ProShare Advisors LLC Buys 2,427 Shares of Welltower Inc. $WELL

ProShare Advisors LLC boosted its stake in Welltower Inc. (NYSE:WELL) by 2.0% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 126,095 shares of the real estate investment trust’s stock after acquiring an additional 2,427 shares during the period. ProShare Advisors LLC’s holdings in Welltower were worth $29,032,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. BlackRock Inc. boosted its stake in Welltower by 5.5% during the 2nd quarter. BlackRock Inc. now owns 78,049,214 shares of the real estate investment trust’s stock valued at $17,714,830,000 after acquiring an additional 4,045,458 shares during the last quarter. State Street Corp increased its position in shares of Welltower by 1.4% in the 2nd quarter. State Street Corp now owns 42,138,810 shares of the real estate investment trust’s stock worth $9,564,246,000 after purchasing an additional 578,033 shares during the last quarter. Bank of America Corp DE bought a new stake in shares of Welltower in the 2nd quarter worth about $4,425,089,000. Principal Financial Group Inc. increased its position in shares of Welltower by 2.2% in the 2nd quarter. Principal Financial Group Inc. now owns 9,814,621 shares of the real estate investment trust’s stock worth $2,227,642,000 after purchasing an additional 207,966 shares during the last quarter. Finally, Dimensional Fund Advisors LP increased 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 purchasing an additional 57,938 shares during the last quarter. 94.80% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of equities research analysts have recently issued reports on WELL shares. BMO Capital Markets upped their target price on shares of Welltower from $245.00 to $265.00 and gave the company an “outperform” rating in a research note on Monday, August 3rd. KeyCorp lifted their price target on Welltower from $240.00 to $275.00 and gave the stock an “overweight” rating in a research note on Tuesday, August 4th. Wells Fargo & Company boosted their price objective on Welltower from $266.00 to $268.00 and gave the company an “overweight” rating in a report on Monday, October 19th. UBS Group restated a “buy” rating and set a $269.00 price objective on shares of Welltower in a research note on Tuesday, October 27th. Finally, BNP Paribas Exane upped their price objective on Welltower from $238.00 to $272.00 and gave the company an “outperform” rating in a research note on Tuesday, July 28th. One research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and four have given a Hold rating to the company. According to MarketBeat.com, Welltower presently has an average rating of “Moderate Buy” and an average price target of $259.81.

Key Stories Impacting Welltower

Here are the key news stories impacting Welltower this week:

• Positive Sentiment: Welltower lifted its outlook after reporting strong growth in senior housing, providing the clearest near-term catalyst for the stock. The update suggests improving occupancy, pricing, or operating trends could support future earnings and cash flow. Welltower stock lifts outlook after strong senior housing growth
• Positive Sentiment: Freedom Broker upgraded Welltower’s depositary receipt from “hold” to “buy,” adding to the positive analyst sentiment surrounding the company. Freedom Broker upgrades Welltower
• Positive Sentiment: Coverage following the third-quarter update highlighted the raised outlook and senior-housing momentum, helping support the view that Welltower can continue benefiting from favorable demographic trends. Welltower stock after Q3 outlook lift
• Neutral Sentiment: Potential Social Security reform could materially affect seniors’ disposable income and therefore demand for senior housing, but the timing and details remain uncertain. Social Security reform and Welltower demand
• Neutral Sentiment: Raymond James lowered its price target to $263 but maintained a favorable view, calling Welltower a strong large-cap option. Cantor Fitzgerald also trimmed its target to $258 while retaining an “overweight” rating. These reductions may reflect valuation discipline rather than a change in the long-term outlook. Raymond James lowers Welltower price target
• Negative Sentiment: One market report characterized the shares as falling after an earnings miss, which could weigh on sentiment; however, the broader earnings coverage and company outlook update point to stronger-than-expected operating momentum. Welltower shares after earnings

Insider Buying and Selling at Welltower

In other Welltower news, Director Andrew Gundlach acquired 5,000 shares of the company’s stock in a transaction that occurred on Wednesday, August 26th. The shares were purchased at an average price of $242.06 per share, for a total transaction of $1,210,300.00. Following the completion of the purchase, the director directly owned 30,000 shares in the company, valued at $7,261,800. The trade was a 20.00% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which is accessible through this link. Purchased indirectly through two trusts. The transaction was executed in multiple trades at prices ranging from $241.59 to $242.59. The reported $242.06 price is the weighted-average purchase price. 0.37% of the stock is currently owned by corporate insiders.

Welltower Stock Performance

Welltower stock opened at $234.43 on Monday. The company has a market cap of $171.98 billion, a PE ratio of 101.48, a P/E/G ratio of 1.13 and a beta of 0.79. The company has a fifty day moving average price of $233.51 and a two-hundred day moving average price of $218.24. The company has a debt-to-equity ratio of 0.39, a current ratio of 3.16 and a quick ratio of 3.16. Welltower Inc. has a 12 month low of $178.19 and a 12 month high of $255.20.

Welltower (NYSE:WELL) last issued its earnings results on Monday, October 26th. The real estate investment trust reported $1.67 earnings per share for the quarter, topping analysts’ consensus estimates of $1.64 by $0.03. The company had revenue of $3.72 billion for the quarter, compared to analysts’ expectations of $3.64 billion. Welltower had a net margin of 12.08% and a return on equity of 3.61%. The firm’s revenue was up 38.4% compared to the same quarter last year. During the same period in the prior year, the company earned $1.34 earnings per share. Research analysts expect that Welltower Inc. will post 6.49 earnings per share for the current year.

Welltower Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, November 19th. Investors of record on Tuesday, November 10th 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 1.5%. The ex-dividend date of this dividend is Tuesday, November 10th. Welltower’s dividend payout ratio is currently 147.19%.

Welltower Company Profile

Welltower Inc (NYSE: WELL) is a healthcare-focused real estate investment trust that owns, develops, and manages properties used to provide healthcare and related services. Its portfolio is centered on senior housing communities, outpatient medical facilities, and post-acute care properties, including assets operated by healthcare providers and senior living companies.

The company’s senior housing investments support independent living, assisted living, and memory care services. Its outpatient medical properties accommodate physicians, clinics, and other healthcare providers, while its broader healthcare real estate portfolio is designed to serve demand for care delivered outside traditional hospitals.