B&I Capital AG Reduces Stock Position in Welltower Inc. $WELL

B&I Capital AG reduced its position in Welltower Inc. (NYSE:WELL) by 3.0% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 152,790 shares of the real estate investment trust’s stock after selling 4,800 shares during the quarter. Welltower accounts for approximately 8.0% of B&I Capital AG’s investment portfolio, making the stock its 3rd largest holding. B&I Capital AG’s holdings in Welltower were worth $23,488,000 at the end of the most recent quarter.

Other hedge funds also recently added to or reduced their stakes in the company. Nuveen LLC bought a new stake in shares of Welltower in the 1st quarter valued at about $762,204,000. Price T Rowe Associates Inc. MD raised its stake in Welltower by 41.6% in the first quarter. Price T Rowe Associates Inc. MD now owns 8,923,852 shares of the real estate investment trust’s stock worth $1,367,226,000 after buying an additional 2,622,384 shares in the last quarter. Wellington Management Group LLP raised its stake in Welltower by 14.0% in the first quarter. Wellington Management Group LLP now owns 21,289,684 shares of the real estate investment trust’s stock worth $3,261,792,000 after buying an additional 2,614,562 shares in the last quarter. Cbre Investment Management Listed Real Assets LLC lifted its holdings in Welltower by 55.6% during the first quarter. Cbre Investment Management Listed Real Assets LLC now owns 3,013,247 shares of the real estate investment trust’s stock worth $461,660,000 after buying an additional 1,076,293 shares during the period. Finally, Ameriprise Financial Inc. boosted its position in Welltower by 65.2% during the 1st quarter. Ameriprise Financial Inc. now owns 2,648,557 shares of the real estate investment trust’s stock valued at $399,314,000 after acquiring an additional 1,045,507 shares in the last quarter. 94.80% of the stock is owned by hedge funds and other institutional investors.

Welltower Stock Performance

WELL opened at $206.33 on Thursday. The company has a market cap of $141.61 billion, a P/E ratio of 142.30, a price-to-earnings-growth ratio of 1.93 and a beta of 0.92. The company has a quick ratio of 4.19, a current ratio of 5.47 and a debt-to-equity ratio of 0.43. The firm’s 50-day moving average price is $181.22 and its 200-day moving average price is $166.42. Welltower Inc. has a 52-week low of $123.11 and a 52-week high of $207.01.

Welltower (NYSE:WELL) last released its earnings results on Monday, October 27th. The real estate investment trust reported $1.34 earnings per share for the quarter, topping the consensus estimate of $1.30 by $0.04. Welltower had a net margin of 9.69% and a return on equity of 2.71%. The company had revenue of $2.69 billion for the quarter, compared to the consensus estimate of $2.70 billion. During the same quarter in the previous year, the firm earned $1.11 EPS. Welltower’s revenue was up 30.7% compared to the same quarter last year. Welltower has set its FY 2025 guidance at 5.240-5.300 EPS. As a group, equities analysts anticipate that Welltower Inc. will post 4.88 EPS for the current fiscal year.

Welltower Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, November 20th. Investors of record on Tuesday, November 11th were paid a $0.74 dividend. The ex-dividend date was Monday, November 10th. This represents a $2.96 dividend on an annualized basis and a yield of 1.4%. Welltower’s dividend payout ratio (DPR) is 204.14%.

Analyst Ratings Changes

WELL has been the subject of several recent research reports. Loop Capital set a $196.00 price target on Welltower in a research report on Wednesday, October 29th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Welltower in a report on Tuesday. Wall Street Zen raised shares of Welltower from a “sell” rating to a “hold” rating in a research report on Saturday, November 22nd. Evercore ISI lifted their price objective on shares of Welltower from $175.00 to $183.00 and gave the stock an “in-line” rating in a research report on Monday, September 15th. Finally, Wells Fargo & Company increased their target price on shares of Welltower from $200.00 to $218.00 and gave the company an “overweight” rating in a research report on Tuesday. One investment analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, one has given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Welltower currently has an average rating of “Moderate Buy” and a consensus price target of $193.93.

Welltower Profile

Welltower Inc (NYSE:WELL), a real estate investment trust (“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 infrastructure needed to scale innovative care delivery models and improve people’s wellness and overall health care experience.