Welltower Inc. $WELL Stock Holdings Lifted by J.Safra Asset Management Corp

J.Safra Asset Management Corp grew its position in Welltower Inc. (NYSE:WELL) by 3,848.2% during the 2nd quarter, HoldingsChannel.com reports. The firm owned 4,343 shares of the real estate investment trust’s stock after acquiring an additional 4,233 shares during the quarter. J.Safra Asset Management Corp’s holdings in Welltower were worth $986,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in WELL. Dimensional Fund Advisors LP lifted its stake 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 valued at $1,649,844,000 after purchasing an additional 57,938 shares during the last quarter. KLP Kapitalforvaltning AS increased its position in Welltower by 21.2% during the fourth quarter. KLP Kapitalforvaltning AS now owns 291,146 shares of the real estate investment trust’s stock worth $54,040,000 after buying an additional 50,900 shares during the last quarter. Easterly Investment Partners LLC raised its holdings in Welltower by 184.9% during the fourth quarter. Easterly Investment Partners LLC now owns 92,403 shares of the real estate investment trust’s stock valued at $17,151,000 after buying an additional 59,967 shares in the last quarter. SG Americas Securities LLC lifted its position in shares of Welltower by 331.4% in 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 buying an additional 862,586 shares during the last quarter. Finally, Swiss National Bank lifted its position in shares of Welltower by 9.9% in 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 buying an additional 181,400 shares during the last quarter. 94.80% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of research analysts have recently commented on the company. BMO Capital Markets reissued an “outperform” rating and set a $245.00 price objective on shares of Welltower in a report on Monday, May 4th. UBS Group boosted their target price on Welltower from $249.00 to $271.00 and gave the stock a “buy” rating in a report on Wednesday, July 8th. 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 for the company. Evercore reiterated an “outperform” rating and set a $260.00 price target on shares of Welltower in a report on Thursday, July 30th. Finally, Jefferies Financial Group lifted their price target on shares of Welltower from $237.00 to $248.00 and gave the company a “buy” rating in a research report on Tuesday, May 12th. Fourteen equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $246.11.

Welltower Trading Up 0.0%

Shares of NYSE:WELL opened at $235.55 on Monday. The company has a market cap of $169.77 billion, a P/E ratio of 108.05, a P/E/G ratio of 1.13 and a beta of 0.76. The stock’s 50-day moving average is $229.65 and its 200-day moving average is $214.23. Welltower Inc. has a 52-week low of $161.26 and a 52-week high of $255.20. The company has a debt-to-equity ratio of 0.37, a quick ratio of 3.16 and a current ratio of 3.16.

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

Welltower Increases Dividend

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

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.