Welltower Inc. $WELL Shares Sold by Windward Capital Management Co. CA

Windward Capital Management Co. CA lessened its stake in shares of Welltower Inc. (NYSE:WELL) by 6.1% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 42,995 shares of the real estate investment trust’s stock after selling 2,770 shares during the period. Windward Capital Management Co. CA’s holdings in Welltower were worth $7,980,000 at the end of the most recent reporting period.

A number of other hedge funds have also bought and sold shares of WELL. National Pension Service raised its position in Welltower by 2.1% during the 3rd quarter. National Pension Service now owns 1,691,931 shares of the real estate investment trust’s stock worth $301,401,000 after buying an additional 34,532 shares during the last quarter. B&I Capital AG raised its stake in Welltower by 5.7% in the 3rd quarter. B&I Capital AG now owns 161,440 shares of the real estate investment trust’s stock valued at $28,759,000 after purchasing an additional 8,650 shares during the last quarter. GDS Wealth Management boosted its stake in Welltower by 13.7% during the 3rd quarter. GDS Wealth Management now owns 63,763 shares of the real estate investment trust’s stock worth $11,359,000 after purchasing an additional 7,699 shares during the last quarter. New York Life Investment Management LLC boosted its position in Welltower by 4.3% during the third quarter. New York Life Investment Management LLC now owns 97,366 shares of the real estate investment trust’s stock worth $17,345,000 after acquiring an additional 4,019 shares during the last quarter. Finally, Benchmark Investment Advisors LLC purchased a new stake in shares of Welltower in the third quarter valued at approximately $901,000. Institutional investors and hedge funds own 94.80% of the company’s stock.

Welltower Stock Up 4.3%

Welltower stock opened at $208.37 on Friday. The stock has a market cap of $146.81 billion, a PE ratio of 148.84, a P/E/G ratio of 1.37 and a beta of 0.83. The company has a debt-to-equity ratio of 0.45, a current ratio of 3.46 and a quick ratio of 3.46. The stock’s fifty day moving average is $205.63 and its two-hundred day moving average is $194.19. Welltower Inc. has a 1-year low of $142.65 and a 1-year high of $216.43.

Welltower (NYSE:WELL) last released its quarterly earnings data on Tuesday, February 10th. The real estate investment trust reported $1.45 EPS for the quarter, beating analysts’ consensus estimates of $1.44 by $0.01. Welltower had a return on equity of 2.46% and a net margin of 8.64%.The business had revenue of $3.18 billion for the quarter, compared to the consensus estimate of $2.93 billion. During the same quarter in the prior year, the business posted $1.13 EPS. The business’s revenue for the quarter was up 41.3% on a year-over-year basis. Welltower has set its FY 2026 guidance at 6.090-6.25 EPS. On average, sell-side analysts expect that Welltower Inc. will post 6.24 EPS for the current fiscal year.

Welltower Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, March 10th. Shareholders of record on Wednesday, February 25th were issued a dividend of $0.74 per share. The ex-dividend date of this dividend was Wednesday, February 25th. This represents a $2.96 dividend on an annualized basis and a yield of 1.4%. Welltower’s dividend payout ratio (DPR) is presently 211.43%.

Analyst Upgrades and Downgrades

A number of analysts have issued reports on WELL shares. Wall Street Zen downgraded Welltower from a “hold” rating to a “sell” rating in a research note on Saturday, February 14th. Mizuho increased their price target on Welltower from $216.00 to $231.00 and gave the stock an “outperform” rating in a report on Wednesday, March 4th. Morgan Stanley upped their target price on shares of Welltower from $200.00 to $215.00 and gave the company an “overweight” rating in a research report on Wednesday, February 18th. Cantor Fitzgerald boosted their target price on Welltower from $204.00 to $230.00 and gave the company an “overweight” rating in a research report on Thursday, February 12th. Finally, Royal Bank Of Canada raised their target price on shares of Welltower from $207.00 to $230.00 and gave the company an “outperform” rating in a report on Tuesday, February 24th. One research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat.com, Welltower currently has an average rating of “Moderate Buy” and an average target price of $225.43.

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.