Welltower Inc. $WELL Shares Bought by Xponance LLC

Xponance LLC boosted its position in shares of Welltower Inc. (NYSE:WELL) by 7.6% in the fourth quarter, according to the company in its most recent filing with the SEC. The firm owned 111,358 shares of the real estate investment trust’s stock after acquiring an additional 7,856 shares during the quarter. Xponance LLC’s holdings in Welltower were worth $20,669,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in WELL. Hager Investment Management Services LLC lifted its position in Welltower by 84.4% during the 3rd quarter. Hager Investment Management Services LLC now owns 142 shares of the real estate investment trust’s stock worth $25,000 after acquiring an additional 65 shares during the period. Marquette Asset Management LLC lifted its position in Welltower by 62.8% during the 4th quarter. Marquette Asset Management LLC now owns 153 shares of the real estate investment trust’s stock worth $28,000 after acquiring an additional 59 shares during the period. Quarry LP acquired a new stake in Welltower during the 3rd quarter worth about $33,000. Financial Consulate Inc. acquired a new stake in Welltower during the 4th quarter worth about $34,000. Finally, Morse Asset Management Inc lifted its position in Welltower by 56.3% during the 4th quarter. Morse Asset Management Inc now owns 211 shares of the real estate investment trust’s stock worth $39,000 after acquiring an additional 76 shares during the period. Institutional investors and hedge funds own 94.80% of the company’s stock.

Welltower Price Performance

Shares of Welltower stock opened at $211.15 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 twelve month low of $148.97 and a twelve month high of $221.68. The business has a 50-day moving average price of $209.67 and a 200 day moving average price of $201.21. The firm has a market cap of $149.05 billion, a PE ratio of 104.53, a P/E/G ratio of 1.09 and a beta of 0.79.

Welltower (NYSE:WELL) last announced its quarterly earnings results on Tuesday, April 28th. The real estate investment trust reported $1.02 earnings per share 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 firm had revenue of $3.35 billion during the quarter, compared to analyst estimates of $3.12 billion. During the same quarter in the previous year, the business earned $1.20 EPS. Welltower’s revenue for the quarter was up 38.3% compared to the same quarter last year. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. Sell-side analysts predict that Welltower Inc. will post 6.32 earnings per share for the current fiscal year.

Welltower Announces Dividend

The firm also recently declared 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 annualized dividend and a dividend yield of 1.4%. The ex-dividend date was Wednesday, May 13th. Welltower’s payout ratio is currently 146.53%.

Analyst Ratings Changes

A number of analysts have commented on WELL shares. Royal Bank Of Canada lifted their price target on Welltower from $230.00 to $238.00 and gave the stock an “outperform” rating in a research report on Monday, May 4th. Cantor Fitzgerald lifted their price target on Welltower from $204.00 to $230.00 and gave the stock an “overweight” rating in a research report on Thursday, February 12th. UBS Group lifted their price target on Welltower from $240.00 to $249.00 and gave the stock a “buy” rating in a research report on Monday, May 4th. Wall Street Zen raised Welltower from a “sell” rating to a “hold” rating in a research report on Saturday, May 2nd. Finally, Wells Fargo & Company lifted their price objective on Welltower from $228.00 to $237.00 and gave the company an “overweight” rating in a research note on Monday, June 1st. One analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $231.60.

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.