National Pension Service Acquires 226,597 Shares of Welltower Inc. $WELL

National Pension Service lifted its holdings in shares of Welltower Inc. (NYSE:WELL) by 13.4% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 1,918,528 shares of the real estate investment trust’s stock after acquiring an additional 226,597 shares during the quarter. National Pension Service’s holdings in Welltower were worth $356,098,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently made changes to their positions in the business. B&I Capital AG raised its holdings in Welltower by 5.7% in the 3rd quarter. B&I Capital AG now owns 161,440 shares of the real estate investment trust’s stock valued at $28,759,000 after acquiring an additional 8,650 shares in the last quarter. New York Life Investment Management LLC raised its holdings in Welltower by 4.3% in the 3rd quarter. New York Life Investment Management LLC now owns 97,366 shares of the real estate investment trust’s stock valued at $17,345,000 after acquiring an additional 4,019 shares in the last quarter. Mitsubishi UFJ Asset Management UK Ltd. acquired a new position in Welltower in the 3rd quarter valued at $1,781,000. Benchmark Investment Advisors LLC acquired a new position in Welltower in the 3rd quarter valued at $901,000. Finally, Mediolanum International Funds Ltd raised its holdings in Welltower by 149.2% in the 3rd quarter. Mediolanum International Funds Ltd now owns 169,297 shares of the real estate investment trust’s stock valued at $29,830,000 after acquiring an additional 101,355 shares in the last quarter. 94.80% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

WELL has been the subject of several analyst reports. UBS Group lifted their price objective on Welltower from $240.00 to $249.00 and gave the company a “buy” rating in a report on Monday, May 4th. Morgan Stanley boosted their price target on Welltower from $200.00 to $215.00 and gave the stock an “overweight” rating in a report on Wednesday, February 18th. KeyCorp boosted their price target on Welltower from $210.00 to $240.00 and gave the stock an “overweight” rating in a report on Tuesday, February 24th. BMO Capital Markets reissued an “outperform” rating and set a $245.00 price target on shares of Welltower in a report on Monday, May 4th. Finally, Jefferies Financial Group boosted their price target on Welltower from $237.00 to $248.00 and gave the stock a “buy” rating in a report on Tuesday, May 12th. One analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $231.00.

Welltower Price Performance

Welltower stock opened at $210.08 on Friday. The company has a debt-to-equity ratio of 0.40, a quick ratio of 4.31 and a current ratio of 4.31. Welltower Inc. has a 52 week low of $148.60 and a 52 week high of $221.68. The stock has a market capitalization of $148.29 billion, a P/E ratio of 104.00, a price-to-earnings-growth ratio of 1.11 and a beta of 0.83. The stock has a fifty day moving average of $208.61 and a 200-day moving average of $200.61.

Welltower (NYSE:WELL) last posted its quarterly earnings results on Tuesday, April 28th. The real estate investment trust reported $1.02 EPS for the quarter, topping analysts’ consensus estimates of $0.68 by $0.34. Welltower had a return on equity of 3.45% and a net margin of 11.96%.The company had revenue of $3.35 billion during the quarter, compared to analysts’ expectations of $3.12 billion. During the same quarter in the previous year, the firm earned $1.20 EPS. Welltower’s revenue was up 38.3% on a year-over-year basis. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. On average, sell-side analysts expect that Welltower Inc. will post 6.32 earnings per share for the current fiscal year.

Welltower Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Thursday, May 21st. Investors of record on Wednesday, May 13th were given a dividend of $0.74 per share. 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 payout ratio 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.