Blue Capital Inc. Invests $2.56 Million in Welltower Inc. $WELL

Blue Capital Inc. acquired a new position in Welltower Inc. (NYSE:WELL) in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 13,781 shares of the real estate investment trust’s stock, valued at approximately $2,558,000. Welltower makes up approximately 1.8% of Blue Capital Inc.’s holdings, making the stock its 21st biggest holding.

Several other large investors have also recently added to or reduced their stakes in the business. MV Capital Management Inc. acquired a new stake in Welltower in the 4th quarter valued at approximately $257,000. Cambient Family Office LLC acquired a new position in Welltower during the 4th quarter worth $215,000. Compound Planning Inc. boosted its position in Welltower by 30.3% during the 4th quarter. Compound Planning Inc. now owns 9,132 shares of the real estate investment trust’s stock worth $1,695,000 after acquiring an additional 2,122 shares during the period. Axxcess Wealth Management LLC bought a new position in shares of Welltower in the fourth quarter worth $211,000. Finally, Corient Private Wealth LLC grew its stake in shares of Welltower by 27.3% in the fourth quarter. Corient Private Wealth LLC now owns 63,829 shares of the real estate investment trust’s stock worth $11,847,000 after purchasing an additional 13,677 shares in the last quarter. 94.80% of the stock is currently owned by institutional investors and hedge funds.

Welltower Stock Performance

Shares of NYSE WELL opened at $206.73 on Friday. Welltower Inc. has a 1 year low of $148.97 and a 1 year high of $221.68. The firm has a market cap of $145.93 billion, a P/E ratio of 102.34, a PEG ratio of 1.07 and a beta of 0.79. The stock has a fifty day moving average price of $210.63 and a two-hundred day moving average price of $201.39. 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 (NYSE:WELL) last posted 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 for the quarter, compared to the consensus estimate of $3.12 billion. Welltower had a return on equity of 3.45% and a net margin of 11.96%.The company’s quarterly revenue was up 38.3% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.20 EPS. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. Research analysts forecast that Welltower Inc. will post 6.32 EPS for the current fiscal year.

Welltower Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, May 21st. Investors of record on Wednesday, May 13th were issued 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 of this dividend was Wednesday, May 13th. Welltower’s payout ratio is presently 146.53%.

Analysts Set New Price Targets

A number of research analysts have recently commented on WELL shares. Raymond James Financial initiated coverage on Welltower in a report on Tuesday. They set an “outperform” rating and a $226.00 price target on the stock. Citigroup upped their price objective on shares of Welltower from $245.00 to $255.00 and gave the stock a “buy” rating in a report on Tuesday, May 5th. UBS Group increased their target price on shares of Welltower from $240.00 to $249.00 and gave the company a “buy” rating in a research report on Monday, May 4th. Weiss Ratings raised shares of Welltower from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Tuesday, June 2nd. Finally, Scotiabank dropped their price target on shares of Welltower from $248.00 to $232.00 and set a “sector outperform” rating on the stock in a research report on Thursday. Thirteen equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat, Welltower presently has an average rating of “Moderate Buy” and an average price target of $230.25.

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.