Cwm LLC Has $1.17 Million Position in Welltower Inc. (NYSE:WELL)

Cwm LLC boosted its holdings in Welltower Inc. (NYSE:WELL) by 2.3% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 12,987 shares of the real estate investment trust’s stock after purchasing an additional 292 shares during the quarter. Cwm LLC’s holdings in Welltower were worth $1,171,000 at the end of the most recent quarter.

Several other large investors have also bought and sold shares of WELL. Principal Financial Group Inc. lifted its stake in Welltower by 25.1% during the 3rd quarter. Principal Financial Group Inc. now owns 12,925,394 shares of the real estate investment trust’s stock valued at $1,058,848,000 after acquiring an additional 2,596,718 shares in the last quarter. Vanguard Group Inc. lifted its stake in Welltower by 2.7% during the 3rd quarter. Vanguard Group Inc. now owns 80,757,592 shares of the real estate investment trust’s stock valued at $6,615,662,000 after acquiring an additional 2,156,673 shares in the last quarter. Invesco Ltd. lifted its stake in Welltower by 22.9% during the 3rd quarter. Invesco Ltd. now owns 8,486,611 shares of the real estate investment trust’s stock valued at $695,223,000 after acquiring an additional 1,581,084 shares in the last quarter. Nordea Investment Management AB lifted its stake in Welltower by 1,412.2% during the 4th quarter. Nordea Investment Management AB now owns 594,677 shares of the real estate investment trust’s stock valued at $54,062,000 after acquiring an additional 555,353 shares in the last quarter. Finally, Barclays PLC lifted its stake in Welltower by 62.6% during the 3rd quarter. Barclays PLC now owns 1,367,437 shares of the real estate investment trust’s stock valued at $112,020,000 after acquiring an additional 526,386 shares in the last quarter. 94.80% of the stock is currently owned by institutional investors.

Welltower Trading Up 0.4 %

Shares of Welltower stock opened at $94.34 on Friday. Welltower Inc. has a 52-week low of $72.47 and a 52-week high of $94.99. The stock’s 50-day simple moving average is $92.06 and its 200 day simple moving average is $89.44. The stock has a market capitalization of $55.76 billion, a P/E ratio of 147.41, a P/E/G ratio of 2.38 and a beta of 1.08. The company has a debt-to-equity ratio of 0.60, a quick ratio of 3.22 and a current ratio of 3.22.

Welltower (NYSE:WELL) last announced its quarterly earnings data on Tuesday, February 13th. The real estate investment trust reported $0.15 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.94 by ($0.79). Welltower had a net margin of 5.12% and a return on equity of 1.47%. The firm had revenue of $1.75 billion during the quarter, compared to the consensus estimate of $1.72 billion. During the same quarter in the prior year, the firm posted $0.83 earnings per share. The company’s revenue was up 15.2% on a year-over-year basis. As a group, research analysts anticipate that Welltower Inc. will post 4.04 EPS for the current year.

Welltower Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Thursday, March 7th. Shareholders of record on Friday, February 23rd were issued a dividend of $0.61 per share. This represents a $2.44 dividend on an annualized basis and a yield of 2.59%. The ex-dividend date was Thursday, February 22nd. Welltower’s payout ratio is presently 381.26%.

Analyst Upgrades and Downgrades

Several equities analysts have weighed in on the company. StockNews.com cut Welltower from a “hold” rating to a “sell” rating in a research note on Friday, March 29th. Mizuho lifted their target price on Welltower from $90.00 to $98.00 and gave the stock a “buy” rating in a research note on Wednesday, January 3rd. BNP Paribas began coverage on Welltower in a research note on Monday, March 18th. They set an “outperform” rating and a $104.00 target price on the stock. Deutsche Bank Aktiengesellschaft began coverage on Welltower in a research note on Tuesday, January 30th. They set a “buy” rating and a $115.00 target price on the stock. Finally, KeyCorp lifted their target price on Welltower from $90.00 to $95.00 and gave the stock an “overweight” rating in a research note on Friday, January 5th. One analyst has rated the stock with a sell rating, four have assigned a hold rating, nine have issued a buy rating and one has given a strong buy rating to the company. Based on data from MarketBeat.com, Welltower currently has a consensus rating of “Moderate Buy” and a consensus target price of $95.57.

Welltower Profile

Welltower Inc (NYSE:WELL), a REIT and S&P 500 company headquartered in Toledo, Ohio, is driving the transformation of health care infrastructure. Welltower invests with leading seniors housing operators, post-acute providers and health systems to fund the real estate and infrastructure needed to scale innovative care delivery models and improve people's wellness and overall health care experience.