Welltower Inc. $WELL Stock: Sumitomo Mitsui Trust Group Inc. Reduces Stake

Sumitomo Mitsui Trust Group Inc. lowered its position in Welltower Inc. (NYSE:WELL) by 5.9% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,964,611 shares of the real estate investment trust’s stock after selling 186,152 shares during the quarter. Sumitomo Mitsui Trust Group Inc. owned approximately 0.41% of Welltower worth $682,572,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also bought and sold shares of the business. Mirae Asset Global Investments Co. Ltd. purchased a new stake in shares of Welltower in the 3rd quarter valued at $61,030,000. Profund Advisors LLC grew its holdings in shares of Welltower by 28.9% during the 3rd quarter. Profund Advisors LLC now owns 9,768 shares of the real estate investment trust’s stock valued at $2,249,000 after purchasing an additional 2,192 shares during the last quarter. ProShare Advisors LLC raised its position in Welltower by 2.0% in the 3rd quarter. ProShare Advisors LLC now owns 126,095 shares of the real estate investment trust’s stock worth $29,032,000 after purchasing an additional 2,427 shares during the period. Investment Partners LTD. purchased a new position in Welltower in the 3rd quarter worth $309,000. Finally, MGO One Seven LLC boosted its position in Welltower by 32.5% during the third quarter. MGO One Seven LLC now owns 12,657 shares of the real estate investment trust’s stock valued at $2,914,000 after buying an additional 3,108 shares during the period. 94.80% of the stock is currently owned by institutional investors.

Welltower Trading Up 0.5%

Shares of WELL opened at $234.43 on Friday. The stock has a market capitalization of $171.98 billion, a P/E ratio of 101.48, a PEG ratio of 1.13 and a beta of 0.75. The company has a quick ratio of 3.16, a current ratio of 3.16 and a debt-to-equity ratio of 0.39. The firm has a fifty day simple moving average of $233.51 and a two-hundred day simple moving average of $218.24. Welltower Inc. has a twelve month low of $178.19 and a twelve month high of $255.20.

Welltower (NYSE:WELL) last announced its quarterly earnings results on Monday, October 26th. The real estate investment trust reported $1.67 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.64 by $0.03. The business had revenue of $3.72 billion for the quarter, compared to analyst estimates of $3.64 billion. Welltower had a net margin of 12.08% and a return on equity of 3.61%. The company’s revenue was up 38.4% on a year-over-year basis. During the same quarter last year, the firm earned $1.34 EPS. On average, research analysts anticipate that Welltower Inc. will post 6.49 EPS for the current year.

Welltower Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, November 19th. Shareholders of record on Tuesday, November 10th will be issued a $0.85 dividend. The ex-dividend date is Tuesday, November 10th. This represents a $3.40 annualized dividend and a yield of 1.5%. Welltower’s dividend payout ratio (DPR) is 147.19%.

Analyst Upgrades and Downgrades

A number of research analysts have recently issued reports on the company. Scotiabank raised their price objective on Welltower from $244.00 to $251.00 and gave the company an “outperform” rating in a research note on Wednesday, September 2nd. Barclays decreased their price objective on Welltower from $259.00 to $246.00 and set an “equal weight” rating on the stock in a report on Tuesday, October 13th. Wells Fargo & Company boosted their target price on Welltower from $266.00 to $268.00 and gave the company an “overweight” rating in a research note on Monday, October 19th. Freedom Broker upgraded Welltower from a “hold” rating to a “buy” rating and set a $255.00 target price for the company in a report on Wednesday. Finally, Citigroup raised their price target on Welltower from $255.00 to $275.00 and gave the stock a “buy” rating in a research report on Friday, July 31st. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and four have issued a Hold rating to the company. According to MarketBeat.com, Welltower presently has an average rating of “Moderate Buy” and an average price target of $259.81.

More Welltower News

Here are the key news stories impacting Welltower this week:

• Positive Sentiment: Welltower lifted its outlook after reporting strong growth in senior housing, providing the clearest near-term catalyst for the stock. The update suggests improving occupancy, pricing, or operating trends could support future earnings and cash flow. Welltower stock lifts outlook after strong senior housing growth
• Positive Sentiment: Freedom Broker upgraded Welltower’s depositary receipt from “hold” to “buy,” adding to the positive analyst sentiment surrounding the company. Freedom Broker upgrades Welltower
• Positive Sentiment: Coverage following the third-quarter update highlighted the raised outlook and senior-housing momentum, helping support the view that Welltower can continue benefiting from favorable demographic trends. Welltower stock after Q3 outlook lift
• Neutral Sentiment: Potential Social Security reform could materially affect seniors’ disposable income and therefore demand for senior housing, but the timing and details remain uncertain. Social Security reform and Welltower demand
• Neutral Sentiment: Raymond James lowered its price target to $263 but maintained a favorable view, calling Welltower a strong large-cap option. Cantor Fitzgerald also trimmed its target to $258 while retaining an “overweight” rating. These reductions may reflect valuation discipline rather than a change in the long-term outlook. Raymond James lowers Welltower price target
• Negative Sentiment: One market report characterized the shares as falling after an earnings miss, which could weigh on sentiment; however, the broader earnings coverage and company outlook update point to stronger-than-expected operating momentum. Welltower shares after earnings

Insiders Place Their Bets

In other Welltower news, Director Andrew Gundlach acquired 5,000 shares of the business’s stock in a transaction dated Wednesday, August 26th. The shares were purchased at an average cost of $242.06 per share, for a total transaction of $1,210,300.00. Following the transaction, the director owned 30,000 shares in the company, valued at $7,261,800. This represents a 20.00% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Purchased indirectly through two trusts. The transaction was executed in multiple trades at prices ranging from $241.59 to $242.59. The reported $242.06 price is the weighted-average purchase price. Company insiders own 0.37% of the company’s stock.

Welltower Profile

Welltower Inc (NYSE: WELL) is a healthcare-focused real estate investment trust that owns, develops, and manages properties used to provide healthcare and related services. Its portfolio is centered on senior housing communities, outpatient medical facilities, and post-acute care properties, including assets operated by healthcare providers and senior living companies.

The company’s senior housing investments support independent living, assisted living, and memory care services. Its outpatient medical properties accommodate physicians, clinics, and other healthcare providers, while its broader healthcare real estate portfolio is designed to serve demand for care delivered outside traditional hospitals.