MQS Management LLC Takes Position in Welltower Inc. $WELL

MQS Management LLC purchased a new stake in Welltower Inc. (NYSE:WELL) in the 4th quarter, Holdings Channel.com reports. The institutional investor purchased 5,405 shares of the real estate investment trust’s stock, valued at approximately $1,003,000. Welltower makes up 0.6% of MQS Management LLC’s holdings, making the stock its 15th biggest holding.

Several other large investors have also added to or reduced their stakes in WELL. Hager Investment Management Services LLC boosted its holdings in Welltower by 84.4% during the third quarter. Hager Investment Management Services LLC now owns 142 shares of the real estate investment trust’s stock worth $25,000 after purchasing an additional 65 shares during the last quarter. Marquette Asset Management LLC boosted its holdings 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. Quarry LP acquired a new position in Welltower during the third quarter worth $33,000. Financial Consulate Inc. acquired a new position in Welltower during the fourth quarter worth $34,000. Finally, MMA Asset Management LLC acquired a new position in Welltower during the third quarter worth $35,000. Institutional investors and hedge funds own 94.80% of the company’s stock.

Analyst Ratings Changes

Several brokerages recently commented on WELL. Citigroup increased their target price on shares of Welltower from $245.00 to $255.00 and gave the stock a “buy” rating in a report on Tuesday, May 5th. BMO Capital Markets restated an “outperform” rating and set a $245.00 target price on shares of Welltower in a report on Monday, May 4th. Wall Street Zen upgraded shares of Welltower from a “sell” rating to a “hold” rating in a report on Saturday, May 2nd. UBS Group increased 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. Finally, Royal Bank Of Canada increased 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. One analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $231.00.

Welltower Stock Performance

Shares of WELL stock opened at $216.31 on Friday. The stock has a market cap of $152.70 billion, a P/E ratio of 107.09, a P/E/G ratio of 1.12 and a beta of 0.83. The company has a debt-to-equity ratio of 0.40, a current ratio of 4.31 and a quick ratio of 4.31. The company has a fifty day moving average price of $208.17 and a two-hundred day moving average price of $199.71. Welltower Inc. has a one year low of $147.49 and a one year high of $221.68.

Welltower (NYSE:WELL) last announced its quarterly earnings results on Tuesday, April 28th. The real estate investment trust reported $1.02 EPS for the quarter, beating analysts’ consensus estimates of $0.68 by $0.34. The firm had revenue of $3.35 billion during the quarter, compared to analysts’ expectations of $3.12 billion. Welltower had a net margin of 11.96% and a return on equity of 3.45%. The company’s revenue for the quarter was up 38.3% compared to the same quarter last year. During the same quarter 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 analysts predict that Welltower Inc. will post 6.28 EPS for the current year.

Welltower Announces Dividend

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

About Welltower

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.