Welltower Inc. $WELL Shares Purchased by Global Retirement Partners LLC

Global Retirement Partners LLC boosted its holdings in Welltower Inc. (NYSE:WELL) by 169.0% in the 4th quarter, HoldingsChannel.com reports. The firm owned 12,412 shares of the real estate investment trust’s stock after buying an additional 7,798 shares during the quarter. Global Retirement Partners LLC’s holdings in Welltower were worth $2,304,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in WELL. Vanguard Group Inc. increased its stake in Welltower by 4.7% in the third quarter. Vanguard Group Inc. now owns 89,778,383 shares of the real estate investment trust’s stock valued at $15,993,121,000 after purchasing an additional 3,991,896 shares during the last quarter. Capital World Investors increased its stake in Welltower by 167.2% in the third quarter. Capital World Investors now owns 4,247,262 shares of the real estate investment trust’s stock valued at $756,607,000 after purchasing an additional 2,657,766 shares during the last quarter. Capital International Investors increased its stake in Welltower by 4.1% in the third quarter. Capital International Investors now owns 46,516,255 shares of the real estate investment trust’s stock valued at $8,285,296,000 after purchasing an additional 1,842,934 shares during the last quarter. State Street Corp increased its stake in 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 valued at $7,348,979,000 after purchasing an additional 1,637,665 shares during the last quarter. Finally, Alyeska Investment Group L.P. acquired a new position in Welltower in the third quarter valued at $98,214,000. 94.80% of the stock is currently owned by institutional investors and hedge funds.

Welltower Stock Performance

Shares of NYSE:WELL opened at $216.31 on Friday. The firm has a market capitalization of $152.70 billion, a PE ratio of 107.09, a P/E/G ratio of 1.13 and a beta of 0.83. The company has a debt-to-equity ratio of 0.40, a current ratio of 4.31 and a quick ratio of 4.31. The business has a 50-day moving average of $208.17 and a two-hundred day moving average of $199.71. Welltower Inc. has a 12 month low of $147.49 and a 12 month high of $221.68.

Welltower (NYSE:WELL) last posted its earnings results on Tuesday, April 28th. The real estate investment trust reported $1.02 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.68 by $0.34. Welltower had a return on equity of 3.45% and a net margin of 11.96%.The business had revenue of $3.35 billion during the quarter, compared to analyst estimates of $3.12 billion. During the same quarter last year, the firm earned $1.20 earnings per share. The company’s revenue for the quarter was up 38.3% compared to the same quarter last year. 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 year.

Welltower Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Thursday, May 21st. Stockholders of record on Wednesday, May 13th were paid a $0.74 dividend. The ex-dividend date 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 146.53%.

Wall Street Analysts Forecast Growth

Several research firms recently commented on WELL. Cantor Fitzgerald upped their target price on Welltower from $204.00 to $230.00 and gave the company an “overweight” rating in a research note on Thursday, February 12th. UBS Group upped their price target on Welltower from $240.00 to $249.00 and gave the stock a “buy” rating in a research note on Monday, May 4th. Citigroup upped their price target on Welltower from $245.00 to $255.00 and gave the stock a “buy” rating in a research note on Tuesday, May 5th. Jefferies Financial Group upped their price target on Welltower from $237.00 to $248.00 and gave the stock a “buy” rating in a research note on Tuesday, May 12th. Finally, Mizuho set a $239.00 price target on Welltower in a research note on Friday. One equities research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $231.00.

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.