Mitsubishi UFJ Asset Management Co. Ltd. Has $529.84 Million Stake in Welltower Inc. $WELL

Mitsubishi UFJ Asset Management Co. Ltd. lifted its position in shares of Welltower Inc. (NYSE:WELL) by 9.2% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 2,334,400 shares of the real estate investment trust’s stock after buying an additional 196,854 shares during the quarter. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in Welltower were worth $529,839,000 at the end of the most recent reporting period.

A number of other hedge funds have also bought and sold shares of the company. Dimensional Fund Advisors LP raised its position in shares of Welltower by 0.7% in the 1st 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 in the last quarter. KLP Kapitalforvaltning AS boosted its position in shares of Welltower by 21.2% during the 4th quarter. KLP Kapitalforvaltning AS now owns 291,146 shares of the real estate investment trust’s stock valued at $54,040,000 after purchasing an additional 50,900 shares in the last quarter. Easterly Investment Partners LLC boosted its position in shares of Welltower by 184.9% during 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 purchasing an additional 59,967 shares in the last quarter. SG Americas Securities LLC grew its stake in Welltower by 331.4% during the first quarter. SG Americas Securities LLC now owns 1,122,894 shares of the real estate investment trust’s stock worth $222,007,000 after purchasing an additional 862,586 shares during the period. Finally, Swiss National Bank grew its stake in Welltower by 9.9% during the first quarter. Swiss National Bank now owns 2,014,200 shares of the real estate investment trust’s stock worth $398,227,000 after purchasing an additional 181,400 shares during the period. Institutional investors own 94.80% of the company’s stock.

Welltower Stock Performance

WELL opened at $235.55 on Monday. Welltower Inc. has a 1-year low of $161.26 and a 1-year high of $255.20. The company has a market cap of $169.77 billion, a price-to-earnings ratio of 108.05, a PEG ratio of 1.13 and a beta of 0.76. The company’s fifty day moving average price is $229.65 and its two-hundred day moving average price is $214.23. The company has a current ratio of 3.16, a quick ratio of 3.16 and a debt-to-equity ratio of 0.37.

Welltower (NYSE:WELL) last issued its quarterly earnings data on Monday, July 27th. The real estate investment trust reported $0.61 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.66 by ($0.05). Welltower had a net margin of 12.15% and a return on equity of 3.56%. The business had revenue of $3.54 billion for the quarter, compared to analyst estimates of $3.40 billion. During the same quarter in the prior year, the business earned $1.28 earnings per share. The firm’s quarterly revenue was up 39.1% compared to the same quarter last year. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. On average, analysts expect that Welltower Inc. will post 6.43 EPS for the current fiscal year.

Welltower Increases Dividend

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

Analysts Set New Price Targets

A number of equities research analysts have weighed in on WELL shares. Deutsche Bank Aktiengesellschaft lifted their target price on Welltower from $215.00 to $265.00 and gave the stock a “buy” rating in a report on Wednesday, July 1st. BMO Capital Markets reiterated an “outperform” rating and set a $245.00 target price on shares of Welltower in a research report on Monday, May 4th. Cantor Fitzgerald increased their target price on shares of Welltower from $235.00 to $260.00 and gave the stock an “overweight” rating in a research note on Friday, July 31st. Scotiabank reduced their price target on shares of Welltower from $248.00 to $232.00 and set a “sector outperform” rating for the company in a report on Thursday, June 18th. Finally, Jefferies Financial Group upped their price objective on shares of Welltower from $237.00 to $248.00 and gave the company a “buy” rating in a report on Tuesday, May 12th. Fourteen research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $246.11.

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.