S&A Financial Services Inc. acquired a new stake in shares of Welltower Inc. (NYSE:WELL – Free Report) in the 1st quarter, Holdings Channel reports. The firm acquired 6,967 shares of the real estate investment trust’s stock, valued at approximately $1,377,000.
Other institutional investors and hedge funds have also made changes to their positions in the company. Norges Bank bought a new stake in shares of Welltower in the 4th quarter worth about $5,466,264,000. Cardano Risk Management B.V. lifted its holdings in shares of Welltower by 955.3% in the 4th quarter. Cardano Risk Management B.V. now owns 9,513,540 shares of the real estate investment trust’s stock valued at $1,765,808,000 after acquiring an additional 8,612,016 shares during the last quarter. Capital World Investors grew its position in Welltower by 153.0% in the fourth quarter. Capital World Investors now owns 10,744,520 shares of the real estate investment trust’s stock worth $1,994,290,000 after acquiring an additional 6,497,258 shares in the last quarter. Vanguard Group Inc. grew its position in Welltower by 2.9% in the fourth quarter. Vanguard Group Inc. now owns 92,421,471 shares of the real estate investment trust’s stock worth $17,154,349,000 after acquiring an additional 2,643,088 shares in the last quarter. Finally, Price T Rowe Associates Inc. MD increased its stake in Welltower by 11.5% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 16,826,035 shares of the real estate investment trust’s stock worth $3,123,082,000 after acquiring an additional 1,734,922 shares during the last quarter. 94.80% of the stock is owned by hedge funds and other institutional investors.
Wall Street Analyst Weigh In
A number of equities research analysts have issued reports on the company. Raymond James Financial began coverage on Welltower in a research report on Tuesday, June 16th. They set an “outperform” rating and a $226.00 price objective on the stock. Deutsche Bank Aktiengesellschaft boosted their target price on Welltower from $215.00 to $265.00 and gave the company a “buy” rating in a research report on Wednesday, July 1st. Wall Street Zen upgraded Welltower from a “sell” rating to a “hold” rating in a report on Saturday, May 2nd. Wells Fargo & Company raised their price target on Welltower from $228.00 to $237.00 and gave the stock an “overweight” rating in a research report on Monday, June 1st. Finally, Jefferies Financial Group lifted 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. Fourteen analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Welltower currently has an average rating of “Moderate Buy” and a consensus target price of $242.94.
Welltower Price Performance
Shares of WELL stock opened at $235.99 on Monday. Welltower Inc. has a 52-week low of $161.26 and a 52-week high of $255.20. The company has a debt-to-equity ratio of 0.37, a quick ratio of 3.16 and a current ratio of 3.16. The firm has a market capitalization of $170.09 billion, a P/E ratio of 108.25, a P/E/G ratio of 1.14 and a beta of 0.77. The stock has a 50 day moving average price of $224.25 and a 200 day moving average price of $210.95.
Welltower (NYSE:WELL – Get Free Report) last announced its quarterly earnings data on Monday, July 27th. The real estate investment trust reported $0.61 EPS for the quarter, missing the consensus estimate of $0.66 by ($0.05). Welltower had a net margin of 12.15% and a return on equity of 3.56%. The business had revenue of $3.54 billion during the quarter, compared to the consensus estimate of $3.40 billion. During the same period last year, the company earned $1.28 EPS. The business’s revenue was up 39.1% compared to the same quarter last year. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. As a group, sell-side analysts predict that Welltower Inc. will post 6.4 earnings per share for the current year.
Welltower Increases Dividend
The business also recently declared a quarterly dividend, which will be paid on Thursday, August 20th. Stockholders of record on Wednesday, August 12th will be issued a $0.85 dividend. The ex-dividend date is Wednesday, August 12th. This is a boost from Welltower’s previous quarterly dividend of $0.74. This represents a $3.40 dividend on an annualized basis and a dividend yield of 1.4%. Welltower’s dividend payout ratio (DPR) is currently 155.96%.
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.
Read More
- Five stocks we like better than Welltower
- 3 Fixed-Income ETFs Show Why Yield Is Only Part of the Income Story
- AbbVie Quietly Solved Its Biggest Problem—Now What?
- Rio Tinto’s Results Make the Case for Looking Beyond Tech in the AI Trade
- Strategy’s Structural Strength: Hidden in a $8 Billion Illusion
Want to see what other hedge funds are holding WELL? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Welltower Inc. (NYSE:WELL – Free Report).
Receive News & Ratings for Welltower Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Welltower and related companies with MarketBeat.com's FREE daily email newsletter.
