Welltower Inc. $WELL Shares Sold by VestGen Advisors LLC

VestGen Advisors LLC cut its holdings in shares of Welltower Inc. (NYSE:WELL) by 60.9% in the third quarter, HoldingsChannel.com reports. The firm owned 3,187 shares of the real estate investment trust’s stock after selling 4,957 shares during the quarter. VestGen Advisors LLC’s holdings in Welltower were worth $734,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. William Mack & Associates Inc. acquired a new position in shares of Welltower in the 3rd quarter worth approximately $49,000. Victory Financial Group LLC increased its holdings in Welltower by 22.5% in the 3rd quarter. Victory Financial Group LLC now owns 1,356 shares of the real estate investment trust’s stock valued at $312,000 after purchasing an additional 249 shares during the last quarter. Generali Asset Management SPA SGR increased its holdings in Welltower by 5.7% in the 3rd quarter. Generali Asset Management SPA SGR now owns 37,635 shares of the real estate investment trust’s stock valued at $8,665,000 after purchasing an additional 2,044 shares during the last quarter. Asset Management One Co. Ltd. increased its holdings in Welltower by 3.1% in the 3rd quarter. Asset Management One Co. Ltd. now owns 1,367,690 shares of the real estate investment trust’s stock valued at $314,897,000 after purchasing an additional 41,299 shares during the last quarter. Finally, Oppenheimer & Co. Inc. increased its holdings in Welltower by 22.0% in the 3rd quarter. Oppenheimer & Co. Inc. now owns 21,492 shares of the real estate investment trust’s stock valued at $4,948,000 after purchasing an additional 3,873 shares during the last quarter. 94.80% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In related news, Director Andrew Gundlach purchased 5,000 shares of Welltower stock in a transaction dated Wednesday, August 26th. The stock was bought at an average cost of $242.06 per share, for a total transaction of $1,210,300.00. Following the transaction, the director owned 30,000 shares in the company, valued at approximately $7,261,800. The trade was a 20.00% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Purchased indirectly through two trusts. The transaction was executed in multiple trades at prices ranging from $241.59 to $242.59. The reported $242.06 price is the weighted-average purchase price. Company insiders own 0.37% of the company’s stock.

Welltower Trading Up 0.5%

NYSE WELL opened at $234.43 on Friday. The company has a debt-to-equity ratio of 0.39, a current ratio of 3.16 and a quick ratio of 3.16. The firm’s fifty day moving average price is $233.51 and its 200 day moving average price is $218.24. The company has a market capitalization of $171.98 billion, a price-to-earnings ratio of 101.48, a price-to-earnings-growth ratio of 1.13 and a beta of 0.75. Welltower Inc. has a 12 month low of $178.19 and a 12 month high of $255.20.

Welltower (NYSE:WELL) last announced its earnings results on Monday, October 26th. The real estate investment trust reported $1.67 EPS for the quarter, beating analysts’ consensus estimates of $1.64 by $0.03. Welltower had a net margin of 12.08% and a return on equity of 3.61%. The business had revenue of $3.72 billion for the quarter, compared to analysts’ expectations of $3.64 billion. During the same period in the previous year, the company posted $1.34 EPS. The company’s quarterly revenue was up 38.4% on a year-over-year basis. On average, sell-side analysts expect that Welltower Inc. will post 6.49 earnings per share for the current fiscal year.

Welltower Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, November 19th. Stockholders of record on Tuesday, November 10th will be issued a $0.85 dividend. This represents a $3.40 annualized dividend and a dividend yield of 1.5%. The ex-dividend date of this dividend is Tuesday, November 10th. Welltower’s dividend payout ratio (DPR) is currently 147.19%.

Trending Headlines about Welltower

Here are the key news stories impacting Welltower this week:

• Positive Sentiment: Welltower lifted its outlook after reporting strong growth in senior housing, providing the clearest near-term catalyst for the stock. The update suggests improving occupancy, pricing, or operating trends could support future earnings and cash flow. Welltower stock lifts outlook after strong senior housing growth
• Positive Sentiment: Freedom Broker upgraded Welltower’s depositary receipt from “hold” to “buy,” adding to the positive analyst sentiment surrounding the company. Freedom Broker upgrades Welltower
• Positive Sentiment: Coverage following the third-quarter update highlighted the raised outlook and senior-housing momentum, helping support the view that Welltower can continue benefiting from favorable demographic trends. Welltower stock after Q3 outlook lift
• Neutral Sentiment: Potential Social Security reform could materially affect seniors’ disposable income and therefore demand for senior housing, but the timing and details remain uncertain. Social Security reform and Welltower demand
• Neutral Sentiment: Raymond James lowered its price target to $263 but maintained a favorable view, calling Welltower a strong large-cap option. Cantor Fitzgerald also trimmed its target to $258 while retaining an “overweight” rating. These reductions may reflect valuation discipline rather than a change in the long-term outlook. Raymond James lowers Welltower price target
• Negative Sentiment: One market report characterized the shares as falling after an earnings miss, which could weigh on sentiment; however, the broader earnings coverage and company outlook update point to stronger-than-expected operating momentum. Welltower shares after earnings

Wall Street Analyst Weigh In

A number of equities research analysts have recently weighed in on the company. BMO Capital Markets lifted their price objective on Welltower from $245.00 to $265.00 and gave the company an “outperform” rating in a research note on Monday, August 3rd. Raymond James Financial reiterated an “outperform” rating and issued a $263.00 price objective on shares of Welltower in a report on Thursday. Robert W. Baird increased their target price on Welltower from $226.00 to $233.00 and gave the stock a “neutral” rating in a research note on Wednesday, August 12th. Royal Bank Of Canada raised their target price on Welltower from $238.00 to $260.00 and gave the company an “outperform” rating in a report on Monday, August 3rd. Finally, BNP Paribas Exane raised their target price on Welltower from $238.00 to $272.00 and gave the company an “outperform” rating in a report on Tuesday, July 28th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $259.81.

About Welltower

Welltower Inc (NYSE: WELL) is a healthcare-focused real estate investment trust that owns, develops, and manages properties used to provide healthcare and related services. Its portfolio is centered on senior housing communities, outpatient medical facilities, and post-acute care properties, including assets operated by healthcare providers and senior living companies.

The company’s senior housing investments support independent living, assisted living, and memory care services. Its outpatient medical properties accommodate physicians, clinics, and other healthcare providers, while its broader healthcare real estate portfolio is designed to serve demand for care delivered outside traditional hospitals.