Welltower Inc. $WELL Shares Sold by Macquarie Group Ltd.

Macquarie Group Ltd. decreased its position in shares of Welltower Inc. (NYSE:WELL) by 57.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 720,895 shares of the real estate investment trust’s stock after selling 969,263 shares during the period. Welltower comprises approximately 0.6% of Macquarie Group Ltd.’s holdings, making the stock its 27th biggest holding. Macquarie Group Ltd.’s holdings in Welltower were worth $133,805,000 at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in WELL. Norges Bank purchased a new stake in shares of Welltower during the fourth quarter worth about $5,466,264,000. Capital World Investors boosted its holdings in Welltower by 153.0% in the fourth quarter. Capital World Investors now owns 10,744,520 shares of the real estate investment trust’s stock valued at $1,994,290,000 after purchasing an additional 6,497,258 shares during the last quarter. Vanguard Group Inc. boosted its holdings in Welltower by 4.7% in the third quarter. Vanguard Group Inc. now owns 89,778,383 shares of the real estate investment trust’s stock valued at $15,993,121,000 after purchasing an additional 3,991,896 shares during the last quarter. Capital International Investors grew its stake in Welltower by 4.1% during the 3rd quarter. Capital International Investors now owns 46,516,255 shares of the real estate investment trust’s stock valued at $8,285,296,000 after purchasing an additional 1,842,934 shares in the last quarter. Finally, State Street Corp grew its stake in Welltower by 4.1% during the 3rd quarter. State Street Corp now owns 41,253,954 shares of the real estate investment trust’s stock valued at $7,348,979,000 after purchasing an additional 1,637,665 shares in the last quarter. Institutional investors and hedge funds own 94.80% of the company’s stock.

Welltower Stock Up 1.6%

Welltower stock opened at $213.96 on Friday. The stock has a market cap of $151.03 billion, a price-to-earnings ratio of 105.92, a PEG ratio of 1.09 and a beta of 0.79. 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 50-day moving average price is $209.96 and its two-hundred day moving average price is $201.30. Welltower Inc. has a 52 week low of $148.97 and a 52 week high of $221.68.

Welltower (NYSE:WELL) last posted 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 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 analyst estimates of $3.12 billion. During the same quarter last year, the firm posted $1.20 EPS. The business’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. On average, analysts expect that Welltower Inc. will post 6.32 EPS for the current fiscal year.

Welltower Announces Dividend

The firm 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 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 146.53%.

Analyst Ratings Changes

A number of equities analysts have issued reports on WELL shares. Citigroup upped their target price on Welltower from $245.00 to $255.00 and gave the company a “buy” rating in a research report on Tuesday, May 5th. Weiss Ratings raised shares of Welltower from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Tuesday, June 2nd. UBS Group lifted their price target on shares of Welltower from $240.00 to $249.00 and gave the stock a “buy” rating in a research note on Monday, May 4th. Wall Street Zen raised shares of Welltower from a “sell” rating to a “hold” rating in a report on Saturday, May 2nd. Finally, Jefferies Financial Group increased their price objective on shares of Welltower from $237.00 to $248.00 and gave the company a “buy” rating in a research note on Tuesday, May 12th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $231.60.

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.