Welltower Inc. $WELL Shares Purchased by Siemens Fonds Invest GmbH

Siemens Fonds Invest GmbH raised its holdings in Welltower Inc. (NYSE:WELL) by 28.2% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 23,782 shares of the real estate investment trust’s stock after buying an additional 5,235 shares during the quarter. Siemens Fonds Invest GmbH’s holdings in Welltower were worth $4,471,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently modified their holdings of the stock. Hager Investment Management Services LLC boosted its position in shares of Welltower by 84.4% in the third 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 last quarter. Marquette Asset Management LLC increased its position in Welltower by 62.8% during the fourth quarter. Marquette Asset Management LLC now owns 153 shares of the real estate investment trust’s stock worth $28,000 after purchasing an additional 59 shares during the last quarter. Swiss RE Ltd. purchased a new position in Welltower during the fourth quarter worth approximately $29,000. Quarry LP purchased a new position in Welltower during the third quarter worth approximately $33,000. Finally, Financial Consulate Inc. acquired a new position in shares of Welltower in the 4th quarter valued at $34,000. Institutional investors and hedge funds own 94.80% of the company’s stock.

Wall Street Analyst Weigh In

WELL has been the subject of several research reports. Wall Street Zen raised shares of Welltower from a “sell” rating to a “hold” rating in a research note on Saturday, May 2nd. Raymond James Financial set a $226.00 target price on Welltower in a report on Tuesday. Royal Bank Of Canada reissued an “outperform” rating and set a $238.00 price target on shares of Welltower in a research report on Monday. KeyCorp upped their price target on Welltower from $210.00 to $240.00 and gave the stock an “overweight” rating in a research note on Tuesday, February 24th. Finally, Mizuho set a $239.00 price objective on Welltower in a report on Friday, May 22nd. One analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Welltower has a consensus rating of “Moderate Buy” and a consensus price target of $231.25.

Welltower Stock Performance

NYSE:WELL opened at $213.82 on Wednesday. The firm’s fifty day simple moving average is $210.41 and its 200 day simple moving average is $201.40. The company has a current ratio of 4.31, a quick 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 firm has a market capitalization of $150.94 billion, a price-to-earnings ratio of 105.85, a PEG ratio of 1.10 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. The company had revenue of $3.35 billion for the quarter, compared to analyst estimates of $3.12 billion. Welltower had a return on equity of 3.45% and a net margin of 11.96%.The firm’s revenue was up 38.3% compared to the same quarter last year. During the same period last year, the company posted $1.20 earnings per share. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. As a group, equities research analysts expect that Welltower Inc. will post 6.32 earnings per share for the current fiscal year.

Welltower Dividend Announcement

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