Welltower Inc. $WELL Stock Bought by Nisa Investment Advisors LLC

Nisa Investment Advisors LLC increased its holdings in Welltower Inc. (NYSE:WELL) by 1.5% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 167,393 shares of the real estate investment trust’s stock after buying an additional 2,445 shares during the period. Nisa Investment Advisors LLC’s holdings in Welltower were worth $38,541,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also made changes to their positions in WELL. Diversify Advisory Services LLC grew its holdings in shares of Welltower by 8.4% during the 3rd quarter. Diversify Advisory Services LLC now owns 1,703 shares of the real estate investment trust’s stock worth $399,000 after purchasing an additional 132 shares in the last quarter. Cypress Capital LLC bought a new position in shares of Welltower in the third quarter worth $201,000. Sumitomo Mitsui DS Asset Management Company Ltd increased its position in shares of Welltower by 4.4% in the third quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 295,818 shares of the real estate investment trust’s stock worth $68,109,000 after purchasing an additional 12,520 shares during the period. Family Wealth Partners LLC raised its stake in Welltower by 11.3% in the third quarter. Family Wealth Partners LLC now owns 4,095 shares of the real estate investment trust’s stock valued at $943,000 after purchasing an additional 417 shares in the last quarter. Finally, CWA Asset Management Group LLC raised its stake in Welltower by 3.7% in the third quarter. CWA Asset Management Group LLC now owns 2,611 shares of the real estate investment trust’s stock valued at $601,000 after purchasing an additional 93 shares in the last quarter. 94.80% of the stock is currently owned by institutional investors.

Insider Transactions at Welltower

In other Welltower news, Director Andrew Gundlach bought 5,000 shares of the stock in a transaction on Wednesday, August 26th. The stock was purchased at an average price of $242.06 per share, with a total value of $1,210,300.00. Following the completion of the purchase, the director owned 30,000 shares in the company, valued at $7,261,800. The trade was a 20.00% increase in their ownership of the stock. The purchase was disclosed in a filing with the SEC, which is available through 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. 0.37% of the stock is currently owned by corporate insiders.

Welltower Trading Up 1.9%

Shares of WELL stock opened at $237.99 on Wednesday. The stock’s fifty day moving average price is $233.71 and its two-hundred day moving average price is $224.81. The company has a market cap of $171.53 billion, a PE ratio of 39.85, a P/E/G ratio of 1.12 and a beta of 0.75. Welltower Inc. has a fifty-two week low of $173.13 and a fifty-two week high of $255.20. The company has a debt-to-equity ratio of 0.37, a quick ratio of 3.16 and a current ratio of 3.16.

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

Welltower Increases Dividend

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

Analysts Set New Price Targets

Several equities research analysts recently weighed in on WELL shares. BNP Paribas Exane upped their price objective on shares of Welltower from $238.00 to $272.00 and gave the stock an “outperform” rating in a research report on Tuesday, July 28th. Citigroup raised their target price on shares of Welltower from $255.00 to $275.00 and gave the company a “buy” rating in a report on Friday, July 31st. KeyCorp raised their target price on shares of Welltower from $240.00 to $275.00 and gave the company an “overweight” rating in a report on Tuesday, August 4th. Robert W. Baird boosted their target price on shares of Welltower from $226.00 to $233.00 and gave the company a “neutral” rating in a research report on Wednesday, August 12th. Finally, Wells Fargo & Company upped their price target on shares of Welltower from $266.00 to $268.00 and gave the stock an “overweight” rating in a report on Monday. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $255.86.

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.