Landscape Capital Management L.L.C. Sells 37,626 Shares of Welltower Inc. $WELL

Landscape Capital Management L.L.C. trimmed its holdings in Welltower Inc. (NYSE:WELL) by 59.4% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 25,759 shares of the real estate investment trust’s stock after selling 37,626 shares during the period. Landscape Capital Management L.L.C.’s holdings in Welltower were worth $4,781,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also recently made changes to their positions in WELL. Hager Investment Management Services LLC lifted its stake in shares of Welltower by 84.4% in the third quarter. Hager Investment Management Services LLC now owns 142 shares of the real estate investment trust’s stock valued at $25,000 after buying an additional 65 shares in the last quarter. Marquette Asset Management LLC lifted its stake in shares of Welltower by 62.8% in the fourth quarter. Marquette Asset Management LLC now owns 153 shares of the real estate investment trust’s stock valued at $28,000 after buying an additional 59 shares in the last quarter. Swiss RE Ltd. bought a new position in shares of Welltower in the fourth quarter valued at $29,000. Quarry LP bought a new position in shares of Welltower in the third quarter valued at $33,000. Finally, Financial Consulate Inc. bought a new position in shares of Welltower in the fourth quarter valued at $34,000. 94.80% of the stock is owned by institutional investors.

Welltower Stock Performance

Shares of WELL opened at $213.96 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 has a market capitalization of $151.03 billion, a price-to-earnings ratio of 105.92, a PEG ratio of 1.11 and a beta of 0.79. The stock has a 50 day moving average of $209.96 and a 200 day moving average of $201.30. Welltower Inc. has a 12 month low of $148.97 and a 12 month high of $221.68.

Welltower (NYSE:WELL) last issued its quarterly 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. The company had revenue of $3.35 billion during the quarter, compared to the consensus estimate of $3.12 billion. Welltower had a return on equity of 3.45% and a net margin of 11.96%.Welltower’s revenue was up 38.3% on a year-over-year basis. During the same period last year, the business posted $1.20 earnings per share. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. As a group, sell-side analysts forecast that Welltower Inc. will post 6.32 earnings per share for the current year.

Welltower Dividend Announcement

The business also recently disclosed 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 146.53%.

Wall Street Analyst Weigh In

A number of research analysts have weighed in on the stock. KeyCorp raised their price objective on shares of Welltower from $210.00 to $240.00 and gave the company an “overweight” rating in a research note on Tuesday, February 24th. Wall Street Zen upgraded shares of Welltower from a “sell” rating to a “hold” rating in a report on Saturday, May 2nd. Weiss Ratings upgraded shares of Welltower from a “hold (c+)” rating to a “buy (b-)” rating in a report on Tuesday, June 2nd. UBS Group increased their target price on shares of Welltower from $240.00 to $249.00 and gave the company a “buy” rating in a report on Monday, May 4th. Finally, Jefferies Financial Group increased their target price on shares of Welltower from $237.00 to $248.00 and gave the company a “buy” rating in a report on Tuesday, May 12th. One 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 company. According to MarketBeat, Welltower currently has a consensus rating of “Moderate Buy” and a consensus 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.