Erste Asset Management GmbH Has $34.57 Million Stock Holdings in Welltower Inc. $WELL

Erste Asset Management GmbH cut its position in shares of Welltower Inc. (NYSE:WELL) by 6.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 182,606 shares of the real estate investment trust’s stock after selling 12,921 shares during the quarter. Erste Asset Management GmbH’s holdings in Welltower were worth $34,574,000 at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. Hager Investment Management Services LLC grew its position in Welltower by 84.4% during the third quarter. Hager Investment Management Services LLC now owns 142 shares of the real estate investment trust’s stock worth $25,000 after buying an additional 65 shares in the last quarter. Marquette Asset Management LLC grew its position in Welltower by 62.8% during the fourth quarter. Marquette Asset Management LLC now owns 153 shares of the real estate investment trust’s stock worth $28,000 after buying an additional 59 shares in the last quarter. Financial Consulate Inc. acquired a new stake in Welltower during the fourth quarter worth about $34,000. Quarry LP acquired a new stake in Welltower during the third quarter worth about $33,000. Finally, MMA Asset Management LLC acquired a new stake in Welltower during the third quarter worth about $35,000. 94.80% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently weighed in on the company. UBS Group lifted their target price on Welltower from $240.00 to $249.00 and gave the stock a “buy” rating in a research report on Monday, May 4th. Citigroup upped their price objective on Welltower from $245.00 to $255.00 and gave the company a “buy” rating in a research note on Tuesday, May 5th. Mizuho set a $239.00 price objective on Welltower in a research note on Friday, May 22nd. Weiss Ratings upgraded Welltower from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Tuesday, June 2nd. Finally, BMO Capital Markets reiterated an “outperform” rating and issued a $245.00 price objective on shares of Welltower in a research note on Monday, May 4th. One research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $231.60.

Welltower Trading Up 0.3%

WELL stock opened at $207.48 on Monday. Welltower Inc. has a 1-year low of $148.60 and a 1-year high of $221.68. The firm has a market cap of $146.46 billion, a P/E ratio of 102.71, a P/E/G ratio of 1.07 and a beta of 0.79. The business’s 50 day moving average is $208.77 and its 200-day moving average is $200.95. 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 (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, beating the consensus estimate of $0.68 by $0.34. Welltower had a return on equity of 3.45% and a net margin of 11.96%.The company had revenue of $3.35 billion for the quarter, compared to analyst estimates of $3.12 billion. During the same period in the prior year, the company posted $1.20 EPS. The company’s 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. Equities analysts anticipate that Welltower Inc. will post 6.32 earnings per share for the current fiscal year.

Welltower Announces Dividend

The firm also recently declared 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 dividend on an annualized basis and a yield of 1.4%. Welltower’s dividend payout ratio is 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.