Welltower Inc. $WELL Stake Raised by Profund Advisors LLC

Profund Advisors LLC grew its holdings in shares of Welltower Inc. (NYSE:WELL) by 28.9% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 9,768 shares of the real estate investment trust’s stock after buying an additional 2,192 shares during the quarter. Profund Advisors LLC’s holdings in Welltower were worth $2,249,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. BlackRock Inc. boosted its holdings in shares of Welltower by 5.5% in the 2nd quarter. BlackRock Inc. now owns 78,049,214 shares of the real estate investment trust’s stock worth $17,714,830,000 after purchasing an additional 4,045,458 shares during the period. State Street Corp increased its position in shares of Welltower by 1.4% during the 2nd quarter. State Street Corp now owns 42,138,810 shares of the real estate investment trust’s stock valued at $9,564,246,000 after purchasing an additional 578,033 shares during the last quarter. Bank of America Corp DE increased its position in shares of Welltower by 6.6% during the 1st quarter. Bank of America Corp DE now owns 21,750,501 shares of the real estate investment trust’s stock valued at $4,300,291,000 after purchasing an additional 1,347,243 shares during the last quarter. Principal Financial Group Inc. raised its holdings in Welltower by 2.2% during the 2nd quarter. Principal Financial Group Inc. now owns 9,814,621 shares of the real estate investment trust’s stock valued at $2,227,642,000 after buying an additional 207,966 shares during the period. Finally, Dimensional Fund Advisors LP raised its holdings in Welltower by 0.7% during 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. Institutional investors own 94.80% of the company’s stock.

Insider Activity at Welltower

In related news, Director Andrew Gundlach bought 5,000 shares of the company’s stock in a transaction that occurred on Wednesday, August 26th. The shares were purchased at an average cost of $242.06 per share, with a total value of $1,210,300.00. Following the completion of the acquisition, the director directly owned 30,000 shares in the company, valued at approximately $7,261,800. The trade was a 20.00% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, 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 owned by insiders.

Analyst Ratings Changes

A number of research analysts have weighed in on the stock. Freedom Broker upgraded shares of Welltower from a “hold” rating to a “buy” rating and set a $255.00 price objective on the stock in a research report on Wednesday, October 28th. Jefferies Financial Group raised shares of Welltower to a “strong-buy” rating in a research note on Friday, September 25th. BMO Capital Markets raised their target price on shares of Welltower from $245.00 to $265.00 and gave the stock an “outperform” rating in a report on Monday, August 3rd. Scotiabank lifted their price target on shares of Welltower from $244.00 to $251.00 and gave the stock an “outperform” rating in a research note on Wednesday, September 2nd. Finally, Barclays cut their price target on shares of Welltower from $259.00 to $246.00 and set an “equal weight” rating on the stock in a report on Tuesday, October 13th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $259.81.

Trending Headlines about 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

Welltower Stock Down 0.1%

Shares of WELL stock opened at $234.43 on Monday. The stock’s 50-day simple moving average is $233.51 and its 200-day simple moving average is $218.24. The firm has a market capitalization 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 debt-to-equity ratio of 0.39, a quick ratio of 3.16 and a current ratio of 3.16. Welltower Inc. has a fifty-two week low of $178.19 and a fifty-two week high of $255.20.

Welltower (NYSE:WELL) last posted its quarterly earnings results on Monday, October 26th. The real estate investment trust reported $1.67 EPS for the quarter, beating the consensus estimate of $1.64 by $0.03. The company had revenue of $3.72 billion for the quarter, compared to analyst estimates 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% on a year-over-year basis. During the same period in the prior year, the company earned $1.34 earnings per share. Equities analysts expect that Welltower Inc. will post 6.49 earnings per share for the current year.

Welltower Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, November 19th. Stockholders of record on Tuesday, November 10th will be paid a $0.85 dividend. The ex-dividend date is Tuesday, November 10th. This represents a $3.40 dividend on an annualized basis and a dividend yield of 1.5%. Welltower’s dividend payout ratio is presently 147.19%.

Welltower 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.