Plato Investment Management Ltd Boosts Holdings in Welltower Inc. $WELL

Plato Investment Management Ltd increased its position in shares of Welltower Inc. (NYSE:WELL) by 57.1% during the 2nd quarter, Holdings Channel reports. The institutional investor owned 14,060 shares of the real estate investment trust’s stock after purchasing an additional 5,113 shares during the quarter. Plato Investment Management Ltd’s holdings in Welltower were worth $3,173,000 at the end of the most recent quarter.

A number of other large investors have also recently added to or reduced their stakes in the business. Hexagon Capital Partners LLC grew its position in Welltower by 24.0% in the second quarter. Hexagon Capital Partners LLC now owns 1,419 shares of the real estate investment trust’s stock worth $322,000 after acquiring an additional 275 shares during the period. Simplicity Wealth LLC lifted its stake in shares of Welltower by 9.7% in the 2nd quarter. Simplicity Wealth LLC now owns 4,100 shares of the real estate investment trust’s stock valued at $931,000 after purchasing an additional 364 shares during the last quarter. Trivium Point Advisory LLC lifted its stake in shares of Welltower by 41.1% in the 2nd quarter. Trivium Point Advisory LLC now owns 1,810 shares of the real estate investment trust’s stock valued at $411,000 after purchasing an additional 527 shares during the last quarter. N.E.W. Advisory Services LLC lifted its stake in shares of Welltower by 60.8% in the 2nd quarter. N.E.W. Advisory Services LLC now owns 341 shares of the real estate investment trust’s stock valued at $77,000 after purchasing an additional 129 shares during the last quarter. Finally, HBK Sorce Advisory LLC grew its holdings in shares of Welltower by 2.3% during the 2nd quarter. HBK Sorce Advisory LLC now owns 3,821 shares of the real estate investment trust’s stock worth $907,000 after purchasing an additional 87 shares during the period. 94.80% of the stock is currently owned by institutional investors and hedge funds.

Welltower Stock Performance

Shares of Welltower stock opened at $235.55 on Monday. The business has a 50-day moving average of $229.65 and a 200 day moving average of $214.23. Welltower Inc. has a 12 month low of $161.26 and a 12 month high of $255.20. The stock has a market capitalization of $169.77 billion, a price-to-earnings ratio of 108.05, a price-to-earnings-growth ratio of 1.13 and a beta of 0.76. The company has a debt-to-equity ratio of 0.37, a current ratio of 3.16 and a quick ratio of 3.16.

Welltower (NYSE:WELL) last released its earnings results on Monday, July 27th. The real estate investment trust reported $0.61 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.66 by ($0.05). Welltower had a return on equity of 3.56% and a net margin of 12.15%.The business had revenue of $3.54 billion for the quarter, compared to analyst estimates of $3.40 billion. During the same quarter last year, the company earned $1.28 earnings per share. Welltower’s quarterly revenue was up 39.1% compared to the same quarter last year. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. As a group, sell-side analysts forecast that Welltower Inc. will post 6.43 earnings per share for the current year.

Welltower Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, August 20th. Investors of record on Wednesday, August 12th will be issued a $0.85 dividend. This represents a $3.40 dividend on an annualized basis and a yield of 1.4%. This is a boost from Welltower’s previous quarterly dividend of $0.74. The ex-dividend date is Wednesday, August 12th. Welltower’s dividend payout ratio (DPR) is 155.96%.

Analyst Ratings Changes

Several brokerages recently issued reports on WELL. Wells Fargo & Company boosted their price objective on shares of Welltower from $228.00 to $237.00 and gave the company an “overweight” rating in a report on Monday, June 1st. Scotiabank lowered their target price on shares of Welltower from $248.00 to $232.00 and set a “sector outperform” rating for the company in a research note on Thursday, June 18th. Jefferies Financial Group lifted their price target on shares of Welltower from $237.00 to $248.00 and gave the company a “buy” rating in a research report on Tuesday, May 12th. Royal Bank Of Canada boosted their price target on shares of Welltower from $238.00 to $260.00 and gave the company an “outperform” rating in a research note on Monday, August 3rd. Finally, Wall Street Zen upgraded shares of Welltower from a “sell” rating to a “hold” rating in a report on Saturday, May 2nd. Fourteen equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $246.11.

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.