HRT Financial LP Raises Holdings in Welltower Inc. $WELL

HRT Financial LP raised its stake in shares of Welltower Inc. (NYSE:WELL) by 327.7% during the second quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 712,929 shares of the real estate investment trust’s stock after buying an additional 546,225 shares during the quarter. Welltower comprises about 0.5% of HRT Financial LP’s investment portfolio, making the stock its 21st biggest position. HRT Financial LP owned about 0.11% of Welltower worth $109,598,000 as of its most recent filing with the SEC.

A number of other institutional investors also recently made changes to their positions in the stock. Candriam S.C.A. increased its position in shares of Welltower by 2.6% in the second quarter. Candriam S.C.A. now owns 416,674 shares of the real estate investment trust’s stock worth $64,058,000 after acquiring an additional 10,584 shares in the last quarter. State Street Corp boosted its position in Welltower by 4.6% during the 2nd quarter. State Street Corp now owns 39,616,289 shares of the real estate investment trust’s stock worth $6,090,212,000 after purchasing an additional 1,740,196 shares during the period. Federated Hermes Inc. increased its holdings in Welltower by 193.5% in the 2nd quarter. Federated Hermes Inc. now owns 196,453 shares of the real estate investment trust’s stock valued at $30,201,000 after purchasing an additional 129,521 shares in the last quarter. Cbre Investment Management Listed Real Assets LLC raised its position in Welltower by 55.6% in the first quarter. Cbre Investment Management Listed Real Assets LLC now owns 3,013,247 shares of the real estate investment trust’s stock valued at $461,660,000 after purchasing an additional 1,076,293 shares during the period. Finally, Jump Financial LLC acquired a new position in shares of Welltower during the first quarter worth about $1,697,000. 94.80% of the stock is owned by institutional investors and hedge funds.

Welltower Trading Up 0.8%

WELL opened at $186.54 on Friday. Welltower Inc. has a 12-month low of $123.11 and a 12-month high of $209.05. The company has a debt-to-equity ratio of 0.43, a current ratio of 5.47 and a quick ratio of 5.47. The stock has a market capitalization of $128.03 billion, a PE ratio of 128.65, a P/E/G ratio of 1.47 and a beta of 0.84. The firm’s fifty day moving average price is $187.54 and its 200 day moving average price is $170.59.

Welltower (NYSE:WELL) last announced its quarterly earnings data on Monday, October 27th. The real estate investment trust reported $1.34 earnings per share for the quarter, topping the consensus estimate of $1.30 by $0.04. The company had revenue of $2.69 billion during the quarter, compared to analyst estimates of $2.70 billion. Welltower had a net margin of 9.69% and a return on equity of 2.71%. The firm’s revenue for the quarter was up 30.7% compared to the same quarter last year. During the same period last year, the business earned $1.11 EPS. Welltower has set its FY 2025 guidance at 5.240-5.300 EPS. As a group, research analysts expect that Welltower Inc. will post 4.88 EPS for the current fiscal year.

Welltower Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, November 20th. Shareholders of record on Tuesday, November 11th were issued a dividend of $0.74 per share. This represents a $2.96 dividend on an annualized basis and a yield of 1.6%. The ex-dividend date of this dividend was Monday, November 10th. Welltower’s dividend payout ratio (DPR) is currently 204.14%.

Wall Street Analysts Forecast Growth

Several equities analysts recently commented on WELL shares. Raymond James Financial reissued a “strong-buy” rating on shares of Welltower in a research report on Tuesday, September 2nd. Wall Street Zen raised shares of Welltower from a “sell” rating to a “hold” rating in a research report on Saturday, November 22nd. Morgan Stanley upped their target price on shares of Welltower from $170.00 to $200.00 and gave the company an “overweight” rating in a research note on Thursday, November 20th. National Bankshares set a $246.00 price target on shares of Welltower in a research note on Friday, October 17th. Finally, KeyCorp boosted their price objective on shares of Welltower from $150.00 to $200.00 and gave the stock an “overweight” rating in a report on Tuesday, September 23rd. One research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, Welltower has a consensus rating of “Moderate Buy” and an average price target of $195.87.

About Welltower

Welltower Inc (NYSE:WELL), a real estate investment trust (“REIT”) and S&P 500 company headquartered in Toledo, Ohio, is driving the transformation of health care infrastructure. Welltower invests with leading seniors housing operators, post-acute providers and health systems to fund the real estate infrastructure needed to scale innovative care delivery models and improve people’s wellness and overall health care experience.