Welltower Inc. $WELL Shares Sold by Vise Technologies Inc.

Vise Technologies Inc. cut its holdings in Welltower Inc. (NYSE:WELL) by 15.5% during the 3rd quarter, Holdings Channel.com reports. The fund owned 66,005 shares of the real estate investment trust’s stock after selling 12,137 shares during the quarter. Vise Technologies Inc.’s holdings in Welltower were worth $15,197,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently bought and sold shares of WELL. NewEdge Advisors LLC increased its holdings in shares of Welltower by 13.0% in the second quarter. NewEdge Advisors LLC now owns 238,162 shares of the real estate investment trust’s stock valued at $54,056,000 after buying an additional 27,345 shares in the last quarter. Dimensional Fund Advisors LP boosted its stake in shares of Welltower by 0.7% during the 1st 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 acquiring an additional 57,938 shares in the last quarter. Envestnet Asset Management Inc. boosted its stake in shares of Welltower by 9.4% during the 2nd quarter. Envestnet Asset Management Inc. now owns 916,367 shares of the real estate investment trust’s stock worth $207,986,000 after acquiring an additional 79,088 shares in the last quarter. Swiss National Bank boosted its stake in shares of Welltower by 9.9% during the 1st quarter. Swiss National Bank now owns 2,014,200 shares of the real estate investment trust’s stock worth $398,227,000 after acquiring an additional 181,400 shares in the last quarter. Finally, State Street Corp grew its holdings in shares of Welltower by 1.4% in the 2nd quarter. State Street Corp now owns 42,138,810 shares of the real estate investment trust’s stock worth $9,564,246,000 after acquiring an additional 578,033 shares during the last quarter. 94.80% of the stock is owned by institutional investors and hedge funds.

Welltower Price Performance

WELL opened at $234.43 on Monday. The stock has a fifty day moving average of $233.51 and a 200-day moving average of $218.24. The firm has a market capitalization of $171.98 billion, a P/E ratio of 101.48, a PEG ratio of 1.13 and a beta of 0.79. Welltower Inc. has a 12-month low of $178.19 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 0.39.

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

Welltower Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, November 19th. Shareholders of record on Tuesday, November 10th will be given a dividend of $0.85 per share. The ex-dividend date is Tuesday, November 10th. This represents a $3.40 dividend on an annualized basis and a yield of 1.5%. Welltower’s dividend payout ratio (DPR) is presently 147.19%.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently issued reports on the company. Scotiabank boosted their target price on Welltower from $244.00 to $251.00 and gave the stock an “outperform” rating in a research report on Wednesday, September 2nd. KeyCorp increased their price target on Welltower from $240.00 to $275.00 and gave the company an “overweight” rating in a research report on Tuesday, August 4th. BMO Capital Markets boosted their price objective on Welltower from $245.00 to $265.00 and gave the stock an “outperform” rating in a report on Monday, August 3rd. Raymond James Financial reaffirmed an “outperform” rating and set a $263.00 price objective on shares of Welltower in a research note on Thursday. Finally, Evercore reiterated an “outperform” rating and issued a $256.00 target price (down from $260.00) on shares of Welltower in a report on Monday, September 21st. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat, Welltower has a consensus rating of “Moderate Buy” and an average target price of $259.81.

Welltower News Summary

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

Insider Buying and Selling

In other Welltower news, Director Andrew Gundlach bought 5,000 shares of the stock in a transaction on Wednesday, August 26th. The shares were bought at an average price of $242.06 per share, with a total value of $1,210,300.00. Following the purchase, the director directly owned 30,000 shares in the company, valued at $7,261,800. The trade was a 20.00% increase in their position. The acquisition was disclosed in a document filed with the SEC, which can be accessed through the SEC website. 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. Insiders own 0.37% of the company’s stock.

Welltower Profile

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.