Welltower Inc. $WELL Shares Acquired by O Shaughnessy Asset Management LLC

O Shaughnessy Asset Management LLC grew its stake in Welltower Inc. (NYSE:WELL) by 11.6% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 104,884 shares of the real estate investment trust’s stock after buying an additional 10,917 shares during the period. O Shaughnessy Asset Management LLC’s holdings in Welltower were worth $19,468,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of WELL. Hager Investment Management Services LLC raised 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 purchasing an additional 65 shares during the last quarter. Marquette Asset Management LLC raised 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 purchasing an additional 59 shares during the last quarter. Financial Consulate Inc. purchased a new stake in Welltower in the 4th quarter valued at $34,000. Quarry LP purchased a new stake in Welltower in the 3rd quarter valued at $33,000. Finally, Morse Asset Management Inc raised its position in Welltower by 56.3% in the 4th quarter. Morse Asset Management Inc now owns 211 shares of the real estate investment trust’s stock valued at $39,000 after purchasing an additional 76 shares during the last quarter. Institutional investors and hedge funds own 94.80% of the company’s stock.

Welltower Stock Down 3.4%

Shares of Welltower stock opened at $199.95 on Tuesday. The company has a market cap of $141.15 billion, a P/E ratio of 98.99, a PEG ratio of 1.07 and a beta of 0.79. The company has a debt-to-equity ratio of 0.40, a quick ratio of 4.31 and a current ratio of 4.31. Welltower Inc. has a one year low of $148.60 and a one year high of $221.68. The firm has a fifty day moving average of $208.86 and a two-hundred day moving average of $200.96.

Welltower (NYSE:WELL) last announced its quarterly earnings data on Tuesday, April 28th. The real estate investment trust reported $1.02 EPS for the quarter, topping 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 net margin of 11.96% and a return on equity of 3.45%. Welltower’s quarterly revenue was up 38.3% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.20 EPS. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. On average, analysts forecast that Welltower Inc. will post 6.32 earnings per share for the current year.

Welltower Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, May 21st. Stockholders of record on Wednesday, May 13th were paid a dividend of $0.74 per share. The ex-dividend date of this dividend was Wednesday, May 13th. This represents a $2.96 dividend on an annualized basis and a dividend yield of 1.5%. Welltower’s dividend payout ratio is 146.53%.

Analysts Set New Price Targets

WELL has been the subject of several research reports. BMO Capital Markets reiterated an “outperform” rating and issued a $245.00 price target on shares of Welltower in a research report on Monday, May 4th. Wells Fargo & Company upped their price target on shares of Welltower from $228.00 to $237.00 and gave the company an “overweight” rating in a research report on Monday, June 1st. Citigroup upped their price target on shares of Welltower from $245.00 to $255.00 and gave the company a “buy” rating in a research report on Tuesday, May 5th. Morgan Stanley upped their price target on shares of Welltower from $200.00 to $215.00 and gave the company an “overweight” rating in a research report on Wednesday, February 18th. Finally, Mizuho set a $239.00 price target on shares of Welltower in a research report on Friday, May 22nd. One equities research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat, the company 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.