Fjarde AP Fonden Fourth Swedish National Pension Fund Makes New $27.55 Million Investment in Welltower Inc. $WELL

Fjarde AP Fonden Fourth Swedish National Pension Fund bought a new position in shares of Welltower Inc. (NYSE:WELL) during the 4th quarter, Holdings Channel reports. The institutional investor bought 148,420 shares of the real estate investment trust’s stock, valued at approximately $27,548,000.

Several other hedge funds have also recently bought and sold shares of the stock. Parallel Advisors LLC raised its holdings in Welltower by 9.5% during the 4th quarter. Parallel Advisors LLC now owns 7,111 shares of the real estate investment trust’s stock worth $1,320,000 after buying an additional 615 shares during the period. Harvest Fund Management Co. Ltd raised its holdings in Welltower by 18.4% during the 4th quarter. Harvest Fund Management Co. Ltd now owns 20,873 shares of the real estate investment trust’s stock worth $3,874,000 after buying an additional 3,251 shares during the period. VMS Asset Management Limited acquired a new stake in Welltower during the 4th quarter worth approximately $5,559,000. J.W. Cole Advisors Inc. raised its holdings in Welltower by 1.2% during the 4th quarter. J.W. Cole Advisors Inc. now owns 11,784 shares of the real estate investment trust’s stock worth $2,122,000 after buying an additional 135 shares during the period. Finally, Argent Advisors Inc. raised its holdings in Welltower by 14.0% during the 4th quarter. Argent Advisors Inc. now owns 1,384 shares of the real estate investment trust’s stock worth $257,000 after buying an additional 170 shares during the period. 94.80% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

WELL has been the topic of several research analyst reports. UBS Group raised their target price on shares of Welltower from $240.00 to $249.00 and gave the stock a “buy” rating in a report on Monday, May 4th. Royal Bank Of Canada raised their target price on shares of Welltower from $230.00 to $238.00 and gave the stock an “outperform” rating in a report on Monday, May 4th. Cantor Fitzgerald raised their target price on shares of Welltower from $204.00 to $230.00 and gave the stock an “overweight” rating in a report on Thursday, February 12th. Jefferies Financial Group raised their target price on shares of Welltower from $237.00 to $248.00 and gave the stock a “buy” rating in a report on Tuesday, May 12th. Finally, Wall Street Zen upgraded shares of Welltower from a “sell” rating to a “hold” rating in a report on Saturday, May 2nd. One investment 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. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $231.60.

Welltower Price Performance

NYSE WELL opened at $207.48 on Friday. 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 Inc. has a 12-month low of $148.60 and a 12-month high of $221.68. The company has a market capitalization of $146.46 billion, a PE ratio of 102.71, a price-to-earnings-growth ratio of 1.04 and a beta of 0.79. The firm’s 50 day moving average is $208.77 and its 200-day moving average is $200.93.

Welltower (NYSE:WELL) last posted its quarterly earnings data on Tuesday, April 28th. The real estate investment trust reported $1.02 earnings per share (EPS) 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 company had revenue of $3.35 billion for the quarter, compared to the consensus estimate of $3.12 billion. During the same period last year, the company earned $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. Equities research analysts anticipate that Welltower Inc. will post 6.32 earnings per share for the current fiscal year.

Welltower Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, May 21st. Stockholders of record on Wednesday, May 13th were issued a $0.74 dividend. The ex-dividend date was Wednesday, May 13th. This represents a $2.96 dividend on an annualized basis and a dividend yield of 1.4%. Welltower’s dividend payout ratio (DPR) is 146.53%.

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.