Welltower Inc. $WELL Shares Purchased by Healthcare of Ontario Pension Plan Trust Fund

Healthcare of Ontario Pension Plan Trust Fund lifted its stake in Welltower Inc. (NYSE:WELL) by 3,305.0% in the 1st quarter, HoldingsChannel.com reports. The firm owned 923,823 shares of the real estate investment trust’s stock after acquiring an additional 896,692 shares during the period. Healthcare of Ontario Pension Plan Trust Fund’s holdings in Welltower were worth $182,649,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently bought and sold shares of the stock. Brighton Jones LLC lifted its stake in shares of Welltower by 7.1% during the fourth quarter. Brighton Jones LLC now owns 4,185 shares of the real estate investment trust’s stock worth $527,000 after buying an additional 279 shares during the period. Empowered Funds LLC grew its holdings in shares of Welltower by 31.7% during the first quarter. Empowered Funds LLC now owns 14,790 shares of the real estate investment trust’s stock valued at $2,266,000 after buying an additional 3,564 shares during the last quarter. Sivia Capital Partners LLC increased its position in shares of Welltower by 7.1% in the 2nd quarter. Sivia Capital Partners LLC now owns 1,910 shares of the real estate investment trust’s stock valued at $294,000 after acquiring an additional 127 shares during the period. Baird Financial Group Inc. raised its stake in Welltower by 7.3% in the 2nd quarter. Baird Financial Group Inc. now owns 10,871 shares of the real estate investment trust’s stock worth $1,671,000 after acquiring an additional 735 shares during the last quarter. Finally, NewEdge Advisors LLC raised its stake in Welltower by 27.0% in the 2nd quarter. NewEdge Advisors LLC now owns 12,435 shares of the real estate investment trust’s stock worth $1,912,000 after acquiring an additional 2,641 shares during the last quarter. 94.80% of the stock is currently owned by institutional investors and hedge funds.

Welltower Trading Up 2.2%

NYSE WELL opened at $252.50 on Friday. The company has a market capitalization of $178.24 billion, a PE ratio of 125.00, a P/E/G ratio of 1.21 and a beta of 0.77. The company has a fifty day moving average of $221.76 and a 200 day moving average of $208.84. Welltower Inc. has a 1 year low of $158.24 and a 1 year high of $252.94. 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 posted its quarterly 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 for the quarter, compared to analyst estimates of $3.12 billion. Welltower had a net margin of 11.96% and a return on equity of 3.45%. The firm’s revenue was up 38.3% on a year-over-year basis. During the same period in the prior year, the company earned $1.20 earnings per share. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. Research analysts forecast that Welltower Inc. will post 6.32 earnings per share for the current year.

Welltower Announces Dividend

The business also recently announced 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 was Wednesday, May 13th. This represents a $2.96 dividend on an annualized basis and a dividend yield of 1.2%. Welltower’s dividend payout ratio is presently 146.53%.

Analyst Upgrades and Downgrades

A number of brokerages have commented on WELL. Citigroup lifted their price target on Welltower from $245.00 to $255.00 and gave the stock a “buy” rating in a research report on Tuesday, May 5th. Jefferies Financial Group raised their price objective on Welltower from $237.00 to $248.00 and gave the stock a “buy” rating in a research note on Tuesday, May 12th. Weiss Ratings cut Welltower from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Wednesday, June 24th. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $238.00 target price on shares of Welltower in a report on Monday, June 15th. Finally, Raymond James Financial initiated coverage on Welltower in a research report on Tuesday, June 16th. They issued an “outperform” rating and a $226.00 target price on the stock. Thirteen analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat.com, Welltower has an average rating of “Moderate Buy” and a consensus target price of $235.89.

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.