inc. has a 52-week low of $163.75 and a 52-week high of $255.20. The stock’s 50-day simple moving average is $235.54 and its 200 day simple moving average is $217.59. The stock has a market capitalization of $171.18 billion, a P/E ratio of 108.95, a P/E/G ratio of 1.14 and a beta of 0.76. The company has a debt-to-equity ratio of 0.37, a quick ratio of 3.16 and a current ratio of 3.16.

Welltower (NYSE:WELL) last issued its earnings results on Monday, July 27th. The real estate investment trust reported $0.61 earnings per share for the quarter, missing analysts’ consensus estimates of $0.66 by ($0.05). The business had revenue of $3.54 billion for the quarter, compared to the consensus estimate of $3.40 billion. Welltower had a return on equity of 3.56% and a net margin of 12.15%.Welltower’s revenue for the quarter was up 39.1% compared to the same quarter last year. During the same quarter in the prior year, the business earned $1.28 EPS. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. As a group, research analysts anticipate that Welltower Inc. will post 6.43 EPS for the current year.

Welltower Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, August 20th. Investors of record on Wednesday, August 12th were issued a $0.85 dividend. This is a boost from Welltower’s previous quarterly dividend of $0.74. The ex-dividend date of this dividend was Wednesday, August 12th. This represents a $3.40 annualized dividend and a yield of 1.4%. Welltower’s payout ratio is 155.96%.

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.