ABC Arbitrage SA Acquires New Holdings in Welltower Inc. $WELL

ABC Arbitrage SA bought a new stake in shares of Welltower Inc. (NYSE:WELL) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund bought 2,515 shares of the real estate investment trust’s stock, valued at approximately $467,000.

Other hedge funds have also bought and sold shares of the company. Hager Investment Management Services LLC lifted its position 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 valued at $25,000 after purchasing an additional 65 shares during the last quarter. Marquette Asset Management LLC lifted its position 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 valued at $28,000 after purchasing an additional 59 shares during the last quarter. Financial Consulate Inc. bought a new stake in Welltower during the fourth quarter valued at approximately $34,000. Quarry LP bought a new stake in Welltower during the third quarter valued at approximately $33,000. Finally, MMA Asset Management LLC bought a new stake in Welltower during the third quarter valued at approximately $35,000. 94.80% of the stock is currently owned by institutional investors.

Welltower Trading Up 1.3%

NYSE WELL opened at $217.63 on Wednesday. Welltower Inc. has a 1-year low of $142.65 and a 1-year high of $219.59. 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 stock has a 50-day moving average of $206.62 and a 200-day moving average of $197.77. The firm has a market cap of $153.62 billion, a PE ratio of 107.74, a price-to-earnings-growth ratio of 1.12 and a beta of 0.83.

Welltower (NYSE:WELL) last released its earnings results on Tuesday, April 28th. The real estate investment trust reported $1.02 earnings per share for the quarter, beating analysts’ consensus estimates of $0.68 by $0.34. Welltower had a return on equity of 3.45% and a net margin of 11.96%.The company had revenue of $3.35 billion during the quarter, compared to analyst estimates of $3.12 billion. During the same quarter in the previous year, the company posted $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. As a group, sell-side analysts forecast that Welltower Inc. will post 6.29 EPS for the current year.

Welltower Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, May 21st. Stockholders of record on Wednesday, May 13th will be paid a $0.74 dividend. This represents a $2.96 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date of this dividend is Wednesday, May 13th. Welltower’s payout ratio is 146.53%.

Analyst Ratings Changes

Several brokerages have issued reports on WELL. KeyCorp lifted their target price on shares of Welltower from $210.00 to $240.00 and gave the company an “overweight” rating in a research report on Tuesday, February 24th. BMO Capital Markets reiterated an “outperform” rating and set a $245.00 target price on shares of Welltower in a research report on Monday, May 4th. Scotiabank lifted their target price on shares of Welltower from $214.00 to $236.00 and gave the company a “sector outperform” rating in a research report on Monday, March 2nd. Cantor Fitzgerald lifted their target price on shares of Welltower from $204.00 to $230.00 and gave the company an “overweight” rating in a research report on Thursday, February 12th. Finally, Wells Fargo & Company lifted their target price on shares of Welltower from $218.00 to $228.00 and gave the company an “overweight” rating in a research report on Thursday, March 26th. One analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $229.67.

Welltower Company 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.