Fjarde AP Fonden Fourth Swedish National Pension Fund Takes $27.55 Million Position in Welltower Inc. $WELL

Fjarde AP Fonden Fourth Swedish National Pension Fund bought a new stake in Welltower Inc. (NYSE:WELL) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm bought 148,420 shares of the real estate investment trust’s stock, valued at approximately $27,548,000.

Other hedge funds also recently modified their holdings of the company. Hager Investment Management Services LLC boosted its stake in shares of Welltower by 84.4% in the 3rd quarter. Hager Investment Management Services LLC now owns 142 shares of the real estate investment trust’s stock valued at $25,000 after purchasing an additional 65 shares during the last quarter. Marquette Asset Management LLC boosted its stake in shares of Welltower by 62.8% in the 4th quarter. Marquette Asset Management LLC now owns 153 shares of the real estate investment trust’s stock valued at $28,000 after purchasing an additional 59 shares during the last quarter. Quarry LP bought a new position in shares of Welltower in the 3rd quarter valued at about $33,000. Financial Consulate Inc. bought a new position in shares of Welltower in the 4th quarter valued at about $34,000. Finally, MMA Asset Management LLC bought a new position in shares of Welltower in the 3rd quarter valued at about $35,000. Institutional investors own 94.80% of the company’s stock.

Analysts Set New Price Targets

WELL has been the topic of several recent research reports. Wells Fargo & Company raised their target price on shares of Welltower from $228.00 to $237.00 and gave the company an “overweight” rating in a research note on Monday, June 1st. Morgan Stanley raised their target price on shares of Welltower from $200.00 to $215.00 and gave the company an “overweight” rating in a research note on Wednesday, February 18th. KeyCorp raised their target price on shares of Welltower from $210.00 to $240.00 and gave the company an “overweight” rating in a research note on Tuesday, February 24th. Jefferies Financial Group raised their target price on shares of Welltower from $237.00 to $248.00 and gave the company a “buy” rating in a research note on Tuesday, May 12th. Finally, UBS Group raised their target price on shares of Welltower from $240.00 to $249.00 and gave the company a “buy” rating in a research note on Monday, May 4th. One analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $231.60.

Welltower Stock Up 3.3%

Welltower stock opened at $207.48 on Friday. The company’s 50 day simple moving average is $208.77 and its 200 day simple moving average is $200.93. Welltower Inc. has a fifty-two week low of $148.60 and a fifty-two week high of $221.68. The firm has a market capitalization of $146.46 billion, a price-to-earnings ratio of 102.71, a PEG ratio of 1.04 and a beta of 0.79. 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 released its quarterly earnings data on Tuesday, April 28th. The real estate investment trust reported $1.02 earnings per share for the quarter, topping the consensus estimate of $0.68 by $0.34. Welltower had a net margin of 11.96% and a return on equity of 3.45%. The business had revenue of $3.35 billion for the quarter, compared to analyst estimates of $3.12 billion. During the same quarter last year, the firm earned $1.20 EPS. Welltower’s quarterly revenue was up 38.3% compared to the same quarter last year. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. As a group, sell-side analysts anticipate that Welltower Inc. will post 6.32 EPS for the current 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 paid a dividend of $0.74 per share. The ex-dividend date of this dividend was Wednesday, May 13th. This represents a $2.96 annualized dividend and a yield of 1.4%. 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.