USS Investment Management Ltd Raises Holdings in Welltower Inc. $WELL

USS Investment Management Ltd grew its holdings in Welltower Inc. (NYSE:WELL) by 5.4% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 124,772 shares of the real estate investment trust’s stock after buying an additional 6,426 shares during the quarter. USS Investment Management Ltd’s holdings in Welltower were worth $24,675,000 at the end of the most recent quarter.

Other institutional investors have also recently modified their holdings of the company. Brighton Jones LLC grew its holdings in Welltower by 7.1% during the fourth quarter. Brighton Jones LLC now owns 4,185 shares of the real estate investment trust’s stock worth $527,000 after acquiring an additional 279 shares during the period. Empowered Funds LLC lifted its holdings in Welltower by 31.7% in the first 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 during the period. Sivia Capital Partners LLC lifted its holdings in Welltower by 7.1% in the second 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 during the period. Baird Financial Group Inc. boosted its position in shares of Welltower by 7.3% during the 2nd quarter. Baird Financial Group Inc. now owns 10,871 shares of the real estate investment trust’s stock worth $1,671,000 after purchasing an additional 735 shares in the last quarter. Finally, NewEdge Advisors LLC boosted its position in shares of Welltower by 27.0% during the 2nd quarter. NewEdge Advisors LLC now owns 12,435 shares of the real estate investment trust’s stock worth $1,912,000 after purchasing an additional 2,641 shares in the last quarter. 94.80% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of equities analysts have recently issued reports on WELL shares. Scotiabank cut 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. Weiss Ratings downgraded shares of Welltower from a “buy (b-)” rating to a “hold (c+)” rating in a report on Wednesday, June 24th. Royal Bank Of Canada restated an “outperform” rating and set a $238.00 target price on shares of Welltower in a research report on Monday, June 15th. Raymond James Financial started coverage on shares of Welltower in a report on Tuesday, June 16th. They issued an “outperform” rating and a $226.00 target price for the company. Finally, Citigroup lifted their price target on shares of Welltower from $245.00 to $255.00 and gave the company a “buy” rating in a research report on Tuesday, May 5th. Twelve equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $230.25.

Welltower Stock Down 0.3%

Welltower stock opened at $227.12 on Wednesday. The company has a debt-to-equity ratio of 0.40, a quick ratio of 4.31 and a current ratio of 4.31. The firm has a market capitalization of $160.33 billion, a price-to-earnings ratio of 112.44, a price-to-earnings-growth ratio of 1.18 and a beta of 0.79. Welltower Inc. has a fifty-two week low of $148.97 and a fifty-two week high of $230.07. The stock’s fifty day moving average is $212.45 and its two-hundred day moving average is $202.51.

Welltower (NYSE:WELL) last announced its quarterly earnings results on Tuesday, April 28th. The real estate investment trust reported $1.02 earnings per share for the quarter, beating analysts’ consensus estimates of $0.68 by $0.34. The business had revenue of $3.35 billion during the quarter, compared to analysts’ expectations of $3.12 billion. Welltower had a return on equity of 3.45% and a net margin of 11.96%.The business’s revenue for the quarter was up 38.3% on a year-over-year basis. During the same quarter last year, the business posted $1.20 earnings per share. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. Analysts predict that Welltower Inc. will post 6.32 EPS for the current fiscal year.

Welltower Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, May 21st. Shareholders of record on Wednesday, May 13th were given a dividend of $0.74 per share. The ex-dividend date was Wednesday, May 13th. This represents a $2.96 dividend on an annualized basis and a yield of 1.3%. Welltower’s payout ratio is presently 146.53%.

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.