13,387 Shares in Welltower Inc. $WELL Acquired by Capital Group Investment Management PTE. LTD.

Capital Group Investment Management PTE. LTD. bought a new position in Welltower Inc. (NYSE:WELL) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm bought 13,387 shares of the real estate investment trust’s stock, valued at approximately $2,485,000.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Hager Investment Management Services LLC boosted its holdings in Welltower by 84.4% in 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% in 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 purchased a new stake in Welltower in the third quarter worth approximately $33,000. Financial Consulate Inc. purchased a new stake in Welltower in the fourth quarter worth approximately $34,000. Finally, MMA Asset Management LLC purchased a new stake in Welltower in the third quarter worth approximately $35,000. Hedge funds and other institutional investors own 94.80% of the company’s stock.

Welltower Stock Up 3.3%

WELL opened at $207.48 on Friday. The company has a current ratio of 4.31, a quick ratio of 4.31 and a debt-to-equity ratio of 0.40. Welltower Inc. has a 1-year low of $148.60 and a 1-year high of $221.68. The company has a market capitalization of $146.46 billion, a PE ratio of 102.71, a PEG ratio of 1.07 and a beta of 0.79. The firm’s 50 day simple moving average is $208.77 and its two-hundred day simple moving average is $200.93.

Welltower (NYSE:WELL) last released its quarterly earnings results 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 the consensus estimate of $3.12 billion. During the same period last year, the firm earned $1.20 earnings per share. The company’s quarterly revenue was up 38.3% on a year-over-year basis. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. As a group, equities analysts forecast that Welltower Inc. will post 6.32 EPS for the current year.

Welltower Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, May 21st. Shareholders of record on Wednesday, May 13th were given a $0.74 dividend. The ex-dividend date 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%.

Analyst Ratings Changes

Several brokerages recently issued reports on WELL. BMO Capital Markets restated an “outperform” rating and issued a $245.00 target price on shares of Welltower in a report on Monday, May 4th. Wells Fargo & Company raised their target price on shares of Welltower from $228.00 to $237.00 and gave the stock an “overweight” rating in a report on Monday, June 1st. Citigroup raised 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. Weiss Ratings upgraded shares of Welltower from a “hold (c+)” rating to a “buy (b-)” rating in a report on Tuesday. Finally, Morgan Stanley raised their target price on shares of Welltower from $200.00 to $215.00 and gave the stock an “overweight” rating in a report on Wednesday, February 18th. One analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $231.60.

Welltower Company 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.