Welltower Inc. $WELL Shares Sold by M.D. Sass LLC

M.D. Sass LLC reduced its position in shares of Welltower Inc. (NYSE:WELL) by 6.4% in the 1st quarter, HoldingsChannel reports. The firm owned 255,592 shares of the real estate investment trust’s stock after selling 17,448 shares during the period. Welltower comprises approximately 3.8% of M.D. Sass LLC’s holdings, making the stock its 14th largest position. M.D. Sass LLC’s holdings in Welltower were worth $50,533,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds have also recently added to or reduced their stakes in the company. Parkside Financial Bank & Trust increased its position in Welltower by 2.5% during the 4th quarter. Parkside Financial Bank & Trust now owns 1,977 shares of the real estate investment trust’s stock worth $367,000 after purchasing an additional 49 shares during the period. Parallel Advisors LLC lifted its holdings in shares of Welltower by 0.7% in the 1st quarter. Parallel Advisors LLC now owns 7,161 shares of the real estate investment trust’s stock valued at $1,416,000 after buying an additional 50 shares during the period. KCM Investment Advisors LLC lifted its holdings in shares of Welltower by 3.2% in the 4th quarter. KCM Investment Advisors LLC now owns 1,678 shares of the real estate investment trust’s stock valued at $311,000 after buying an additional 52 shares during the period. RFG Bristol Wealth Advisors LLC boosted its stake in shares of Welltower by 0.6% in the first quarter. RFG Bristol Wealth Advisors LLC now owns 8,107 shares of the real estate investment trust’s stock valued at $1,603,000 after buying an additional 52 shares in the last quarter. Finally, CYBER HORNET ETFs LLC boosted its stake in shares of Welltower by 3.5% in the third quarter. CYBER HORNET ETFs LLC now owns 1,582 shares of the real estate investment trust’s stock valued at $282,000 after buying an additional 53 shares in the last quarter. Institutional investors and hedge funds own 94.80% of the company’s stock.

Welltower Stock Performance

WELL opened at $247.19 on Friday. The stock has a market cap of $174.49 billion, a P/E ratio of 122.37, a P/E/G ratio of 1.20 and a beta of 0.77. The company has a debt-to-equity ratio of 0.40, a current ratio of 4.31 and a quick ratio of 4.31. The stock’s 50 day simple moving average is $220.98 and its 200 day simple moving average is $208.54. Welltower Inc. has a 1-year low of $158.24 and a 1-year high of $250.12.

Welltower (NYSE:WELL) last released its quarterly earnings data on Tuesday, April 28th. The real estate investment trust reported $1.02 earnings per share for the quarter, beating the consensus estimate of $0.68 by $0.34. The firm 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%.Welltower’s quarterly revenue was up 38.3% on a year-over-year basis. During the same period last year, the business posted $1.20 EPS. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. As a group, equities analysts anticipate that Welltower Inc. will post 6.32 EPS for the current fiscal year.

Welltower Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Thursday, May 21st. Stockholders of record on Wednesday, May 13th were paid a dividend of $0.74 per share. This represents a $2.96 annualized dividend and a dividend yield of 1.2%. The ex-dividend date of this dividend was Wednesday, May 13th. Welltower’s payout ratio is 146.53%.

Analyst Upgrades and Downgrades

A number of research analysts recently weighed in on the company. Wells Fargo & Company upped their price objective on Welltower from $228.00 to $237.00 and gave the stock an “overweight” rating in a report on Monday, June 1st. Weiss Ratings downgraded Welltower from a “buy (b-)” rating to a “hold (c+)” rating in a report on Wednesday, June 24th. UBS Group boosted their target price on shares of Welltower from $249.00 to $271.00 and gave the stock a “buy” rating in a research report on Wednesday, July 8th. Jefferies Financial Group upped their price target on shares of Welltower from $237.00 to $248.00 and gave the stock a “buy” rating in a research note on Tuesday, May 12th. Finally, Mizuho increased their price target on shares of Welltower from $239.00 to $260.00 and gave the company an “outperform” rating in a report on Wednesday. Thirteen research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $235.89.

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.