Natixis Advisors LLC Acquires 115,849 Shares of Welltower Inc. $WELL

Natixis Advisors LLC increased its holdings in Welltower Inc. (NYSE:WELL) by 17.2% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 791,122 shares of the real estate investment trust’s stock after purchasing an additional 115,849 shares during the period. Natixis Advisors LLC owned approximately 0.12% of Welltower worth $146,840,000 at the end of the most recent reporting period.

Other large investors have also recently bought and sold shares of the company. Hager Investment Management Services LLC boosted its holdings in Welltower by 84.4% in the third quarter. Hager Investment Management Services LLC now owns 142 shares of the real estate investment trust’s stock worth $25,000 after purchasing an additional 65 shares in the last quarter. Marquette Asset Management LLC boosted its holdings in Welltower by 62.8% in the fourth quarter. Marquette Asset Management LLC now owns 153 shares of the real estate investment trust’s stock worth $28,000 after purchasing an additional 59 shares in the last quarter. Financial Consulate Inc. bought a new stake in Welltower in the fourth quarter worth $34,000. Quarry LP acquired a new position in Welltower during the 3rd quarter worth $33,000. Finally, MMA Asset Management LLC acquired a new position in Welltower during the 3rd quarter worth $35,000. 94.80% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

A number of research firms have weighed in on WELL. Weiss Ratings lowered shares of Welltower from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Friday, May 15th. Jefferies Financial Group boosted their target price on shares of Welltower from $237.00 to $248.00 and gave the stock a “buy” rating in a research report on Tuesday, May 12th. Morgan Stanley boosted their target price on shares of Welltower from $200.00 to $215.00 and gave the stock an “overweight” rating in a research report on Wednesday, February 18th. Wells Fargo & Company boosted their target price on shares of Welltower from $228.00 to $237.00 and gave the stock an “overweight” rating in a research report on Monday. Finally, Royal Bank Of Canada boosted their target price on shares of Welltower from $230.00 to $238.00 and gave the stock an “outperform” rating in a research report on Monday, May 4th. One research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $231.60.

Welltower Stock Down 3.8%

Shares of WELL opened at $197.57 on Tuesday. The company has a 50-day simple moving average of $208.37 and a 200-day simple moving average of $200.75. The firm has a market capitalization of $139.47 billion, a P/E ratio of 97.81, a P/E/G ratio of 1.06 and a beta of 0.83. The company has a debt-to-equity ratio of 0.40, a quick ratio of 4.31 and a current ratio of 4.31. Welltower Inc. has a 52 week low of $148.60 and a 52 week high of $221.68.

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

Welltower Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, May 21st. Stockholders of record on Wednesday, May 13th were given a dividend of $0.74 per share. The ex-dividend date of this dividend was Wednesday, May 13th. This represents a $2.96 dividend on an annualized basis and a dividend yield of 1.5%. Welltower’s dividend payout ratio is currently 146.53%.

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.