USS Investment Management Ltd Boosts Holdings in Welltower Inc. $WELL

USS Investment Management Ltd boosted its position in Welltower Inc. (NYSE:WELL) by 6.1% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 118,346 shares of the real estate investment trust’s stock after purchasing an additional 6,821 shares during the quarter. USS Investment Management Ltd’s holdings in Welltower were worth $21,956,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also bought and sold shares of WELL. Hager Investment Management Services LLC lifted its stake in 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 worth $25,000 after purchasing an additional 65 shares in the last quarter. Marquette Asset Management LLC lifted its stake in Welltower by 62.8% in the 4th 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 in the last quarter. Swiss RE Ltd. purchased a new stake in Welltower in the 4th quarter worth approximately $29,000. Quarry LP purchased a new stake in Welltower in the 3rd quarter worth approximately $33,000. Finally, Financial Consulate Inc. purchased a new stake in Welltower in the 4th quarter worth approximately $34,000. 94.80% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

WELL has been the topic of several recent analyst reports. KeyCorp increased their target price on shares of Welltower from $210.00 to $240.00 and gave the stock an “overweight” rating in a research note on Tuesday, February 24th. Weiss Ratings upgraded shares of Welltower from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Tuesday, June 2nd. Royal Bank Of Canada raised their price objective on shares of Welltower from $230.00 to $238.00 and gave the company an “outperform” rating in a research report on Monday, May 4th. UBS Group raised their price objective on shares of Welltower from $240.00 to $249.00 and gave the company a “buy” rating in a research report on Monday, May 4th. Finally, Scotiabank raised their price objective on shares of Welltower from $236.00 to $248.00 and gave the company an “outperform” rating in a research report on Thursday, May 21st. One investment analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Welltower currently has an average rating of “Moderate Buy” and a consensus target price of $231.60.

Welltower Price Performance

WELL stock opened at $213.96 on Monday. The company has a debt-to-equity ratio of 0.40, a quick ratio of 4.31 and a current ratio of 4.31. Welltower Inc. has a 52 week low of $148.97 and a 52 week high of $221.68. The firm’s fifty day moving average is $209.96 and its 200 day moving average is $201.29. The firm has a market cap of $151.03 billion, a P/E ratio of 105.92, a P/E/G ratio of 1.11 and a beta of 0.79.

Welltower (NYSE:WELL) last released its 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. Welltower had a net margin of 11.96% and a return on equity of 3.45%. The company had revenue of $3.35 billion for the quarter, compared to analyst estimates of $3.12 billion. During the same quarter last year, the firm earned $1.20 EPS. The firm’s quarterly 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. Research analysts predict that Welltower Inc. will post 6.32 earnings per share for the current year.

Welltower Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Thursday, May 21st. Investors of record on Wednesday, May 13th were issued 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 (DPR) is currently 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.