Diversified Trust Co. Has $1.81 Million Holdings in Welltower Inc. $WELL

Diversified Trust Co. reduced its holdings in shares of Welltower Inc. (NYSE:WELL) by 29.5% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 9,746 shares of the real estate investment trust’s stock after selling 4,075 shares during the quarter. Diversified Trust Co.’s holdings in Welltower were worth $1,809,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in the business. Brighton Jones LLC boosted its holdings 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 worth $527,000 after buying an additional 279 shares during the period. Empowered Funds LLC raised its holdings in Welltower by 31.7% in the 1st quarter. Empowered Funds LLC now owns 14,790 shares of the real estate investment trust’s stock valued at $2,266,000 after acquiring an additional 3,564 shares during the period. Sivia Capital Partners LLC raised its holdings in Welltower by 7.1% in the 2nd quarter. Sivia Capital Partners LLC now owns 1,910 shares of the real estate investment trust’s stock valued at $294,000 after acquiring an additional 127 shares during the period. Global Retirement Partners LLC acquired a new stake in Welltower during the second quarter worth approximately $688,000. Finally, Ameritas Investment Partners Inc. boosted its holdings in shares of Welltower by 1.4% during the second quarter. Ameritas Investment Partners Inc. now owns 5,846 shares of the real estate investment trust’s stock worth $899,000 after acquiring an additional 82 shares during the period. 94.80% of the stock is owned by institutional investors and hedge funds.

Welltower Trading Up 0.1%

Shares of WELL opened at $196.76 on Thursday. Welltower Inc. has a 52-week low of $130.29 and a 52-week high of $216.43. The business’s fifty day moving average is $199.86 and its 200-day moving average is $189.48. The company has a debt-to-equity ratio of 0.45, a quick ratio of 3.46 and a current ratio of 3.46. The firm has a market cap of $137.29 billion, a price-to-earnings ratio of 140.55, a PEG ratio of 1.34 and a beta of 0.82.

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

Welltower Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Shareholders of record on Wednesday, February 25th were issued a dividend of $0.74 per share. The ex-dividend date was Wednesday, February 25th. This represents a $2.96 annualized dividend and a yield of 1.5%. Welltower’s dividend payout ratio (DPR) is presently 211.43%.

Analyst Upgrades and Downgrades

WELL has been the subject of several recent research reports. Cantor Fitzgerald upped their price objective on Welltower from $204.00 to $230.00 and gave the company an “overweight” rating in a report on Thursday, February 12th. Scotiabank lifted their target price on Welltower from $214.00 to $236.00 and gave the stock a “sector outperform” rating in a report on Monday, March 2nd. Jefferies Financial Group reissued a “buy” rating and issued a $231.00 target price on shares of Welltower in a research report on Monday, December 15th. Royal Bank Of Canada upped their price target on shares of Welltower from $207.00 to $230.00 and gave the company an “outperform” rating in a research note on Tuesday, February 24th. Finally, Citigroup raised their price target on shares of Welltower from $215.00 to $245.00 and gave the stock a “buy” rating in a research report on Wednesday, February 18th. One investment analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $224.71.

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.