Saudi Central Bank Has $11.19 Million Stake in Welltower Inc. $WELL

Saudi Central Bank lifted its stake in Welltower Inc. (NYSE:WELL) by 94.7% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 49,317 shares of the real estate investment trust’s stock after purchasing an additional 23,984 shares during the quarter. Saudi Central Bank’s holdings in Welltower were worth $11,193,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also made changes to their positions in WELL. Revolve Wealth Partners LLC grew its position in Welltower by 3.3% during the second quarter. Revolve Wealth Partners LLC now owns 1,392 shares of the real estate investment trust’s stock valued at $316,000 after purchasing an additional 45 shares in the last quarter. Family Wealth Partners LLC lifted its position in Welltower by 1.3% in the 2nd quarter. Family Wealth Partners LLC now owns 3,678 shares of the real estate investment trust’s stock worth $835,000 after buying an additional 48 shares in the last quarter. Natural Investments LLC lifted its position in Welltower by 3.0% in the 2nd quarter. Natural Investments LLC now owns 1,673 shares of the real estate investment trust’s stock worth $379,000 after buying an additional 48 shares in the last quarter. Summit Securities Group LLC boosted its stake in shares of Welltower by 42.6% during the 2nd quarter. Summit Securities Group LLC now owns 164 shares of the real estate investment trust’s stock valued at $37,000 after buying an additional 49 shares during the period. Finally, Parkside Financial Bank & Trust boosted its stake in shares of Welltower by 2.5% during the 4th quarter. Parkside Financial Bank & Trust now owns 1,977 shares of the real estate investment trust’s stock valued at $367,000 after buying an additional 49 shares during the period. 94.80% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Welltower

In related news, Director Andrew Gundlach purchased 5,000 shares of the firm’s stock in a transaction dated Tuesday, August 25th. The stock was bought at an average price of $239.47 per share, for a total transaction of $1,197,350.00. Following the purchase, the director owned 25,000 shares in the company, valued at $5,986,750. The trade was a 25.00% increase in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. 0.37% of the stock is owned by corporate insiders.

Welltower Stock Performance

WELL stock opened at $236.07 on Friday. The firm has a 50 day moving average of $237.37 and a two-hundred day moving average of $218.77. Welltower Inc. has a 12 month low of $163.75 and a 12 month high of $255.20. The company has a market capitalization of $170.15 billion, a price-to-earnings ratio of 108.29, a P/E/G ratio of 1.13 and a beta of 0.76. The company has a quick ratio of 3.16, a current ratio of 3.16 and a debt-to-equity ratio of 0.37.

Welltower (NYSE:WELL) last released its quarterly 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 business had revenue of $3.54 billion for the quarter, compared to the consensus estimate of $3.40 billion. Welltower had a net margin of 12.15% and a return on equity of 3.56%. The firm’s revenue for the quarter was up 39.1% compared to the same quarter last year. During the same quarter in the prior year, the business posted $1.28 EPS. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. As a group, equities analysts anticipate that Welltower Inc. will post 6.43 EPS for the current fiscal year.

Welltower Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, August 20th. Shareholders of record on Wednesday, August 12th were given a $0.85 dividend. This is an increase from Welltower’s previous quarterly dividend of $0.74. This represents a $3.40 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date of this dividend was Wednesday, August 12th. Welltower’s payout ratio is presently 155.96%.

Analyst Ratings Changes

A number of equities analysts have recently weighed in on the stock. KeyCorp upped their price target on shares of Welltower from $240.00 to $275.00 and gave the stock an “overweight” rating in a research note on Tuesday, August 4th. Barclays lifted their price objective on Welltower from $254.00 to $259.00 and gave the company an “equal weight” rating in a research report on Monday, August 31st. Raymond James Financial initiated coverage on Welltower in a research note on Tuesday, June 16th. They issued an “outperform” rating and a $226.00 target price on the stock. Citigroup upped their target price on Welltower from $255.00 to $275.00 and gave the stock a “buy” rating in a research report on Friday, July 31st. Finally, Scotiabank raised their price target on Welltower from $244.00 to $251.00 and gave the stock an “outperform” rating in a research note on Wednesday. Fourteen research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat.com, Welltower currently has a consensus rating of “Moderate Buy” and an average price target of $251.06.

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.