Campbell & CO Investment Adviser LLC Lowers Stock Holdings in Welltower Inc. $WELL

Campbell & CO Investment Adviser LLC cut its holdings in shares of Welltower Inc. (NYSE:WELL) by 54.3% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,536 shares of the real estate investment trust’s stock after selling 3,019 shares during the period. Campbell & CO Investment Adviser LLC’s holdings in Welltower were worth $390,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in WELL. SouthState Corp boosted its holdings in Welltower by 704.8% in the first quarter. SouthState Corp now owns 169 shares of the real estate investment trust’s stock valued at $26,000 after purchasing an additional 148 shares during the period. Wealth Preservation Advisors LLC acquired a new position in shares of Welltower during the first quarter worth about $27,000. N.E.W. Advisory Services LLC purchased a new stake in shares of Welltower during the first quarter worth approximately $32,000. WPG Advisers LLC acquired a new stake in Welltower in the first quarter valued at approximately $34,000. Finally, Saudi Central Bank purchased a new position in Welltower in the first quarter worth approximately $38,000. Hedge funds and other institutional investors own 94.80% of the company’s stock.

Welltower Stock Up 1.5%

WELL opened at $193.86 on Monday. The company has a debt-to-equity ratio of 0.43, a quick ratio of 4.19 and a current ratio of 5.47. The company has a market cap of $133.05 billion, a price-to-earnings ratio of 133.69, a PEG ratio of 1.93 and a beta of 0.92. Welltower Inc. has a one year low of $123.11 and a one year high of $194.83. The business’s fifty day moving average is $176.02 and its two-hundred day moving average is $163.71.

Welltower (NYSE:WELL) last issued its quarterly earnings data 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 during the quarter, compared to analysts’ expectations of $2.70 billion. Welltower had a net margin of 9.69% and a return on equity of 2.71%. The company’s revenue was up 30.7% on a year-over-year basis. During the same period last year, the company posted $1.11 EPS. Welltower has set its FY 2025 guidance at 5.240-5.300 EPS. Analysts anticipate that Welltower Inc. will post 4.88 EPS for the current fiscal year.

Welltower Announces Dividend

The company 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 $0.74 dividend. This represents a $2.96 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date is Monday, November 10th. Welltower’s dividend payout ratio (DPR) is 204.14%.

Wall Street Analysts Forecast Growth

Several equities research analysts recently weighed in on the company. Evercore ISI boosted their target price on Welltower from $175.00 to $183.00 and gave the stock an “in-line” rating in a research note on Monday, September 15th. National Bankshares set a $246.00 price objective on shares of Welltower in a research note on Friday, October 17th. Loop Capital set a $196.00 target price on shares of Welltower in a research note on Wednesday, October 29th. Scotiabank boosted their price target on Welltower from $182.00 to $214.00 and gave the company a “sector outperform” rating in a research report on Thursday. Finally, Wall Street Zen downgraded Welltower from a “hold” rating to a “sell” rating in a research note on Saturday, November 1st. One investment analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, Welltower presently has an average rating of “Moderate Buy” and an average target price of $190.07.

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.