Union Bancaire Privee UBP SA Takes Position in Welltower Inc. $WELL

Union Bancaire Privee UBP SA bought a new position in Welltower Inc. (NYSE:WELL) during the fourth quarter, according to its most recent filing with the SEC. The firm bought 29,950 shares of the real estate investment trust’s stock, valued at approximately $5,559,000.

Other hedge funds have also bought and sold shares of the company. GAMMA Investing LLC grew its holdings in shares of Welltower by 10.0% during the fourth quarter. GAMMA Investing LLC now owns 15,266 shares of the real estate investment trust’s stock valued at $2,834,000 after buying an additional 1,394 shares during the last quarter. AIA Group Ltd increased its position in shares of Welltower by 53.8% during the third quarter. AIA Group Ltd now owns 24,000 shares of the real estate investment trust’s stock worth $4,275,000 after acquiring an additional 8,400 shares in the last quarter. Keel Point LLC raised its holdings in shares of Welltower by 5.2% in the 3rd quarter. Keel Point LLC now owns 3,314 shares of the real estate investment trust’s stock worth $590,000 after acquiring an additional 165 shares during the last quarter. New Mexico Educational Retirement Board lifted its position in Welltower by 1.4% in the 3rd quarter. New Mexico Educational Retirement Board now owns 28,048 shares of the real estate investment trust’s stock valued at $4,997,000 after acquiring an additional 400 shares in the last quarter. Finally, Allworth Financial LP lifted its position in Welltower by 4.2% in the 3rd quarter. Allworth Financial LP now owns 21,756 shares of the real estate investment trust’s stock valued at $3,876,000 after acquiring an additional 876 shares in the last quarter. Institutional investors and hedge funds own 94.80% of the company’s stock.

Analyst Ratings Changes

A number of analysts have commented on the company. Cantor Fitzgerald boosted 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. KeyCorp lifted their target price on Welltower from $210.00 to $240.00 and gave the company an “overweight” rating in a research report on Tuesday, February 24th. Citigroup increased their price target on Welltower from $215.00 to $245.00 and gave the company a “buy” rating in a research report on Wednesday, February 18th. Wall Street Zen cut Welltower from a “hold” rating to a “sell” rating in a research note on Saturday, February 14th. Finally, Weiss Ratings downgraded shares of Welltower from a “buy (b-)” rating to a “hold (c)” rating in a report on Tuesday, February 17th. One research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, Welltower currently has an average rating of “Moderate Buy” and a consensus price target of $224.71.

Welltower Price Performance

WELL opened at $195.70 on Friday. The firm has a market cap of $136.55 billion, a P/E ratio of 139.79, a PEG ratio of 1.41 and a beta of 0.82. The firm has a 50-day moving average of $199.37 and a 200 day moving average of $188.74. The company has a debt-to-equity ratio of 0.45, a quick ratio of 3.46 and a current ratio of 3.46. Welltower Inc. has a fifty-two week low of $130.29 and a fifty-two week high of $216.43.

Welltower (NYSE:WELL) last announced its quarterly earnings data on Tuesday, February 10th. The real estate investment trust reported $1.45 EPS for the quarter, topping 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 business had revenue of $3.18 billion for the quarter, compared to analyst estimates of $2.93 billion. During the same quarter in the previous year, the firm posted $1.13 earnings per share. 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. On average, research analysts expect that Welltower Inc. will post 4.88 EPS for the current year.

Welltower Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, March 10th. Investors of record on Wednesday, February 25th were paid a $0.74 dividend. The ex-dividend date was Wednesday, February 25th. This represents a $2.96 annualized dividend and a yield of 1.5%. Welltower’s dividend payout ratio is presently 211.43%.

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.