Oddo BHF Asset Management Sas Has $15.99 Million Stock Position in Welltower Inc. $WELL

Oddo BHF Asset Management Sas increased its position in Welltower Inc. (NYSE:WELL) by 111.4% in the fourth quarter, Holdings Channel.com reports. The firm owned 86,147 shares of the real estate investment trust’s stock after acquiring an additional 45,391 shares during the period. Oddo BHF Asset Management Sas’ holdings in Welltower were worth $15,990,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Hager Investment Management Services LLC grew 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 worth $25,000 after buying an additional 65 shares during the period. Marquette Asset Management LLC grew 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 worth $28,000 after buying an additional 59 shares during the period. Swiss RE Ltd. acquired a new position in shares of Welltower during the 4th quarter worth about $29,000. Quarry LP acquired a new position in shares of Welltower during the 3rd quarter worth about $33,000. Finally, Financial Consulate Inc. acquired a new position in shares of Welltower during the 4th quarter worth about $34,000. 94.80% of the stock is currently owned by institutional investors and hedge funds.

Welltower Trading Down 0.6%

NYSE:WELL opened at $212.95 on Tuesday. Welltower Inc. has a fifty-two week low of $148.97 and a fifty-two week high of $221.68. 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 stock has a market capitalization of $150.32 billion, a PE ratio of 105.42, a price-to-earnings-growth ratio of 1.11 and a beta of 0.79. The business’s 50-day simple moving average is $210.18 and its 200-day simple moving average is $201.35.

Welltower (NYSE:WELL) last released its quarterly earnings data on Tuesday, April 28th. The real estate investment trust reported $1.02 earnings per share for the quarter, beating the consensus estimate of $0.68 by $0.34. Welltower had a return on equity of 3.45% and a net margin of 11.96%.The business had revenue of $3.35 billion for the quarter, compared to analysts’ expectations of $3.12 billion. During the same quarter in the previous year, the business posted $1.20 EPS. Welltower’s revenue for the quarter was up 38.3% on a year-over-year basis. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. Sell-side analysts expect that Welltower Inc. will post 6.32 earnings per share for the current fiscal year.

Welltower Dividend Announcement

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

Analysts Set New Price Targets

Several research firms have recently issued reports on WELL. Morgan Stanley boosted their target price on Welltower from $200.00 to $215.00 and gave the stock an “overweight” rating in a research report on Wednesday, February 18th. Citigroup boosted their target price on Welltower from $245.00 to $255.00 and gave the stock a “buy” rating in a research report on Tuesday, May 5th. Wall Street Zen upgraded Welltower from a “sell” rating to a “hold” rating in a research report on Saturday, May 2nd. KeyCorp boosted their target price on Welltower from $210.00 to $240.00 and gave the stock an “overweight” rating in a research report on Tuesday, February 24th. Finally, Scotiabank boosted their target price on Welltower from $236.00 to $248.00 and gave the stock an “outperform” rating in a research report on Thursday, May 21st. One research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat, the stock currently has an average 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.