Cardano Risk Management B.V. Increases Stake in Welltower Inc. $WELL

Cardano Risk Management B.V. boosted its holdings in shares of Welltower Inc. (NYSE:WELL) by 7.7% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 901,524 shares of the real estate investment trust’s stock after buying an additional 64,359 shares during the quarter. Welltower accounts for 1.7% of Cardano Risk Management B.V.’s investment portfolio, making the stock its 16th largest position. Cardano Risk Management B.V. owned approximately 0.13% of Welltower worth $160,597,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of WELL. Wealthcare Advisory Partners LLC boosted its holdings in Welltower by 6.5% in the third quarter. Wealthcare Advisory Partners LLC now owns 1,629 shares of the real estate investment trust’s stock valued at $290,000 after purchasing an additional 100 shares during the period. Bedel Financial Consulting Inc. purchased a new stake in Welltower during the 3rd quarter worth about $205,000. Rothschild Investment LLC raised its position in Welltower by 10.8% in the 3rd quarter. Rothschild Investment LLC now owns 1,617 shares of the real estate investment trust’s stock valued at $288,000 after purchasing an additional 157 shares in the last quarter. Merit Financial Group LLC boosted its stake in shares of Welltower by 6.4% in the 3rd quarter. Merit Financial Group LLC now owns 29,647 shares of the real estate investment trust’s stock valued at $5,282,000 after buying an additional 1,786 shares during the period. Finally, M&G PLC grew its position in shares of Welltower by 4.1% during the third quarter. M&G PLC now owns 5,394 shares of the real estate investment trust’s stock worth $960,000 after buying an additional 213 shares in the last quarter. Institutional investors and hedge funds own 94.80% of the company’s stock.

Welltower Trading Up 1.2%

NYSE:WELL opened at $210.71 on Tuesday. The company has a market capitalization of $147.02 billion, a PE ratio of 150.51, a P/E/G ratio of 1.42 and a beta of 0.85. Welltower Inc. has a 52-week low of $130.29 and a 52-week high of $212.62. The stock’s 50 day moving average price is $189.69 and its 200 day moving average price is $182.04. The company has a quick ratio of 3.46, a current ratio of 3.46 and a debt-to-equity ratio of 0.45.

Welltower (NYSE:WELL) last posted its quarterly earnings data on Tuesday, February 10th. The real estate investment trust reported $1.45 earnings per share for the quarter, beating the consensus estimate of $1.44 by $0.01. The business had revenue of $3.18 billion during the quarter, compared to the consensus estimate of $2.93 billion. Welltower had a return on equity of 2.46% and a net margin of 8.64%.The company’s revenue was up 41.3% compared to the same quarter last year. During the same period in the prior year, the company earned $1.13 earnings per share. Welltower has set its FY 2026 guidance at 6.090-6.25 EPS. On average, research analysts anticipate that Welltower Inc. will post 4.88 EPS for the current year.

Welltower Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Wednesday, February 25th will be paid a dividend of $0.74 per share. The ex-dividend date of this dividend is Wednesday, February 25th. This represents a $2.96 annualized dividend and a yield of 1.4%. Welltower’s dividend payout ratio is currently 211.43%.

Analyst Ratings Changes

A number of brokerages recently issued reports on WELL. Morgan Stanley lifted their price target on shares of Welltower from $170.00 to $200.00 and gave the stock an “overweight” rating in a research note on Thursday, November 20th. Loop Capital set a $196.00 target price on shares of Welltower in a research note on Wednesday, October 29th. JPMorgan Chase & Co. restated a “neutral” rating and issued a $205.00 price target on shares of Welltower in a research note on Thursday, December 18th. KeyCorp reaffirmed an “overweight” rating on shares of Welltower in a research report on Wednesday, February 11th. Finally, Wells Fargo & Company raised their target price on Welltower from $200.00 to $218.00 and gave the stock an “overweight” rating in a research report on Tuesday, November 25th. One analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, two have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, Welltower has an average rating of “Moderate Buy” and a consensus price target of $210.21.

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.