Welltower Inc. $WELL Shares Acquired by Vise Technologies Inc.

Vise Technologies Inc. lifted its position in shares of Welltower Inc. (NYSE:WELL) by 27.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 42,890 shares of the real estate investment trust’s stock after purchasing an additional 9,198 shares during the period. Vise Technologies Inc.’s holdings in Welltower were worth $7,961,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. Mitsubishi UFJ Asset Management UK Ltd. acquired a new stake in Welltower in the third quarter valued at $1,781,000. New York Life Investment Management LLC raised its holdings in Welltower by 4.3% in the third quarter. New York Life Investment Management LLC now owns 97,366 shares of the real estate investment trust’s stock valued at $17,345,000 after acquiring an additional 4,019 shares in the last quarter. Benchmark Investment Advisors LLC acquired a new stake in Welltower in the third quarter valued at $901,000. Signature Estate & Investment Advisors LLC raised its holdings in Welltower by 3,192.6% in the third quarter. Signature Estate & Investment Advisors LLC now owns 47,380 shares of the real estate investment trust’s stock valued at $8,440,000 after acquiring an additional 45,941 shares in the last quarter. Finally, AIA Group Ltd raised its holdings in Welltower by 53.8% in the third quarter. AIA Group Ltd now owns 24,000 shares of the real estate investment trust’s stock valued at $4,275,000 after acquiring an additional 8,400 shares in the last quarter. 94.80% of the stock is owned by institutional investors and hedge funds.

Welltower Stock Up 0.5%

Shares of NYSE:WELL opened at $200.52 on Friday. 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 1-year low of $148.60 and a 1-year high of $221.68. The company’s fifty day moving average is $208.55 and its two-hundred day moving average is $200.88. The stock has a market capitalization of $141.55 billion, a price-to-earnings ratio of 99.27, a price-to-earnings-growth ratio of 1.03 and a beta of 0.79.

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, 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 business had revenue of $3.35 billion for the quarter, compared to analysts’ expectations of $3.12 billion. During the same quarter last year, the company earned $1.20 EPS. The company’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. Equities analysts anticipate that Welltower Inc. will post 6.32 EPS for the current year.

Welltower Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, May 21st. Investors of record on Wednesday, May 13th were issued a $0.74 dividend. This represents a $2.96 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date of this dividend was Wednesday, May 13th. Welltower’s dividend payout ratio (DPR) is 146.53%.

Analyst Ratings Changes

Several research firms recently issued reports on WELL. BMO Capital Markets reaffirmed an “outperform” rating and issued a $245.00 price target on shares of Welltower in a report on Monday, May 4th. UBS Group upped their price target on shares of Welltower from $240.00 to $249.00 and gave the company a “buy” rating in a report on Monday, May 4th. Weiss Ratings raised shares of Welltower from a “hold (c+)” rating to a “buy (b-)” rating in a report on Tuesday. Citigroup increased their target price on shares of Welltower from $245.00 to $255.00 and gave the stock a “buy” rating in a report on Tuesday, May 5th. Finally, Cantor Fitzgerald increased their target price on shares of Welltower from $204.00 to $230.00 and gave the stock an “overweight” rating in a report on Thursday, February 12th. One 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 company’s stock. Based on data from MarketBeat, Welltower currently 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.