Natixis Advisors LLC Has $146.84 Million Stock Holdings in Welltower Inc. $WELL

Natixis Advisors LLC increased its holdings in Welltower Inc. (NYSE:WELL) by 17.2% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 791,122 shares of the real estate investment trust’s stock after purchasing an additional 115,849 shares during the period. Natixis Advisors LLC’s holdings in Welltower were worth $146,840,000 at the end of the most recent quarter.

Other hedge funds have also recently added to or reduced their stakes in the company. Hager Investment Management Services LLC raised its position in Welltower by 84.4% in the third quarter. Hager Investment Management Services LLC now owns 142 shares of the real estate investment trust’s stock worth $25,000 after purchasing an additional 65 shares in the last quarter. Marquette Asset Management LLC raised its position in Welltower by 62.8% in the fourth quarter. Marquette Asset Management LLC now owns 153 shares of the real estate investment trust’s stock worth $28,000 after purchasing an additional 59 shares in the last quarter. Quarry LP acquired a new position in Welltower in the third quarter worth about $33,000. Financial Consulate Inc. acquired a new position in Welltower in the fourth quarter worth about $34,000. Finally, MMA Asset Management LLC acquired a new position in Welltower in the third quarter worth about $35,000. Institutional investors and hedge funds own 94.80% of the company’s stock.

Welltower Price Performance

Shares of Welltower stock opened at $197.57 on Tuesday. The company has a current ratio of 4.31, a quick ratio of 4.31 and a debt-to-equity ratio of 0.40. The stock has a market capitalization of $139.47 billion, a price-to-earnings ratio of 97.81, a P/E/G ratio of 1.06 and a beta of 0.83. Welltower Inc. has a 1-year low of $148.60 and a 1-year high of $221.68. The firm’s 50-day moving average price is $208.37 and its two-hundred day moving average price is $200.75.

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

Welltower Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, May 21st. Stockholders of record on Wednesday, May 13th were paid a dividend of $0.74 per share. This represents a $2.96 annualized dividend and a dividend yield of 1.5%. The ex-dividend date of this dividend was Wednesday, May 13th. Welltower’s dividend payout ratio is 146.53%.

Analyst Upgrades and Downgrades

WELL has been the subject of several recent research reports. Cantor Fitzgerald increased their price target on shares of Welltower from $204.00 to $230.00 and gave the stock an “overweight” rating in a research report on Thursday, February 12th. Wells Fargo & Company increased their price target on shares of Welltower from $228.00 to $237.00 and gave the stock an “overweight” rating in a research report on Monday. Weiss Ratings cut shares of Welltower from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Friday, May 15th. Jefferies Financial Group upped their price objective on shares of Welltower from $237.00 to $248.00 and gave the stock a “buy” rating in a research note on Tuesday, May 12th. Finally, KeyCorp upped their price objective on shares of Welltower from $210.00 to $240.00 and gave the stock an “overweight” rating in a research note on Tuesday, February 24th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat, Welltower presently has an average rating of “Moderate Buy” and a consensus price target of $231.60.

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.