UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Has $1.80 Billion Holdings in Welltower Inc. $WELL

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lessened its stake in Welltower Inc. (NYSE:WELL) by 2.7% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 7,948,735 shares of the real estate investment trust’s stock after selling 222,139 shares during the quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC’s holdings in Welltower were worth $1,804,124,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in WELL. Brighton Jones LLC increased its stake in shares of Welltower by 7.1% in the 4th quarter. Brighton Jones LLC now owns 4,185 shares of the real estate investment trust’s stock valued at $527,000 after acquiring an additional 279 shares during the last quarter. Empowered Funds LLC boosted its stake in Welltower by 31.7% during the 1st quarter. Empowered Funds LLC now owns 14,790 shares of the real estate investment trust’s stock worth $2,266,000 after acquiring an additional 3,564 shares during the last quarter. Sivia Capital Partners LLC boosted its stake in Welltower by 7.1% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,910 shares of the real estate investment trust’s stock worth $294,000 after acquiring an additional 127 shares during the last quarter. Baird Financial Group Inc. grew its holdings in Welltower by 7.3% during the second quarter. Baird Financial Group Inc. now owns 10,871 shares of the real estate investment trust’s stock valued at $1,671,000 after purchasing an additional 735 shares during the period. Finally, NewEdge Advisors LLC grew its holdings in Welltower by 27.0% during the second quarter. NewEdge Advisors LLC now owns 12,435 shares of the real estate investment trust’s stock valued at $1,912,000 after purchasing an additional 2,641 shares during the period. Institutional investors own 94.80% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms have weighed in on WELL. Citigroup increased their target price on shares of Welltower from $255.00 to $275.00 and gave the stock a “buy” rating in a report on Friday, July 31st. KeyCorp boosted their price target on shares of Welltower from $240.00 to $275.00 and gave the company an “overweight” rating in a report on Tuesday, August 4th. Wells Fargo & Company upped their price objective on shares of Welltower from $228.00 to $237.00 and gave the company an “overweight” rating in a research report on Monday, June 1st. Evercore reaffirmed an “outperform” rating and set a $260.00 price objective on shares of Welltower in a research note on Thursday, July 30th. Finally, UBS Group raised their price objective on Welltower from $249.00 to $271.00 and gave the stock a “buy” rating in a research note on Wednesday, July 8th. Fourteen equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $246.11.

Insider Buying and Selling

In related news, Director Andrew Gundlach acquired 5,000 shares of the business’s stock in a transaction that occurred on Tuesday, August 25th. The shares were acquired at an average cost of $239.47 per share, with a total value of $1,197,350.00. Following the transaction, the director owned 25,000 shares of the company’s stock, valued at $5,986,750. The trade was a 25.00% increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Corporate insiders own 0.37% of the company’s stock.

Welltower Price Performance

NYSE WELL opened at $237.51 on Friday. The company has a debt-to-equity ratio of 0.37, a quick ratio of 3.16 and a current ratio of 3.16. The stock has a market cap of $171.18 billion, a price-to-earnings ratio of 108.95, a PEG ratio of 1.14 and a beta of 0.76. The business has a 50 day simple moving average of $235.54 and a 200 day simple moving average of $217.59. Welltower Inc. has a 52-week low of $163.75 and a 52-week high of $255.20.

Welltower (NYSE:WELL) last announced its quarterly 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 company 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 quarterly revenue was up 39.1% compared to the same quarter last year. During the same period in the previous year, the firm posted $1.28 EPS. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. Analysts anticipate that Welltower Inc. will post 6.43 earnings per share for the current fiscal year.

Welltower Increases Dividend

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