Welltower Inc. $WELL Stock Sold by BDF Gestion

BDF Gestion decreased its position in Welltower Inc. (NYSE:WELL) by 11.3% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 17,442 shares of the real estate investment trust’s stock after selling 2,212 shares during the quarter. BDF Gestion’s holdings in Welltower were worth $4,016,000 at the end of the most recent quarter.

A number of other institutional investors have also added to or reduced their stakes in the company. BlackRock Inc. grew its position in shares of Welltower by 5.5% in the 2nd quarter. BlackRock Inc. now owns 78,049,214 shares of the real estate investment trust’s stock worth $17,714,830,000 after buying an additional 4,045,458 shares during the period. State Street Corp boosted its stake in Welltower by 1.4% during the second quarter. State Street Corp now owns 42,138,810 shares of the real estate investment trust’s stock worth $9,564,246,000 after acquiring an additional 578,033 shares in the last quarter. Bank of America Corp DE boosted its stake in Welltower by 6.6% during the first quarter. Bank of America Corp DE now owns 21,750,501 shares of the real estate investment trust’s stock worth $4,300,291,000 after acquiring an additional 1,347,243 shares in the last quarter. Principal Financial Group Inc. grew its holdings in Welltower by 2.2% in the second quarter. Principal Financial Group Inc. now owns 9,814,621 shares of the real estate investment trust’s stock worth $2,227,642,000 after purchasing an additional 207,966 shares during the period. Finally, Dimensional Fund Advisors LP grew its holdings in Welltower by 0.7% in the first quarter. Dimensional Fund Advisors LP now owns 8,345,022 shares of the real estate investment trust’s stock worth $1,649,844,000 after purchasing an additional 57,938 shares during the period. Institutional investors own 94.80% of the company’s stock.

Welltower Stock Down 0.3%

Welltower stock traded down $0.76 during trading hours on Monday, hitting $234.09. The stock had a trading volume of 507,327 shares, compared to its average volume of 3,108,739. The company has a quick ratio of 3.16, a current ratio of 3.16 and a debt-to-equity ratio of 0.37. The stock has a market capitalization of $168.72 billion, a P/E ratio of 107.40, a price-to-earnings-growth ratio of 1.12 and a beta of 0.75. Welltower Inc. has a 12-month low of $173.13 and a 12-month high of $255.20. The stock’s 50-day moving average price is $233.50 and its 200-day moving average price is $224.28.

Welltower (NYSE:WELL) last posted its quarterly earnings results 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). The firm had revenue of $3.54 billion for the quarter, compared to analysts’ expectations of $3.40 billion. Welltower had a net margin of 12.15% and a return on equity of 3.56%. The company’s quarterly revenue was up 39.1% compared to the same quarter last year. During the same quarter in the previous year, the company earned $1.28 EPS. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. Equities research analysts anticipate that Welltower Inc. will post 6.43 EPS for the current fiscal year.

Welltower Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, August 20th. Shareholders of record on Wednesday, August 12th were issued a $0.85 dividend. This represents a $3.40 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date of this dividend was Wednesday, August 12th. This is a positive change from Welltower’s previous quarterly dividend of $0.74. Welltower’s dividend payout ratio is 155.96%.

Wall Street Analyst Weigh In

A number of equities analysts have weighed in on the stock. Jefferies Financial Group raised shares of Welltower to a “strong-buy” rating in a research note on Friday, September 25th. Scotiabank boosted their price target on Welltower from $244.00 to $251.00 and gave the stock an “outperform” rating in a research report on Wednesday, September 2nd. Robert W. Baird upped their price target on Welltower from $226.00 to $233.00 and gave the stock a “neutral” rating in a research note on Wednesday, August 12th. Deutsche Bank Aktiengesellschaft upped their price target on Welltower from $215.00 to $265.00 and gave the stock a “buy” rating in a research note on Wednesday, July 1st. Finally, Morgan Stanley raised their price objective on Welltower from $215.00 to $251.00 and gave the company an “overweight” rating in a research report on Tuesday, September 1st. Two research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat, Welltower has an average rating of “Moderate Buy” and an average target price of $255.86.

Insider Buying and Selling at Welltower

In other Welltower news, Director Andrew Gundlach purchased 5,000 shares of the firm’s stock in a transaction dated Wednesday, August 26th. The stock was purchased at an average price of $242.06 per share, for a total transaction of $1,210,300.00. Following the completion of the purchase, the director directly owned 30,000 shares of the company’s stock, valued at $7,261,800. This trade represents a 20.00% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Purchased indirectly through two trusts. The transaction was executed in multiple trades at prices ranging from $241.59 to $242.59. The reported $242.06 price is the weighted-average purchase price. 0.37% of the stock is owned by corporate insiders.

Welltower Profile

Welltower Inc (NYSE: WELL) is a healthcare-focused real estate investment trust that owns, develops, and manages properties used to provide healthcare and related services. Its portfolio is centered on senior housing communities, outpatient medical facilities, and post-acute care properties, including assets operated by healthcare providers and senior living companies.

The company’s senior housing investments support independent living, assisted living, and memory care services. Its outpatient medical properties accommodate physicians, clinics, and other healthcare providers, while its broader healthcare real estate portfolio is designed to serve demand for care delivered outside traditional hospitals.