AIA Group Ltd Buys 8,400 Shares of Welltower Inc. $WELL

AIA Group Ltd raised its stake in shares of Welltower Inc. (NYSE:WELL) by 53.8% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 24,000 shares of the real estate investment trust’s stock after buying an additional 8,400 shares during the quarter. AIA Group Ltd’s holdings in Welltower were worth $4,275,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently modified their holdings of the stock. Brighton Jones LLC grew its position in shares of Welltower by 7.1% during the 4th quarter. Brighton Jones LLC now owns 4,185 shares of the real estate investment trust’s stock valued at $527,000 after purchasing an additional 279 shares in the last quarter. Empowered Funds LLC boosted its stake in Welltower by 31.7% during the first quarter. Empowered Funds LLC now owns 14,790 shares of the real estate investment trust’s stock valued at $2,266,000 after buying an additional 3,564 shares during the period. Sivia Capital Partners LLC grew its position in Welltower by 7.1% during the second quarter. Sivia Capital Partners LLC now owns 1,910 shares of the real estate investment trust’s stock worth $294,000 after buying an additional 127 shares in the last quarter. Cetera Investment Advisers grew its position in Welltower by 4.7% during the second quarter. Cetera Investment Advisers now owns 102,884 shares of the real estate investment trust’s stock worth $15,816,000 after buying an additional 4,640 shares in the last quarter. Finally, Kingsview Wealth Management LLC increased its stake in Welltower by 29.9% in the 2nd quarter. Kingsview Wealth Management LLC now owns 7,303 shares of the real estate investment trust’s stock worth $1,123,000 after acquiring an additional 1,681 shares during the last quarter. 94.80% of the stock is currently owned by institutional investors.

Welltower Stock Performance

Welltower stock opened at $205.96 on Friday. The firm has a fifty day simple moving average of $199.18 and a two-hundred day simple moving average of $188.55. 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 Inc. has a twelve month low of $130.29 and a twelve month high of $216.43. The company has a market capitalization of $143.71 billion, a PE ratio of 147.11, a P/E/G ratio of 1.43 and a beta of 0.82.

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

Welltower Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, March 10th. Stockholders of record on Wednesday, February 25th were issued a $0.74 dividend. The ex-dividend date was Wednesday, February 25th. This represents a $2.96 annualized dividend and a dividend yield of 1.4%. Welltower’s dividend payout ratio (DPR) is currently 211.43%.

Wall Street Analyst Weigh In

WELL has been the topic of several recent analyst reports. JPMorgan Chase & Co. reaffirmed a “neutral” rating and issued a $205.00 price target on shares of Welltower in a report on Thursday, December 18th. KeyCorp boosted their price objective on Welltower from $210.00 to $240.00 and gave the stock an “overweight” rating in a report on Tuesday, February 24th. Weiss Ratings downgraded shares of Welltower from a “buy (b-)” rating to a “hold (c)” rating in a research note on Tuesday, February 17th. Wells Fargo & Company lifted 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, November 25th. Finally, UBS Group set a $240.00 price target on shares of Welltower in a research note on Thursday, February 12th. One investment analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $224.71.

Welltower Company 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.