39,982 Shares in Welltower Inc. $WELL Acquired by Osmosis Investment Management UK Ltd

Osmosis Investment Management UK Ltd acquired a new position in shares of Welltower Inc. (NYSE:WELL) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 39,982 shares of the real estate investment trust’s stock, valued at approximately $9,075,000.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Dimensional Fund Advisors LP increased its holdings in 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 valued at $1,649,844,000 after buying an additional 57,938 shares during the period. Easterly Investment Partners LLC lifted its holdings 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 worth $17,151,000 after acquiring an additional 59,967 shares during the period. SG Americas Securities LLC lifted its holdings in shares of Welltower by 331.4% during the 1st quarter. SG Americas Securities LLC now owns 1,122,894 shares of the real estate investment trust’s stock worth $222,007,000 after acquiring an additional 862,586 shares during the period. Swiss National Bank boosted its position in shares of Welltower by 9.9% during the 1st quarter. Swiss National Bank now owns 2,014,200 shares of the real estate investment trust’s stock worth $398,227,000 after acquiring an additional 181,400 shares in the last quarter. Finally, Dai ichi Life Insurance Company Ltd boosted its position in shares of Welltower by 26.6% during the 1st quarter. Dai ichi Life Insurance Company Ltd now owns 43,932 shares of the real estate investment trust’s stock worth $8,686,000 after acquiring an additional 9,217 shares in the last quarter. 94.80% of the stock is owned by institutional investors and hedge funds.

Welltower Price Performance

Shares of NYSE:WELL opened at $239.95 on Monday. The company has a market cap of $172.94 billion, a price-to-earnings ratio of 110.07, a PEG ratio of 1.14 and a beta of 0.76. The company has a debt-to-equity ratio of 0.37, a current ratio of 3.16 and a quick ratio of 3.16. The firm has a 50 day simple moving average of $232.48 and a 200 day simple moving average of $216.03. Welltower Inc. has a one year low of $163.75 and a one year high of $255.20.

Welltower (NYSE:WELL) last issued its earnings results on Monday, July 27th. The real estate investment trust reported $0.61 earnings per share for the quarter, missing analysts’ consensus estimates 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 business’s quarterly revenue was up 39.1% on a year-over-year basis. During the same quarter in the prior year, the business earned $1.28 EPS. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. Research analysts predict that Welltower Inc. will post 6.44 earnings per share for the current fiscal year.

Welltower Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, August 20th. Investors of record on Wednesday, August 12th were issued a dividend of $0.85 per share. This is a positive change from Welltower’s previous quarterly dividend of $0.74. The ex-dividend date of this dividend was Wednesday, August 12th. This represents a $3.40 annualized dividend and a dividend yield of 1.4%. Welltower’s dividend payout ratio (DPR) is 155.96%.

Analyst Ratings Changes

Several brokerages have commented on WELL. Raymond James Financial assumed coverage on shares of Welltower in a research report on Tuesday, June 16th. They set an “outperform” rating and a $226.00 price objective for the company. Deutsche Bank Aktiengesellschaft lifted their price target on Welltower from $215.00 to $265.00 and gave the company a “buy” rating in a research note on Wednesday, July 1st. Citigroup boosted their price target on Welltower from $255.00 to $275.00 and gave the stock a “buy” rating in a report on Friday, July 31st. BMO Capital Markets restated an “outperform” rating and set a $245.00 price objective on shares of Welltower in a research report on Monday, May 4th. Finally, Wells Fargo & Company raised their price objective on Welltower from $228.00 to $237.00 and gave the company an “overweight” rating in a research note on Monday, June 1st. Fourteen research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $246.11.

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.