VMS Asset Management Limited Buys Shares of 29,950 Welltower Inc. $WELL

VMS Asset Management Limited acquired a new position in shares of Welltower Inc. (NYSE:WELL) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 29,950 shares of the real estate investment trust’s stock, valued at approximately $5,559,000. Welltower comprises about 2.1% of VMS Asset Management Limited’s investment portfolio, making the stock its 29th biggest position.

Several other hedge funds have also made changes to their positions in WELL. Norges Bank acquired a new stake in shares of Welltower during the fourth quarter worth $5,466,264,000. Vanguard Group Inc. boosted its holdings in shares of Welltower by 4.7% during the third quarter. Vanguard Group Inc. now owns 89,778,383 shares of the real estate investment trust’s stock worth $15,993,121,000 after purchasing an additional 3,991,896 shares during the last quarter. Capital World Investors boosted its holdings in shares of Welltower by 167.2% during the third quarter. Capital World Investors now owns 4,247,262 shares of the real estate investment trust’s stock worth $756,607,000 after purchasing an additional 2,657,766 shares during the last quarter. Capital International Investors boosted its holdings in shares of Welltower by 4.1% during the third quarter. Capital International Investors now owns 46,516,255 shares of the real estate investment trust’s stock worth $8,285,296,000 after purchasing an additional 1,842,934 shares during the last quarter. Finally, State Street Corp boosted its holdings in shares of Welltower by 4.1% during the third quarter. State Street Corp now owns 41,253,954 shares of the real estate investment trust’s stock worth $7,348,979,000 after purchasing an additional 1,637,665 shares during the last quarter. Institutional investors and hedge funds own 94.80% of the company’s stock.

Welltower Trading Up 0.5%

NYSE:WELL opened at $200.52 on Friday. The business’s 50-day moving average is $208.55 and its two-hundred day moving average is $200.88. The company has a debt-to-equity ratio of 0.40, a current ratio of 4.31 and a quick ratio of 4.31. Welltower Inc. has a 12 month low of $148.60 and a 12 month high of $221.68. The firm has a market capitalization of $141.55 billion, a PE ratio of 99.27, a price-to-earnings-growth ratio of 1.03 and a beta of 0.79.

Welltower (NYSE:WELL) last released its quarterly earnings data on Tuesday, April 28th. The real estate investment trust reported $1.02 EPS for the quarter, beating the consensus estimate of $0.68 by $0.34. Welltower had a return on equity of 3.45% and a net margin of 11.96%.The company had revenue of $3.35 billion for the quarter, compared to analyst estimates of $3.12 billion. During the same period last year, the company posted $1.20 earnings per share. The firm’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. Research analysts predict that Welltower Inc. will post 6.32 earnings per share for the current fiscal year.

Welltower Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Thursday, May 21st. Shareholders of record on Wednesday, May 13th were given a $0.74 dividend. The ex-dividend date of this dividend was Wednesday, May 13th. This represents a $2.96 annualized dividend and a yield of 1.5%. Welltower’s dividend payout ratio (DPR) is 146.53%.

Analyst Ratings Changes

WELL has been the topic of several analyst reports. BMO Capital Markets restated an “outperform” rating and set a $245.00 price objective on shares of Welltower in a report on Monday, May 4th. Wall Street Zen upgraded Welltower from a “sell” rating to a “hold” rating in a report on Saturday, May 2nd. UBS Group lifted their target price on Welltower from $240.00 to $249.00 and gave the company a “buy” rating in a report on Monday, May 4th. Weiss Ratings upgraded Welltower from a “hold (c+)” rating to a “buy (b-)” rating in a report on Tuesday. Finally, KeyCorp lifted their target price on Welltower from $210.00 to $240.00 and gave the company an “overweight” rating in a report on Tuesday, February 24th. One analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and two have issued a Hold rating to the company. According to MarketBeat.com, Welltower currently has an average rating of “Moderate Buy” and an average price target of $231.60.

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.