Fideuram Intesa Sanpaolo Private Banking S.P.A. Makes New $1.48 Million Investment in Welltower Inc. $WELL

Fideuram Intesa Sanpaolo Private Banking S.P.A. bought a new position in Welltower Inc. (NYSE:WELL) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 7,988 shares of the real estate investment trust’s stock, valued at approximately $1,483,000.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Hager Investment Management Services LLC grew its position 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 during the last quarter. Marquette Asset Management LLC grew its position 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 during the last quarter. Quarry LP bought a new position in Welltower in the 3rd quarter worth about $33,000. Financial Consulate Inc. bought a new position in Welltower in the 4th quarter worth about $34,000. Finally, MMA Asset Management LLC bought a new position in Welltower in the 3rd quarter worth about $35,000. Institutional investors own 94.80% of the company’s stock.

Analyst Ratings Changes

Several research analysts have commented on WELL shares. Weiss Ratings cut shares of Welltower from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Friday, May 15th. KeyCorp upped their price target 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. Royal Bank Of Canada upped their price target on shares of Welltower from $230.00 to $238.00 and gave the stock an “outperform” rating in a research note on Monday, May 4th. Scotiabank upped their price target on shares of Welltower from $236.00 to $248.00 and gave the stock an “outperform” rating in a research note on Thursday. Finally, Wells Fargo & Company upped their price target on shares of Welltower from $218.00 to $228.00 and gave the stock an “overweight” rating in a research note on Thursday, March 26th. One research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $230.47.

Welltower Trading Down 1.3%

Shares of NYSE:WELL opened at $215.67 on Friday. The company has a 50 day moving average of $207.95 and a 200-day moving average of $199.60. The firm has a market cap of $152.24 billion, a P/E ratio of 106.77, a P/E/G ratio of 1.14 and a beta of 0.83. Welltower Inc. has a twelve month low of $146.65 and a twelve month high of $221.68. The company has a current ratio of 4.31, a quick ratio of 4.31 and a debt-to-equity ratio of 0.40.

Welltower (NYSE:WELL) last issued its quarterly earnings results on Tuesday, April 28th. The real estate investment trust reported $1.02 earnings per share for the quarter, topping 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 company had revenue of $3.35 billion during the quarter, compared to analyst estimates of $3.12 billion. During the same period in the prior year, the business posted $1.20 EPS. The business’s revenue for the quarter 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, analysts anticipate that Welltower Inc. will post 6.28 earnings per share for the current fiscal year.

Welltower Announces Dividend

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. This represents a $2.96 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date was Wednesday, May 13th. Welltower’s dividend payout ratio (DPR) is presently 146.53%.

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.