MASTERINVEST Kapitalanlage GmbH Buys Shares of 17,911 Welltower Inc. $WELL

MASTERINVEST Kapitalanlage GmbH bought a new position in shares of Welltower Inc. (NYSE:WELL) during the second quarter, HoldingsChannel reports. The fund bought 17,911 shares of the real estate investment trust’s stock, valued at approximately $2,753,000.

A number of other large investors also recently modified their holdings of the company. Neuberger Berman Group LLC lifted its stake in shares of Welltower by 15.1% in the 2nd quarter. Neuberger Berman Group LLC now owns 778,419 shares of the real estate investment trust’s stock valued at $119,666,000 after acquiring an additional 102,147 shares during the last quarter. Stance Capital LLC increased its holdings in Welltower by 36.5% in the 2nd quarter. Stance Capital LLC now owns 15,992 shares of the real estate investment trust’s stock worth $2,458,000 after purchasing an additional 4,276 shares in the last quarter. B. Riley Wealth Advisors Inc. bought a new position in Welltower in the second quarter valued at about $432,000. Newbridge Financial Services Group Inc. boosted its stake in shares of Welltower by 39.5% during the second quarter. Newbridge Financial Services Group Inc. now owns 307 shares of the real estate investment trust’s stock valued at $47,000 after purchasing an additional 87 shares in the last quarter. Finally, Marex Group plc acquired a new stake in shares of Welltower during the second quarter valued at about $1,261,000. 94.80% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

WELL has been the subject of several recent research reports. Raymond James Financial reaffirmed a “strong-buy” rating on shares of Welltower in a research note on Tuesday, September 2nd. Morgan Stanley upped their price target on shares of Welltower from $170.00 to $200.00 and gave the company an “overweight” rating in a research report on Thursday, November 20th. KeyCorp raised their price target on shares of Welltower from $150.00 to $200.00 and gave the company an “overweight” rating in a research note on Tuesday, September 23rd. Weiss Ratings reiterated a “buy (b-)” rating on shares of Welltower in a report on Monday, December 8th. Finally, Evercore ISI increased their price objective on Welltower from $175.00 to $183.00 and gave the company an “in-line” rating in a report on Monday, September 15th. One investment analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $195.87.

Welltower Stock Up 0.8%

Welltower stock opened at $186.54 on Friday. The company has a debt-to-equity ratio of 0.43, a quick ratio of 5.47 and a current ratio of 5.47. Welltower Inc. has a 52-week low of $123.11 and a 52-week high of $209.05. The firm has a 50 day moving average price of $187.54 and a two-hundred day moving average price of $170.71. The firm has a market cap of $128.03 billion, a price-to-earnings ratio of 128.65, a PEG ratio of 1.48 and a beta of 0.84.

Welltower (NYSE:WELL) last posted its quarterly earnings data on Monday, October 27th. The real estate investment trust reported $1.34 EPS for the quarter, beating analysts’ consensus estimates of $1.30 by $0.04. Welltower had a net margin of 9.69% and a return on equity of 2.71%. The company had revenue of $2.69 billion for the quarter, compared to analyst estimates of $2.70 billion. During the same period in the prior year, the firm posted $1.11 EPS. The company’s quarterly revenue was up 30.7% on a year-over-year basis. Welltower has set its FY 2025 guidance at 5.240-5.300 EPS. Equities analysts predict that Welltower Inc. will post 4.88 EPS for the current year.

Welltower Dividend Announcement

The firm also recently declared 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 was Monday, November 10th. Welltower’s dividend payout ratio (DPR) is presently 204.14%.

Welltower Company Profile

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.