2,452 Shares in Welltower Inc. $WELL Bought by Jefferies Financial Group Inc.

Jefferies Financial Group Inc. bought a new position in Welltower Inc. (NYSE:WELL) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund bought 2,452 shares of the real estate investment trust’s stock, valued at approximately $455,000.

A number of other hedge funds have also modified their holdings of the stock. National Pension Service grew its stake in Welltower by 2.1% in the third quarter. National Pension Service now owns 1,691,931 shares of the real estate investment trust’s stock valued at $301,401,000 after purchasing an additional 34,532 shares in the last quarter. B&I Capital AG grew its stake in Welltower by 5.7% in the third quarter. B&I Capital AG now owns 161,440 shares of the real estate investment trust’s stock valued at $28,759,000 after purchasing an additional 8,650 shares in the last quarter. Mitsubishi UFJ Asset Management UK Ltd. purchased a new position in Welltower in the third quarter valued at about $1,781,000. New York Life Investment Management LLC grew its stake in Welltower by 4.3% in the third 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 purchasing an additional 4,019 shares in the last quarter. Finally, Benchmark Investment Advisors LLC purchased a new position in Welltower in the third quarter valued at about $901,000. 94.80% of the stock is currently owned by institutional investors and hedge funds.

Welltower Price Performance

Shares of NYSE:WELL opened at $206.11 on Friday. Welltower Inc. has a fifty-two week low of $148.60 and a fifty-two week high of $221.68. The business has a 50-day moving average of $208.54 and a two-hundred day moving average of $200.65. The stock has a market capitalization of $145.49 billion, a P/E ratio of 102.03, a P/E/G ratio of 1.06 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.

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

Welltower Dividend Announcement

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

Analyst Ratings Changes

A number of research analysts have commented on the company. Cantor Fitzgerald boosted their target price on Welltower from $204.00 to $230.00 and gave the company an “overweight” rating in a research note on Thursday, February 12th. BMO Capital Markets restated an “outperform” rating and issued a $245.00 target price on shares of Welltower in a research note on Monday, May 4th. Citigroup boosted their target price on Welltower from $245.00 to $255.00 and gave the company a “buy” rating in a research note on Tuesday, May 5th. UBS Group boosted their target price on Welltower from $240.00 to $249.00 and gave the company a “buy” rating in a research note on Monday, May 4th. Finally, Wells Fargo & Company boosted their target price on Welltower from $218.00 to $228.00 and gave the company an “overweight” rating in a research note on Thursday, March 26th. One analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat, Welltower has an average rating of “Moderate Buy” and an average target price of $231.00.

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.