Banque Cantonale Vaudoise Increases Stake in Welltower Inc. $WELL

Banque Cantonale Vaudoise raised its position in Welltower Inc. (NYSE:WELL) by 12.7% in the 1st quarter, according to its most recent filing with the SEC. The firm owned 28,408 shares of the real estate investment trust’s stock after acquiring an additional 3,204 shares during the period. Banque Cantonale Vaudoise’s holdings in Welltower were worth $5,616,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Norges Bank acquired a new position in Welltower during the 4th quarter worth approximately $5,466,264,000. Cardano Risk Management B.V. raised its stake in shares of Welltower by 955.3% during the 4th 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 lifted its holdings in shares of Welltower by 153.0% in the 4th quarter. Capital World Investors now owns 10,744,520 shares of the real estate investment trust’s stock valued at $1,994,290,000 after buying an additional 6,497,258 shares during the period. Vanguard Group Inc. lifted its holdings in shares of Welltower by 2.9% in the 4th quarter. Vanguard Group Inc. now owns 92,421,471 shares of the real estate investment trust’s stock valued at $17,154,349,000 after buying an additional 2,643,088 shares during the period. Finally, Capital International Investors boosted its stake in shares of Welltower by 4.1% in the third quarter. Capital International Investors now owns 46,516,255 shares of the real estate investment trust’s stock valued at $8,285,296,000 after buying an additional 1,842,934 shares in the last quarter. Hedge funds and other institutional investors own 94.80% of the company’s stock.

Analyst Ratings Changes

A number of research analysts recently weighed in on WELL shares. Scotiabank dropped their price objective on Welltower from $248.00 to $232.00 and set a “sector outperform” rating on the stock in a report on Thursday, June 18th. Wells Fargo & Company raised their target price on Welltower from $228.00 to $237.00 and gave the company an “overweight” rating in a report on Monday, June 1st. Jefferies Financial Group boosted their target price on shares of Welltower from $237.00 to $248.00 and gave the stock a “buy” rating in a research report on Tuesday, May 12th. Raymond James Financial assumed coverage on shares of Welltower in a research note on Tuesday, June 16th. They set an “outperform” rating and a $226.00 price target on the stock. Finally, Weiss Ratings upgraded shares of Welltower from a “hold (c+)” rating to a “buy (b-)” rating in a report on Tuesday, June 2nd. Thirteen investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $230.25.

Welltower Stock Performance

NYSE WELL opened at $221.65 on Thursday. The business has a 50 day moving average price of $211.28 and a 200 day moving average price of $201.71. The company has a market capitalization of $156.47 billion, a P/E ratio of 109.73, a PEG ratio of 1.12 and a beta of 0.79. Welltower Inc. has a 1-year low of $148.97 and a 1-year high of $223.94. 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 (NYSE:WELL) last posted its earnings results 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 company had revenue of $3.35 billion for the quarter, compared to the consensus estimate of $3.12 billion. Welltower had a return on equity of 3.45% and a net margin of 11.96%.Welltower’s quarterly revenue was up 38.3% compared to the same quarter last year. During the same period in the previous year, the business earned $1.20 earnings per share. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. Sell-side analysts expect that Welltower Inc. will post 6.32 EPS for the current fiscal year.

Welltower Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Thursday, May 21st. Stockholders of record on Wednesday, May 13th were paid a dividend of $0.74 per share. This represents a $2.96 annualized dividend and a dividend yield of 1.3%. The ex-dividend date of this dividend was Wednesday, May 13th. Welltower’s payout ratio 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.