Welltower Inc. $WELL Stake Boosted by Avanza Fonder AB

Avanza Fonder AB lifted its stake in Welltower Inc. (NYSE:WELL) by 7.3% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 75,615 shares of the real estate investment trust’s stock after acquiring an additional 5,156 shares during the quarter. Avanza Fonder AB’s holdings in Welltower were worth $14,035,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also modified their holdings of the company. National Pension Service lifted its stake in shares of Welltower by 2.1% in the 3rd quarter. National Pension Service now owns 1,691,931 shares of the real estate investment trust’s stock valued at $301,401,000 after purchasing an additional 34,532 shares during the last quarter. B&I Capital AG increased its position in Welltower by 5.7% during the third quarter. B&I Capital AG now owns 161,440 shares of the real estate investment trust’s stock worth $28,759,000 after buying an additional 8,650 shares during the last quarter. GDS Wealth Management raised its holdings in Welltower by 13.7% during the third quarter. GDS Wealth Management now owns 63,763 shares of the real estate investment trust’s stock valued at $11,359,000 after buying an additional 7,699 shares in the last quarter. State Street Corp raised its holdings in Welltower by 4.6% during the second quarter. State Street Corp now owns 39,616,289 shares of the real estate investment trust’s stock valued at $6,090,212,000 after buying an additional 1,740,196 shares in the last quarter. Finally, Federated Hermes Inc. lifted its position in shares of Welltower by 193.5% in the second quarter. Federated Hermes Inc. now owns 196,453 shares of the real estate investment trust’s stock worth $30,201,000 after buying an additional 129,521 shares during the last quarter. 94.80% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several analysts have recently issued reports on the company. Morgan Stanley upped their price target on Welltower from $200.00 to $215.00 and gave the stock an “overweight” rating in a research note on Wednesday, February 18th. Scotiabank boosted 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. Cantor Fitzgerald upped their target price on Welltower from $204.00 to $230.00 and gave the stock an “overweight” rating in a research report on Thursday, February 12th. Weiss Ratings downgraded Welltower from a “buy (b-)” rating to a “hold (c)” rating in a report on Tuesday, February 17th. Finally, JPMorgan Chase & Co. reissued a “neutral” rating and issued a $205.00 price target on shares of Welltower in a research report on Thursday, December 18th. One investment analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $224.71.

Welltower Price Performance

Shares of Welltower stock opened at $194.85 on Tuesday. The company has a debt-to-equity ratio of 0.45, a current ratio of 3.46 and a quick ratio of 3.46. The company has a market cap of $135.96 billion, a PE ratio of 139.18, a price-to-earnings-growth ratio of 1.34 and a beta of 0.82. The firm has a fifty day moving average price of $199.53 and a two-hundred day moving average price of $189.23. Welltower Inc. has a fifty-two week low of $130.29 and a fifty-two week high of $216.43.

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

Welltower Announces Dividend

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

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.