Lido Advisors LLC Cuts Position in Welltower Inc. $WELL

Lido Advisors LLC lowered its position in Welltower Inc. (NYSE:WELL) by 30.3% in the first quarter, Holdings Channel reports. The fund owned 49,880 shares of the real estate investment trust’s stock after selling 21,675 shares during the period. Lido Advisors LLC’s holdings in Welltower were worth $9,862,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Walleye Capital LLC increased its position in shares of Welltower by 2.7% in the 1st quarter. Walleye Capital LLC now owns 39,283 shares of the real estate investment trust’s stock valued at $7,767,000 after purchasing an additional 1,047 shares during the last quarter. GSG Advisors LLC purchased a new stake in shares of Welltower during the 1st quarter worth $207,000. Mizuho Markets Cayman LP purchased a new stake in shares of Welltower during the 1st quarter worth $13,259,000. Aureus Asset Management LLC grew its stake in shares of Welltower by 46.2% during the first quarter. Aureus Asset Management LLC now owns 2,850 shares of the real estate investment trust’s stock worth $563,000 after purchasing an additional 900 shares in the last quarter. Finally, Dynamic Wealth Strategies LLC acquired a new position in shares of Welltower during the first quarter worth $60,000. Institutional investors and hedge funds own 94.80% of the company’s stock.

Welltower Trading Up 0.9%

Shares of Welltower stock opened at $247.19 on Friday. The company has a current ratio of 4.31, a quick ratio of 4.31 and a debt-to-equity ratio of 0.40. The company has a fifty day simple moving average of $220.98 and a 200-day simple moving average of $208.54. The stock has a market cap of $174.49 billion, a price-to-earnings ratio of 122.37, a PEG ratio of 1.20 and a beta of 0.77. Welltower Inc. has a 12-month low of $158.24 and a 12-month high of $250.12.

Welltower (NYSE:WELL) last announced its quarterly earnings results on Tuesday, April 28th. The real estate investment trust reported $1.02 EPS for the quarter, topping the consensus estimate of $0.68 by $0.34. Welltower had a net margin of 11.96% and a return on equity of 3.45%. The firm had revenue of $3.35 billion for the quarter, compared to analyst estimates of $3.12 billion. During the same period last year, the business earned $1.20 EPS. Welltower’s revenue for the quarter was up 38.3% compared to the same quarter last year. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. On average, equities analysts forecast that Welltower Inc. will post 6.32 EPS for the current fiscal year.

Welltower Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Thursday, May 21st. Shareholders of record on Wednesday, May 13th were issued a dividend of $0.74 per share. The ex-dividend date of this dividend was Wednesday, May 13th. This represents a $2.96 annualized dividend and a dividend yield of 1.2%. Welltower’s dividend payout ratio (DPR) is presently 146.53%.

Analysts Set New Price Targets

Several equities analysts recently commented on WELL shares. UBS Group increased their target price on Welltower from $249.00 to $271.00 and gave the company a “buy” rating in a report on Wednesday, July 8th. Deutsche Bank Aktiengesellschaft lifted their price target on Welltower from $215.00 to $265.00 and gave the stock a “buy” rating in a report on Wednesday, July 1st. Scotiabank lowered their price objective on Welltower from $248.00 to $232.00 and set a “sector outperform” rating for the company in a research report on Thursday, June 18th. Mizuho increased their price objective on Welltower from $239.00 to $260.00 and gave the company an “outperform” rating in a report on Wednesday. Finally, Barclays started coverage on Welltower in a research report on Tuesday, July 7th. They set an “equal weight” rating and a $254.00 target price on the stock. Thirteen research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $235.89.

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.