Rakuten Investment Management Inc. Purchases 76,022 Shares of Welltower Inc. $WELL

Rakuten Investment Management Inc. raised its position in Welltower Inc. (NYSE:WELL) by 562.2% during the 4th quarter, according to its most recent filing with the SEC. The institutional investor owned 89,544 shares of the real estate investment trust’s stock after acquiring an additional 76,022 shares during the period. Rakuten Investment Management Inc.’s holdings in Welltower were worth $16,981,000 as of its most recent filing with the SEC.

Several other institutional investors have also recently bought and sold shares of WELL. Parkside Financial Bank & Trust increased its position in shares of Welltower by 2.5% during the 4th quarter. Parkside Financial Bank & Trust now owns 1,977 shares of the real estate investment trust’s stock worth $367,000 after purchasing an additional 49 shares during the last quarter. KCM Investment Advisors LLC increased its position in shares of Welltower by 3.2% during the 4th quarter. KCM Investment Advisors LLC now owns 1,678 shares of the real estate investment trust’s stock worth $311,000 after purchasing an additional 52 shares during the last quarter. CYBER HORNET ETFs LLC increased its position in shares of Welltower by 3.5% during the 3rd quarter. CYBER HORNET ETFs LLC now owns 1,582 shares of the real estate investment trust’s stock worth $282,000 after purchasing an additional 53 shares during the last quarter. Verdence Capital Advisors LLC increased its position in shares of Welltower by 4.2% during the 4th quarter. Verdence Capital Advisors LLC now owns 1,385 shares of the real estate investment trust’s stock worth $257,000 after purchasing an additional 56 shares during the last quarter. Finally, Wedmont Private Capital increased its position in shares of Welltower by 0.6% during the 4th quarter. Wedmont Private Capital now owns 9,279 shares of the real estate investment trust’s stock worth $1,723,000 after purchasing an additional 57 shares during the last quarter. Institutional investors own 94.80% of the company’s stock.

Welltower Stock Performance

WELL opened at $212.95 on Tuesday. The firm has a market cap of $150.32 billion, a P/E ratio of 105.42, a price-to-earnings-growth ratio of 1.11 and a beta of 0.79. Welltower Inc. has a 52-week low of $148.97 and a 52-week high of $221.68. 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 business’s fifty day moving average is $210.18 and its 200-day moving average is $201.35.

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

Welltower Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Thursday, May 21st. Stockholders of record on Wednesday, May 13th were paid 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 (DPR) is presently 146.53%.

Wall Street Analysts Forecast Growth

Several research analysts have weighed in on WELL shares. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $238.00 price target on shares of Welltower in a research report on Monday. Mizuho set a $239.00 target price on Welltower in a report on Friday, May 22nd. Wall Street Zen raised Welltower from a “sell” rating to a “hold” rating in a report on Saturday, May 2nd. Morgan Stanley boosted their target price on Welltower from $200.00 to $215.00 and gave the stock an “overweight” rating in a report on Wednesday, February 18th. Finally, Jefferies Financial Group boosted their target price on Welltower from $237.00 to $248.00 and gave the stock a “buy” rating in a report on Tuesday, May 12th. One analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat, Welltower has an average rating of “Moderate Buy” and a consensus 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.