Welltower Inc. $WELL Shares Sold by Invesco Ltd.

Invesco Ltd. cut its position in Welltower Inc. (NYSE:WELL) by 1.3% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 6,916,027 shares of the real estate investment trust’s stock after selling 90,018 shares during the quarter. Invesco Ltd.’s holdings in Welltower were worth $1,283,684,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also added to or reduced their stakes in the company. Hager Investment Management Services LLC increased its stake in Welltower by 84.4% during the 3rd quarter. Hager Investment Management Services LLC now owns 142 shares of the real estate investment trust’s stock worth $25,000 after buying an additional 65 shares during the period. Marquette Asset Management LLC boosted its position in Welltower by 62.8% in the 4th quarter. Marquette Asset Management LLC now owns 153 shares of the real estate investment trust’s stock valued at $28,000 after buying an additional 59 shares during the last quarter. Swiss RE Ltd. acquired a new stake in shares of Welltower during the fourth quarter valued at about $29,000. Quarry LP acquired a new stake in shares of Welltower during the third quarter valued at about $33,000. Finally, Financial Consulate Inc. purchased a new position in Welltower in the fourth quarter valued at about $34,000. 94.80% of the stock is owned by institutional investors and hedge funds.

Welltower Trading Up 0.1%

NYSE:WELL opened at $206.73 on Friday. The company has a market cap of $145.93 billion, a PE ratio of 102.34, a P/E/G ratio of 1.07 and a beta of 0.79. The business’s 50 day moving average is $210.63 and its two-hundred day moving average is $201.39. The company has a quick ratio of 4.31, a current ratio of 4.31 and a debt-to-equity ratio of 0.40. Welltower Inc. has a 52 week low of $148.97 and a 52 week high of $221.68.

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

Welltower Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, May 21st. Shareholders of record on Wednesday, May 13th were issued a dividend of $0.74 per share. This represents a $2.96 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date of this dividend was Wednesday, May 13th. Welltower’s dividend payout ratio is 146.53%.

Wall Street Analyst Weigh In

Several equities research analysts have issued reports on WELL shares. Wall Street Zen upgraded Welltower from a “sell” rating to a “hold” rating in a report on Saturday, May 2nd. Raymond James Financial began coverage on shares of Welltower in a research report on Tuesday. They set an “outperform” rating and a $226.00 price target for the company. Wells Fargo & Company lifted their price target on shares of Welltower from $228.00 to $237.00 and gave the stock an “overweight” rating in a research note on Monday, June 1st. Mizuho set a $239.00 price objective on shares of Welltower in a research note on Friday, May 22nd. Finally, UBS Group raised their price objective on shares of Welltower from $240.00 to $249.00 and gave the stock a “buy” rating in a report on Monday, May 4th. Thirteen equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $230.25.

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.