Prudential PLC Has $31.76 Million Stake in Welltower Inc. $WELL

Prudential PLC trimmed its stake in Welltower Inc. (NYSE:WELL) by 13.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 171,108 shares of the real estate investment trust’s stock after selling 25,754 shares during the period. Prudential PLC’s holdings in Welltower were worth $31,759,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of WELL. Brighton Jones LLC increased its holdings in Welltower by 7.1% in the fourth quarter. Brighton Jones LLC now owns 4,185 shares of the real estate investment trust’s stock valued at $527,000 after purchasing an additional 279 shares during the period. Empowered Funds LLC increased 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 increased 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 holdings in Welltower by 7.3% in the second quarter. Baird Financial Group Inc. now owns 10,871 shares of the real estate investment trust’s stock valued at $1,671,000 after purchasing an additional 735 shares during the period. Finally, NewEdge Advisors LLC increased its holdings in Welltower by 27.0% in the second quarter. NewEdge Advisors LLC now owns 12,435 shares of the real estate investment trust’s stock valued at $1,912,000 after purchasing an additional 2,641 shares during the period. 94.80% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

WELL has been the subject of a number of recent research reports. Wells Fargo & Company increased their price objective on Welltower from $228.00 to $237.00 and gave the company an “overweight” rating in a report on Monday. KeyCorp increased their price objective on Welltower from $210.00 to $240.00 and gave the company an “overweight” rating in a report on Tuesday, February 24th. Jefferies Financial Group increased their price objective on Welltower from $237.00 to $248.00 and gave the company a “buy” rating in a report on Tuesday, May 12th. Wall Street Zen upgraded Welltower from a “sell” rating to a “hold” rating in a report on Saturday, May 2nd. Finally, Royal Bank Of Canada increased their price target on Welltower from $230.00 to $238.00 and gave the stock an “outperform” rating in a report on Monday, May 4th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat.com, Welltower has an average rating of “Moderate Buy” and a consensus price target of $231.60.

Welltower Stock Performance

Shares of Welltower stock opened at $200.52 on Friday. The company has a current ratio of 4.31, a quick ratio of 4.31 and a debt-to-equity ratio of 0.40. The business has a 50-day moving average price of $208.55 and a two-hundred day moving average price of $200.88. Welltower Inc. has a 1-year low of $148.60 and a 1-year high of $221.68. The company has a market cap of $141.55 billion, a P/E ratio of 99.27, a PEG ratio of 1.03 and a beta of 0.79.

Welltower (NYSE:WELL) last issued its quarterly earnings results on Tuesday, April 28th. The real estate investment trust reported $1.02 earnings per share for the quarter, topping analysts’ consensus estimates of $0.68 by $0.34. Welltower had a return on equity of 3.45% and a net margin of 11.96%.The firm had revenue of $3.35 billion during the quarter, compared to the consensus estimate of $3.12 billion. During the same period last year, the business posted $1.20 EPS. The business’s revenue was up 38.3% compared to the same quarter last year. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. As a group, analysts anticipate that Welltower Inc. will post 6.32 EPS for the current year.

Welltower Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Thursday, May 21st. Shareholders of record on Wednesday, May 13th were issued a dividend of $0.74 per share. This represents a $2.96 dividend on an annualized basis and a yield of 1.5%. The ex-dividend date was Wednesday, May 13th. Welltower’s dividend payout ratio (DPR) is presently 146.53%.

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.