M.D. Sass LLC Sells 17,716 Shares of Welltower Inc. $WELL

M.D. Sass LLC lowered its holdings in Welltower Inc. (NYSE:WELL) by 6.9% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 237,876 shares of the real estate investment trust’s stock after selling 17,716 shares during the quarter. Welltower comprises about 3.5% of M.D. Sass LLC’s investment portfolio, making the stock its 15th largest position. M.D. Sass LLC’s holdings in Welltower were worth $53,991,000 at the end of the most recent quarter.

Several other large investors also recently made changes to their positions in the business. Brighton Jones LLC lifted its position in Welltower by 7.1% during the 4th quarter. Brighton Jones LLC now owns 4,185 shares of the real estate investment trust’s stock worth $527,000 after buying an additional 279 shares in the last quarter. Empowered Funds LLC increased its position in Welltower by 31.7% in the 1st quarter. Empowered Funds LLC now owns 14,790 shares of the real estate investment trust’s stock valued at $2,266,000 after acquiring an additional 3,564 shares in the last quarter. Sivia Capital Partners LLC increased its position in Welltower by 7.1% in the 2nd quarter. Sivia Capital Partners LLC now owns 1,910 shares of the real estate investment trust’s stock valued at $294,000 after acquiring an additional 127 shares in the last quarter. Baird Financial Group Inc. raised its stake in shares of Welltower by 7.3% in the second quarter. Baird Financial Group Inc. now owns 10,871 shares of the real estate investment trust’s stock worth $1,671,000 after acquiring an additional 735 shares during the last quarter. Finally, NewEdge Advisors LLC raised its stake in shares of Welltower by 27.0% in the second quarter. NewEdge Advisors LLC now owns 12,435 shares of the real estate investment trust’s stock worth $1,912,000 after acquiring an additional 2,641 shares during the last quarter. Institutional investors own 94.80% of the company’s stock.

Welltower Stock Performance

Shares of WELL stock opened at $235.38 on Wednesday. Welltower Inc. has a one year low of $162.29 and a one year high of $255.20. The company has a debt-to-equity ratio of 0.37, a current ratio of 3.16 and a quick ratio of 3.16. The stock has a market cap of $169.65 billion, a PE ratio of 107.97, a price-to-earnings-growth ratio of 1.13 and a beta of 0.76. The stock has a 50-day moving average of $230.95 and a 200-day moving average of $214.96.

Welltower (NYSE:WELL) last issued its quarterly earnings data on Monday, July 27th. The real estate investment trust reported $0.61 EPS 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 previous year, the business posted $1.28 EPS. The business’s quarterly revenue was up 39.1% compared to the same quarter last year. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. As a group, sell-side analysts expect that Welltower Inc. will post 6.43 earnings per share for the current year.

Welltower Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, August 20th. Shareholders of record on Wednesday, August 12th will be paid a $0.85 dividend. The ex-dividend date of this dividend is Wednesday, August 12th. 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 yield of 1.4%. Welltower’s payout ratio is presently 155.96%.

Wall Street Analyst Weigh In

Several analysts have recently commented on the stock. Weiss Ratings cut shares of Welltower from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Wednesday, June 24th. Raymond James Financial began coverage on shares of Welltower in a research report on Tuesday, June 16th. They issued an “outperform” rating and a $226.00 price objective for the company. Jefferies Financial Group upped their price objective on Welltower from $237.00 to $248.00 and gave the stock a “buy” rating in a report on Tuesday, May 12th. Wall Street Zen upgraded Welltower from a “sell” rating to a “hold” rating in a research report on Saturday, May 2nd. Finally, KeyCorp lifted their target price on Welltower from $240.00 to $275.00 and gave the company an “overweight” rating in a research note on Tuesday, August 4th. Fourteen research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat, Welltower has a consensus rating of “Moderate Buy” and an average target price of $246.11.

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.