Swiss National Bank Acquires 181,400 Shares of Welltower Inc. $WELL

Swiss National Bank lifted its holdings in Welltower Inc. (NYSE:WELL) by 9.9% in the 1st quarter, Holdings Channel.com reports. The firm owned 2,014,200 shares of the real estate investment trust’s stock after buying an additional 181,400 shares during the quarter. Swiss National Bank’s holdings in Welltower were worth $398,227,000 as of its most recent SEC filing.

A number of other large investors have also bought and sold shares of WELL. World Equity Group Inc. raised its holdings in Welltower by 37.9% during the 1st quarter. World Equity Group Inc. now owns 2,751 shares of the real estate investment trust’s stock worth $544,000 after buying an additional 756 shares during the period. Mediolanum International Funds Ltd boosted its holdings in shares of Welltower by 196.2% in the first quarter. Mediolanum International Funds Ltd now owns 203,690 shares of the real estate investment trust’s stock valued at $39,781,000 after buying an additional 134,912 shares during the period. Dorsey Wright & Associates increased its position in shares of Welltower by 131.5% during the first quarter. Dorsey Wright & Associates now owns 22,908 shares of the real estate investment trust’s stock worth $4,529,000 after acquiring an additional 13,014 shares in the last quarter. Quadrant Private Wealth Management LLC bought a new stake in shares of Welltower during the first quarter worth $264,000. Finally, Kesler Norman & Wride LLC bought a new stake in shares of Welltower during the first quarter worth $717,000. 94.80% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

Several equities research analysts recently commented on WELL shares. Wall Street Zen raised shares of Welltower from a “sell” rating to a “hold” rating in a research report on Saturday, May 2nd. Citigroup increased their target price on Welltower from $245.00 to $255.00 and gave the stock a “buy” rating in a report on Tuesday, May 5th. Raymond James Financial began coverage on Welltower in a research note on Tuesday, June 16th. They issued an “outperform” rating and a $226.00 price target on the stock. UBS Group boosted their price target on Welltower from $249.00 to $271.00 and gave the company a “buy” rating in a report on Wednesday, July 8th. Finally, Mizuho set a $239.00 price objective on Welltower in a research report on Friday, May 22nd. Thirteen research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to MarketBeat, Welltower currently has a consensus rating of “Moderate Buy” and an average target price of $234.72.

Welltower Stock Up 0.8%

NYSE:WELL opened at $243.39 on Friday. The firm has a market capitalization of $171.81 billion, a price-to-earnings ratio of 120.49, a price-to-earnings-growth ratio of 1.19 and a beta of 0.77. Welltower Inc. has a twelve month low of $156.96 and a twelve month high of $246.43. The stock’s 50 day moving average price is $218.71 and its two-hundred day moving average price is $206.74. The company has a quick ratio of 4.31, a current ratio of 4.31 and a debt-to-equity ratio of 0.40.

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

Welltower Dividend Announcement

The company also recently declared 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. This represents a $2.96 annualized dividend and a yield of 1.2%. The ex-dividend date of this dividend was Wednesday, May 13th. Welltower’s dividend payout ratio is 146.53%.

Welltower Company 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.