B&I Capital AG lessened its position in Welltower Inc. (NYSE:WELL – Free Report) by 3.0% in the first quarter, HoldingsChannel.com reports. The institutional investor owned 176,358 shares of the real estate investment trust’s stock after selling 5,482 shares during the period. Welltower comprises about 11.9% of B&I Capital AG’s holdings, making the stock its 2nd biggest position. B&I Capital AG’s holdings in Welltower were worth $34,868,000 as of its most recent SEC filing.
Several other institutional investors and hedge funds have also modified their holdings of WELL. Brighton Jones LLC boosted its stake in Welltower by 7.1% in the 4th quarter. Brighton Jones LLC now owns 4,185 shares of the real estate investment trust’s stock worth $527,000 after buying an additional 279 shares during the last quarter. Empowered Funds LLC grew its holdings in Welltower by 31.7% in the first quarter. Empowered Funds LLC now owns 14,790 shares of the real estate investment trust’s stock valued at $2,266,000 after purchasing an additional 3,564 shares during the period. Sivia Capital Partners LLC grew its holdings in Welltower by 7.1% in the second quarter. Sivia Capital Partners LLC now owns 1,910 shares of the real estate investment trust’s stock valued at $294,000 after purchasing an additional 127 shares during the period. Baird Financial Group Inc. increased its position in Welltower by 7.3% during the second quarter. Baird Financial Group Inc. now owns 10,871 shares of the real estate investment trust’s stock worth $1,671,000 after purchasing an additional 735 shares during the last quarter. Finally, NewEdge Advisors LLC increased its position in Welltower by 27.0% during the second quarter. NewEdge Advisors LLC now owns 12,435 shares of the real estate investment trust’s stock worth $1,912,000 after purchasing an additional 2,641 shares during the last quarter. Hedge funds and other institutional investors own 94.80% of the company’s stock.
Wall Street Analysts Forecast Growth
A number of equities analysts have weighed in on the stock. Wells Fargo & Company lifted their price target on shares of Welltower from $228.00 to $237.00 and gave the company an “overweight” rating in a report on Monday, June 1st. Citigroup upped their price objective on Welltower from $245.00 to $255.00 and gave the stock a “buy” rating in a report on Tuesday, May 5th. Deutsche Bank Aktiengesellschaft increased their target price on Welltower from $215.00 to $265.00 and gave the stock a “buy” rating in a research report on Wednesday, July 1st. Scotiabank reduced their target price on Welltower from $248.00 to $232.00 and set a “sector outperform” rating on the stock in a report on Thursday, June 18th. Finally, UBS Group boosted their price target on Welltower from $249.00 to $271.00 and gave the company a “buy” rating in a research report on Wednesday, July 8th. Thirteen research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $234.72.
Welltower Price Performance
WELL opened at $241.36 on Friday. Welltower Inc. has a 52-week low of $156.47 and a 52-week high of $241.79. The company has a 50 day moving average of $218.13 and a two-hundred day moving average of $206.48. The company has a market cap of $170.38 billion, a P/E ratio of 119.49, a P/E/G ratio of 1.14 and a beta of 0.77. The company has a quick ratio of 4.31, a current ratio of 4.31 and a debt-to-equity ratio of 0.40.
Welltower (NYSE:WELL – Get Free Report) last issued its earnings results on Tuesday, April 28th. The real estate investment trust reported $1.02 EPS for the quarter, beating analysts’ consensus estimates of $0.68 by $0.34. The business had revenue of $3.35 billion for the quarter, compared to the consensus estimate of $3.12 billion. Welltower had a net margin of 11.96% and a return on equity of 3.45%. The business’s revenue for the quarter was up 38.3% compared to the same quarter last year. During the same quarter last year, the firm posted $1.20 EPS. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. On average, analysts expect that Welltower Inc. will post 6.32 earnings per share for the current year.
Welltower Dividend Announcement
The business also recently declared a quarterly dividend, which was paid on Thursday, May 21st. Investors of record on Wednesday, May 13th were issued a $0.74 dividend. This represents a $2.96 annualized dividend and a yield of 1.2%. The ex-dividend date was Wednesday, May 13th. Welltower’s dividend payout ratio is currently 146.53%.
About Welltower
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.
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