Welltower Inc. $WELL Shares Bought by Bamco Inc. NY

Bamco Inc. NY grew its stake in shares of Welltower Inc. (NYSE:WELL) by 7.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,277,492 shares of the real estate investment trust’s stock after acquiring an additional 90,558 shares during the period. Welltower comprises approximately 0.6% of Bamco Inc. NY’s holdings, making the stock its 28th biggest position. Bamco Inc. NY’s holdings in Welltower were worth $237,115,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds also recently added to or reduced their stakes in the company. Hager Investment Management Services LLC grew 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 worth $25,000 after acquiring an additional 65 shares in the last quarter. Marquette Asset Management LLC grew 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 worth $28,000 after acquiring an additional 59 shares in the last quarter. Swiss RE Ltd. acquired a new position in Welltower during the 4th quarter worth $29,000. Quarry LP acquired a new position in Welltower during the 3rd quarter worth $33,000. Finally, Financial Consulate Inc. acquired a new position in Welltower during the 4th quarter worth $34,000. 94.80% of the stock is owned by institutional investors and hedge funds.

Welltower Trading Down 3.2%

NYSE WELL opened at $206.65 on Thursday. Welltower Inc. has a one year low of $148.97 and a one year high of $221.68. The company has a 50-day simple moving average of $210.53 and a 200-day simple moving average of $201.41. 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 firm has a market capitalization of $145.88 billion, a PE ratio of 102.30, a price-to-earnings-growth ratio of 1.10 and a beta of 0.79.

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. 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 period in the previous year, the business posted $1.20 EPS. The company’s quarterly revenue was up 38.3% on a year-over-year basis. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. On average, equities analysts forecast that Welltower Inc. will post 6.32 earnings per share for the current year.

Welltower Announces Dividend

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

Wall Street Analysts Forecast Growth

WELL has been the subject of several recent analyst reports. Mizuho set a $239.00 price objective on shares of Welltower in a report on Friday, May 22nd. Citigroup raised their price objective on shares of Welltower from $245.00 to $255.00 and gave the stock a “buy” rating in a report on Tuesday, May 5th. Scotiabank lifted their price target on shares of Welltower from $236.00 to $248.00 and gave the company an “outperform” rating in a report on Thursday, May 21st. KeyCorp lifted their price target on shares of Welltower from $210.00 to $240.00 and gave the company an “overweight” rating in a report on Tuesday, February 24th. Finally, Jefferies Financial Group lifted their price target on shares of Welltower from $237.00 to $248.00 and gave the company a “buy” rating in a report on Tuesday, May 12th. Thirteen research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat, Welltower presently has an average rating of “Moderate Buy” and an average target price of $231.25.

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.