Welltower Inc. $WELL Shares Sold by Aew Capital Management L P

Aew Capital Management L P decreased its position in Welltower Inc. (NYSE:WELL) by 19.2% in the 4th quarter, Holdings Channel.com reports. The fund owned 973,236 shares of the real estate investment trust’s stock after selling 231,824 shares during the period. Welltower makes up 13.1% of Aew Capital Management L P’s investment portfolio, making the stock its largest position. Aew Capital Management L P’s holdings in Welltower were worth $180,642,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds also recently made changes to their positions in the company. Brighton Jones LLC boosted its holdings in shares of Welltower by 7.1% in the 4th quarter. Brighton Jones LLC now owns 4,185 shares of the real estate investment trust’s stock valued at $527,000 after buying an additional 279 shares during the period. Empowered Funds LLC boosted its holdings in shares of Welltower by 31.7% in the 1st quarter. Empowered Funds LLC now owns 14,790 shares of the real estate investment trust’s stock valued at $2,266,000 after buying an additional 3,564 shares during the period. Sivia Capital Partners LLC boosted its holdings in shares of Welltower by 7.1% in the 2nd quarter. Sivia Capital Partners LLC now owns 1,910 shares of the real estate investment trust’s stock valued at $294,000 after buying an additional 127 shares during the period. Baird Financial Group Inc. boosted its holdings in shares of Welltower by 7.3% in the 2nd quarter. Baird Financial Group Inc. now owns 10,871 shares of the real estate investment trust’s stock valued at $1,671,000 after buying an additional 735 shares during the period. Finally, NewEdge Advisors LLC boosted its holdings in shares of Welltower by 27.0% in the 2nd quarter. NewEdge Advisors LLC now owns 12,435 shares of the real estate investment trust’s stock valued at $1,912,000 after buying an additional 2,641 shares during the period. Institutional investors and hedge funds own 94.80% of the company’s stock.

Welltower Trading Up 0.1%

Welltower stock opened at $218.13 on Thursday. The company has a quick ratio of 4.31, a current ratio of 4.31 and a debt-to-equity ratio of 0.40. The firm has a 50-day moving average price of $207.79 and a two-hundred day moving average price of $199.35. The firm has a market capitalization of $153.98 billion, a price-to-earnings ratio of 107.99, a PEG ratio of 1.14 and a beta of 0.83. Welltower Inc. has a 52-week low of $146.65 and a 52-week high of $221.68.

Welltower (NYSE:WELL) last posted its earnings results on Tuesday, April 28th. The real estate investment trust reported $1.02 earnings per share (EPS) for the quarter, beating 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 firm had revenue of $3.35 billion during the quarter, compared to analyst estimates of $3.12 billion. During the same period in the previous year, the business posted $1.20 EPS. Welltower’s revenue was up 38.3% on a year-over-year basis. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. Sell-side analysts expect that Welltower Inc. will post 6.28 earnings per share for the current year.

Welltower Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, May 21st. Shareholders of record on Wednesday, May 13th will be given 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 is Wednesday, May 13th. Welltower’s payout ratio is 146.53%.

Wall Street Analysts Forecast Growth

Several research analysts have recently commented on the stock. Cantor Fitzgerald lifted their price target on shares of Welltower from $204.00 to $230.00 and gave the company an “overweight” rating in a report on Thursday, February 12th. UBS Group boosted their price objective on Welltower from $240.00 to $249.00 and gave the company a “buy” rating in a research report on Monday, May 4th. Scotiabank boosted their price objective on Welltower from $214.00 to $236.00 and gave the company a “sector outperform” rating in a research report on Monday, March 2nd. Citigroup boosted their price objective on Welltower from $245.00 to $255.00 and gave the company a “buy” rating in a research report on Tuesday, May 5th. Finally, Wells Fargo & Company boosted their price objective on Welltower from $218.00 to $228.00 and gave the company an “overweight” rating in a research report on Thursday, March 26th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $229.67.

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.