Natixis Advisors LLC Boosts Holdings in Welltower Inc. $WELL

Natixis Advisors LLC boosted its holdings in Welltower Inc. (NYSE:WELL) by 3.3% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 675,273 shares of the real estate investment trust’s stock after purchasing an additional 21,886 shares during the quarter. Natixis Advisors LLC’s holdings in Welltower were worth $120,293,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Korea Investment CORP raised its position in shares of Welltower by 5.7% during the third quarter. Korea Investment CORP now owns 800,474 shares of the real estate investment trust’s stock valued at $142,596,000 after buying an additional 43,069 shares during the last quarter. Munich Reinsurance Co Stock Corp in Munich bought a new position in shares of Welltower during the third quarter worth $176,000. Ameriflex Group Inc. boosted its position in shares of Welltower by 220.8% during the third quarter. Ameriflex Group Inc. now owns 1,623 shares of the real estate investment trust’s stock worth $289,000 after acquiring an additional 1,117 shares during the last quarter. Angeles Wealth Management LLC grew its stake in Welltower by 7.8% during the third quarter. Angeles Wealth Management LLC now owns 1,842 shares of the real estate investment trust’s stock valued at $328,000 after acquiring an additional 133 shares in the last quarter. Finally, Blair William & Co. IL grew its stake in Welltower by 0.6% during the third quarter. Blair William & Co. IL now owns 31,778 shares of the real estate investment trust’s stock valued at $5,661,000 after acquiring an additional 175 shares in the last quarter. 94.80% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several analysts have commented on the stock. Wall Street Zen cut shares of Welltower from a “hold” rating to a “sell” rating in a research note on Saturday, February 14th. Weiss Ratings lowered Welltower from a “buy (b-)” rating to a “hold (c)” rating in a research report on Tuesday, February 17th. Mizuho lifted their target price on Welltower from $216.00 to $231.00 and gave the stock an “outperform” rating in a report on Wednesday, March 4th. JPMorgan Chase & Co. reiterated a “neutral” rating and issued a $205.00 target price on shares of Welltower in a research report on Thursday, December 18th. Finally, Cantor Fitzgerald increased their price target on Welltower from $204.00 to $230.00 and gave the company an “overweight” rating in a research note on Thursday, February 12th. One investment analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $224.71.

Welltower Stock Performance

NYSE WELL opened at $204.09 on Monday. The company has a market cap of $142.40 billion, a P/E ratio of 145.78, a P/E/G ratio of 1.39 and a beta of 0.82. The business’s 50 day moving average price is $195.27 and its 200-day moving average price is $186.22. Welltower Inc. has a fifty-two week low of $130.29 and a fifty-two week high of $216.43. The company has a debt-to-equity ratio of 0.45, a quick ratio of 3.46 and a current ratio of 3.46.

Welltower (NYSE:WELL) last announced its earnings results on Tuesday, February 10th. The real estate investment trust reported $1.45 earnings per share for the quarter, beating the consensus estimate of $1.44 by $0.01. The business had revenue of $3.18 billion for the quarter, compared to the consensus estimate of $2.93 billion. Welltower had a net margin of 8.64% and a return on equity of 2.46%. The business’s revenue for the quarter was up 41.3% on a year-over-year basis. During the same quarter in the prior year, the firm posted $1.13 earnings per share. Welltower has set its FY 2026 guidance at 6.090-6.25 EPS. Sell-side analysts predict that Welltower Inc. will post 4.88 earnings per share for the current year.

Welltower Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Wednesday, February 25th will be given a $0.74 dividend. This represents a $2.96 dividend on an annualized basis and a yield of 1.5%. The ex-dividend date of this dividend is Wednesday, February 25th. Welltower’s dividend payout ratio is 211.43%.

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.