Jefferies Financial Group Inc. acquired a new position in shares of Welltower Inc. (NYSE:WELL – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 2,452 shares of the real estate investment trust’s stock, valued at approximately $455,000.
Other large investors have also made changes to their positions in the company. Hager Investment Management Services LLC lifted its position in shares of Welltower by 84.4% during the 3rd quarter. Hager Investment Management Services LLC now owns 142 shares of the real estate investment trust’s stock worth $25,000 after purchasing an additional 65 shares during the last quarter. Marquette Asset Management LLC lifted its position in shares of Welltower by 62.8% during the 4th quarter. Marquette Asset Management LLC now owns 153 shares of the real estate investment trust’s stock worth $28,000 after purchasing an additional 59 shares during the last quarter. Financial Consulate Inc. acquired a new position in shares of Welltower during the 4th quarter worth about $34,000. Quarry LP acquired a new position in shares of Welltower during the 3rd quarter worth about $33,000. Finally, MMA Asset Management LLC acquired a new position in shares of Welltower during the 3rd quarter worth about $35,000. Institutional investors and hedge funds own 94.80% of the company’s stock.
Wall Street Analysts Forecast Growth
WELL has been the subject of several research analyst reports. Scotiabank boosted 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. Royal Bank Of Canada boosted their price target on Welltower from $230.00 to $238.00 and gave the company an “outperform” rating in a research note on Monday, May 4th. Jefferies Financial Group boosted their price target on Welltower from $237.00 to $248.00 and gave the company a “buy” rating in a research note on Tuesday, May 12th. Citigroup boosted their price target on Welltower from $245.00 to $255.00 and gave the company a “buy” rating in a research note on Tuesday, May 5th. Finally, Weiss Ratings lowered Welltower from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Friday, May 15th. One investment analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $231.00.
Welltower Trading Down 2.0%
Shares of WELL opened at $206.11 on Friday. Welltower Inc. has a 12-month low of $148.60 and a 12-month high of $221.68. The firm has a market capitalization of $145.49 billion, a price-to-earnings ratio of 102.03, a P/E/G ratio of 1.06 and a beta of 0.83. The stock’s 50-day moving average price is $208.54 and its 200 day moving average price is $200.65. The company has a quick ratio of 4.31, a current ratio of 4.31 and a debt-to-equity ratio of 0.40.
Welltower (NYSE:WELL – Get Free Report) last released its quarterly earnings data on Tuesday, April 28th. The real estate investment trust reported $1.02 earnings per share for the quarter, beating the consensus estimate of $0.68 by $0.34. Welltower had a return on equity of 3.45% and a net margin of 11.96%.The company had revenue of $3.35 billion for the quarter, compared to analyst estimates of $3.12 billion. During the same period in the prior year, the company posted $1.20 EPS. The company’s revenue was up 38.3% compared to the same quarter last year. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. As a group, research analysts predict that Welltower Inc. will post 6.32 earnings per share for the current year.
Welltower Dividend Announcement
The business also recently disclosed a quarterly dividend, which was paid on Thursday, May 21st. Stockholders of record on Wednesday, May 13th were paid a $0.74 dividend. 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%.
About Welltower
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.
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