Thames Capital Management LLC Acquires New Position in Welltower Inc. $WELL

Thames Capital Management LLC acquired a new stake in shares of Welltower Inc. (NYSE:WELL) during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 25,195 shares of the real estate investment trust’s stock, valued at approximately $4,676,000.

Other institutional investors also recently bought and sold shares of the company. Hager Investment Management Services LLC grew its position in Welltower by 84.4% during 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 purchasing an additional 65 shares during the last quarter. Marquette Asset Management LLC boosted its holdings in shares of Welltower by 62.8% during 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 last quarter. Financial Consulate Inc. purchased a new stake in shares of Welltower during the 4th quarter valued at about $34,000. Quarry LP purchased a new stake in shares of Welltower during the 3rd quarter valued at about $33,000. Finally, MMA Asset Management LLC purchased a new stake in shares of Welltower during the 3rd quarter valued at about $35,000. 94.80% of the stock is owned by hedge funds and other institutional investors.

Welltower Price Performance

Shares of NYSE:WELL opened at $206.11 on Friday. The firm’s 50 day moving average price is $208.54 and its 200-day moving average price is $200.65. Welltower Inc. has a twelve month low of $148.60 and a twelve month high of $221.68. 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 stock has a market capitalization of $145.49 billion, a PE ratio of 102.03, a price-to-earnings-growth ratio of 1.06 and a beta of 0.83.

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 the consensus estimate 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 for the quarter, compared to analysts’ expectations of $3.12 billion. During the same quarter in the prior year, the business earned $1.20 EPS. The business’s quarterly revenue was up 38.3% on a year-over-year basis. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. Equities research analysts expect that Welltower Inc. will post 6.32 EPS for the current year.

Welltower Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, May 21st. Stockholders of record on Wednesday, May 13th were paid a $0.74 dividend. This represents a $2.96 annualized dividend and a dividend yield of 1.4%. The ex-dividend date was Wednesday, May 13th. Welltower’s dividend payout ratio is 146.53%.

Analyst Ratings Changes

A number of analysts have recently issued reports on the stock. Scotiabank raised their price target on shares of Welltower from $236.00 to $248.00 and gave the company an “outperform” rating in a report on Thursday, May 21st. Wells Fargo & Company raised their price target on shares of Welltower from $218.00 to $228.00 and gave the company an “overweight” rating in a report on Thursday, March 26th. Cantor Fitzgerald raised 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. Weiss Ratings downgraded shares of Welltower from a “buy (b-)” rating to a “hold (c+)” rating in a report on Friday, May 15th. Finally, UBS Group raised 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. One analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price 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.