Mizuho Markets Cayman LP Makes New $13.26 Million Investment in Welltower Inc. $WELL

Mizuho Markets Cayman LP purchased a new stake in Welltower Inc. (NYSE:WELL) in the 1st quarter, Holdings Channel.com reports. The institutional investor purchased 67,061 shares of the real estate investment trust’s stock, valued at approximately $13,259,000. Welltower makes up 0.7% of Mizuho Markets Cayman LP’s portfolio, making the stock its 20th biggest holding.

Several other institutional investors have also modified their holdings of the business. Aureus Asset Management LLC increased its position in shares of Welltower by 46.2% during the first quarter. Aureus Asset Management LLC now owns 2,850 shares of the real estate investment trust’s stock worth $563,000 after acquiring an additional 900 shares during the period. Dynamic Wealth Strategies LLC purchased a new position in Welltower in the first quarter valued at $60,000. Prestige Wealth Management Group LLC boosted its holdings in Welltower by 7,866.7% in the first quarter. Prestige Wealth Management Group LLC now owns 9,082 shares of the real estate investment trust’s stock valued at $1,796,000 after purchasing an additional 8,968 shares during the period. Lasalle Investment Management Securities LLC grew its stake in Welltower by 6.3% during the 1st quarter. Lasalle Investment Management Securities LLC now owns 1,212,631 shares of the real estate investment trust’s stock worth $239,749,000 after purchasing an additional 72,232 shares in the last quarter. Finally, Signature Equity Partners LLC grew its stake in Welltower by 71.9% during the 1st quarter. Signature Equity Partners LLC now owns 263 shares of the real estate investment trust’s stock worth $52,000 after purchasing an additional 110 shares in the last quarter. Institutional investors and hedge funds own 94.80% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts have issued reports on WELL shares. Deutsche Bank Aktiengesellschaft increased their price target on Welltower from $215.00 to $265.00 and gave the company a “buy” rating in a research report on Wednesday, July 1st. Royal Bank Of Canada reissued an “outperform” rating and set a $238.00 price objective on shares of Welltower in a research report on Monday, June 15th. Citigroup upped their target price on shares of Welltower from $245.00 to $255.00 and gave the stock a “buy” rating in a research note on Tuesday, May 5th. Wells Fargo & Company raised their target price on shares of Welltower from $228.00 to $237.00 and gave the company an “overweight” rating in a report on Monday, June 1st. Finally, Scotiabank decreased their price target on shares of Welltower from $248.00 to $232.00 and set a “sector outperform” rating for the company in a research note on Thursday, June 18th. Thirteen investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $235.89.

Welltower Stock Down 0.5%

Welltower stock opened at $245.24 on Thursday. Welltower Inc. has a 1-year low of $158.24 and a 1-year high of $247.45. The company has a debt-to-equity ratio of 0.40, a current ratio of 4.31 and a quick ratio of 4.31. The stock has a market cap of $173.12 billion, a PE ratio of 121.41, a P/E/G ratio of 1.21 and a beta of 0.77. The stock’s fifty day moving average is $220.39 and its two-hundred day moving average is $208.11.

Welltower (NYSE:WELL) last announced its quarterly earnings results on Tuesday, April 28th. The real estate investment trust reported $1.02 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.68 by $0.34. Welltower had a return on equity of 3.45% and a net margin of 11.96%.The company had revenue of $3.35 billion during the quarter, compared to the consensus estimate of $3.12 billion. During the same period in the previous year, the business earned $1.20 EPS. Welltower’s revenue for the quarter was up 38.3% on a year-over-year basis. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. On average, sell-side analysts expect that Welltower Inc. will post 6.32 EPS for the current fiscal year.

Welltower Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Thursday, May 21st. Investors of record on Wednesday, May 13th were paid a dividend of $0.74 per share. The ex-dividend date was Wednesday, May 13th. This represents a $2.96 annualized dividend and a yield of 1.2%. Welltower’s payout ratio is presently 146.53%.

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.