Welltower Inc. $WELL Shares Sold by Aew Capital Management L P

Aew Capital Management L P lowered its stake in shares of Welltower Inc. (NYSE:WELL) by 6.7% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 1,283,280 shares of the real estate investment trust’s stock after selling 92,588 shares during the period. Welltower makes up 10.4% of Aew Capital Management L P’s investment portfolio, making the stock its biggest holding. Aew Capital Management L P owned about 0.19% of Welltower worth $197,279,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors also recently made changes to their positions in WELL. Brighton Jones LLC boosted its holdings in Welltower by 7.1% in the fourth 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 in the last quarter. World Investment Advisors increased its holdings in Welltower by 7.3% during the 1st quarter. World Investment Advisors now owns 2,400 shares of the real estate investment trust’s stock worth $368,000 after purchasing an additional 164 shares in the last quarter. TD Private Client Wealth LLC lifted its holdings in shares of Welltower by 25.3% in the first quarter. TD Private Client Wealth LLC now owns 1,931 shares of the real estate investment trust’s stock valued at $296,000 after purchasing an additional 390 shares in the last quarter. Brown Advisory Inc. grew its stake in shares of Welltower by 1.2% in the 1st quarter. Brown Advisory Inc. now owns 35,296 shares of the real estate investment trust’s stock worth $5,408,000 after acquiring an additional 416 shares in the last quarter. Finally, Greenleaf Trust lifted its position in shares of Welltower by 8.8% during the first quarter. Greenleaf Trust now owns 10,248 shares of the real estate investment trust’s stock valued at $1,570,000 after purchasing an additional 828 shares in the last quarter. 94.80% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

WELL has been the topic of a number of recent analyst reports. Scotiabank lifted their price target on Welltower from $181.00 to $182.00 and gave the stock an “outperform” rating in a report on Monday, October 6th. UBS Group set a $203.00 target price on Welltower in a research note on Wednesday, October 29th. Cantor Fitzgerald lifted their target price on shares of Welltower from $195.00 to $200.00 and gave the stock an “overweight” rating in a research note on Tuesday, October 28th. Evercore ISI boosted their target price on shares of Welltower from $175.00 to $183.00 and gave the company an “in-line” rating in a report on Monday, September 15th. Finally, Wall Street Zen lowered Welltower from a “hold” rating to a “sell” rating in a report on Saturday, November 1st. One equities research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $187.93.

Welltower Trading Up 0.8%

Welltower stock opened at $187.90 on Friday. The stock has a market cap of $128.96 billion, a P/E ratio of 129.59, a PEG ratio of 1.93 and a beta of 0.92. Welltower Inc. has a fifty-two week low of $123.11 and a fifty-two week high of $189.53. The firm’s fifty day moving average price is $173.14 and its 200-day moving average price is $161.68. The company has a debt-to-equity ratio of 0.43, a quick ratio of 4.19 and a current ratio of 5.47.

Welltower (NYSE:WELL) last posted its earnings results on Monday, October 27th. The real estate investment trust reported $1.34 EPS for the quarter, topping the consensus estimate of $1.30 by $0.04. Welltower had a return on equity of 2.71% and a net margin of 9.69%.The business had revenue of $2.69 billion during the quarter, compared to analysts’ expectations of $2.70 billion. During the same period in the previous year, the business earned $1.11 earnings per share. The firm’s revenue was up 30.7% on a year-over-year basis. Welltower has set its FY 2025 guidance at 5.240-5.300 EPS. Equities research analysts forecast that Welltower Inc. will post 4.88 earnings per share for the current fiscal year.

Welltower Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, November 20th. Stockholders of record on Tuesday, November 11th will be issued a dividend of $0.74 per share. This represents a $2.96 dividend on an annualized basis and a dividend yield of 1.6%. The ex-dividend date of this dividend is Monday, November 10th. Welltower’s payout ratio is currently 204.14%.

About Welltower

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.