SG Americas Securities LLC Has $48.32 Million Stock Position in Welltower Inc. $WELL

SG Americas Securities LLC lessened its holdings in Welltower Inc. (NYSE:WELL) by 9.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 260,308 shares of the real estate investment trust’s stock after selling 26,967 shares during the period. SG Americas Securities LLC’s holdings in Welltower were worth $48,316,000 at the end of the most recent reporting period.

A number of other large investors have also recently bought and sold shares of the business. Hager Investment Management Services LLC increased its position in Welltower by 84.4% during the third quarter. Hager Investment Management Services LLC now owns 142 shares of the real estate investment trust’s stock worth $25,000 after buying an additional 65 shares during the last quarter. Quarry LP acquired a new stake in shares of Welltower in the third quarter worth about $33,000. MMA Asset Management LLC acquired a new stake in shares of Welltower in the third quarter worth about $35,000. Global Wealth Strategies & Associates bought a new stake in shares of Welltower during the 3rd quarter worth about $36,000. Finally, Newbridge Financial Services Group Inc. boosted its stake in shares of Welltower by 39.5% during the 2nd quarter. Newbridge Financial Services Group Inc. now owns 307 shares of the real estate investment trust’s stock worth $47,000 after acquiring an additional 87 shares in the last quarter. 94.80% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

A number of research analysts recently weighed in on WELL shares. KeyCorp raised their price objective on Welltower from $210.00 to $240.00 and gave the company an “overweight” rating in a research note on Tuesday, February 24th. UBS Group set a $240.00 target price on Welltower in a research report on Thursday, February 12th. Wells Fargo & Company increased their price target on Welltower from $200.00 to $218.00 and gave the company an “overweight” rating in a report on Tuesday, November 25th. Citigroup lifted their price target on shares of Welltower from $215.00 to $245.00 and gave the company a “buy” rating in a research report on Wednesday, February 18th. Finally, Morgan Stanley upped their price objective on shares of Welltower from $200.00 to $215.00 and gave the stock an “overweight” rating in a report on Wednesday, February 18th. One analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, Welltower has a consensus rating of “Moderate Buy” and a consensus target price of $224.71.

Welltower Stock Performance

NYSE:WELL opened at $196.31 on Wednesday. The firm’s 50-day moving average is $199.70 and its 200-day moving average is $189.43. The company has a market cap of $136.98 billion, a price-to-earnings ratio of 140.22, a PEG ratio of 1.33 and a beta of 0.82. The company has a debt-to-equity ratio of 0.45, a quick ratio of 3.46 and a current ratio of 3.46. Welltower Inc. has a 52-week low of $130.29 and a 52-week high of $216.43.

Welltower (NYSE:WELL) last released its earnings results on Tuesday, February 10th. The real estate investment trust reported $1.45 earnings per share for the quarter, beating the consensus estimate of $1.44 by $0.01. Welltower had a net margin of 8.64% and a return on equity of 2.46%. The business had revenue of $3.18 billion during the quarter, compared to analysts’ expectations of $2.93 billion. During the same quarter last year, the company earned $1.13 earnings per share. The firm’s revenue was up 41.3% on a year-over-year basis. Welltower has set its FY 2026 guidance at 6.090-6.25 EPS. Equities research analysts anticipate that Welltower Inc. will post 4.88 earnings per share for the current year.

Welltower Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, March 10th. Shareholders of record on Wednesday, February 25th were given a $0.74 dividend. The ex-dividend date was Wednesday, February 25th. This represents a $2.96 dividend on an annualized basis and a dividend yield of 1.5%. Welltower’s dividend payout ratio (DPR) is currently 211.43%.

About Welltower

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.