Xponance LLC Buys 7,856 Shares of Welltower Inc. $WELL

Xponance LLC grew its stake in Welltower Inc. (NYSE:WELL) by 7.6% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 111,358 shares of the real estate investment trust’s stock after purchasing an additional 7,856 shares during the period. Xponance LLC’s holdings in Welltower were worth $20,669,000 at the end of the most recent reporting period.

Other institutional investors have also modified their holdings of the company. Vanguard Group Inc. raised its holdings in shares of Welltower by 2.9% in the fourth quarter. Vanguard Group Inc. now owns 92,421,471 shares of the real estate investment trust’s stock worth $17,154,349,000 after buying an additional 2,643,088 shares during the period. Capital International Investors raised its holdings in shares of Welltower by 2.0% in the fourth quarter. Capital International Investors now owns 47,431,769 shares of the real estate investment trust’s stock worth $8,805,411,000 after buying an additional 915,514 shares during the period. State Street Corp raised its holdings in shares of Welltower by 4.1% in the third quarter. State Street Corp now owns 41,253,954 shares of the real estate investment trust’s stock worth $7,348,979,000 after buying an additional 1,637,665 shares during the period. Norges Bank purchased a new stake in shares of Welltower in the fourth quarter worth approximately $5,466,264,000. Finally, Bank of America Corp DE raised its holdings in shares of Welltower by 1.9% in the third quarter. Bank of America Corp DE now owns 19,378,590 shares of the real estate investment trust’s stock worth $3,452,102,000 after buying an additional 367,463 shares during the period. 94.80% of the stock is owned by institutional investors.

Welltower Stock Down 0.1%

Shares of NYSE WELL opened at $211.15 on Friday. The company has a current ratio of 4.31, a quick ratio of 4.31 and a debt-to-equity ratio of 0.40. The stock has a market capitalization of $149.05 billion, a PE ratio of 104.53, a price-to-earnings-growth ratio of 1.09 and a beta of 0.79. The stock’s fifty day simple moving average is $209.67 and its two-hundred day simple moving average is $201.21. Welltower Inc. has a 12-month low of $148.97 and a 12-month high of $221.68.

Welltower (NYSE:WELL) last announced its earnings results on Tuesday, April 28th. The real estate investment trust reported $1.02 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.68 by $0.34. The business had revenue of $3.35 billion for the quarter, compared to analysts’ expectations of $3.12 billion. Welltower had a return on equity of 3.45% and a net margin of 11.96%.The business’s revenue for the quarter was up 38.3% on a year-over-year basis. During the same quarter last year, the firm earned $1.20 EPS. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. As a group, analysts expect that Welltower Inc. will post 6.32 EPS for the current fiscal year.

Welltower Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, May 21st. Stockholders of record on Wednesday, May 13th were given a $0.74 dividend. The ex-dividend date of this dividend was Wednesday, May 13th. This represents a $2.96 dividend on an annualized basis and a dividend yield of 1.4%. Welltower’s dividend payout ratio (DPR) is presently 146.53%.

Analyst Upgrades and Downgrades

Several equities research analysts have recently weighed in on the company. Wall Street Zen upgraded Welltower from a “sell” rating to a “hold” rating in a report on Saturday, May 2nd. Morgan Stanley raised their price objective on Welltower from $200.00 to $215.00 and gave the stock an “overweight” rating in a report on Wednesday, February 18th. Jefferies Financial Group raised their price objective on Welltower from $237.00 to $248.00 and gave the stock a “buy” rating in a report on Tuesday, May 12th. KeyCorp raised their price objective on Welltower from $210.00 to $240.00 and gave the stock an “overweight” rating in a report on Tuesday, February 24th. Finally, Scotiabank raised their price objective on Welltower from $236.00 to $248.00 and gave the stock an “outperform” rating in a report on Thursday, May 21st. One research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat, Welltower has an average rating of “Moderate Buy” and an average target price of $231.60.

About Welltower

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.