Capital World Investors Raises Stock Holdings in Welltower Inc. $WELL

Capital World Investors increased its position in Welltower Inc. (NYSE:WELL) by 153.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 10,744,520 shares of the real estate investment trust’s stock after buying an additional 6,497,258 shares during the quarter. Capital World Investors owned 1.57% of Welltower worth $1,994,290,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds also recently made changes to their positions in the company. Capital International Sarl increased its stake in shares of Welltower by 209.2% in the fourth quarter. Capital International Sarl now owns 150,674 shares of the real estate investment trust’s stock worth $27,967,000 after buying an additional 101,947 shares during the period. Capital International Ltd. CA purchased a new position in shares of Welltower in the fourth quarter worth $3,510,000. Capital International Inc. CA increased its stake in shares of Welltower by 8.8% in the fourth quarter. Capital International Inc. CA now owns 744,277 shares of the real estate investment trust’s stock worth $138,145,000 after buying an additional 60,176 shares during the period. Capital International Investors increased its stake in shares of Welltower by 2.0% in the fourth quarter. Capital International Investors now owns 47,431,769 shares of the real estate investment trust’s stock worth $8,805,411,000 after buying an additional 915,514 shares during the period. Finally, Capital Group Investment Management PTE. LTD. purchased a new position in shares of Welltower in the fourth quarter worth $2,485,000. 94.80% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of brokerages have issued reports on WELL. Weiss Ratings raised shares of Welltower from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Tuesday. BMO Capital Markets reissued an “outperform” rating and set a $245.00 price objective on shares of Welltower in a research report on Monday, May 4th. Morgan Stanley boosted their price objective 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. KeyCorp boosted their price objective on shares of Welltower from $210.00 to $240.00 and gave the company an “overweight” rating in a research report on Tuesday, February 24th. Finally, Citigroup boosted their price objective on shares of Welltower from $245.00 to $255.00 and gave the company a “buy” rating in a research report on Tuesday, May 5th. One 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, Welltower has a consensus rating of “Moderate Buy” and an average price target of $231.60.

Welltower Stock Up 3.3%

Shares of Welltower stock opened at $207.48 on Friday. The company has a current ratio of 4.31, a quick ratio of 4.31 and a debt-to-equity ratio of 0.40. The company’s fifty day simple moving average is $208.77 and its two-hundred day simple moving average is $200.93. The company has a market cap of $146.46 billion, a P/E ratio of 102.71, a PEG ratio of 1.07 and a beta of 0.79. Welltower Inc. has a 12-month low of $148.60 and a 12-month high of $221.68.

Welltower (NYSE:WELL) last announced its earnings results on Tuesday, April 28th. The real estate investment trust reported $1.02 EPS for the quarter, beating analysts’ consensus estimates of $0.68 by $0.34. Welltower had a net margin of 11.96% and a return on equity of 3.45%. The firm 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. The company’s quarterly revenue was up 38.3% on a year-over-year basis. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. Research analysts anticipate that Welltower Inc. will post 6.32 EPS for the current year.

Welltower Dividend Announcement

The firm also recently announced 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 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date was Wednesday, May 13th. Welltower’s payout ratio 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.