BDF Gestion Buys New Stake in Welltower Inc. $WELL

BDF Gestion bought a new position in Welltower Inc. (NYSE:WELL) during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm bought 15,015 shares of the real estate investment trust’s stock, valued at approximately $2,675,000.

A number of other institutional investors and hedge funds have also recently bought and sold shares of WELL. Zions Bancorporation National Association UT increased its stake in shares of Welltower by 4.2% in the second quarter. Zions Bancorporation National Association UT now owns 1,604 shares of the real estate investment trust’s stock worth $247,000 after purchasing an additional 65 shares during the period. Cornerstone Wealth Group LLC grew its holdings in Welltower by 4.7% in the 2nd quarter. Cornerstone Wealth Group LLC now owns 1,460 shares of the real estate investment trust’s stock valued at $225,000 after buying an additional 66 shares during the last quarter. Dynamic Advisor Solutions LLC increased its position in Welltower by 3.6% in the 3rd quarter. Dynamic Advisor Solutions LLC now owns 1,934 shares of the real estate investment trust’s stock worth $345,000 after buying an additional 68 shares during the period. Rise Advisors LLC lifted its holdings in shares of Welltower by 23.3% during the first quarter. Rise Advisors LLC now owns 365 shares of the real estate investment trust’s stock worth $56,000 after buying an additional 69 shares during the last quarter. Finally, Bridgewater Advisors Inc. lifted its holdings in shares of Welltower by 5.1% during the second quarter. Bridgewater Advisors Inc. now owns 1,461 shares of the real estate investment trust’s stock worth $242,000 after buying an additional 71 shares during the last quarter. Institutional investors and hedge funds own 94.80% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts have recently issued reports on the stock. Loop Capital set a $196.00 price objective on shares of Welltower in a research note on Wednesday, October 29th. Cantor Fitzgerald raised their price target on shares of Welltower from $195.00 to $200.00 and gave the stock an “overweight” rating in a research report on Tuesday, October 28th. KeyCorp boosted their price objective on shares of Welltower from $150.00 to $200.00 and gave the stock an “overweight” rating in a report on Tuesday, September 23rd. Scotiabank increased their target price on shares of Welltower from $182.00 to $214.00 and gave the company a “sector outperform” rating in a research note on Thursday, November 13th. Finally, Wall Street Zen lowered Welltower from a “hold” rating to a “sell” rating in a research note on Saturday. One equities research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $204.80.

Welltower Stock Down 0.7%

Shares of WELL opened at $186.23 on Friday. The company has a quick ratio of 5.47, a current ratio of 5.47 and a debt-to-equity ratio of 0.43. The company has a 50-day moving average price of $189.43 and a two-hundred day moving average price of $171.82. The stock has a market cap of $127.82 billion, a price-to-earnings ratio of 128.44, a P/E/G ratio of 1.49 and a beta of 0.84. Welltower Inc. has a 12 month low of $123.11 and a 12 month high of $209.05.

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

Welltower Announces Dividend

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