Diversified Trust Co Sells 4,403 Shares of Welltower Inc. $WELL

Diversified Trust Co decreased its holdings in Welltower Inc. (NYSE:WELL) by 45.2% in the 1st quarter, Holdings Channel.com reports. The firm owned 5,343 shares of the real estate investment trust’s stock after selling 4,403 shares during the period. Diversified Trust Co’s holdings in Welltower were worth $1,056,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also recently bought and sold shares of the company. Norges Bank bought a new position in shares of Welltower during the fourth quarter worth approximately $5,466,264,000. Cardano Risk Management B.V. grew its position in Welltower by 955.3% during the fourth quarter. Cardano Risk Management B.V. now owns 9,513,540 shares of the real estate investment trust’s stock worth $1,765,808,000 after buying an additional 8,612,016 shares in the last quarter. Capital World Investors grew its position in Welltower by 153.0% during the fourth quarter. Capital World Investors now owns 10,744,520 shares of the real estate investment trust’s stock worth $1,994,290,000 after buying an additional 6,497,258 shares in the last quarter. Vanguard Group Inc. increased its stake 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 acquiring an additional 2,643,088 shares during the period. Finally, Capital International Investors increased its stake in Welltower by 4.1% during the 3rd quarter. Capital International Investors now owns 46,516,255 shares of the real estate investment trust’s stock worth $8,285,296,000 after acquiring an additional 1,842,934 shares during the period. Institutional investors own 94.80% of the company’s stock.

Welltower Stock Up 3.1%

Shares of WELL opened at $218.00 on Wednesday. Welltower Inc. has a one year low of $148.97 and a one year high of $221.68. The company has a market cap of $153.89 billion, a P/E ratio of 107.92, a P/E/G ratio of 1.09 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 firm has a 50 day simple moving average of $210.98 and a two-hundred day simple moving average of $201.59.

Welltower (NYSE:WELL) last released its earnings results on Tuesday, April 28th. The real estate investment trust reported $1.02 earnings per share for the quarter, topping the consensus estimate 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 company’s quarterly revenue was up 38.3% on a year-over-year basis. During the same period in the prior year, the company earned $1.20 earnings per share. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. Research analysts forecast that Welltower Inc. will post 6.32 EPS for the current fiscal year.

Welltower Dividend Announcement

The firm also recently disclosed 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. This represents a $2.96 annualized dividend and a dividend yield of 1.4%. The ex-dividend date was Wednesday, May 13th. Welltower’s dividend payout ratio is currently 146.53%.

Wall Street Analysts Forecast Growth

WELL has been the subject of several analyst reports. Scotiabank dropped their price objective on Welltower from $248.00 to $232.00 and set a “sector outperform” rating for the company in a report on Thursday, June 18th. Mizuho set a $239.00 price target on Welltower in a research report on Friday, May 22nd. Wells Fargo & Company raised their price target on Welltower from $228.00 to $237.00 and gave the stock an “overweight” rating in a research report on Monday, June 1st. Wall Street Zen raised Welltower from a “sell” rating to a “hold” rating in a research note on Saturday, May 2nd. Finally, Weiss Ratings raised shares of Welltower from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Tuesday, June 2nd. Thirteen analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat, Welltower currently has an average rating of “Moderate Buy” and a consensus price target of $230.25.

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.