Forsta AP Fonden Increases Stock Position in Welltower Inc. $WELL

Forsta AP Fonden lifted its holdings in shares of Welltower Inc. (NYSE:WELL) by 6.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 242,600 shares of the real estate investment trust’s stock after acquiring an additional 13,800 shares during the period. Forsta AP Fonden’s holdings in Welltower were worth $45,029,000 at the end of the most recent reporting period.

A number of other hedge funds have also modified their holdings of WELL. Brighton Jones LLC lifted its holdings in shares of Welltower by 7.1% during the fourth quarter. Brighton Jones LLC now owns 4,185 shares of the real estate investment trust’s stock worth $527,000 after purchasing an additional 279 shares during the period. Empowered Funds LLC lifted its holdings in shares of Welltower by 31.7% during the first quarter. Empowered Funds LLC now owns 14,790 shares of the real estate investment trust’s stock worth $2,266,000 after purchasing an additional 3,564 shares during the period. Sivia Capital Partners LLC lifted its holdings in shares of Welltower by 7.1% during the second quarter. Sivia Capital Partners LLC now owns 1,910 shares of the real estate investment trust’s stock worth $294,000 after purchasing an additional 127 shares during the period. Baird Financial Group Inc. lifted its holdings in shares of Welltower by 7.3% during the second quarter. Baird Financial Group Inc. now owns 10,871 shares of the real estate investment trust’s stock worth $1,671,000 after purchasing an additional 735 shares during the period. Finally, NewEdge Advisors LLC lifted its holdings in shares of Welltower by 27.0% during the second quarter. NewEdge Advisors LLC now owns 12,435 shares of the real estate investment trust’s stock worth $1,912,000 after purchasing an additional 2,641 shares during the period. 94.80% of the stock is currently owned by hedge funds and other institutional investors.

Welltower Trading Down 2.0%

Welltower stock opened at $206.11 on Friday. The stock has a market cap of $145.49 billion, a PE ratio of 102.03, a P/E/G ratio of 1.09 and a beta of 0.83. The stock has a 50-day moving average price of $208.54 and a 200 day moving average price of $200.65. Welltower Inc. has a 52 week low of $148.60 and a 52 week high of $221.68. 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 quarterly earnings data on Tuesday, April 28th. The real estate investment trust reported $1.02 EPS for the quarter, topping analysts’ consensus estimates of $0.68 by $0.34. The firm had revenue of $3.35 billion during 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 quarterly revenue was up 38.3% compared to the same quarter last year. During the same quarter last year, the business posted $1.20 EPS. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. Equities research analysts predict 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. Shareholders of record on Wednesday, May 13th were issued a $0.74 dividend. The ex-dividend date was Wednesday, May 13th. This represents a $2.96 annualized dividend and a yield of 1.4%. Welltower’s payout ratio is 146.53%.

Wall Street Analysts Forecast Growth

Several equities research analysts recently weighed in on the company. Citigroup increased their price target on Welltower from $245.00 to $255.00 and gave the stock a “buy” rating in a report on Tuesday, May 5th. KeyCorp lifted their price target on Welltower from $210.00 to $240.00 and gave the stock an “overweight” rating in a research note on Tuesday, February 24th. Scotiabank lifted their price objective on Welltower from $236.00 to $248.00 and gave the stock an “outperform” rating in a research report on Thursday, May 21st. Wells Fargo & Company lifted their price objective on Welltower from $218.00 to $228.00 and gave the stock an “overweight” rating in a research report on Thursday, March 26th. Finally, BMO Capital Markets reiterated an “outperform” rating and set a $245.00 price objective on shares of Welltower in a research report on Monday, May 4th. One research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat, Welltower currently has a consensus rating of “Moderate Buy” and an average price target of $231.00.

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.