Marex Group plc Invests $1.26 Million in Welltower Inc. $WELL

Marex Group plc acquired a new stake in Welltower Inc. (NYSE:WELL) in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund acquired 8,200 shares of the real estate investment trust’s stock, valued at approximately $1,261,000.

A number of other large investors have also recently bought and sold shares of the business. Westwood Holdings Group Inc. bought a new position in Welltower during the second quarter valued at about $4,804,000. Evergreen Capital Management LLC raised its stake in shares of Welltower by 6.2% in the 2nd quarter. Evergreen Capital Management LLC now owns 3,823 shares of the real estate investment trust’s stock valued at $588,000 after acquiring an additional 222 shares in the last quarter. Strategic Investment Advisors MI raised its stake in shares of Welltower by 9.9% in the 2nd quarter. Strategic Investment Advisors MI now owns 3,111 shares of the real estate investment trust’s stock valued at $478,000 after acquiring an additional 279 shares in the last quarter. CANADA LIFE ASSURANCE Co lifted its holdings in Welltower by 5.2% in the 2nd quarter. CANADA LIFE ASSURANCE Co now owns 1,477,832 shares of the real estate investment trust’s stock worth $227,234,000 after purchasing an additional 72,470 shares during the last quarter. Finally, 44 Wealth Management LLC boosted its position in Welltower by 4.3% during the second quarter. 44 Wealth Management LLC now owns 2,527 shares of the real estate investment trust’s stock worth $388,000 after purchasing an additional 104 shares during the period. 94.80% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

WELL has been the topic of a number of recent analyst reports. Morgan Stanley lifted their price target on shares of Welltower from $170.00 to $200.00 and gave the company an “overweight” rating in a research report on Thursday, November 20th. Scotiabank lifted their target price on shares of Welltower from $182.00 to $214.00 and gave the stock a “sector outperform” rating in a report on Thursday, November 13th. Weiss Ratings reissued a “buy (b-)” rating on shares of Welltower in a research report on Monday, December 8th. Wall Street Zen raised Welltower from a “sell” rating to a “hold” rating in a research report on Saturday, November 22nd. Finally, Raymond James Financial reiterated a “strong-buy” rating on shares of Welltower in a research note on Tuesday, September 2nd. One analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $195.87.

Welltower Stock Up 0.8%

Shares of WELL opened at $186.54 on Monday. The company has a debt-to-equity ratio of 0.43, a quick ratio of 5.47 and a current ratio of 5.47. The company has a 50-day simple moving average of $187.54 and a 200-day simple moving average of $170.85. Welltower Inc. has a 52 week low of $123.11 and a 52 week high of $209.05. The firm has a market capitalization of $128.03 billion, a P/E ratio of 128.65, a P/E/G ratio of 1.48 and a beta of 0.84.

Welltower (NYSE:WELL) last released its earnings results on Monday, October 27th. The real estate investment trust reported $1.34 earnings per share for the quarter, topping analysts’ consensus estimates of $1.30 by $0.04. The business had revenue of $2.69 billion for the quarter, compared to the consensus estimate of $2.70 billion. Welltower had a return on equity of 2.71% and a net margin of 9.69%.The firm’s revenue for the quarter was up 30.7% compared to the same quarter last year. During the same period last year, the business earned $1.11 earnings per share. Welltower has set its FY 2025 guidance at 5.240-5.300 EPS. On average, equities research analysts expect that Welltower Inc. will post 4.88 earnings per share for the current 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 $0.74 dividend. This represents a $2.96 annualized dividend and a yield of 1.6%. The ex-dividend date of this dividend was Monday, November 10th. Welltower’s dividend payout ratio (DPR) is 204.14%.

Welltower Profile

Welltower Inc (NYSE:WELL), a real estate investment trust (“REIT”) and S&P 500 company headquartered in Toledo, Ohio, is driving the transformation of health care infrastructure. Welltower invests with leading seniors housing operators, post-acute providers and health systems to fund the real estate infrastructure needed to scale innovative care delivery models and improve people’s wellness and overall health care experience.