SG Americas Securities LLC Sells 26,967 Shares of Welltower Inc. $WELL

SG Americas Securities LLC lowered its holdings in shares of Welltower Inc. (NYSE:WELL) by 9.4% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 260,308 shares of the real estate investment trust’s stock after selling 26,967 shares during the period. SG Americas Securities LLC’s holdings in Welltower were worth $48,316,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. National Pension Service raised its position in Welltower by 2.1% in the third quarter. National Pension Service now owns 1,691,931 shares of the real estate investment trust’s stock worth $301,401,000 after purchasing an additional 34,532 shares in the last quarter. B&I Capital AG boosted its holdings in Welltower by 5.7% during the third quarter. B&I Capital AG now owns 161,440 shares of the real estate investment trust’s stock valued at $28,759,000 after purchasing an additional 8,650 shares in the last quarter. GDS Wealth Management boosted its holdings in Welltower by 13.7% during the third quarter. GDS Wealth Management now owns 63,763 shares of the real estate investment trust’s stock valued at $11,359,000 after purchasing an additional 7,699 shares in the last quarter. State Street Corp grew its stake in shares of Welltower by 4.6% in the 2nd quarter. State Street Corp now owns 39,616,289 shares of the real estate investment trust’s stock valued at $6,090,212,000 after purchasing an additional 1,740,196 shares during the period. Finally, Federated Hermes Inc. raised its holdings in shares of Welltower by 193.5% in the 2nd quarter. Federated Hermes Inc. now owns 196,453 shares of the real estate investment trust’s stock worth $30,201,000 after buying an additional 129,521 shares in the last quarter. Institutional investors own 94.80% of the company’s stock.

Analyst Ratings Changes

Several equities analysts recently commented on the company. JPMorgan Chase & Co. restated a “neutral” rating and set a $205.00 target price on shares of Welltower in a research report on Thursday, December 18th. Royal Bank Of Canada increased their price objective on Welltower from $207.00 to $230.00 and gave the stock an “outperform” rating in a research note on Tuesday, February 24th. Wells Fargo & Company lifted their price objective on Welltower from $200.00 to $218.00 and gave the company an “overweight” rating in a report on Tuesday, November 25th. Mizuho boosted their target price on shares of Welltower from $216.00 to $231.00 and gave the company an “outperform” rating in a research note on Wednesday, March 4th. Finally, Morgan Stanley upped their target price on shares of Welltower from $200.00 to $215.00 and gave the stock an “overweight” rating in a report on Wednesday, February 18th. One research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, Welltower currently has a consensus rating of “Moderate Buy” and a consensus target price of $224.71.

Welltower Trading Up 0.7%

WELL opened at $196.31 on Wednesday. Welltower Inc. has a 1-year low of $130.29 and a 1-year high of $216.43. The stock has a market capitalization of $136.98 billion, a PE ratio of 140.22, a PEG ratio of 1.33 and a beta of 0.82. The company has a current ratio of 3.46, a quick ratio of 3.46 and a debt-to-equity ratio of 0.45. The firm has a 50-day moving average price of $199.70 and a two-hundred day moving average price of $189.43.

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

Welltower Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, March 10th. Shareholders of record on Wednesday, February 25th were issued a dividend of $0.74 per share. The ex-dividend date of this dividend was Wednesday, February 25th. This represents a $2.96 annualized dividend and a yield of 1.5%. Welltower’s dividend payout ratio is currently 211.43%.

About Welltower

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.