Aberdeen Group plc Sells 4,132 Shares of Welltower Inc. $WELL

Aberdeen Group plc trimmed its stake in shares of Welltower Inc. (NYSE:WELL) by 0.2% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,720,000 shares of the real estate investment trust’s stock after selling 4,132 shares during the quarter. Welltower makes up 0.5% of Aberdeen Group plc’s investment portfolio, making the stock its 25th largest position. Aberdeen Group plc owned approximately 0.25% of Welltower worth $319,249,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also bought and sold shares of WELL. Brighton Jones LLC boosted its stake in shares of Welltower by 7.1% during 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 raised its stake in shares of 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 acquiring an additional 3,564 shares during the last quarter. Sivia Capital Partners LLC boosted its holdings in shares of 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 purchasing an additional 127 shares during the period. Twin Peaks Wealth Advisors LLC purchased a new stake in shares of Welltower during the second quarter worth about $84,000. Finally, Trek Financial LLC grew its stake in shares of Welltower by 10.9% in the second quarter. Trek Financial LLC now owns 21,716 shares of the real estate investment trust’s stock worth $3,338,000 after purchasing an additional 2,126 shares during the last quarter. 94.80% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of research analysts recently issued reports on WELL shares. UBS Group set a $240.00 price target on Welltower in a report on Thursday, February 12th. Scotiabank lifted their price objective on Welltower from $214.00 to $236.00 and gave the stock a “sector outperform” rating in a research report on Monday, March 2nd. Citigroup boosted their target price on Welltower from $215.00 to $245.00 and gave the company a “buy” rating in a research note on Wednesday, February 18th. Jefferies Financial Group restated a “buy” rating and set a $231.00 target price on shares of Welltower in a report on Monday, December 15th. Finally, Mizuho raised their price target on Welltower from $216.00 to $231.00 and gave the stock an “outperform” rating in a research note on Wednesday, March 4th. One analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, three have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $225.43.

Welltower Stock Performance

Welltower stock opened at $202.19 on Friday. The stock’s 50 day simple moving average is $201.04 and its two-hundred day simple moving average is $190.53. 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 stock has a market cap of $141.08 billion, a price-to-earnings ratio of 144.42, a PEG ratio of 1.36 and a beta of 0.83. Welltower Inc. has a fifty-two week low of $130.29 and a fifty-two week high of $216.43.

Welltower (NYSE:WELL) last announced its earnings results 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. Welltower had a return on equity of 2.46% and a net margin of 8.64%.The firm had revenue of $3.18 billion during the quarter, compared to analyst estimates of $2.93 billion. During the same quarter in the prior year, the company earned $1.13 EPS. 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. As a group, analysts expect that Welltower Inc. will post 4.88 earnings per share for the current fiscal year.

Welltower Announces Dividend

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