Mufg Securities Americas Inc. Raises Stock Holdings in Welltower Inc. $WELL

Mufg Securities Americas Inc. increased its stake in shares of Welltower Inc. (NYSE:WELL) by 31.0% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 18,036 shares of the real estate investment trust’s stock after purchasing an additional 4,268 shares during the quarter. Mufg Securities Americas Inc.’s holdings in Welltower were worth $3,213,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. MMA Asset Management LLC acquired a new position in shares of Welltower in the third quarter valued at approximately $35,000. Global Wealth Strategies & Associates acquired a new stake in Welltower during the third quarter worth approximately $36,000. Y.D. More Investments Ltd grew its stake in Welltower by 585.7% in the 3rd quarter. Y.D. More Investments Ltd now owns 288 shares of the real estate investment trust’s stock worth $51,000 after acquiring an additional 246 shares during the period. Collier Financial acquired a new position in Welltower in the 3rd quarter valued at $54,000. Finally, Newbridge Financial Services Group Inc. lifted its stake in shares of Welltower by 39.5% during the 2nd quarter. Newbridge Financial Services Group Inc. now owns 307 shares of the real estate investment trust’s stock worth $47,000 after purchasing an additional 87 shares during the period. 94.80% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of brokerages have recently commented on WELL. Jefferies Financial Group reaffirmed a “buy” rating and issued a $231.00 price objective on shares of Welltower in a research report on Monday, December 15th. Loop Capital set a $196.00 price objective on shares of Welltower in a research note on Wednesday, October 29th. Wall Street Zen lowered shares of Welltower from a “hold” rating to a “sell” rating in a report on Saturday, February 14th. Weiss Ratings downgraded shares of Welltower from a “buy (b-)” rating to a “hold (c)” rating in a report on Tuesday, February 17th. Finally, JPMorgan Chase & Co. reaffirmed a “neutral” rating and set a $205.00 price target on shares of Welltower in a research report on Thursday, December 18th. One research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, three have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $211.50.

Welltower Stock Performance

NYSE:WELL opened at $209.18 on Tuesday. The firm’s fifty day simple moving average is $191.71 and its 200 day simple moving average is $183.49. The company has a current ratio of 3.46, a quick ratio of 3.46 and a debt-to-equity ratio of 0.45. Welltower Inc. has a twelve month low of $130.29 and a twelve month high of $216.43. The firm has a market capitalization of $145.95 billion, a price-to-earnings ratio of 149.41, a PEG ratio of 1.42 and a beta of 0.85.

Welltower (NYSE:WELL) last released its quarterly earnings data on Tuesday, February 10th. The real estate investment trust reported $1.45 EPS for the quarter, beating the consensus estimate of $1.44 by $0.01. Welltower had a return on equity of 2.46% and a net margin of 8.64%.The company had revenue of $3.18 billion for the quarter, compared to analyst estimates of $2.93 billion. During the same period last year, the company posted $1.13 earnings per share. The firm’s revenue was up 41.3% compared to the same quarter last year. Welltower has set its FY 2026 guidance at 6.090-6.25 EPS. As a group, equities research analysts expect that Welltower Inc. will post 4.88 earnings per share for the current fiscal year.

Welltower Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Wednesday, February 25th will be issued a $0.74 dividend. This represents a $2.96 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date is Wednesday, February 25th. Welltower’s dividend payout ratio is currently 211.43%.

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.