Welltower Inc. $WELL Shares Acquired by Dimensional Fund Advisors LP

Dimensional Fund Advisors LP lifted its position in shares of Welltower Inc. (NYSE:WELL) by 0.7% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 8,345,022 shares of the real estate investment trust’s stock after acquiring an additional 57,938 shares during the period. Welltower comprises approximately 0.3% of Dimensional Fund Advisors LP’s holdings, making the stock its 27th largest holding. Dimensional Fund Advisors LP’s holdings in Welltower were worth $1,649,844,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in the company. Leonteq Securities AG increased its stake in Welltower by 92.3% during the first quarter. Leonteq Securities AG now owns 125 shares of the real estate investment trust’s stock valued at $25,000 after purchasing an additional 60 shares during the last quarter. Sound Income Strategies LLC raised its holdings in shares of Welltower by 124.6% during the first quarter. Sound Income Strategies LLC now owns 137 shares of the real estate investment trust’s stock worth $27,000 after purchasing an additional 76 shares during the period. Marquette Asset Management LLC lifted its position in shares of Welltower by 62.8% in the 4th 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 during the last quarter. Swiss RE Ltd. bought a new position in shares of Welltower in the 4th quarter worth about $29,000. Finally, Financial Consulate Inc. acquired a new position in shares of Welltower in the 4th quarter valued at about $34,000. 94.80% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

A number of brokerages recently weighed in on WELL. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $238.00 price objective on shares of Welltower in a research report on Monday, June 15th. Weiss Ratings downgraded Welltower from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Wednesday, June 24th. Raymond James Financial assumed coverage on Welltower in a report on Tuesday, June 16th. They set an “outperform” rating and a $226.00 target price for the company. Scotiabank cut their price target on Welltower from $248.00 to $232.00 and set a “sector outperform” rating on the stock in a report on Thursday, June 18th. Finally, Deutsche Bank Aktiengesellschaft boosted their price objective on Welltower from $215.00 to $265.00 and gave the company a “buy” rating in a research report on Wednesday, July 1st. Thirteen equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. Based on data from MarketBeat, Welltower currently has a consensus rating of “Moderate Buy” and a consensus price target of $234.72.

Welltower Stock Performance

Shares of NYSE WELL opened at $243.39 on Monday. Welltower Inc. has a 12-month low of $156.96 and a 12-month high of $246.43. The company has a market cap of $171.81 billion, a PE ratio of 120.49, a P/E/G ratio of 1.19 and a beta of 0.77. The stock has a 50 day simple moving average of $218.71 and a 200-day simple moving average of $206.86. 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 posted its earnings results on Tuesday, April 28th. The real estate investment trust reported $1.02 EPS for the quarter, beating the consensus estimate of $0.68 by $0.34. The firm had revenue of $3.35 billion for the quarter, compared to analysts’ expectations of $3.12 billion. Welltower had a return on equity of 3.45% and a net margin of 11.96%.The firm’s revenue was up 38.3% compared to the same quarter last year. During the same period last year, the firm earned $1.20 EPS. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. On average, equities research 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. Stockholders of record on Wednesday, May 13th were issued a dividend of $0.74 per share. This represents a $2.96 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date of this dividend was Wednesday, May 13th. Welltower’s dividend payout ratio (DPR) 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.