Welltower Inc. $WELL Shares Sold by Triglav Investments D.O.O.

Triglav Investments D.O.O. lowered its holdings in Welltower Inc. (NYSE:WELL) by 68.5% during the first quarter, HoldingsChannel.com reports. The fund owned 14,866 shares of the real estate investment trust’s stock after selling 32,300 shares during the period. Triglav Investments D.O.O.’s holdings in Welltower were worth $2,939,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also recently bought and sold shares of the company. Leonteq Securities AG grew its holdings in shares of Welltower by 92.3% during the first quarter. Leonteq Securities AG now owns 125 shares of the real estate investment trust’s stock valued at $25,000 after purchasing an additional 60 shares during the last quarter. Sound Income Strategies LLC lifted its holdings in shares of Welltower by 124.6% in the 1st quarter. Sound Income Strategies LLC now owns 137 shares of the real estate investment trust’s stock worth $27,000 after purchasing an additional 76 shares during the last quarter. Marquette Asset Management LLC boosted its position in Welltower by 62.8% during the 4th quarter. Marquette Asset Management LLC now owns 153 shares of the real estate investment trust’s stock valued at $28,000 after purchasing an additional 59 shares during the period. Swiss RE Ltd. acquired a new position in Welltower during the 4th quarter valued at approximately $29,000. Finally, Quarry LP bought a new position in Welltower during the 3rd quarter worth $33,000. Institutional investors own 94.80% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have recently commented on the stock. Wells Fargo & Company upped their price target on shares of Welltower from $228.00 to $237.00 and gave the stock an “overweight” rating in a research report on Monday, June 1st. Citigroup boosted their target price on shares of Welltower from $245.00 to $255.00 and gave the company a “buy” rating in a research note on Tuesday, May 5th. Barclays started coverage on shares of Welltower in a research report on Tuesday, July 7th. They issued an “equal weight” rating and a $254.00 target price for the company. BMO Capital Markets restated an “outperform” rating and issued a $245.00 price target on shares of Welltower in a research note on Monday, May 4th. Finally, Mizuho set a $239.00 price target on Welltower in a report on Friday, May 22nd. Thirteen analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $234.72.

Welltower Stock Performance

NYSE:WELL opened at $231.32 on Monday. The firm has a market cap of $163.29 billion, a price-to-earnings ratio of 114.52, a price-to-earnings-growth ratio of 1.14 and a beta of 0.77. Welltower Inc. has a twelve month low of $151.92 and a twelve month high of $239.10. The company has a current ratio of 4.31, a quick ratio of 4.31 and a debt-to-equity ratio of 0.40. The company has a 50-day moving average of $216.45 and a 200-day moving average of $205.10.

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, topping the consensus estimate 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 return on equity of 3.45% and a net margin of 11.96%.The company’s revenue was up 38.3% compared to the same quarter last year. During the same period last year, the company posted $1.20 EPS. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. Analysts forecast that Welltower Inc. will post 6.32 earnings per share for the current fiscal year.

Welltower Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, May 21st. Investors of record on Wednesday, May 13th were paid a $0.74 dividend. The ex-dividend date of this dividend was Wednesday, May 13th. This represents a $2.96 dividend on an annualized basis and a yield of 1.3%. Welltower’s dividend payout ratio (DPR) is currently 146.53%.

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.