Stevens Capital Management LP Has $6.08 Million Stake in Welltower Inc. $WELL

Stevens Capital Management LP trimmed its stake in shares of Welltower Inc. (NYSE:WELL) by 29.7% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 32,746 shares of the real estate investment trust’s stock after selling 13,803 shares during the period. Welltower makes up 2.1% of Stevens Capital Management LP’s investment portfolio, making the stock its 9th largest holding. Stevens Capital Management LP’s holdings in Welltower were worth $6,078,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Hager Investment Management Services LLC boosted its holdings in Welltower by 84.4% in 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 raised its stake in Welltower by 62.8% during 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. Quarry LP purchased a new stake in Welltower during the 3rd quarter valued at $33,000. Financial Consulate Inc. bought a new position in shares of Welltower during the 4th quarter valued at $34,000. Finally, MMA Asset Management LLC purchased a new position in shares of Welltower in the 3rd quarter worth $35,000. Hedge funds and other institutional investors own 94.80% of the company’s stock.

Analysts Set New Price Targets

WELL has been the subject of several research analyst reports. BMO Capital Markets reaffirmed an “outperform” rating and issued a $245.00 price objective on shares of Welltower in a report on Monday. Wall Street Zen raised Welltower from a “sell” rating to a “hold” rating in a report on Saturday. Royal Bank Of Canada raised their target price on Welltower from $230.00 to $238.00 and gave the stock an “outperform” rating in a research report on Monday. Scotiabank boosted their price target on Welltower from $214.00 to $236.00 and gave the company a “sector outperform” rating in a research note on Monday, March 2nd. Finally, Morgan Stanley upped their price target on shares of Welltower from $200.00 to $215.00 and gave the company an “overweight” rating in a research report on Wednesday, February 18th. One research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat.com, Welltower currently has an average rating of “Moderate Buy” and an average target price of $228.53.

Welltower Trading Down 1.3%

Shares of WELL stock opened at $214.34 on Wednesday. Welltower Inc. has a 1 year low of $142.65 and a 1 year high of $219.59. The firm has a fifty day moving average price of $205.96 and a 200-day moving average price of $196.36. 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 company has a market cap of $151.30 billion, a price-to-earnings ratio of 106.11, a PEG ratio of 1.13 and a beta of 0.83.

Welltower (NYSE:WELL) last announced its earnings results on Tuesday, April 28th. The real estate investment trust reported $1.02 EPS for the quarter, topping analysts’ consensus estimates of $0.68 by $0.34. The company had revenue of $3.35 billion for the quarter, compared to analysts’ expectations of $3.12 billion. Welltower had a return on equity of 3.45% and a net margin of 11.96%.Welltower’s revenue for the quarter was up 38.3% compared to the same quarter last year. During the same period last year, the firm earned $1.20 EPS. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. As a group, equities analysts predict that Welltower Inc. will post 6.29 earnings per share for the current year.

Welltower Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, May 21st. Stockholders of record on Wednesday, May 13th will be paid a $0.74 dividend. The ex-dividend date of this dividend is Wednesday, May 13th. This represents a $2.96 annualized dividend and a dividend yield of 1.4%. Welltower’s dividend payout ratio (DPR) is 146.53%.

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.