Groupe la Francaise Has $13.09 Million Stock Position in Welltower Inc. $WELL

Groupe la Francaise cut its holdings in shares of Welltower Inc. (NYSE:WELL) by 38.6% in the 1st quarter, Holdings Channel reports. The firm owned 66,226 shares of the real estate investment trust’s stock after selling 41,588 shares during the period. Groupe la Francaise’s holdings in Welltower were worth $13,090,000 at the end of the most recent reporting period.

A number of other large investors have also recently modified their holdings of the business. KLP Kapitalforvaltning AS boosted its holdings in shares of Welltower by 21.2% in the fourth quarter. KLP Kapitalforvaltning AS now owns 291,146 shares of the real estate investment trust’s stock valued at $54,040,000 after acquiring an additional 50,900 shares during the period. Dimensional Fund Advisors LP grew its position in shares of Welltower by 0.7% during 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 acquiring an additional 57,938 shares during the last quarter. Easterly Investment Partners LLC increased its holdings in shares of Welltower by 184.9% in the 4th quarter. Easterly Investment Partners LLC now owns 92,403 shares of the real estate investment trust’s stock valued at $17,151,000 after acquiring an additional 59,967 shares during the period. Park Edge Advisors LLC acquired a new position in shares of Welltower in the 4th quarter valued at $974,000. Finally, SG Americas Securities LLC raised its position in Welltower by 331.4% in the 1st quarter. SG Americas Securities LLC now owns 1,122,894 shares of the real estate investment trust’s stock valued at $222,007,000 after purchasing an additional 862,586 shares during the last quarter. Institutional investors and hedge funds own 94.80% of the company’s stock.

Analyst Ratings Changes

WELL has been the topic of several research reports. Evercore reissued an “outperform” rating and set a $260.00 price objective on shares of Welltower in a research report on Thursday. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $238.00 target price on shares of Welltower in a report on Monday, June 15th. Wells Fargo & Company increased their target price on shares of Welltower from $228.00 to $237.00 and gave the stock an “overweight” rating in a research note on Monday, June 1st. Scotiabank lowered their price target on Welltower from $248.00 to $232.00 and set a “sector outperform” rating on the stock in a report on Thursday, June 18th. Finally, Barclays initiated coverage on Welltower in a research report on Tuesday, July 7th. They issued an “equal weight” rating and a $254.00 price target on the stock. Fourteen analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $240.17.

Key Welltower News

Here are the key news stories impacting Welltower this week:

• Positive Sentiment: Welltower reported second-quarter revenue of $3.54 billion, up 39.1% year over year and above analyst expectations. The company also posted a funds-from-operations beat, supporting its growth narrative. How Welltower’s Q2 Beat, Guidance Trim and 221st Dividend Will Impact Welltower Investors
• Positive Sentiment: Management highlighted record growth momentum and completed approximately $6.2 billion of mostly off-market acquisitions during the quarter, expanding the company’s healthcare real estate portfolio. Welltower Notches $6.2B in Acquisitions During 2Q
• Positive Sentiment: Welltower raised its dividend, marking its 221st dividend, while Scotiabank maintained a Buy rating. Brokerage consensus remains “Moderate Buy,” providing continued analyst support. Welltower Earnings Call Signals Record Growth Momentum

Welltower Stock Performance

NYSE:WELL opened at $235.57 on Friday. The firm’s fifty day simple moving average is $223.86 and its 200-day simple moving average is $210.60. The company has a quick ratio of 4.31, a current ratio of 3.16 and a debt-to-equity ratio of 0.37. The stock has a market cap of $166.29 billion, a PE ratio of 108.06, a price-to-earnings-growth ratio of 1.18 and a beta of 0.77. Welltower Inc. has a fifty-two week low of $161.26 and a fifty-two week high of $255.20.

Welltower (NYSE:WELL) last announced its quarterly earnings data on Monday, July 27th. The real estate investment trust reported $0.61 EPS for the quarter, missing the consensus estimate of $0.66 by ($0.05). The company had revenue of $3.54 billion during the quarter, compared to analyst estimates of $3.40 billion. Welltower had a net margin of 12.15% and a return on equity of 3.56%. The firm’s revenue for the quarter was up 39.1% on a year-over-year basis. During the same quarter last year, the business earned $1.28 EPS. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. Analysts expect that Welltower Inc. will post 6.36 earnings per share for the current fiscal year.

Welltower Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, August 20th. Stockholders of record on Wednesday, August 12th will be given a dividend of $0.85 per share. This represents a $3.40 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date is Wednesday, August 12th. This is a positive change from Welltower’s previous quarterly dividend of $0.74. Welltower’s payout ratio is 155.96%.

Welltower 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.