Diversified Trust Co. Sells 4,075 Shares of Welltower Inc. $WELL

Diversified Trust Co. cut its holdings in Welltower Inc. (NYSE:WELL) by 29.5% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 9,746 shares of the real estate investment trust’s stock after selling 4,075 shares during the period. Diversified Trust Co.’s holdings in Welltower were worth $1,809,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. Norges Bank bought a new stake in Welltower in the second quarter worth approximately $4,903,554,000. Vanguard Group Inc. boosted its holdings in shares of Welltower by 4.7% during the 3rd quarter. Vanguard Group Inc. now owns 89,778,383 shares of the real estate investment trust’s stock worth $15,993,121,000 after buying an additional 3,991,896 shares in the last quarter. Capital World Investors grew its position in shares of Welltower by 167.2% during the 3rd quarter. Capital World Investors now owns 4,247,262 shares of the real estate investment trust’s stock worth $756,607,000 after buying an additional 2,657,766 shares during the period. Capital International Investors grew its position in shares of Welltower by 4.1% during the 3rd quarter. Capital International Investors now owns 46,516,255 shares of the real estate investment trust’s stock worth $8,285,296,000 after buying an additional 1,842,934 shares during the period. Finally, State Street Corp increased its stake in shares of Welltower by 4.6% in the 2nd quarter. State Street Corp now owns 39,616,289 shares of the real estate investment trust’s stock valued at $6,090,212,000 after acquiring an additional 1,740,196 shares in the last quarter. 94.80% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of research firms recently issued reports on WELL. Morgan Stanley boosted their target price on shares of Welltower from $200.00 to $215.00 and gave the company an “overweight” rating in a research report on Wednesday, February 18th. Wall Street Zen downgraded shares of Welltower from a “hold” rating to a “sell” rating in a research note on Saturday, February 14th. Cantor Fitzgerald upped their price objective on shares of Welltower from $204.00 to $230.00 and gave the company an “overweight” rating in a report on Thursday, February 12th. Royal Bank Of Canada increased their price objective on shares of Welltower from $207.00 to $230.00 and gave the stock an “outperform” rating in a research report on Tuesday, February 24th. Finally, Jefferies Financial Group restated a “buy” rating and issued a $231.00 target price on shares of Welltower in a research note on Monday, December 15th. One research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $224.71.

Welltower Stock Performance

NYSE WELL opened at $196.76 on Thursday. The company has a market cap of $137.29 billion, a P/E ratio of 140.55, a PEG ratio of 1.34 and a beta of 0.82. The company has a fifty day simple moving average of $199.86 and a 200 day simple moving average of $189.48. The company has a current ratio of 3.46, a quick ratio of 3.46 and a debt-to-equity ratio of 0.45. Welltower Inc. has a 12-month low of $130.29 and a 12-month high of $216.43.

Welltower (NYSE:WELL) last released its quarterly earnings data on Tuesday, February 10th. The real estate investment trust reported $1.45 earnings per share for the quarter, topping the consensus estimate of $1.44 by $0.01. Welltower had a net margin of 8.64% and a return on equity of 2.46%. The firm had revenue of $3.18 billion for the quarter, compared to the consensus estimate of $2.93 billion. During the same quarter in the prior year, the company posted $1.13 earnings per share. The business’s revenue was up 41.3% on a year-over-year basis. Welltower has set its FY 2026 guidance at 6.090-6.25 EPS. Sell-side analysts predict that Welltower Inc. will post 4.88 earnings per share for the current fiscal year.

Welltower Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 10th. Investors of record on Wednesday, February 25th were issued a $0.74 dividend. This represents a $2.96 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date was Wednesday, February 25th. Welltower’s dividend payout ratio is currently 211.43%.

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.