Aviva PLC Purchases 29,266 Shares of Welltower Inc. $WELL

Aviva PLC raised its stake in Welltower Inc. (NYSE:WELL) by 5.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 548,820 shares of the real estate investment trust’s stock after acquiring an additional 29,266 shares during the quarter. Aviva PLC’s holdings in Welltower were worth $101,866,000 at the end of the most recent reporting period.

Several other large investors have also recently bought and sold shares of WELL. Brighton Jones LLC raised its holdings 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 valued at $527,000 after acquiring an additional 279 shares during the period. Empowered Funds LLC raised its holdings in Welltower by 31.7% in the 1st quarter. Empowered Funds LLC now owns 14,790 shares of the real estate investment trust’s stock valued at $2,266,000 after acquiring an additional 3,564 shares during the period. Sivia Capital Partners LLC raised its holdings in Welltower by 7.1% in the 2nd quarter. Sivia Capital Partners LLC now owns 1,910 shares of the real estate investment trust’s stock valued at $294,000 after acquiring an additional 127 shares during the period. Baird Financial Group Inc. raised its holdings in Welltower by 7.3% in the 2nd quarter. Baird Financial Group Inc. now owns 10,871 shares of the real estate investment trust’s stock valued at $1,671,000 after acquiring an additional 735 shares during the period. Finally, NewEdge Advisors LLC raised its holdings in Welltower by 27.0% in the 2nd quarter. NewEdge Advisors LLC now owns 12,435 shares of the real estate investment trust’s stock valued at $1,912,000 after acquiring an additional 2,641 shares during the period. 94.80% of the stock is owned by institutional investors.

Analysts Set New Price Targets

Several research analysts have weighed in on WELL shares. Wall Street Zen raised shares of Welltower from a “sell” rating to a “hold” rating in a report on Saturday, May 2nd. Royal Bank Of Canada increased their price target on shares of Welltower from $230.00 to $238.00 and gave the company an “outperform” rating in a report on Monday, May 4th. Jefferies Financial Group increased their price target on shares of Welltower from $237.00 to $248.00 and gave the company a “buy” rating in a report on Tuesday, May 12th. Mizuho set a $239.00 price target on shares of Welltower in a report on Friday, May 22nd. Finally, Morgan Stanley increased their target price on shares of Welltower from $200.00 to $215.00 and gave the stock an “overweight” rating in a research report on Wednesday, February 18th. One investment analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $231.60.

Welltower Stock Performance

Shares of NYSE:WELL opened at $211.15 on Friday. The company’s 50 day moving average price is $209.67 and its two-hundred day moving average price is $201.21. Welltower Inc. has a 12-month low of $148.97 and a 12-month high of $221.68. The firm has a market cap of $149.05 billion, a PE ratio of 104.53, a PEG ratio of 1.09 and a beta of 0.79. 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) last announced its earnings results on Tuesday, April 28th. The real estate investment trust reported $1.02 earnings per share (EPS) for the quarter, topping 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 firm had revenue of $3.35 billion for the quarter, compared to analyst estimates of $3.12 billion. During the same quarter in the prior 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. Equities research analysts predict that Welltower Inc. will post 6.32 earnings per share for the current year.

Welltower Announces Dividend

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