GDS Wealth Management Increases Holdings in Welltower Inc. $WELL

GDS Wealth Management increased its position in shares of Welltower Inc. (NYSE:WELL) by 13.7% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 63,763 shares of the real estate investment trust’s stock after purchasing an additional 7,699 shares during the quarter. GDS Wealth Management’s holdings in Welltower were worth $11,359,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently bought and sold shares of the business. Norges Bank acquired a new stake in Welltower during the 2nd quarter valued at approximately $4,903,554,000. State Street Corp lifted its position in Welltower by 4.6% during the second quarter. State Street Corp now owns 39,616,289 shares of the real estate investment trust’s stock valued at $6,090,212,000 after purchasing an additional 1,740,196 shares during the period. Balyasny Asset Management L.P. lifted its position in Welltower by 241.5% during the second quarter. Balyasny Asset Management L.P. now owns 1,241,145 shares of the real estate investment trust’s stock valued at $190,801,000 after purchasing an additional 877,725 shares during the period. Geode Capital Management LLC boosted its holdings in Welltower by 5.1% in the second quarter. Geode Capital Management LLC now owns 15,012,454 shares of the real estate investment trust’s stock valued at $2,303,484,000 after purchasing an additional 723,887 shares during the last quarter. Finally, HRT Financial LP grew its position in Welltower by 327.7% during the 2nd quarter. HRT Financial LP now owns 712,929 shares of the real estate investment trust’s stock worth $109,598,000 after purchasing an additional 546,225 shares during the period. Institutional investors and hedge funds own 94.80% of the company’s stock.

Welltower Price Performance

Shares of NYSE WELL opened at $183.56 on Friday. 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 fifty day moving average of $192.23 and a 200 day moving average of $177.99. The firm has a market cap of $125.98 billion, a PE ratio of 126.60, a PEG ratio of 1.28 and a beta of 0.86. Welltower Inc. has a one year low of $130.29 and a one year high of $209.05.

Welltower (NYSE:WELL) last announced its earnings results on Monday, October 27th. The real estate investment trust reported $1.34 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.30 by $0.04. The business had revenue of $2.69 billion for 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%. The company’s revenue for the quarter was up 30.7% compared to the same quarter last year. During the same quarter last year, the business earned $1.11 earnings per share. Welltower has set its FY 2025 guidance at 5.240-5.300 EPS. As a group, research analysts predict that Welltower Inc. will post 4.88 EPS for the current fiscal year.

Welltower Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, November 20th. Shareholders of record on Tuesday, November 11th were issued a dividend of $0.74 per share. The ex-dividend date of this dividend was Monday, November 10th. This represents a $2.96 dividend on an annualized basis and a dividend yield of 1.6%. Welltower’s dividend payout ratio is presently 204.14%.

Wall Street Analyst Weigh In

Several equities analysts have recently issued reports on the company. Weiss Ratings reissued a “buy (b-)” rating on shares of Welltower in a report on Monday, December 29th. UBS Group dropped their price objective on shares of Welltower from $232.00 to $228.00 and set a “buy” rating on the stock in a research note on Thursday, January 8th. Wells Fargo & Company boosted their target price on shares of Welltower from $200.00 to $218.00 and gave the company an “overweight” rating in a research note on Tuesday, November 25th. JPMorgan Chase & Co. restated a “neutral” rating and set a $205.00 price target on shares of Welltower in a research report on Thursday, December 18th. Finally, Wall Street Zen upgraded shares of Welltower from a “sell” rating to a “hold” rating in a research report on Friday. One investment analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $204.80.

Welltower Company 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.