7,520 Shares in Welltower Inc. $WELL Acquired by Fox Run Management L.L.C.

Fox Run Management L.L.C. purchased a new position in shares of Welltower Inc. (NYSE:WELL) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund purchased 7,520 shares of the real estate investment trust’s stock, valued at approximately $1,396,000.

Several other large investors also recently added to or reduced their stakes in the stock. CYBER HORNET ETFs LLC grew its holdings in Welltower by 3.5% in the 3rd quarter. CYBER HORNET ETFs LLC now owns 1,582 shares of the real estate investment trust’s stock valued at $282,000 after buying an additional 53 shares in the last quarter. Onyx Bridge Wealth Group LLC grew its holdings in Welltower by 3.8% in the 3rd quarter. Onyx Bridge Wealth Group LLC now owns 1,515 shares of the real estate investment trust’s stock valued at $270,000 after buying an additional 56 shares in the last quarter. Verdence Capital Advisors LLC grew its holdings in Welltower by 4.2% in the 4th quarter. Verdence Capital Advisors LLC now owns 1,385 shares of the real estate investment trust’s stock valued at $257,000 after buying an additional 56 shares in the last quarter. Wedmont Private Capital grew its holdings in Welltower by 0.6% in the 4th quarter. Wedmont Private Capital now owns 9,279 shares of the real estate investment trust’s stock valued at $1,723,000 after buying an additional 57 shares in the last quarter. Finally, Werba Rubin Papier Wealth Management grew its holdings in Welltower by 4.2% in the 4th quarter. Werba Rubin Papier Wealth Management now owns 1,450 shares of the real estate investment trust’s stock valued at $269,000 after buying an additional 58 shares in the last quarter. 94.80% of the stock is currently owned by hedge funds and other institutional investors.

Welltower Stock Performance

Shares of Welltower stock opened at $199.95 on Tuesday. Welltower Inc. has a 52 week low of $148.60 and a 52 week high of $221.68. The business’s fifty day simple moving average is $208.86 and its 200-day simple moving average is $200.96. The firm has a market cap of $141.15 billion, a PE ratio of 98.99, a price-to-earnings-growth ratio of 1.07 and a beta of 0.79. 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) last announced its quarterly earnings results on Tuesday, April 28th. The real estate investment trust reported $1.02 EPS 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 business had revenue of $3.35 billion for the quarter, compared to analyst estimates of $3.12 billion. During the same quarter in the prior year, the company posted $1.20 EPS. The company’s quarterly revenue was up 38.3% on a year-over-year basis. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. Equities analysts forecast that Welltower Inc. will post 6.32 earnings per share for the current year.

Welltower Dividend Announcement

The company 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. The ex-dividend date of this dividend was Wednesday, May 13th. This represents a $2.96 annualized dividend and a yield of 1.5%. Welltower’s dividend payout ratio is presently 146.53%.

Analysts Set New Price Targets

WELL has been the subject of several analyst reports. UBS Group upped their target price on Welltower from $240.00 to $249.00 and gave the company a “buy” rating in a report on Monday, May 4th. BMO Capital Markets restated an “outperform” rating and issued a $245.00 target price on shares of Welltower in a report on Monday, May 4th. Wells Fargo & Company upped their price target on Welltower from $228.00 to $237.00 and gave the company an “overweight” rating in a research note on Monday, June 1st. Morgan Stanley upped their price target on Welltower from $200.00 to $215.00 and gave the company an “overweight” rating in a research note on Wednesday, February 18th. Finally, Citigroup upped 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. One research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $231.60.

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.