Crossmark Global Holdings Inc. Purchases 12,953 Shares of Welltower Inc. $WELL

Crossmark Global Holdings Inc. grew its position in shares of Welltower Inc. (NYSE:WELL) by 53.7% in the fourth quarter, Holdings Channel reports. The fund owned 37,090 shares of the real estate investment trust’s stock after buying an additional 12,953 shares during the quarter. Crossmark Global Holdings Inc.’s holdings in Welltower were worth $6,884,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Hager Investment Management Services LLC boosted its position in shares of Welltower by 84.4% during the 3rd quarter. Hager Investment Management Services LLC now owns 142 shares of the real estate investment trust’s stock valued at $25,000 after acquiring an additional 65 shares during the last quarter. Marquette Asset Management LLC boosted its position in shares of 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 acquiring an additional 59 shares during the last quarter. Financial Consulate Inc. bought a new position in shares of Welltower during the 4th quarter valued at approximately $34,000. Quarry LP bought a new position in shares of Welltower during the 3rd quarter valued at approximately $33,000. Finally, MMA Asset Management LLC bought a new position in shares of Welltower during the 3rd quarter valued at approximately $35,000. 94.80% of the stock is currently owned by institutional investors.

Welltower Stock Up 0.7%

NYSE:WELL opened at $214.46 on Friday. Welltower Inc. has a twelve month low of $142.65 and a twelve month high of $219.59. The company has a market cap of $151.39 billion, a price-to-earnings ratio of 106.17, a price-to-earnings-growth ratio of 1.12 and a beta of 0.83. The stock has a fifty day simple moving average of $206.17 and a 200-day simple moving average of $196.94. The company has a current ratio of 4.31, a quick ratio of 4.31 and a debt-to-equity ratio of 0.40.

Welltower (NYSE:WELL) last announced its quarterly earnings results on Tuesday, April 28th. The real estate investment trust reported $1.02 EPS for the quarter, beating the consensus estimate of $0.68 by $0.34. The firm 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%.The business’s revenue for the quarter was up 38.3% on a year-over-year basis. During the same quarter last year, the firm posted $1.20 earnings per share. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. Analysts anticipate that Welltower Inc. will post 6.29 EPS for the current year.

Welltower Announces Dividend

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

Analysts Set New Price Targets

A number of analysts recently issued reports on the company. Citigroup raised their price target on Welltower from $245.00 to $255.00 and gave the stock a “buy” rating in a research report on Tuesday. Weiss Ratings upgraded Welltower from a “hold (c)” rating to a “buy (b-)” rating in a research report on Friday, May 1st. Morgan Stanley raised their price target on Welltower from $200.00 to $215.00 and gave the stock an “overweight” rating in a research report on Wednesday, February 18th. Mizuho raised their price target on Welltower from $216.00 to $231.00 and gave the stock an “outperform” rating in a research report on Wednesday, March 4th. Finally, BMO Capital Markets restated an “outperform” rating and issued a $245.00 price target on shares of Welltower in a research report on Monday, May 4th. One investment 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. According to data from MarketBeat.com, Welltower currently has an average rating of “Moderate Buy” and a consensus price target of $228.53.

Welltower Company Profile

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.