Capital International Inc. CA Buys 60,176 Shares of Welltower Inc. $WELL

Capital International Inc. CA increased its holdings in shares of Welltower Inc. (NYSE:WELL) by 8.8% in the fourth quarter, Holdings Channel.com reports. The fund owned 744,277 shares of the real estate investment trust’s stock after buying an additional 60,176 shares during the quarter. Welltower comprises about 1.1% of Capital International Inc. CA’s portfolio, making the stock its 22nd largest holding. Capital International Inc. CA’s holdings in Welltower were worth $138,145,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Hager Investment Management Services LLC lifted its stake 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 acquiring an additional 65 shares during the last quarter. Marquette Asset Management LLC increased its holdings in 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 period. Quarry LP purchased a new position in Welltower during the 3rd quarter worth $33,000. Financial Consulate Inc. purchased a new position in Welltower during the 4th quarter worth $34,000. Finally, MMA Asset Management LLC purchased a new position in Welltower during the 3rd quarter worth $35,000. 94.80% of the stock is owned by institutional investors.

Welltower Trading Up 3.3%

Shares of NYSE:WELL opened at $207.48 on Friday. Welltower Inc. has a 12-month low of $148.60 and a 12-month high of $221.68. The business’s fifty day simple moving average is $208.77 and its 200-day simple moving average is $200.93. The company has a market capitalization of $146.46 billion, a PE ratio of 102.71, a P/E/G ratio of 1.07 and a beta of 0.79. 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 announced its quarterly earnings results on Tuesday, April 28th. The real estate investment trust reported $1.02 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.68 by $0.34. Welltower had a return on equity of 3.45% and a net margin of 11.96%.The business had revenue of $3.35 billion for the quarter, compared to the consensus estimate of $3.12 billion. During the same period last year, the business posted $1.20 EPS. The business’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, 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 announced a quarterly dividend, which was paid on Thursday, May 21st. Investors of record on Wednesday, May 13th were paid a dividend of $0.74 per share. This represents a $2.96 annualized dividend and a yield of 1.4%. The ex-dividend date was Wednesday, May 13th. Welltower’s payout ratio is 146.53%.

Analyst Ratings Changes

WELL has been the topic of several research reports. KeyCorp raised their price objective on Welltower from $210.00 to $240.00 and gave the stock an “overweight” rating in a report on Tuesday, February 24th. Citigroup raised their price objective on Welltower from $245.00 to $255.00 and gave the stock a “buy” rating in a report on Tuesday, May 5th. BMO Capital Markets reiterated an “outperform” rating and issued a $245.00 price target on shares of Welltower in a report on Monday, May 4th. Wells Fargo & Company lifted their price target on Welltower from $228.00 to $237.00 and gave the company an “overweight” rating in a report on Monday, June 1st. Finally, Morgan Stanley lifted their price target on Welltower from $200.00 to $215.00 and gave the company an “overweight” rating in a report on Wednesday, February 18th. One investment analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $231.60.

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.