Erste Asset Management GmbH Has $34.57 Million Stake in Welltower Inc. $WELL

Erste Asset Management GmbH trimmed its holdings in shares of Welltower Inc. (NYSE:WELL) by 6.6% in the fourth quarter, HoldingsChannel reports. The firm owned 182,606 shares of the real estate investment trust’s stock after selling 12,921 shares during the period. Erste Asset Management GmbH’s holdings in Welltower were worth $34,574,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Hager Investment Management Services LLC increased its holdings 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 purchasing an additional 65 shares in the last quarter. Marquette Asset Management LLC increased its holdings 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 purchasing an additional 59 shares in the last quarter. Financial Consulate Inc. acquired a new stake in Welltower during the 4th quarter valued at $34,000. Quarry LP acquired a new stake in Welltower during the 3rd quarter valued at $33,000. Finally, MMA Asset Management LLC acquired a new stake in Welltower during the 3rd quarter valued at $35,000. 94.80% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several research analysts have issued reports on WELL shares. Jefferies Financial Group upped their price objective on Welltower from $237.00 to $248.00 and gave the stock a “buy” rating in a report on Tuesday, May 12th. Wells Fargo & Company upped their price objective on Welltower from $228.00 to $237.00 and gave the stock an “overweight” rating in a report on Monday, June 1st. Cantor Fitzgerald upped their price objective on Welltower from $204.00 to $230.00 and gave the stock an “overweight” rating in a report on Thursday, February 12th. UBS Group upped their price objective on Welltower from $240.00 to $249.00 and gave the stock a “buy” rating in a report on Monday, May 4th. Finally, Mizuho set a $239.00 price objective on Welltower in a report on Friday, May 22nd. One research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $231.60.

Welltower Stock Up 0.3%

NYSE:WELL opened at $207.48 on Monday. The stock’s fifty day moving average price is $208.77 and its two-hundred day moving average price is $200.95. Welltower Inc. has a 52-week low of $148.60 and a 52-week high of $221.68. The company has a debt-to-equity ratio of 0.40, a quick ratio of 4.31 and a current ratio of 4.31. The company has a market cap of $146.46 billion, a price-to-earnings ratio of 102.71, a P/E/G ratio of 1.07 and a beta of 0.79.

Welltower (NYSE:WELL) last issued its earnings results on Tuesday, April 28th. The real estate investment trust reported $1.02 EPS for the quarter, beating the consensus estimate of $0.68 by $0.34. The company had revenue of $3.35 billion during the quarter, compared to analysts’ expectations of $3.12 billion. Welltower had a net margin of 11.96% and a return on equity of 3.45%. The business’s revenue for the quarter was up 38.3% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.20 EPS. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. On average, analysts anticipate that Welltower Inc. will post 6.32 EPS for the current year.

Welltower Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, May 21st. Shareholders of record on Wednesday, May 13th were given a dividend of $0.74 per share. The ex-dividend date was Wednesday, May 13th. This represents a $2.96 annualized dividend and a dividend yield of 1.4%. Welltower’s payout ratio is presently 146.53%.

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.