ASR Vermogensbeheer N.V. Buys 9,138 Shares of Welltower Inc. $WELL

ASR Vermogensbeheer N.V. raised its stake in shares of Welltower Inc. (NYSE:WELL) by 14.8% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 70,833 shares of the real estate investment trust’s stock after purchasing an additional 9,138 shares during the period. ASR Vermogensbeheer N.V.’s holdings in Welltower were worth $12,618,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also recently made changes to their positions in WELL. Global Wealth Strategies & Associates purchased a new position in Welltower during the 3rd quarter valued at approximately $36,000. Newbridge Financial Services Group Inc. grew its holdings in shares of Welltower by 39.5% in the second quarter. Newbridge Financial Services Group Inc. now owns 307 shares of the real estate investment trust’s stock valued at $47,000 after purchasing an additional 87 shares in the last quarter. Copia Wealth Management bought a new stake in Welltower in the second quarter worth $51,000. City Holding Co. purchased a new stake in Welltower during the third quarter valued at $59,000. Finally, Salomon & Ludwin LLC purchased a new stake in Welltower during the third quarter valued at $59,000. 94.80% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

A number of research analysts recently commented on WELL shares. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Welltower in a report on Monday, December 29th. Jefferies Financial Group reiterated a “buy” rating and issued a $231.00 target price on shares of Welltower in a report on Monday, December 15th. UBS Group decreased their price target on Welltower from $232.00 to $228.00 and set a “buy” rating on the stock in a report on Thursday, January 8th. Wall Street Zen lowered shares of Welltower from a “hold” rating to a “sell” rating in a report on Saturday, December 20th. Finally, National Bankshares set a $246.00 price target on shares of Welltower in a report on Friday, October 17th. One research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, Welltower currently has a consensus rating of “Moderate Buy” and a consensus price target of $204.80.

Welltower Stock Performance

WELL stock opened at $191.18 on Friday. Welltower Inc. has a one year low of $128.35 and a one year high of $209.05. The firm has a market cap of $131.21 billion, a price-to-earnings ratio of 131.85, a PEG ratio of 1.38 and a beta of 0.86. 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 firm has a 50-day simple moving average of $192.82 and a two-hundred day simple moving average of $176.81.

Welltower (NYSE:WELL) last posted its quarterly earnings data 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. The firm had revenue of $2.69 billion during the quarter, compared to analyst estimates of $2.70 billion. Welltower had a net margin of 9.69% and a return on equity of 2.71%. Welltower’s revenue was up 30.7% on a year-over-year basis. During the same quarter in the previous year, the business posted $1.11 EPS. Welltower has set its FY 2025 guidance at 5.240-5.300 EPS. On average, equities analysts forecast that Welltower Inc. will post 4.88 EPS for the current fiscal year.

Welltower Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Thursday, November 20th. Investors of record on Tuesday, November 11th were paid a dividend of $0.74 per share. This represents a $2.96 annualized dividend and a yield of 1.5%. The ex-dividend date was Monday, November 10th. Welltower’s payout ratio is 204.14%.

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.