Metis Global Partners LLC Acquires 12,775 Shares of Welltower Inc. $WELL

Metis Global Partners LLC lifted its holdings in shares of Welltower Inc. (NYSE:WELL) by 7.1% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 191,852 shares of the real estate investment trust’s stock after purchasing an additional 12,775 shares during the period. Welltower comprises about 0.8% of Metis Global Partners LLC’s investment portfolio, making the stock its 17th biggest position. Metis Global Partners LLC’s holdings in Welltower were worth $35,610,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in the business. Hager Investment Management Services LLC boosted 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 buying an additional 65 shares during the period. Marquette Asset Management LLC boosted its position in 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 buying an additional 59 shares during the period. Quarry LP purchased a new stake in Welltower during the 3rd quarter valued at $33,000. Financial Consulate Inc. purchased a new stake in Welltower during the 4th quarter valued at $34,000. Finally, Morse Asset Management Inc boosted its position in Welltower by 56.3% during the 4th quarter. Morse Asset Management Inc now owns 211 shares of the real estate investment trust’s stock valued at $39,000 after buying an additional 76 shares during the period. Institutional investors own 94.80% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts have weighed in on WELL shares. Scotiabank increased their price target 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 target price on shares of Welltower from $230.00 to $238.00 and gave the stock an “outperform” rating in a research report on Monday, May 4th. Morgan Stanley raised their target price on shares of Welltower from $200.00 to $215.00 and gave the stock an “overweight” rating in a research report on Wednesday, February 18th. UBS Group raised their target price on shares of Welltower from $240.00 to $249.00 and gave the stock a “buy” rating in a research report on Monday, May 4th. Finally, Jefferies Financial Group raised their target price on shares of Welltower from $237.00 to $248.00 and gave the stock a “buy” rating in a research report on Tuesday, May 12th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat.com, Welltower presently has a consensus rating of “Moderate Buy” and a consensus target price of $231.60.

Welltower Trading Up 2.4%

Shares of NYSE WELL opened at $211.70 on Thursday. Welltower Inc. has a 1 year low of $148.70 and a 1 year high of $221.68. The stock has a market cap of $149.44 billion, a P/E ratio of 104.80, a price-to-earnings-growth ratio of 1.07 and a beta of 0.79. The firm has a 50-day moving average of $209.40 and a 200 day moving average of $201.13. The company has a debt-to-equity ratio of 0.40, a current ratio of 4.31 and a quick ratio of 4.31.

Welltower (NYSE:WELL) last issued its quarterly earnings results on Tuesday, April 28th. The real estate investment trust reported $1.02 earnings per share (EPS) for the quarter, beating 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 company 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. Welltower’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. As a group, sell-side analysts expect that Welltower Inc. will post 6.32 EPS for the current fiscal year.

Welltower Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Thursday, May 21st. Shareholders of record on Wednesday, May 13th were paid 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 was Wednesday, May 13th. Welltower’s dividend payout ratio (DPR) is currently 146.53%.

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.