Rakuten Investment Management Inc. Makes New Investment in Welltower Inc. $WELL

Rakuten Investment Management Inc. purchased a new stake in Welltower Inc. (NYSE:WELL) in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 115,381 shares of the real estate investment trust’s stock, valued at approximately $26,276,000.

Several other large investors have also recently modified their holdings of WELL. Leonteq Securities AG lifted its holdings in shares of Welltower by 92.3% during the first quarter. Leonteq Securities AG now owns 125 shares of the real estate investment trust’s stock worth $25,000 after purchasing an additional 60 shares during the period. Sound Income Strategies LLC increased its holdings in Welltower by 124.6% in the first quarter. Sound Income Strategies LLC now owns 137 shares of the real estate investment trust’s stock valued at $27,000 after purchasing an additional 76 shares during the period. Kilter Group LLC bought a new position in Welltower during the 2nd quarter worth $29,000. Swiss RE Ltd. bought a new position in Welltower during the 4th quarter worth $29,000. Finally, Quarry LP acquired a new position in Welltower during the 3rd quarter worth about $33,000. Institutional investors own 94.80% of the company’s stock.

Wall Street Analyst Weigh In

WELL has been the topic of a number of analyst reports. Jefferies Financial Group upped their price target on Welltower from $237.00 to $248.00 and gave the company a “buy” rating in a research report on Tuesday, May 12th. Scotiabank lowered their price objective on Welltower from $248.00 to $232.00 and set a “sector outperform” rating for the company in a research report on Thursday, June 18th. Royal Bank Of Canada lifted their price objective on Welltower from $238.00 to $260.00 and gave the stock an “outperform” rating in a research note on Monday, August 3rd. Mizuho upped their target price on Welltower from $239.00 to $260.00 and gave the company an “outperform” rating in a report on Wednesday, July 22nd. Finally, Barclays started coverage on shares of Welltower in a research report on Tuesday, July 7th. They set an “equal weight” rating and a $254.00 target price for the company. Fourteen research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $246.11.

Insider Buying and Selling

In other Welltower news, Director Andrew Gundlach bought 5,000 shares of the firm’s stock in a transaction that occurred on Tuesday, August 25th. The stock was acquired at an average price of $239.47 per share, with a total value of $1,197,350.00. Following the completion of the purchase, the director directly owned 25,000 shares of the company’s stock, valued at approximately $5,986,750. This trade represents a 25.00% increase in their position. The purchase was disclosed in a legal filing with the SEC, which is available at this link. 0.37% of the stock is owned by corporate insiders.

Welltower Price Performance

WELL stock opened at $237.51 on Friday. The company has a quick ratio of 3.16, a current ratio of 3.16 and a debt-to-equity ratio of 0.37. The firm has a market cap of $171.18 billion, a price-to-earnings ratio of 108.95, a PEG ratio of 1.15 and a beta of 0.76. The company’s fifty day simple moving average is $235.54 and its 200 day simple moving average is $217.59. Welltower Inc. has a 12-month low of $163.75 and a 12-month high of $255.20.

Welltower (NYSE:WELL) last issued 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). 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 quarter in the previous year, the business posted $1.28 earnings per share. The business’s revenue was up 39.1% on a year-over-year basis. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. On average, analysts expect that Welltower Inc. will post 6.43 earnings per share for the current year.

Welltower Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, August 20th. Investors of record on Wednesday, August 12th were given a dividend of $0.85 per share. This represents a $3.40 annualized dividend and a dividend yield of 1.4%. The ex-dividend date was Wednesday, August 12th. This is a positive change from Welltower’s previous quarterly dividend of $0.74. Welltower’s dividend payout ratio is currently 155.96%.

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.