ABN Amro Investment Solutions Raises Stock Position in Welltower Inc. $WELL

ABN Amro Investment Solutions lifted its position in Welltower Inc. (NYSE:WELL) by 47.9% during the fourth quarter, Holdings Channel reports. The institutional investor owned 80,620 shares of the real estate investment trust’s stock after buying an additional 26,106 shares during the quarter. ABN Amro Investment Solutions’ holdings in Welltower were worth $14,964,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. National Pension Service boosted its holdings 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 acquiring an additional 34,532 shares during the last quarter. B&I Capital AG boosted its holdings in shares of Welltower by 5.7% in the 3rd quarter. B&I Capital AG now owns 161,440 shares of the real estate investment trust’s stock valued at $28,759,000 after acquiring an additional 8,650 shares during the last quarter. GDS Wealth Management boosted its holdings in shares of Welltower by 13.7% in the 3rd quarter. GDS Wealth Management now owns 63,763 shares of the real estate investment trust’s stock valued at $11,359,000 after acquiring an additional 7,699 shares during the last quarter. New York Life Investment Management LLC boosted its holdings in shares of Welltower by 4.3% in the 3rd quarter. New York Life Investment Management LLC now owns 97,366 shares of the real estate investment trust’s stock valued at $17,345,000 after acquiring an additional 4,019 shares during the last quarter. Finally, Mitsubishi UFJ Asset Management UK Ltd. purchased a new stake in shares of Welltower in the 3rd quarter valued at $1,781,000. Hedge funds and other institutional investors own 94.80% of the company’s stock.

Welltower Stock Performance

NYSE:WELL opened at $218.13 on Thursday. The company has a debt-to-equity ratio of 0.40, a quick ratio of 4.31 and a current ratio of 4.31. The company has a fifty day moving average of $207.79 and a two-hundred day moving average of $199.35. The stock has a market capitalization of $153.98 billion, a PE ratio of 107.99, a P/E/G ratio of 1.14 and a beta of 0.83. Welltower Inc. has a fifty-two week low of $146.65 and a fifty-two week high of $221.68.

Welltower (NYSE:WELL) last posted its quarterly earnings data on Tuesday, April 28th. The real estate investment trust reported $1.02 earnings per share for the quarter, topping analysts’ consensus estimates of $0.68 by $0.34. The company had revenue of $3.35 billion during the quarter, compared to analysts’ expectations of $3.12 billion. Welltower had a net margin of 11.96% and a return on equity of 3.45%. The firm’s revenue for the quarter was up 38.3% on a year-over-year basis. During the same period in the prior year, the business posted $1.20 earnings per share. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. As a group, research analysts forecast that Welltower Inc. will post 6.28 earnings per share for the current fiscal year.

Welltower Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, May 21st. Shareholders of record on Wednesday, May 13th will be given a dividend of $0.74 per share. The ex-dividend date is Wednesday, May 13th. This represents a $2.96 dividend on an annualized basis and a yield of 1.4%. Welltower’s dividend payout ratio is currently 146.53%.

Analyst Ratings Changes

WELL has been the topic of several recent research reports. Wall Street Zen raised shares of Welltower from a “sell” rating to a “hold” rating in a report on Saturday, May 2nd. UBS Group upped their price objective on shares of Welltower from $240.00 to $249.00 and gave the company a “buy” rating in a report on Monday, May 4th. Scotiabank increased their price target on shares of Welltower from $214.00 to $236.00 and gave the stock a “sector outperform” rating in a report on Monday, March 2nd. BMO Capital Markets reissued an “outperform” rating and set a $245.00 price target on shares of Welltower in a report on Monday, May 4th. Finally, Wells Fargo & Company increased their price target on shares of Welltower from $218.00 to $228.00 and gave the stock an “overweight” rating in a report on Thursday, March 26th. One investment analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $229.67.

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.