GTS Securities LLC decreased its holdings in shares of Welltower Inc. (NYSE:WELL – Free Report) by 35.3% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 7,188 shares of the real estate investment trust’s stock after selling 3,920 shares during the period. GTS Securities LLC’s holdings in Welltower were worth $1,631,000 as of its most recent SEC filing.
A number of other large investors have also recently made changes to their positions in WELL. Dimensional Fund Advisors LP grew its position in 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 in the last quarter. Easterly Investment Partners LLC lifted its position in shares of Welltower by 184.9% during the 4th quarter. Easterly Investment Partners LLC now owns 92,403 shares of the real estate investment trust’s stock worth $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% during the 1st 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 in the last quarter. Swiss National Bank boosted its stake in shares of Welltower by 9.9% in the 1st 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. Finally, Dai ichi Life Insurance Company Ltd boosted its stake in shares of Welltower by 26.6% in the 1st quarter. Dai ichi Life Insurance Company Ltd now owns 43,932 shares of the real estate investment trust’s stock worth $8,686,000 after buying an additional 9,217 shares during the last quarter. 94.80% of the stock is owned by institutional investors.
Insiders Place Their Bets
In other Welltower news, Director Andrew Gundlach acquired 5,000 shares of Welltower stock in a transaction that occurred on Tuesday, August 25th. The stock was acquired at an average cost of $239.47 per share, for a total transaction of $1,197,350.00. Following the purchase, the director owned 25,000 shares of the company’s stock, valued at approximately $5,986,750. This represents a 25.00% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Corporate insiders own 0.37% of the company’s stock.
Welltower Price Performance
Welltower (NYSE:WELL – Get Free Report) last posted its earnings results 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). The business had revenue of $3.54 billion during the quarter, compared to analysts’ expectations of $3.40 billion. Welltower had a return on equity of 3.56% and a net margin of 12.15%.Welltower’s revenue for the quarter was up 39.1% on a year-over-year basis. During the same quarter in the previous year, the business earned $1.28 EPS. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. Research analysts predict that Welltower Inc. will post 6.43 earnings per share for the current year.
Welltower Increases Dividend
The firm also recently disclosed a quarterly dividend, which was paid on Thursday, August 20th. Investors of record on Wednesday, August 12th were issued a $0.85 dividend. This is a boost from Welltower’s previous quarterly dividend of $0.74. The ex-dividend date of this dividend was Wednesday, August 12th. This represents a $3.40 annualized dividend and a yield of 1.4%. Welltower’s payout ratio is 155.96%.
Analyst Upgrades and Downgrades
A number of analysts recently commented on WELL shares. Raymond James Financial started coverage on Welltower in a research report on Tuesday, June 16th. They set an “outperform” rating and a $226.00 price target for the company. Weiss Ratings lowered Welltower from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Wednesday, June 24th. UBS Group boosted their price target on shares of Welltower from $249.00 to $271.00 and gave the stock a “buy” rating in a report on Wednesday, July 8th. Royal Bank Of Canada boosted their target price on shares of Welltower from $238.00 to $260.00 and gave the company an “outperform” rating in a research note on Monday, August 3rd. Finally, Barclays began coverage on Welltower in a report on Tuesday, July 7th. They set an “equal weight” rating and a $254.00 price objective for the company. Fourteen investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat.com, Welltower currently has a consensus rating of “Moderate Buy” and a consensus target price of $246.11.
View Our Latest Stock Report on Welltower
About Welltower
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.
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