RCW Management LLC Invests $497,000 in Welltower Inc. $WELL

RCW Management LLC acquired a new position in shares of Welltower Inc. (NYSE:WELL) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 2,678 shares of the real estate investment trust’s stock, valued at approximately $497,000.

Several other hedge funds have also made changes to their positions in WELL. Vanguard Group Inc. boosted its holdings in shares of Welltower by 4.7% during the third quarter. Vanguard Group Inc. now owns 89,778,383 shares of the real estate investment trust’s stock worth $15,993,121,000 after purchasing an additional 3,991,896 shares during the last quarter. Capital World Investors boosted its holdings in shares of Welltower by 167.2% during the third quarter. Capital World Investors now owns 4,247,262 shares of the real estate investment trust’s stock worth $756,607,000 after purchasing an additional 2,657,766 shares during the last quarter. Capital International Investors boosted its holdings in shares of Welltower by 4.1% during the third quarter. Capital International Investors now owns 46,516,255 shares of the real estate investment trust’s stock worth $8,285,296,000 after purchasing an additional 1,842,934 shares during the last quarter. State Street Corp boosted its holdings in shares of Welltower by 4.1% during 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 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. Institutional investors and hedge funds own 94.80% of the company’s stock.

Welltower Stock Up 1.2%

NYSE:WELL traded up $2.57 during mid-day trading on Thursday, hitting $214.66. The company had a trading volume of 427,811 shares, compared to its average volume of 3,053,220. The business has a fifty day simple moving average of $205.64 and a 200-day simple moving average of $195.53. The company has a current ratio of 3.46, a quick ratio of 3.46 and a debt-to-equity ratio of 0.45. Welltower Inc. has a 1 year low of $142.65 and a 1 year high of $219.59. The firm has a market capitalization of $151.24 billion, a price-to-earnings ratio of 153.52, a PEG ratio of 1.10 and a beta of 0.83.

Welltower (NYSE:WELL) last released its quarterly earnings data on Tuesday, April 28th. The real estate investment trust reported $1.02 EPS for the quarter, beating the consensus estimate of $0.73 by $0.29. Welltower had a return on equity of 2.46% and a net margin of 8.64%.The company had revenue of $3.35 billion for the quarter, compared to analyst estimates of $3.09 billion. During the same period last year, the company posted $1.20 earnings per share. The firm’s revenue was up 38.3% compared to the same quarter last year. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. Equities analysts forecast that Welltower Inc. will post 6.22 earnings per share for the current fiscal year.

Welltower Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, May 21st. Shareholders of record on Wednesday, May 13th will be given a $0.74 dividend. The ex-dividend date of this dividend is Wednesday, May 13th. This represents a $2.96 annualized dividend and a yield of 1.4%. Welltower’s dividend payout ratio (DPR) is 211.43%.

Wall Street Analyst Weigh In

A number of brokerages recently weighed in on WELL. Morgan Stanley lifted their target price on Welltower from $200.00 to $215.00 and gave the company an “overweight” rating in a report on Wednesday, February 18th. Citigroup lifted their target price on Welltower from $215.00 to $245.00 and gave the company a “buy” rating in a report on Wednesday, February 18th. KeyCorp lifted their target price on Welltower from $210.00 to $240.00 and gave the company an “overweight” rating in a report on Tuesday, February 24th. Weiss Ratings cut Welltower from a “buy (b-)” rating to a “hold (c)” rating in a report on Tuesday, February 17th. Finally, Scotiabank lifted their target price on Welltower from $214.00 to $236.00 and gave the company a “sector outperform” rating in a report on Monday, March 2nd. One analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat, Welltower currently has an average rating of “Moderate Buy” and a consensus 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.