SG Americas Securities LLC Has $51.18 Million Stock Holdings in Welltower Inc. $WELL

SG Americas Securities LLC grew its stake in shares of Welltower Inc. (NYSE:WELL) by 1,359.7% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 287,275 shares of the real estate investment trust’s stock after purchasing an additional 267,594 shares during the period. SG Americas Securities LLC’s holdings in Welltower were worth $51,175,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors also recently made changes to their positions in the company. HB Wealth Management LLC raised its stake in Welltower by 27.7% during the 3rd quarter. HB Wealth Management LLC now owns 16,025 shares of the real estate investment trust’s stock worth $2,855,000 after buying an additional 3,478 shares during the period. Spire Wealth Management lifted its stake in shares of Welltower by 2,516.3% in the third quarter. Spire Wealth Management now owns 4,186 shares of the real estate investment trust’s stock valued at $746,000 after buying an additional 4,026 shares in the last quarter. Moran Wealth Management LLC grew its holdings in shares of Welltower by 5.5% during the third quarter. Moran Wealth Management LLC now owns 3,553 shares of the real estate investment trust’s stock valued at $633,000 after buying an additional 186 shares during the last quarter. Childress Capital Advisors LLC increased its position in shares of Welltower by 21.9% during the third quarter. Childress Capital Advisors LLC now owns 3,030 shares of the real estate investment trust’s stock worth $540,000 after acquiring an additional 544 shares in the last quarter. Finally, Park Avenue Securities LLC raised its holdings in shares of Welltower by 7.6% in the 3rd quarter. Park Avenue Securities LLC now owns 18,365 shares of the real estate investment trust’s stock worth $3,272,000 after acquiring an additional 1,294 shares during the last quarter. 94.80% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of equities analysts have issued reports on WELL shares. Wall Street Zen downgraded Welltower from a “hold” rating to a “sell” rating in a research note on Saturday, December 20th. Cantor Fitzgerald restated an “overweight” rating and issued a $204.00 target price on shares of Welltower in a report on Monday. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Welltower in a research report on Monday, December 29th. KeyCorp increased their price target on Welltower from $150.00 to $200.00 and gave the company an “overweight” rating in a research report on Tuesday, September 23rd. Finally, National Bankshares set a $246.00 price objective on Welltower in a research note on Friday, October 17th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, two have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $205.07.

Welltower Stock Performance

Shares of Welltower stock opened at $185.68 on Thursday. The business’s fifty day simple moving average is $192.40 and its 200 day simple moving average is $175.12. The company has a current ratio of 5.47, a quick ratio of 5.47 and a debt-to-equity ratio of 0.43. Welltower Inc. has a 12 month low of $123.11 and a 12 month high of $209.05. The firm has a market capitalization of $127.43 billion, a P/E ratio of 128.05, a price-to-earnings-growth ratio of 1.31 and a beta of 0.86.

Welltower (NYSE:WELL) last announced its quarterly earnings data on Monday, October 27th. The real estate investment trust reported $1.34 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.30 by $0.04. The firm had revenue of $2.69 billion during the quarter, compared to the consensus estimate of $2.70 billion. Welltower had a return on equity of 2.71% and a net margin of 9.69%.The business’s revenue for the quarter was up 30.7% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.11 EPS. Welltower has set its FY 2025 guidance at 5.240-5.300 EPS. As a group, analysts anticipate that Welltower Inc. will post 4.88 EPS for the current year.

Welltower Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, November 20th. Stockholders of record on Tuesday, November 11th were paid a dividend of $0.74 per share. The ex-dividend date was Monday, November 10th. This represents a $2.96 annualized dividend and a dividend yield of 1.6%. Welltower’s dividend payout ratio (DPR) is presently 204.14%.

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.