Welltower Inc. $WELL Shares Sold by FJ Capital Management LLC

FJ Capital Management LLC reduced its stake in Welltower Inc. (NYSE:WELL) by 27.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 20,975 shares of the real estate investment trust’s stock after selling 7,870 shares during the period. FJ Capital Management LLC’s holdings in Welltower were worth $3,893,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors also recently made changes to their positions in WELL. Hager Investment Management Services LLC lifted its stake in shares of Welltower by 84.4% in 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 period. Marquette Asset Management LLC lifted its stake in shares of Welltower by 62.8% in the 4th quarter. Marquette Asset Management LLC now owns 153 shares of the real estate investment trust’s stock worth $28,000 after acquiring an additional 59 shares during the period. Swiss RE Ltd. acquired a new stake in shares of Welltower in the 4th quarter worth approximately $29,000. Quarry LP acquired a new stake in shares of Welltower in the 3rd quarter worth approximately $33,000. Finally, Financial Consulate Inc. acquired a new stake in shares of Welltower in the 4th quarter worth approximately $34,000. 94.80% of the stock is owned by institutional investors and hedge funds.

Welltower Trading Up 1.6%

Shares of NYSE:WELL opened at $213.96 on Friday. The stock has a market capitalization of $151.03 billion, a price-to-earnings ratio of 105.92, a PEG ratio of 1.11 and a beta of 0.79. Welltower Inc. has a 1-year low of $148.97 and a 1-year high of $221.68. The company has a debt-to-equity ratio of 0.40, a quick ratio of 4.31 and a current ratio of 4.31. The company has a 50 day moving average price of $209.96 and a 200 day moving average price of $201.30.

Welltower (NYSE:WELL) last issued its earnings results on Tuesday, April 28th. The real estate investment trust reported $1.02 earnings per share for the quarter, topping analysts’ consensus estimates of $0.68 by $0.34. The firm had revenue of $3.35 billion during the quarter, compared to analysts’ expectations of $3.12 billion. Welltower had a net margin of 11.96% and a return on equity of 3.45%. The firm’s revenue for the quarter was up 38.3% compared to the same quarter last year. During the same period last year, the firm posted $1.20 earnings per share. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. On average, research analysts anticipate that Welltower Inc. will post 6.32 EPS for the current fiscal year.

Welltower Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, May 21st. Stockholders of record on Wednesday, May 13th were issued a dividend of $0.74 per share. The ex-dividend date was Wednesday, May 13th. This represents a $2.96 dividend on an annualized basis and a dividend yield of 1.4%. Welltower’s payout ratio is currently 146.53%.

Analyst Upgrades and Downgrades

A number of brokerages have recently weighed in on WELL. UBS Group upped their price target on shares of Welltower from $240.00 to $249.00 and gave the stock a “buy” rating in a research note on Monday, May 4th. Royal Bank Of Canada increased their target price on shares of Welltower from $230.00 to $238.00 and gave the company an “outperform” rating in a research note on Monday, May 4th. Weiss Ratings upgraded shares of Welltower from a “hold (c+)” rating to a “buy (b-)” rating in a report on Tuesday, June 2nd. Mizuho set a $239.00 target price on shares of Welltower in a report on Friday, May 22nd. Finally, BMO Capital Markets restated an “outperform” rating and set a $245.00 target price on shares of Welltower in a report on Monday, May 4th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat, Welltower presently 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.