Swiss National Bank Has $335.81 Million Stock Holdings in Welltower Inc. $WELL

Swiss National Bank decreased its holdings in shares of Welltower Inc. (NYSE:WELL) by 4.0% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,885,100 shares of the real estate investment trust’s stock after selling 77,800 shares during the period. Swiss National Bank owned about 0.27% of Welltower worth $335,812,000 as of its most recent SEC filing.

Several other large investors also recently modified their holdings of the stock. Schroder Investment Management Group grew its stake in shares of Welltower by 12.8% in the 3rd quarter. Schroder Investment Management Group now owns 1,727,539 shares of the real estate investment trust’s stock valued at $307,744,000 after purchasing an additional 196,655 shares during the period. Private Advisor Group LLC lifted its position in shares of Welltower by 18.2% during the 3rd quarter. Private Advisor Group LLC now owns 22,107 shares of the real estate investment trust’s stock worth $3,938,000 after buying an additional 3,409 shares during the period. B. Metzler seel. Sohn & Co. AG boosted its stake in Welltower by 6.8% in the 3rd quarter. B. Metzler seel. Sohn & Co. AG now owns 32,948 shares of the real estate investment trust’s stock valued at $5,869,000 after buying an additional 2,091 shares in the last quarter. Parallel Advisors LLC boosted its stake in Welltower by 7.9% in the 3rd quarter. Parallel Advisors LLC now owns 6,496 shares of the real estate investment trust’s stock valued at $1,157,000 after buying an additional 475 shares in the last quarter. Finally, Meiji Yasuda Life Insurance Co grew its position in Welltower by 3.5% in the third quarter. Meiji Yasuda Life Insurance Co now owns 17,956 shares of the real estate investment trust’s stock valued at $3,199,000 after acquiring an additional 603 shares during the period. 94.80% of the stock is currently owned by institutional investors.

Welltower Price Performance

Welltower stock opened at $204.09 on Monday. The business’s fifty day moving average is $195.27 and its two-hundred day moving average is $186.22. The company has a debt-to-equity ratio of 0.45, a quick ratio of 3.46 and a current ratio of 3.46. The firm 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. Welltower Inc. has a 52 week low of $130.29 and a 52 week high of $216.43.

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

Welltower Announces Dividend

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

Analyst Upgrades and Downgrades

Several research analysts have issued reports on the company. Citigroup increased their price objective on Welltower from $215.00 to $245.00 and gave the stock a “buy” rating in a research note on Wednesday, February 18th. Cantor Fitzgerald upped their target price on shares of Welltower from $204.00 to $230.00 and gave the stock an “overweight” rating in a report on Thursday, February 12th. Scotiabank increased their target price on shares of Welltower from $214.00 to $236.00 and gave the stock a “sector outperform” rating in a research report on Monday, March 2nd. Morgan Stanley lifted their price target on shares of Welltower from $200.00 to $215.00 and gave the company an “overweight” rating in a report on Wednesday, February 18th. Finally, Mizuho boosted their price target on shares of Welltower from $216.00 to $231.00 and gave the company an “outperform” rating in a research report on Wednesday, March 4th. One investment analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $224.71.

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.