Corient Private Wealth LLC Increases Stock Holdings in Welltower Inc. $WELL

Corient Private Wealth LLC boosted its holdings in shares of Welltower Inc. (NYSE:WELL) by 7.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 54,067 shares of the real estate investment trust’s stock after buying an additional 3,915 shares during the period. Corient Private Wealth LLC’s holdings in Welltower were worth $10,040,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also added to or reduced their stakes in the business. Vanguard Group Inc. grew its position in Welltower by 2.9% during the 4th quarter. Vanguard Group Inc. now owns 92,421,471 shares of the real estate investment trust’s stock worth $17,154,349,000 after purchasing an additional 2,643,088 shares during the last quarter. Capital International Investors raised its holdings in shares of Welltower by 2.0% in the fourth quarter. Capital International Investors now owns 47,431,769 shares of the real estate investment trust’s stock worth $8,805,411,000 after buying an additional 915,514 shares during the last quarter. State Street Corp lifted its stake in shares of Welltower by 1.2% during the fourth quarter. State Street Corp now owns 41,760,328 shares of the real estate investment trust’s stock worth $7,751,134,000 after buying an additional 506,374 shares during the period. Norges Bank purchased a new stake in shares of Welltower during the fourth quarter valued at $5,466,264,000. Finally, Bank of America Corp DE increased its position in shares of Welltower by 5.3% in the 4th quarter. Bank of America Corp DE now owns 20,403,258 shares of the real estate investment trust’s stock valued at $3,787,049,000 after acquiring an additional 1,024,668 shares during the period. Institutional investors and hedge funds own 94.80% of the company’s stock.

Analyst Ratings Changes

A number of analysts have commented on the company. Wall Street Zen raised Welltower from a “sell” rating to a “hold” rating in a research report on Saturday, May 2nd. Jefferies Financial Group raised their price objective on Welltower from $237.00 to $248.00 and gave the stock a “buy” rating in a research note on Tuesday, May 12th. Citigroup lifted their target price on Welltower from $245.00 to $255.00 and gave the stock a “buy” rating in a report on Tuesday, May 5th. Wells Fargo & Company upped their target price on Welltower from $228.00 to $237.00 and gave the company an “overweight” rating in a research report on Monday, June 1st. Finally, Royal Bank Of Canada reiterated an “outperform” rating and issued a $238.00 price target on shares of Welltower in a report on Monday, June 15th. Thirteen research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $230.25.

Welltower Trading Up 1.8%

Shares of WELL stock opened at $221.65 on Thursday. Welltower Inc. has a 1-year low of $148.97 and a 1-year high of $223.94. The company has a market cap of $156.47 billion, a price-to-earnings ratio of 109.73, a PEG ratio of 1.12 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. The stock has a 50 day simple moving average of $211.28 and a 200-day simple moving average of $201.71.

Welltower (NYSE:WELL) last released 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 net margin of 11.96% and a return on equity of 3.45%. The firm had revenue of $3.35 billion for the quarter, compared to analysts’ expectations of $3.12 billion. During the same quarter last year, the company earned $1.20 EPS. The firm’s revenue for the quarter was up 38.3% compared to the same quarter last year. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. On average, equities research analysts expect that Welltower Inc. will post 6.32 EPS for the current fiscal 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 issued a $0.74 dividend. This represents a $2.96 annualized dividend and a yield of 1.3%. The ex-dividend date was Wednesday, May 13th. Welltower’s payout ratio is presently 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.