UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Sells 222,139 Shares of Welltower Inc. $WELL

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lowered its position in shares of Welltower Inc. (NYSE:WELL) by 2.7% in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 7,948,735 shares of the real estate investment trust’s stock after selling 222,139 shares during the quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC owned approximately 1.10% of Welltower worth $1,804,124,000 at the end of the most recent quarter.

Other institutional investors have also recently added to or reduced their stakes in the company. Dimensional Fund Advisors LP boosted its stake in Welltower by 0.7% in the first 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 increased its stake in shares of Welltower by 184.9% in the fourth quarter. Easterly Investment Partners LLC now owns 92,403 shares of the real estate investment trust’s stock valued at $17,151,000 after buying an additional 59,967 shares in the last quarter. SG Americas Securities LLC increased its stake in shares of Welltower by 331.4% in the first quarter. SG Americas Securities LLC now owns 1,122,894 shares of the real estate investment trust’s stock valued at $222,007,000 after buying an additional 862,586 shares in the last quarter. Swiss National Bank raised its holdings in shares of Welltower by 9.9% in the first quarter. Swiss National Bank now owns 2,014,200 shares of the real estate investment trust’s stock valued at $398,227,000 after buying an additional 181,400 shares during the last quarter. Finally, Dai ichi Life Insurance Company Ltd lifted its position in Welltower by 26.6% during 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 in the last quarter. 94.80% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of brokerages have commented on WELL. Deutsche Bank Aktiengesellschaft increased their price objective on shares of Welltower from $215.00 to $265.00 and gave the stock a “buy” rating in a report on Wednesday, July 1st. Evercore reaffirmed an “outperform” rating and issued a $260.00 target price on shares of Welltower in a research note on Thursday, July 30th. KeyCorp upped their target price on shares of Welltower from $240.00 to $275.00 and gave the stock an “overweight” rating in a research report on Tuesday, August 4th. UBS Group increased their price target on shares of Welltower from $249.00 to $271.00 and gave the company a “buy” rating in a research note on Wednesday, July 8th. Finally, Scotiabank lowered their price target on shares of Welltower from $248.00 to $232.00 and set a “sector outperform” rating for the company in a report on Thursday, June 18th. Fourteen investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat, Welltower currently has an average rating of “Moderate Buy” and an average target price of $246.11.

Insiders Place Their Bets

In other Welltower news, Director Andrew Gundlach acquired 5,000 shares of the business’s stock in a transaction that occurred on Tuesday, August 25th. The shares were acquired at an average cost of $239.47 per share, for a total transaction of $1,197,350.00. Following the completion of the acquisition, the director directly owned 25,000 shares of the company’s stock, valued at approximately $5,986,750. This represents a 25.00% increase in their position. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 0.37% of the stock is owned by corporate insiders.

Welltower Price Performance

Welltower stock opened at $237.51 on Friday. The business’s 50-day simple moving average is $235.54 and its 200 day simple moving average is $217.59. The stock has a market cap of $171.18 billion, a price-to-earnings ratio of 108.95, a P/E/G ratio of 1.14 and a beta of 0.76. Welltower Inc. has a 12-month low of $163.75 and a 12-month high of $255.20. The company has a quick ratio of 3.16, a current ratio of 3.16 and a debt-to-equity ratio of 0.37.

Welltower (NYSE:WELL) last announced its quarterly earnings data 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 firm had revenue of $3.54 billion for the quarter, compared to the consensus estimate of $3.40 billion. Welltower had a return on equity of 3.56% and a net margin of 12.15%.The business’s revenue for the quarter was up 39.1% compared to the same quarter last year. During the same period in the prior year, the firm posted $1.28 earnings per share. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. As a group, research analysts anticipate that Welltower Inc. will post 6.43 earnings per share for the current year.

Welltower Increases Dividend

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