Chevy Chase Trust Holdings LLC Purchases 13,780 Shares of Welltower Inc. $WELL

Chevy Chase Trust Holdings LLC increased its position in shares of Welltower Inc. (NYSE:WELL) by 4.2% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 343,594 shares of the real estate investment trust’s stock after purchasing an additional 13,780 shares during the quarter. Chevy Chase Trust Holdings LLC owned approximately 0.05% of Welltower worth $61,208,000 at the end of the most recent quarter.

Other institutional investors have also recently added to or reduced their stakes in the company. Brighton Jones LLC grew its stake in Welltower by 7.1% during the fourth quarter. Brighton Jones LLC now owns 4,185 shares of the real estate investment trust’s stock worth $527,000 after buying an additional 279 shares during the last quarter. Empowered Funds LLC increased its holdings in shares of Welltower by 31.7% during the first quarter. Empowered Funds LLC now owns 14,790 shares of the real estate investment trust’s stock worth $2,266,000 after buying an additional 3,564 shares in the last quarter. Sivia Capital Partners LLC raised its stake in shares of Welltower by 7.1% in the second quarter. Sivia Capital Partners LLC now owns 1,910 shares of the real estate investment trust’s stock valued at $294,000 after acquiring an additional 127 shares during the last quarter. Fiera Capital Corp bought a new position in shares of Welltower in the second quarter valued at approximately $446,000. Finally, Foundations Investment Advisors LLC boosted its holdings in shares of Welltower by 1.4% in the 2nd quarter. Foundations Investment Advisors LLC now owns 5,523 shares of the real estate investment trust’s stock worth $849,000 after acquiring an additional 77 shares in the last quarter. 94.80% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

WELL has been the topic of a number of research analyst reports. Citigroup increased their price target on Welltower from $215.00 to $245.00 and gave the stock a “buy” rating in a research report on Wednesday, February 18th. Wall Street Zen downgraded Welltower from a “hold” rating to a “sell” rating in a research report on Saturday, February 14th. Morgan Stanley boosted their price objective on Welltower from $200.00 to $215.00 and gave the stock an “overweight” rating in a research note on Wednesday, February 18th. Cantor Fitzgerald raised their target price on Welltower from $204.00 to $230.00 and gave the company an “overweight” rating in a research note on Thursday, February 12th. Finally, JPMorgan Chase & Co. reaffirmed a “neutral” rating and issued a $205.00 price target on shares of Welltower in a report on Thursday, December 18th. One investment analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, Welltower presently has a consensus rating of “Moderate Buy” and a consensus price target of $224.71.

Welltower Stock Performance

Shares of NYSE:WELL opened at $207.88 on Monday. The stock has a market capitalization of $145.05 billion, a P/E ratio of 148.48, a P/E/G ratio of 1.42 and a beta of 0.82. Welltower Inc. has a 1-year low of $130.29 and a 1-year high of $216.43. The company has a current ratio of 3.46, a quick ratio of 3.46 and a debt-to-equity ratio of 0.45. The business has a 50-day moving average price of $197.25 and a two-hundred day moving average price of $187.66.

Welltower (NYSE:WELL) last issued its earnings results on Tuesday, February 10th. The real estate investment trust reported $1.45 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.44 by $0.01. Welltower had a net margin of 8.64% and a return on equity of 2.46%. The company had revenue of $3.18 billion for the quarter, compared to analyst estimates of $2.93 billion. During the same quarter last year, the firm earned $1.13 EPS. The company’s revenue for the quarter was up 41.3% on a year-over-year basis. Welltower has set its FY 2026 guidance at 6.090-6.25 EPS. Equities analysts predict that Welltower Inc. will post 4.88 earnings per share for the current year.

Welltower Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, March 10th. Shareholders of record on Wednesday, February 25th were paid a $0.74 dividend. The ex-dividend date of this dividend was Wednesday, February 25th. This represents a $2.96 dividend on an annualized basis and a yield of 1.4%. Welltower’s dividend payout ratio (DPR) is presently 211.43%.

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.