Intech Investment Management LLC Lowers Stock Position in Welltower Inc. $WELL

Intech Investment Management LLC lessened its stake in shares of Welltower Inc. (NYSE:WELL) by 18.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 50,599 shares of the real estate investment trust’s stock after selling 11,755 shares during the quarter. Intech Investment Management LLC’s holdings in Welltower were worth $9,392,000 as of its most recent SEC filing.

Other hedge funds also recently bought and sold shares of the company. Hager Investment Management Services LLC boosted its stake in Welltower by 84.4% during the third quarter. Hager Investment Management Services LLC now owns 142 shares of the real estate investment trust’s stock worth $25,000 after buying an additional 65 shares during the period. Marquette Asset Management LLC boosted its stake in 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 buying an additional 59 shares during the period. Financial Consulate Inc. purchased a new position in Welltower during the fourth quarter worth about $34,000. Quarry LP purchased a new position in Welltower during the third quarter worth about $33,000. Finally, MMA Asset Management LLC purchased a new position in Welltower during the third quarter worth about $35,000. Hedge funds and other institutional investors own 94.80% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research analysts have weighed in on WELL shares. UBS Group increased their target price on shares of Welltower from $240.00 to $249.00 and gave the stock a “buy” rating in a research note on Monday, May 4th. Citigroup increased their target price on shares of Welltower from $245.00 to $255.00 and gave the stock a “buy” rating in a research note on Tuesday, May 5th. Wells Fargo & Company increased their target price on shares of Welltower from $218.00 to $228.00 and gave the stock an “overweight” rating in a research note on Thursday, March 26th. KeyCorp increased their target price on shares of Welltower from $210.00 to $240.00 and gave the stock an “overweight” rating in a research note on Tuesday, February 24th. Finally, Wall Street Zen raised shares of Welltower from a “sell” rating to a “hold” rating in a research note on Saturday, May 2nd. One research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $231.00.

Welltower Trading Down 2.0%

NYSE WELL opened at $206.11 on Friday. The firm has a 50 day simple moving average of $208.54 and a 200-day simple moving average of $200.65. 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 Inc. has a one year low of $148.60 and a one year high of $221.68. The firm has a market cap of $145.49 billion, a price-to-earnings ratio of 102.03, a PEG ratio of 1.09 and a beta of 0.83.

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, beating 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 business had revenue of $3.35 billion during the quarter, compared to analyst estimates of $3.12 billion. During the same quarter last year, the firm posted $1.20 earnings per share. The business’s revenue for the quarter was up 38.3% compared to the same quarter last year. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. Equities research analysts anticipate that Welltower Inc. will post 6.32 EPS for the current fiscal year.

Welltower Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, May 21st. Stockholders of record on Wednesday, May 13th were paid 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 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.