National Pension Service Boosts Stake in Welltower Inc. $WELL

National Pension Service raised its holdings in Welltower Inc. (NYSE:WELL) by 3.2% during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 2,015,067 shares of the real estate investment trust’s stock after acquiring an additional 62,043 shares during the period. National Pension Service owned approximately 0.28% of Welltower worth $457,360,000 at the end of the most recent reporting period.

A number of other large investors have also recently modified their holdings of WELL. Leonteq Securities AG increased its position 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 worth $25,000 after purchasing an additional 60 shares during the last quarter. Kilter Group LLC bought a new stake in Welltower during the second quarter valued at approximately $29,000. Sound Income Strategies LLC lifted its position in Welltower by 124.6% during 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 during the last quarter. Solstein Capital LLC purchased a new position in Welltower in the 2nd quarter worth approximately $34,000. Finally, Swiss RE Ltd. purchased a new position in Welltower in the 4th quarter worth approximately $29,000. Institutional investors own 94.80% of the company’s stock.

Welltower Price Performance

WELL stock opened at $236.15 on Thursday. The firm has a market cap of $170.20 billion, a P/E ratio of 108.33, a P/E/G ratio of 1.14 and a beta of 0.76. The firm’s fifty day moving average is $237.86 and its 200 day moving average is $219.37. Welltower Inc. has a 52 week low of $163.75 and a 52 week high of $255.20. 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 posted its quarterly earnings results on Monday, July 27th. The real estate investment trust reported $0.61 earnings per share for the quarter, missing the consensus estimate of $0.66 by ($0.05). Welltower had a return on equity of 3.56% and a net margin of 12.15%.The business had revenue of $3.54 billion during the quarter, compared to the consensus estimate of $3.40 billion. During the same period in the prior year, the firm earned $1.28 earnings per share. The business’s revenue for the quarter was up 39.1% on a year-over-year basis. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. Research analysts predict that Welltower Inc. will post 6.43 earnings per share for the current year.

Welltower Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, August 20th. Stockholders of record on Wednesday, August 12th were paid 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 dividend on an annualized basis and a dividend yield of 1.4%. Welltower’s dividend payout ratio is presently 155.96%.

Insiders Place Their Bets

In related news, Director Andrew Gundlach bought 5,000 shares of the company’s stock in a transaction that occurred on Tuesday, August 25th. The stock was bought at an average cost of $239.47 per share, for a total transaction of $1,197,350.00. Following the acquisition, the director directly 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 acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 0.37% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

Several analysts have recently weighed in on WELL shares. Royal Bank Of Canada raised their price objective on shares of Welltower from $238.00 to $260.00 and gave the company an “outperform” rating in a research report on Monday, August 3rd. Mizuho raised their price target on Welltower from $239.00 to $260.00 and gave the company an “outperform” rating in a research report on Wednesday, July 22nd. Cantor Fitzgerald lifted their price target on Welltower from $235.00 to $260.00 and gave the stock an “overweight” rating in a research note on Friday, July 31st. Citigroup upped their price objective on Welltower from $255.00 to $275.00 and gave the stock a “buy” rating in a report on Friday, July 31st. Finally, Evercore reiterated an “outperform” rating and set a $260.00 price objective on shares of Welltower in a research report on Thursday, July 30th. Fourteen equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat.com, Welltower has a consensus rating of “Moderate Buy” and a consensus price target of $251.06.

Welltower Profile

Welltower Inc is a real estate investment trust (REIT) that owns, operates and finances healthcare-related real estate. The company focuses on properties that support healthcare delivery and services, including senior housing communities, outpatient medical facilities and post-acute care properties.

Welltower partners with healthcare providers, senior housing operators and other service providers to develop and manage facilities designed to serve aging populations and patients requiring ongoing or specialized care.