Welltower Inc. $WELL Shares Purchased by Bank of Montreal Can

Bank of Montreal Can grew its position in shares of Welltower Inc. (NYSE:WELL) by 18.4% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 504,048 shares of the real estate investment trust’s stock after purchasing an additional 78,435 shares during the quarter. Bank of Montreal Can owned approximately 0.07% of Welltower worth $89,791,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also made changes to their positions in WELL. Brighton Jones LLC increased its holdings in shares of Welltower by 7.1% in the fourth 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 during the period. Empowered Funds LLC grew its position 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 buying an additional 3,564 shares during the last quarter. Sivia Capital Partners LLC increased its stake 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 buying an additional 127 shares during the period. Savant Capital LLC raised its position in Welltower by 8.2% during the 2nd quarter. Savant Capital LLC now owns 10,609 shares of the real estate investment trust’s stock worth $1,631,000 after buying an additional 802 shares during the last quarter. Finally, AE Wealth Management LLC lifted its stake in shares of Welltower by 44.6% in the 2nd quarter. AE Wealth Management LLC now owns 3,013 shares of the real estate investment trust’s stock worth $463,000 after acquiring an additional 930 shares during the period. Institutional investors and hedge funds own 94.80% of the company’s stock.

Analysts Set New Price Targets

WELL has been the subject of several analyst reports. JPMorgan Chase & Co. reissued a “neutral” rating and set a $205.00 price target on shares of Welltower in a report on Thursday, December 18th. Weiss Ratings cut Welltower from a “buy (b-)” rating to a “hold (c)” rating in a report on Tuesday, February 17th. Wall Street Zen downgraded Welltower from a “hold” rating to a “sell” rating in a research note on Saturday, February 14th. KeyCorp increased their price objective on Welltower from $210.00 to $240.00 and gave the stock an “overweight” rating in a research report on Tuesday, February 24th. Finally, Cantor Fitzgerald raised their target price on Welltower from $204.00 to $230.00 and gave the company an “overweight” rating in a report on Thursday, February 12th. One analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, Welltower presently has a consensus rating of “Moderate Buy” and an average target price of $224.71.

Welltower Stock Performance

Welltower stock opened at $205.24 on Thursday. The company has a debt-to-equity ratio of 0.45, a quick ratio of 3.46 and a current ratio of 3.46. Welltower Inc. has a fifty-two week low of $130.29 and a fifty-two week high of $216.43. The stock has a fifty day moving average of $196.42 and a two-hundred day moving average of $186.94. The company has a market capitalization of $143.20 billion, a price-to-earnings ratio of 146.60, a PEG ratio of 1.42 and a beta of 0.82.

Welltower (NYSE:WELL) last released its 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 during the quarter, compared to analysts’ expectations of $2.93 billion. During the same period in the previous year, the company earned $1.13 EPS. Welltower’s revenue for the quarter was up 41.3% on a year-over-year basis. Welltower has set its FY 2026 guidance at 6.090-6.25 EPS. On average, analysts anticipate that Welltower Inc. will post 4.88 EPS for the current fiscal year.

Welltower Announces Dividend

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