Welltower Inc. $WELL Stock: Sumitomo Mitsui DS Asset Management Company Ltd Raises Stake

Sumitomo Mitsui DS Asset Management Company Ltd grew its stake in shares of Welltower Inc. (NYSE:WELL) by 4.4% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 295,818 shares of the real estate investment trust’s stock after buying an additional 12,520 shares during the period. Sumitomo Mitsui DS Asset Management Company Ltd’s holdings in Welltower were worth $68,109,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Leonteq Securities AG boosted its position in shares of Welltower by 92.3% during the 1st quarter. Leonteq Securities AG now owns 125 shares of the real estate investment trust’s stock valued at $25,000 after acquiring an additional 60 shares during the last quarter. Sound Income Strategies LLC grew its holdings in shares of Welltower by 124.6% during the first quarter. Sound Income Strategies LLC now owns 137 shares of the real estate investment trust’s stock worth $27,000 after purchasing an additional 76 shares in the last quarter. Kilter Group LLC bought a new position in shares of Welltower in the second quarter worth approximately $29,000. Solstein Capital LLC bought a new position in shares of Welltower in the second quarter worth approximately $34,000. Finally, Frazier Financial Advisors LLC increased its position in shares of Welltower by 472.7% in the first quarter. Frazier Financial Advisors LLC now owns 189 shares of the real estate investment trust’s stock worth $37,000 after purchasing an additional 156 shares during the last quarter. 94.80% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of equities analysts have commented on the stock. Morgan Stanley boosted their price target on shares of Welltower from $215.00 to $251.00 and gave the stock an “overweight” rating in a research note on Tuesday, September 1st. JPMorgan Chase & Co. raised shares of Welltower from a “neutral” rating to an “overweight” rating and increased their price target for the stock from $230.00 to $260.00 in a report on Thursday, September 24th. KeyCorp raised their price objective 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. Scotiabank raised their price objective on shares of Welltower from $244.00 to $251.00 and gave the company an “outperform” rating in a research report on Wednesday, September 2nd. Finally, BMO Capital Markets lifted their price objective on shares of Welltower from $245.00 to $265.00 and gave the stock an “outperform” rating in a report on Monday, August 3rd. Two research analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $255.86.

Welltower Stock Down 0.5%

Shares of NYSE:WELL opened at $233.58 on Tuesday. The stock’s 50-day moving average is $233.47 and its 200 day moving average is $224.53. The company has a market cap of $168.35 billion, a PE ratio of 107.15, a P/E/G ratio of 1.12 and a beta of 0.75. 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 1 year low of $173.13 and a 1 year high of $255.20.

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

Welltower Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, August 20th. Stockholders of record on Wednesday, August 12th were given a $0.85 dividend. The ex-dividend date of this dividend was Wednesday, August 12th. This represents a $3.40 annualized dividend and a dividend yield of 1.5%. This is a boost from Welltower’s previous quarterly dividend of $0.74. Welltower’s payout ratio is presently 155.96%.

Insider Activity

In other news, Director Andrew Gundlach acquired 5,000 shares of the firm’s stock in a transaction that occurred on Wednesday, August 26th. The stock was bought at an average cost of $242.06 per share, for a total transaction of $1,210,300.00. Following the acquisition, the director directly owned 30,000 shares in the company, valued at approximately $7,261,800. The trade was a 20.00% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which can be accessed through this link. 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.

About Welltower

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.