Welltower Inc. $WELL Shares Purchased by Triglav Investments D.O.O.

Triglav Investments D.O.O. boosted its stake in Welltower Inc. (NYSE:WELL) by 306.6% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 47,166 shares of the real estate investment trust’s stock after acquiring an additional 35,566 shares during the period. Triglav Investments D.O.O.’s holdings in Welltower were worth $8,754,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in WELL. Hager Investment Management Services LLC increased 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 valued at $25,000 after acquiring an additional 65 shares during the period. Marquette Asset Management LLC increased 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 valued at $28,000 after acquiring an additional 59 shares during the period. Quarry LP acquired a new position in Welltower in the 3rd quarter valued at about $33,000. Financial Consulate Inc. acquired a new position in Welltower in the 4th quarter valued at about $34,000. Finally, MMA Asset Management LLC acquired a new position in Welltower in the 3rd quarter valued at about $35,000. Institutional investors and hedge funds own 94.80% of the company’s stock.

Welltower Trading Down 2.0%

Shares of Welltower stock opened at $206.11 on Friday. Welltower Inc. has a 12-month low of $148.60 and a 12-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. The stock has a market cap of $145.49 billion, a PE ratio of 102.03, a price-to-earnings-growth ratio of 1.09 and a beta of 0.83. The company has a 50-day moving average of $208.54 and a two-hundred day moving average of $200.65.

Welltower (NYSE:WELL) last issued 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 during the quarter, compared to analysts’ expectations of $3.12 billion. During the same period last year, the company posted $1.20 EPS. The company’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. On average, research analysts anticipate that Welltower Inc. will post 6.32 EPS for the current fiscal year.

Welltower Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, May 21st. Shareholders of record on Wednesday, May 13th were given a dividend of $0.74 per share. The ex-dividend date of this dividend was Wednesday, May 13th. This represents a $2.96 annualized dividend and a yield of 1.4%. Welltower’s dividend payout ratio (DPR) is presently 146.53%.

Wall Street Analyst Weigh In

A number of equities research analysts recently commented on the stock. BMO Capital Markets restated an “outperform” rating and issued a $245.00 price objective on shares of Welltower in a research report on Monday, May 4th. Scotiabank raised their price objective on shares of Welltower from $236.00 to $248.00 and gave the company an “outperform” rating in a research report on Thursday, May 21st. Royal Bank Of Canada raised their price objective on shares of Welltower from $230.00 to $238.00 and gave the company an “outperform” rating in a research report on Monday, May 4th. Wall Street Zen upgraded shares of Welltower from a “sell” rating to a “hold” rating in a research report on Saturday, May 2nd. Finally, Weiss Ratings downgraded shares of Welltower from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Friday, May 15th. One analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $231.00.

Welltower 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.