Aberdeen Group plc Grows Position in Welltower Inc. $WELL

Aberdeen Group plc grew its holdings in Welltower Inc. (NYSE:WELL) by 9.2% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,724,132 shares of the real estate investment trust’s stock after purchasing an additional 145,121 shares during the period. Welltower makes up about 0.5% of Aberdeen Group plc’s holdings, making the stock its 29th biggest position. Aberdeen Group plc owned about 0.25% of Welltower worth $306,878,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Florida Financial Advisors LLC boosted its holdings in shares of Welltower by 46.4% in the third quarter. Florida Financial Advisors LLC now owns 3,984 shares of the real estate investment trust’s stock worth $710,000 after acquiring an additional 1,263 shares during the period. Naviter Wealth LLC lifted its holdings in Welltower by 8.8% during the 3rd quarter. Naviter Wealth LLC now owns 46,825 shares of the real estate investment trust’s stock worth $8,341,000 after purchasing an additional 3,804 shares in the last quarter. Metis Global Partners LLC boosted its stake in Welltower by 33.7% in the 3rd quarter. Metis Global Partners LLC now owns 179,077 shares of the real estate investment trust’s stock worth $31,901,000 after purchasing an additional 45,113 shares during the period. Assetmark Inc. grew its holdings in Welltower by 9.5% during the 3rd quarter. Assetmark Inc. now owns 125,578 shares of the real estate investment trust’s stock valued at $22,371,000 after buying an additional 10,896 shares in the last quarter. Finally, Public Sector Pension Investment Board increased its position in shares of Welltower by 12.8% during the third quarter. Public Sector Pension Investment Board now owns 144,219 shares of the real estate investment trust’s stock valued at $25,691,000 after buying an additional 16,368 shares during the period. 94.80% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of analysts recently weighed in on the stock. Jefferies Financial Group reaffirmed a “buy” rating and set a $231.00 target price on shares of Welltower in a report on Monday, December 15th. Wells Fargo & Company upped their price target on shares of Welltower from $200.00 to $218.00 and gave the stock an “overweight” rating in a report on Tuesday, November 25th. Loop Capital set a $196.00 price objective on Welltower in a research note on Wednesday, October 29th. UBS Group set a $240.00 target price on Welltower in a research report on Thursday. Finally, KeyCorp restated an “overweight” rating on shares of Welltower in a research note on Wednesday. One research 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 given a Sell rating to the company. According to data from MarketBeat, Welltower has a consensus rating of “Moderate Buy” and a consensus price target of $210.21.

Welltower Stock Up 1.2%

Shares of WELL opened at $210.71 on Friday. The firm has a market cap of $144.61 billion, a P/E ratio of 150.51, a P/E/G ratio of 1.39 and a beta of 0.85. The stock has a 50 day simple moving average of $189.50 and a two-hundred day simple moving average of $181.62. The company has a debt-to-equity ratio of 0.45, a current ratio of 3.46 and a quick ratio of 5.47. Welltower Inc. has a 1 year low of $130.29 and a 1 year high of $212.62.

Welltower (NYSE:WELL) last posted its quarterly earnings results on Tuesday, February 10th. The real estate investment trust reported $1.45 EPS for the quarter, topping the consensus estimate of $1.44 by $0.01. Welltower had a net margin of 8.64% and a return on equity of 2.46%. The firm had revenue of $3.18 billion for the quarter, compared to the consensus estimate of $2.93 billion. During the same period last year, the firm posted $1.13 earnings per share. The business’s 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. On average, analysts forecast that Welltower Inc. will post 4.88 earnings per share for the current fiscal year.

Welltower Announces Dividend

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

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.