Robeco Institutional Asset Management B.V. Has $66.30 Million Stake in Welltower Inc. $WELL

Robeco Institutional Asset Management B.V. reduced its holdings in Welltower Inc. (NYSE:WELL) by 7.7% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 372,149 shares of the real estate investment trust’s stock after selling 31,210 shares during the quarter. Robeco Institutional Asset Management B.V. owned approximately 0.06% of Welltower worth $66,295,000 at the end of the most recent reporting period.

A number of other large investors have also bought and sold shares of the business. Global Wealth Strategies & Associates acquired a new position in Welltower in the third quarter worth $36,000. Anchor Investment Management LLC acquired a new stake in shares of Welltower in the first quarter valued at $46,000. Newbridge Financial Services Group Inc. raised its holdings in shares of Welltower by 39.5% in the second quarter. Newbridge Financial Services Group Inc. now owns 307 shares of the real estate investment trust’s stock valued at $47,000 after buying an additional 87 shares during the last quarter. Copia Wealth Management acquired a new position in Welltower during the 2nd quarter worth about $51,000. Finally, NewSquare Capital LLC grew its holdings in Welltower by 30.2% during the 2nd quarter. NewSquare Capital LLC now owns 362 shares of the real estate investment trust’s stock worth $56,000 after acquiring an additional 84 shares during the last quarter. 94.80% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

A number of equities analysts have weighed in on the stock. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Welltower in a research note on Monday, December 29th. Jefferies Financial Group restated a “buy” rating and issued a $231.00 price objective on shares of Welltower in a research report on Monday, December 15th. Scotiabank upped their price objective on Welltower from $182.00 to $214.00 and gave the stock a “sector outperform” rating in a report on Thursday, November 13th. Cantor Fitzgerald reiterated an “overweight” rating and issued a $204.00 price objective on shares of Welltower in a research report on Monday. Finally, Loop Capital set a $196.00 target price on Welltower in a research report on Wednesday, October 29th. One research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $205.07.

Welltower Trading Up 0.5%

Shares of NYSE WELL opened at $185.61 on Wednesday. Welltower Inc. has a fifty-two week low of $123.11 and a fifty-two week high of $209.05. The firm has a market capitalization of $127.39 billion, a P/E ratio of 128.01, a P/E/G ratio of 1.28 and a beta of 0.86. The company has a debt-to-equity ratio of 0.43, a current ratio of 5.47 and a quick ratio of 5.47. The company’s 50 day simple moving average is $192.24 and its 200 day simple moving average is $175.04.

Welltower (NYSE:WELL) last released its earnings results on Monday, October 27th. The real estate investment trust reported $1.34 EPS for the quarter, topping analysts’ consensus estimates of $1.30 by $0.04. The firm had revenue of $2.69 billion during the quarter, compared to analyst estimates of $2.70 billion. Welltower had a net margin of 9.69% and a return on equity of 2.71%. The business’s quarterly revenue was up 30.7% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.11 EPS. Welltower has set its FY 2025 guidance at 5.240-5.300 EPS. On average, analysts predict that Welltower Inc. will post 4.88 EPS for the current year.

Welltower Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, November 20th. Investors of record on Tuesday, November 11th were issued a $0.74 dividend. This represents a $2.96 dividend on an annualized basis and a yield of 1.6%. The ex-dividend date was Monday, November 10th. Welltower’s dividend payout ratio is currently 204.14%.

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.