MASTERINVEST Kapitalanlage GmbH Acquires Shares of 17,176 Welltower Inc. $WELL

MASTERINVEST Kapitalanlage GmbH acquired a new position in shares of Welltower Inc. (NYSE:WELL) during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund acquired 17,176 shares of the real estate investment trust’s stock, valued at approximately $3,898,000.

Several other institutional investors have also recently made changes to their positions in WELL. BlackRock Inc. grew its position in Welltower by 5.5% in the 2nd quarter. BlackRock Inc. now owns 78,049,214 shares of the real estate investment trust’s stock worth $17,714,830,000 after purchasing an additional 4,045,458 shares in the last quarter. Capital International Investors lifted its position in shares of Welltower by 2.0% during the 4th quarter. Capital International Investors now owns 47,431,769 shares of the real estate investment trust’s stock worth $8,805,411,000 after buying an additional 915,514 shares in the last quarter. State Street Corp lifted its position in shares of Welltower by 1.2% during the 4th quarter. State Street Corp now owns 41,760,328 shares of the real estate investment trust’s stock worth $7,751,134,000 after buying an additional 506,374 shares in the last quarter. Norges Bank purchased a new position in shares of Welltower in the 4th quarter worth approximately $5,466,264,000. Finally, Bank of America Corp DE boosted its stake in shares of Welltower by 6.6% in the 1st quarter. Bank of America Corp DE now owns 21,750,501 shares of the real estate investment trust’s stock worth $4,300,291,000 after buying an additional 1,347,243 shares during the last quarter. Institutional investors own 94.80% of the company’s stock.

Insiders Place Their Bets

In other Welltower news, Director Andrew Gundlach bought 5,000 shares of the stock in a transaction on Tuesday, August 25th. The shares were acquired at an average price of $239.47 per share, with a total value of $1,197,350.00. Following the acquisition, the director directly owned 25,000 shares of the company’s stock, valued at $5,986,750. The trade was a 25.00% increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Corporate insiders own 0.37% of the company’s stock.

Welltower Price Performance

NYSE WELL opened at $239.42 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 company has a market cap of $172.56 billion, a PE ratio of 109.82, a price-to-earnings-growth ratio of 1.16 and a beta of 0.76. Welltower Inc. has a 52 week low of $163.75 and a 52 week high of $255.20. The firm’s 50-day simple moving average is $234.93 and its two-hundred day simple moving average is $217.45.

Welltower (NYSE:WELL) last posted its earnings results 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). Welltower had a return on equity of 3.56% and a net margin of 12.15%.The business had revenue of $3.54 billion during the quarter, compared to analysts’ expectations of $3.40 billion. During the same quarter in the previous year, the business earned $1.28 EPS. Welltower’s revenue for the quarter was up 39.1% on a year-over-year basis. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. Research analysts predict that Welltower Inc. will post 6.43 earnings per share for the current year.

Welltower Increases Dividend

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

Analyst Ratings Changes

WELL has been the subject of a number of research analyst reports. Raymond James Financial assumed coverage on Welltower in a research report on Tuesday, June 16th. They set an “outperform” rating and a $226.00 price target for the company. Evercore reissued an “outperform” rating and issued a $260.00 price objective on shares of Welltower in a research report on Thursday, July 30th. BMO Capital Markets restated an “outperform” rating and issued a $245.00 price objective on shares of Welltower in a research note on Monday, May 4th. Jefferies Financial Group raised their target price on Welltower from $237.00 to $248.00 and gave the company a “buy” rating in a research report on Tuesday, May 12th. Finally, Royal Bank Of Canada lifted their target price on Welltower from $238.00 to $260.00 and gave the stock an “outperform” rating in a research note on Monday, August 3rd. Fourteen equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $246.11.

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.