Capital International Sarl Buys 101,947 Shares of Welltower Inc. $WELL

Capital International Sarl grew its stake in Welltower Inc. (NYSE:WELL) by 209.2% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 150,674 shares of the real estate investment trust’s stock after acquiring an additional 101,947 shares during the quarter. Capital International Sarl’s holdings in Welltower were worth $27,967,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently modified their holdings of the company. Hager Investment Management Services LLC increased its stake in shares of Welltower by 84.4% in 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 increased its stake in shares of Welltower by 62.8% in 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. Quarry LP bought a new stake in shares of Welltower in the 3rd quarter valued at about $33,000. Financial Consulate Inc. bought a new stake in shares of Welltower in the 4th quarter valued at about $34,000. Finally, MMA Asset Management LLC bought a new stake in shares of Welltower in the 3rd quarter valued at about $35,000. 94.80% of the stock is owned by institutional investors.

Welltower Stock Up 3.3%

Shares of WELL stock opened at $207.48 on Friday. The firm has a fifty day moving average of $208.77 and a 200-day moving average of $200.93. The company has a quick ratio of 4.31, a current ratio of 4.31 and a debt-to-equity ratio of 0.40. Welltower Inc. has a 12-month low of $148.60 and a 12-month high of $221.68. The company has a market capitalization of $146.46 billion, a price-to-earnings ratio of 102.71, a P/E/G ratio of 1.07 and a beta of 0.79.

Welltower (NYSE:WELL) last issued its quarterly earnings data 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. Welltower had a net margin of 11.96% and a return on equity of 3.45%. The company had revenue of $3.35 billion during the quarter, compared to the consensus estimate of $3.12 billion. During the same quarter in the prior year, the firm earned $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. As a group, equities research analysts predict that Welltower Inc. will post 6.32 earnings per share for the current fiscal year.

Welltower Dividend Announcement

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

Wall Street Analyst Weigh In

A number of analysts have recently commented on the company. Weiss Ratings raised Welltower from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Tuesday. Citigroup upped their price target on Welltower from $245.00 to $255.00 and gave the company a “buy” rating in a research note on Tuesday, May 5th. Mizuho set a $239.00 price target on Welltower in a research note on Friday, May 22nd. Morgan Stanley upped their price target on Welltower from $200.00 to $215.00 and gave the company an “overweight” rating in a research note on Wednesday, February 18th. Finally, Cantor Fitzgerald boosted their price objective on Welltower from $204.00 to $230.00 and gave the company an “overweight” rating in a research report on Thursday, February 12th. One investment analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Welltower currently has a consensus rating of “Moderate Buy” and an average target price of $231.60.

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.