Welltower Inc. $WELL Shares Acquired by Rockefeller Capital Management L.P.

Rockefeller Capital Management L.P. increased its position in shares of Welltower Inc. (NYSE:WELL) by 8.8% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 131,768 shares of the real estate investment trust’s stock after purchasing an additional 10,712 shares during the period. Rockefeller Capital Management L.P.’s holdings in Welltower were worth $24,458,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in WELL. Hager Investment Management Services LLC raised its holdings 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 buying an additional 65 shares during the period. Marquette Asset Management LLC increased its position in shares of Welltower by 62.8% during the fourth quarter. Marquette Asset Management LLC now owns 153 shares of the real estate investment trust’s stock worth $28,000 after acquiring an additional 59 shares during the period. Swiss RE Ltd. acquired a new stake in Welltower in the 4th quarter valued at about $29,000. Quarry LP acquired a new stake in Welltower in the third quarter valued at approximately $33,000. Finally, Financial Consulate Inc. acquired a new stake in shares of Welltower in the 4th quarter valued at $34,000. Hedge funds and other institutional investors own 94.80% of the company’s stock.

Welltower Price Performance

NYSE:WELL opened at $211.72 on Tuesday. The company has a current ratio of 4.31, a quick ratio of 4.31 and a debt-to-equity ratio of 0.40. The firm has a market cap of $149.45 billion, a price-to-earnings ratio of 104.81, a price-to-earnings-growth ratio of 1.07 and a beta of 0.79. The company’s 50-day moving average is $210.77 and its two-hundred day moving average is $201.48. Welltower Inc. has a 12-month low of $148.97 and a 12-month high of $221.68.

Welltower (NYSE:WELL) last released its earnings results on Tuesday, April 28th. The real estate investment trust reported $1.02 EPS 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 during the quarter, compared to analysts’ expectations of $3.12 billion. During the same period in the previous year, the company earned $1.20 EPS. Welltower’s revenue for the quarter was up 38.3% on a year-over-year basis. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. Research analysts expect that Welltower Inc. will post 6.32 EPS for the current year.

Welltower Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, May 21st. Investors of record on Wednesday, May 13th were given a $0.74 dividend. The ex-dividend date of this dividend was Wednesday, May 13th. This represents a $2.96 annualized dividend and a dividend yield of 1.4%. Welltower’s dividend payout ratio (DPR) is currently 146.53%.

Analyst Ratings Changes

Several equities research analysts have recently weighed in on the company. Jefferies Financial Group raised their target price on Welltower from $237.00 to $248.00 and gave the stock a “buy” rating in a research report on Tuesday, May 12th. Raymond James Financial started coverage on shares of Welltower in a report on Tuesday, June 16th. They issued an “outperform” rating and a $226.00 target price for the company. Scotiabank cut their price target on Welltower from $248.00 to $232.00 and set a “sector outperform” rating for the company in a research note on Thursday, June 18th. UBS Group raised their price objective 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. Finally, Wall Street Zen raised Welltower from a “sell” rating to a “hold” rating in a report on Saturday, May 2nd. Thirteen research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Welltower has an average rating of “Moderate Buy” and a consensus price target of $230.25.

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.