Daiichi Life Insurance Co. Ltd. Makes New $16.34 Million Investment in Welltower Inc. $WELL

Daiichi Life Insurance Co. Ltd. purchased a new position in shares of Welltower Inc. (NYSE:WELL) in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 72,001 shares of the real estate investment trust’s stock, valued at approximately $16,342,000.

A number of other large investors also recently modified their holdings of WELL. Brighton Jones LLC grew its position in Welltower by 7.1% during the 4th quarter. Brighton Jones LLC now owns 4,185 shares of the real estate investment trust’s stock worth $527,000 after acquiring an additional 279 shares during the last quarter. Empowered Funds LLC increased its holdings in Welltower by 31.7% in the 1st quarter. Empowered Funds LLC now owns 14,790 shares of the real estate investment trust’s stock worth $2,266,000 after purchasing an additional 3,564 shares in the last quarter. Sivia Capital Partners LLC raised its position in Welltower by 7.1% in the second quarter. Sivia Capital Partners LLC now owns 1,910 shares of the real estate investment trust’s stock valued at $294,000 after purchasing an additional 127 shares during the last quarter. Baird Financial Group Inc. raised its position in Welltower by 7.3% in the second quarter. Baird Financial Group Inc. now owns 10,871 shares of the real estate investment trust’s stock valued at $1,671,000 after purchasing an additional 735 shares during the last quarter. Finally, NewEdge Advisors LLC boosted its stake in shares of Welltower by 27.0% during the second quarter. NewEdge Advisors LLC now owns 12,435 shares of the real estate investment trust’s stock valued at $1,912,000 after purchasing an additional 2,641 shares in the last quarter. 94.80% of the stock is currently owned by institutional investors.

Welltower Stock Performance

Shares of WELL stock opened at $239.95 on Friday. The stock has a market capitalization of $172.94 billion, a PE ratio of 110.07, a PEG ratio of 1.14 and a beta of 0.76. The business’s 50 day simple moving average is $232.48 and its 200 day simple moving average is $215.83. The company has a debt-to-equity ratio of 0.37, a current ratio of 3.16 and a quick ratio of 3.16. Welltower Inc. has a one year low of $163.75 and a one year high of $255.20.

Welltower (NYSE:WELL) last released 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). The firm had revenue of $3.54 billion for the quarter, compared to the consensus estimate of $3.40 billion. Welltower had a return on equity of 3.56% and a net margin of 12.15%.The firm’s revenue for the quarter was up 39.1% compared to the same quarter last year. During the same quarter in the previous year, the business posted $1.28 EPS. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. As a group, research analysts forecast that Welltower Inc. will post 6.44 earnings per share for the current year.

Welltower Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, August 20th. Investors of record on Wednesday, August 12th were paid a dividend of $0.85 per share. 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 of this dividend was Wednesday, August 12th. Welltower’s payout ratio is 155.96%.

Analyst Upgrades and Downgrades

Several research analysts have recently issued reports on WELL shares. Royal Bank Of Canada upped their price objective on Welltower from $238.00 to $260.00 and gave the company an “outperform” rating in a research note on Monday, August 3rd. UBS Group lifted their target price on shares of Welltower from $249.00 to $271.00 and gave the stock a “buy” rating in a research report on Wednesday, July 8th. Barclays started coverage on shares of Welltower in a report on Tuesday, July 7th. They set an “equal weight” rating and a $254.00 target price on the stock. KeyCorp upped their price target on shares of Welltower from $240.00 to $275.00 and gave the company an “overweight” rating in a research report on Tuesday, August 4th. Finally, Deutsche Bank Aktiengesellschaft lifted their price target on shares of Welltower from $215.00 to $265.00 and gave the stock a “buy” rating in a report on Wednesday, July 1st. Fourteen research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $246.11.

Welltower 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.