Russell Investments Group Ltd. Has $602.25 Million Stock Position in Welltower Inc. $WELL

Russell Investments Group Ltd. lowered its position in Welltower Inc. (NYSE:WELL) by 0.1% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,381,466 shares of the real estate investment trust’s stock after selling 3,761 shares during the quarter. Welltower makes up approximately 0.7% of Russell Investments Group Ltd.’s holdings, making the stock its 12th biggest position. Russell Investments Group Ltd. owned about 0.49% of Welltower worth $602,252,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Brighton Jones LLC grew its stake in shares of Welltower by 7.1% in the 4th quarter. Brighton Jones LLC now owns 4,185 shares of the real estate investment trust’s stock valued at $527,000 after buying an additional 279 shares in the last quarter. Empowered Funds LLC raised its position in 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 in the last quarter. Sivia Capital Partners LLC lifted its stake in Welltower by 7.1% in the second 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 last quarter. Crestwood Advisors Group LLC acquired a new stake in Welltower in the second quarter valued at approximately $203,000. Finally, Savant Capital LLC grew its position in Welltower by 8.2% in the second quarter. Savant Capital LLC now owns 10,609 shares of the real estate investment trust’s stock worth $1,631,000 after acquiring an additional 802 shares in the last quarter. 94.80% of the stock is owned by hedge funds and other institutional investors.

Welltower Stock Performance

Shares of WELL opened at $204.09 on Monday. The company has a market capitalization of $142.40 billion, a PE ratio of 145.78, a price-to-earnings-growth ratio of 1.39 and a beta of 0.82. Welltower Inc. has a one year low of $130.29 and a one year high of $216.43. 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’s fifty day moving average price is $195.27 and its 200 day moving average price is $186.22.

Welltower (NYSE:WELL) last issued its quarterly earnings results on Tuesday, February 10th. The real estate investment trust reported $1.45 earnings per share (EPS) for the quarter, beating 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 return on equity of 2.46% and a net margin of 8.64%.The firm’s revenue was up 41.3% compared to the same quarter last year. During the same period last year, the business posted $1.13 earnings per share. 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 year.

Welltower Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Wednesday, February 25th will be given a $0.74 dividend. This represents a $2.96 annualized dividend and a yield of 1.5%. The ex-dividend date of this dividend is Wednesday, February 25th. Welltower’s payout ratio is currently 211.43%.

Wall Street Analyst Weigh In

Several research analysts have recently commented on the stock. Morgan Stanley increased their price target on shares of Welltower from $200.00 to $215.00 and gave the stock an “overweight” rating in a research note on Wednesday, February 18th. Wells Fargo & Company upped their price objective on shares of Welltower from $200.00 to $218.00 and gave the stock an “overweight” rating in a report on Tuesday, November 25th. UBS Group set a $240.00 target price on shares of Welltower in a research report on Thursday, February 12th. 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, Cantor Fitzgerald boosted their price target on Welltower from $204.00 to $230.00 and gave the stock an “overweight” rating in a research report on Thursday, February 12th. One research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target 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.