Generali Asset Management SPA SGR Has $7.57 Million Stock Position in Welltower Inc. $WELL

Generali Asset Management SPA SGR boosted its holdings in Welltower Inc. (NYSE:WELL) by 32.5% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 40,792 shares of the real estate investment trust’s stock after purchasing an additional 10,011 shares during the period. Generali Asset Management SPA SGR’s holdings in Welltower were worth $7,571,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds also recently modified their holdings of WELL. CYBER HORNET ETFs LLC grew its stake in shares of Welltower by 3.5% in the third quarter. CYBER HORNET ETFs LLC now owns 1,582 shares of the real estate investment trust’s stock worth $282,000 after acquiring an additional 53 shares during the last quarter. Frank Rimerman Advisors LLC raised its stake in Welltower by 0.6% during the 3rd quarter. Frank Rimerman Advisors LLC now owns 9,774 shares of the real estate investment trust’s stock valued at $1,741,000 after purchasing an additional 55 shares during the last quarter. Onyx Bridge Wealth Group LLC boosted its holdings in Welltower by 3.8% in the 3rd quarter. Onyx Bridge Wealth Group LLC now owns 1,515 shares of the real estate investment trust’s stock valued at $270,000 after purchasing an additional 56 shares during the period. Verdence Capital Advisors LLC grew its position in Welltower by 4.2% in the 4th quarter. Verdence Capital Advisors LLC now owns 1,385 shares of the real estate investment trust’s stock worth $257,000 after purchasing an additional 56 shares during the last quarter. Finally, Wedmont Private Capital grew its position in Welltower by 0.6% in the 4th quarter. Wedmont Private Capital now owns 9,279 shares of the real estate investment trust’s stock worth $1,723,000 after purchasing an additional 57 shares during the last quarter. 94.80% of the stock is owned by institutional investors.

Welltower Price Performance

NYSE:WELL opened at $214.46 on Friday. The company has a debt-to-equity ratio of 0.40, a quick ratio of 4.31 and a current ratio of 4.31. The company has a 50-day moving average of $206.17 and a 200-day moving average of $196.94. Welltower Inc. has a 52 week low of $142.65 and a 52 week high of $219.59. The company has a market capitalization of $151.39 billion, a price-to-earnings ratio of 106.17, a PEG ratio of 1.11 and a beta of 0.83.

Welltower (NYSE:WELL) last posted its earnings results on Tuesday, April 28th. The real estate investment trust reported $1.02 earnings per share for the quarter, beating analysts’ consensus estimates of $0.68 by $0.34. Welltower had a net margin of 11.96% and a return on equity of 3.45%. The business had revenue of $3.35 billion for the quarter, compared to analysts’ expectations of $3.12 billion. During the same quarter in the previous year, the firm posted $1.20 earnings per share. The firm’s revenue for the quarter was up 38.3% on a year-over-year basis. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. As a group, equities research analysts anticipate that Welltower Inc. will post 6.29 earnings per share for the current fiscal year.

Welltower Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, May 21st. Stockholders of record on Wednesday, May 13th will be paid a $0.74 dividend. This represents a $2.96 annualized dividend and a dividend yield of 1.4%. The ex-dividend date is Wednesday, May 13th. Welltower’s dividend payout ratio is currently 146.53%.

Analyst Ratings Changes

A number of research analysts have recently commented on the stock. Weiss Ratings raised shares of Welltower from a “hold (c)” rating to a “buy (b-)” rating in a research report on Friday, May 1st. Mizuho boosted their price target on Welltower from $216.00 to $231.00 and gave the company an “outperform” rating in a research note on Wednesday, March 4th. KeyCorp upped their price target on Welltower from $210.00 to $240.00 and gave the company an “overweight” rating in a report on Tuesday, February 24th. Morgan Stanley raised their price objective on Welltower from $200.00 to $215.00 and gave the stock an “overweight” rating in a research report on Wednesday, February 18th. Finally, UBS Group lifted their price objective on Welltower from $240.00 to $249.00 and gave the stock a “buy” rating in a report on Monday. One research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $228.53.

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.