Welltower Inc. $WELL Shares Acquired by Dimensional Fund Advisors LP

Dimensional Fund Advisors LP boosted its position in Welltower Inc. (NYSE:WELL) by 2.9% during the 3rd quarter, HoldingsChannel reports. The firm owned 7,408,170 shares of the real estate investment trust’s stock after buying an additional 210,564 shares during the quarter. Dimensional Fund Advisors LP’s holdings in Welltower were worth $1,319,645,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also recently bought and sold shares of the company. Frank Rimerman Advisors LLC raised its holdings in shares of Welltower by 0.6% during the third quarter. Frank Rimerman Advisors LLC now owns 9,774 shares of the real estate investment trust’s stock valued at $1,741,000 after buying an additional 55 shares during the last quarter. Onyx Bridge Wealth Group LLC increased its position in Welltower by 3.8% in the 3rd quarter. Onyx Bridge Wealth Group LLC now owns 1,515 shares of the real estate investment trust’s stock valued at $270,000 after acquiring an additional 56 shares during the period. Sachetta LLC raised its stake in Welltower by 14.9% during the 3rd quarter. Sachetta LLC now owns 448 shares of the real estate investment trust’s stock valued at $80,000 after acquiring an additional 58 shares in the last quarter. PDS Planning Inc boosted its position in Welltower by 1.4% during the 3rd quarter. PDS Planning Inc now owns 4,326 shares of the real estate investment trust’s stock worth $771,000 after acquiring an additional 59 shares during the period. Finally, Modera Wealth Management LLC grew its stake in shares of Welltower by 3.4% in the third quarter. Modera Wealth Management LLC now owns 1,807 shares of the real estate investment trust’s stock worth $322,000 after purchasing an additional 60 shares in the last quarter. Institutional investors own 94.80% of the company’s stock.

Welltower Stock Performance

Shares of WELL opened at $207.88 on Wednesday. The company has a debt-to-equity ratio of 0.45, a current ratio of 3.46 and a quick ratio of 3.46. The firm’s 50 day moving average is $194.20 and its 200-day moving average is $185.34. Welltower Inc. has a 12-month low of $130.29 and a 12-month high of $216.43. The stock has a market capitalization of $145.05 billion, a P/E ratio of 148.49, a P/E/G ratio of 1.45 and a beta of 0.82.

Welltower (NYSE:WELL) last issued its earnings results on Tuesday, February 10th. The real estate investment trust reported $1.45 earnings per share for the quarter, topping analysts’ consensus estimates of $1.44 by $0.01. The firm had revenue of $3.18 billion during the quarter, compared to analysts’ expectations of $2.93 billion. Welltower had a net margin of 8.64% and a return on equity of 2.46%. The firm’s revenue for the quarter was up 41.3% compared to the same quarter last year. During the same period last year, the firm posted $1.13 earnings per share. Welltower has set its FY 2026 guidance at 6.090-6.25 EPS. Equities research analysts anticipate that Welltower Inc. will post 4.88 EPS for the current fiscal year.

Welltower Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Wednesday, February 25th will be issued a $0.74 dividend. This represents a $2.96 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date is Wednesday, February 25th. Welltower’s payout ratio is presently 211.43%.

Analysts Set New Price Targets

A number of brokerages recently weighed in on WELL. Royal Bank Of Canada lifted their price objective on shares of Welltower from $207.00 to $230.00 and gave the company an “outperform” rating in a research note on Tuesday, February 24th. Morgan Stanley boosted their price target on shares of Welltower from $200.00 to $215.00 and gave the stock an “overweight” rating in a research report on Wednesday, February 18th. Citigroup increased their price objective on shares of Welltower from $215.00 to $245.00 and gave the company a “buy” rating in a report on Wednesday, February 18th. Cantor Fitzgerald boosted their target price on Welltower from $204.00 to $230.00 and gave the stock an “overweight” rating in a report on Thursday, February 12th. Finally, JPMorgan Chase & Co. restated a “neutral” rating and issued a $205.00 target price on shares of Welltower in a research report on Thursday, December 18th. One equities research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, three have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $220.36.

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.