Dupont Capital Management Corp Cuts Holdings in Welltower Inc. $WELL

Dupont Capital Management Corp cut its position in shares of Welltower Inc. (NYSE:WELL) by 26.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 54,536 shares of the real estate investment trust’s stock after selling 19,200 shares during the quarter. Dupont Capital Management Corp’s holdings in Welltower were worth $10,122,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Hager Investment Management Services LLC boosted its holdings in Welltower by 84.4% during the third quarter. Hager Investment Management Services LLC now owns 142 shares of the real estate investment trust’s stock worth $25,000 after purchasing an additional 65 shares during the last quarter. Marquette Asset Management LLC boosted its holdings in Welltower by 62.8% during the fourth quarter. Marquette Asset Management LLC now owns 153 shares of the real estate investment trust’s stock worth $28,000 after purchasing an additional 59 shares during the last quarter. Financial Consulate Inc. purchased a new position in Welltower during the fourth quarter worth about $34,000. Quarry LP purchased a new position in Welltower during the third quarter worth about $33,000. Finally, MMA Asset Management LLC purchased a new position in Welltower during the third quarter worth about $35,000. 94.80% of the stock is currently owned by hedge funds and other institutional investors.

Welltower Stock Performance

NYSE WELL opened at $214.30 on Friday. The company’s 50 day moving average is $205.17 and its 200-day moving average is $193.16. Welltower Inc. has a 12-month low of $141.55 and a 12-month high of $216.43. The company has a quick ratio of 3.46, a current ratio of 3.46 and a debt-to-equity ratio of 0.45. The firm has a market cap of $150.98 billion, a P/E ratio of 153.07, a price-to-earnings-growth ratio of 1.45 and a beta of 0.83.

Welltower (NYSE:WELL) last posted its quarterly earnings results on Tuesday, February 10th. The real estate investment trust reported $1.45 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.44 by $0.01. Welltower had a net margin of 8.64% and a return on equity of 2.46%. The company had revenue of $3.18 billion for the quarter, compared to analyst estimates of $2.93 billion. During the same quarter in the previous year, the firm posted $1.13 earnings per share. The company’s quarterly revenue was up 41.3% compared to the same quarter last year. Welltower has set its FY 2026 guidance at 6.090-6.25 EPS. Sell-side analysts predict that Welltower Inc. will post 4.88 earnings per share for the current year.

Welltower Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Stockholders of record on Wednesday, February 25th were given a $0.74 dividend. The ex-dividend date of this dividend was Wednesday, February 25th. This represents a $2.96 annualized dividend and a dividend yield of 1.4%. Welltower’s payout ratio is 211.43%.

Analysts Set New Price Targets

WELL has been the topic of several analyst reports. Wall Street Zen cut shares of Welltower from a “hold” rating to a “sell” rating in a report on Saturday, February 14th. Royal Bank Of Canada boosted their price target on shares of Welltower from $207.00 to $230.00 and gave the stock an “outperform” rating in a report on Tuesday, February 24th. Mizuho boosted their price target on shares of Welltower from $216.00 to $231.00 and gave the stock an “outperform” rating in a report on Wednesday, March 4th. Wells Fargo & Company boosted 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. Finally, Morgan Stanley boosted their target price on shares of Welltower from $200.00 to $215.00 and gave the company an “overweight” rating in a research note on Wednesday, February 18th. One investment analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat.com, Welltower has an average rating of “Moderate Buy” and an average target price of $225.43.

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.