Aviva PLC Has $101.87 Million Stock Position in Welltower Inc. $WELL

Aviva PLC grew its position in Welltower Inc. (NYSE:WELL) by 5.6% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 548,820 shares of the real estate investment trust’s stock after buying an additional 29,266 shares during the period. Aviva PLC owned approximately 0.08% of Welltower worth $101,866,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Kovack Advisors Inc. acquired a new position in Welltower in the 4th quarter worth $210,000. GSI Capital Advisors LLC boosted its stake in Welltower by 1.4% in the 4th quarter. GSI Capital Advisors LLC now owns 89,689 shares of the real estate investment trust’s stock worth $16,647,000 after purchasing an additional 1,280 shares during the period. Qtron Investments LLC boosted its stake in Welltower by 2.0% in the 4th quarter. Qtron Investments LLC now owns 6,057 shares of the real estate investment trust’s stock worth $1,124,000 after purchasing an additional 121 shares during the period. Meiji Yasuda America Inc acquired a new position in Welltower in the 4th quarter worth $5,567,000. Finally, Buckley Wealth Management LLC acquired a new position in Welltower in the 4th quarter worth $694,000. Institutional investors and hedge funds own 94.80% of the company’s stock.

Welltower Trading Down 0.1%

Shares of NYSE:WELL opened at $211.15 on Friday. The company’s 50-day moving average price is $209.67 and its two-hundred day moving average price is $201.21. 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 Inc. has a one year low of $148.97 and a one year high of $221.68. The stock has a market capitalization of $149.05 billion, a PE ratio of 104.53, a price-to-earnings-growth ratio of 1.09 and a beta of 0.79.

Welltower (NYSE:WELL) last issued its 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. The company had revenue of $3.35 billion for the quarter, compared to analysts’ expectations of $3.12 billion. Welltower had a net margin of 11.96% and a return on equity of 3.45%. Welltower’s quarterly revenue was up 38.3% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.20 EPS. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. On average, equities analysts forecast that Welltower Inc. will post 6.32 EPS for the current fiscal year.

Welltower Announces Dividend

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

Analysts Set New Price Targets

A number of equities analysts recently weighed in on the stock. Citigroup upped their target price on shares of Welltower from $245.00 to $255.00 and gave the stock a “buy” rating in a research note on Tuesday, May 5th. Scotiabank boosted their price target on shares of Welltower from $236.00 to $248.00 and gave the stock an “outperform” rating in a research report on Thursday, May 21st. Morgan Stanley boosted their price target on shares of Welltower from $200.00 to $215.00 and gave the stock an “overweight” rating in a research report on Wednesday, February 18th. Weiss Ratings raised shares of Welltower from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Tuesday, June 2nd. Finally, Wells Fargo & Company boosted their price target on shares of Welltower from $228.00 to $237.00 and gave the stock an “overweight” rating in a research report on Monday, June 1st. One equities research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus 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.