Capital International Inc. CA Acquires 60,176 Shares of Welltower Inc. $WELL

Capital International Inc. CA grew its holdings in shares of Welltower Inc. (NYSE:WELL) by 8.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 744,277 shares of the real estate investment trust’s stock after acquiring an additional 60,176 shares during the quarter. Welltower comprises 1.1% of Capital International Inc. CA’s investment portfolio, making the stock its 22nd largest position. Capital International Inc. CA owned about 0.11% of Welltower worth $138,145,000 as of its most recent SEC filing.

A number of other large investors have also recently modified their holdings of the business. Mitsubishi UFJ Asset Management UK Ltd. bought a new stake in Welltower in the third quarter valued at approximately $1,781,000. New York Life Investment Management LLC lifted its position 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 during the last quarter. Benchmark Investment Advisors LLC bought a new stake in Welltower in the third quarter valued at approximately $901,000. AIA Group Ltd lifted its position in Welltower by 53.8% in the third quarter. AIA Group Ltd now owns 24,000 shares of the real estate investment trust’s stock valued at $4,275,000 after purchasing an additional 8,400 shares during the last quarter. Finally, Signature Estate & Investment Advisors LLC lifted its position in Welltower by 3,192.6% in the third quarter. Signature Estate & Investment Advisors LLC now owns 47,380 shares of the real estate investment trust’s stock valued at $8,440,000 after purchasing an additional 45,941 shares during the last quarter. Institutional investors own 94.80% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts have weighed in on WELL shares. Wall Street Zen upgraded Welltower from a “sell” rating to a “hold” rating in a research report on Saturday, May 2nd. Royal Bank Of Canada boosted their price objective on Welltower from $230.00 to $238.00 and gave the company an “outperform” rating in a research report on Monday, May 4th. Mizuho set a $239.00 target price on Welltower in a research note on Friday, May 22nd. Weiss Ratings raised Welltower from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Tuesday. Finally, 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. One investment analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat, Welltower has an average rating of “Moderate Buy” and an average target price of $231.60.

Welltower Trading Up 3.3%

Welltower stock 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. The business’s fifty day simple moving average is $208.77 and its two-hundred day simple moving average is $200.93. Welltower Inc. has a 12 month low of $148.60 and a 12 month high of $221.68. The company has a market capitalization of $146.46 billion, a price-to-earnings ratio of 102.71, a price-to-earnings-growth ratio of 1.07 and a beta of 0.79.

Welltower (NYSE:WELL) last announced its quarterly earnings results on Tuesday, April 28th. The real estate investment trust reported $1.02 earnings per share (EPS) for the quarter, beating 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 firm had revenue of $3.35 billion for the quarter, compared to the consensus estimate of $3.12 billion. During the same period in the prior year, the company posted $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 predict that Welltower Inc. will post 6.32 earnings per share for the current fiscal year.

Welltower Announces Dividend

The firm also recently announced 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 annualized dividend and a dividend yield of 1.4%. Welltower’s dividend payout ratio (DPR) 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.