Welltower Inc. $WELL Shares Acquired by Rockefeller Capital Management L.P.

Rockefeller Capital Management L.P. lifted its stake in Welltower Inc. (NYSE:WELL) by 8.8% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 131,768 shares of the real estate investment trust’s stock after acquiring an additional 10,712 shares during the quarter. Rockefeller Capital Management L.P.’s holdings in Welltower were worth $24,458,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. World Investment Advisors boosted its holdings in Welltower by 27.9% in the fourth quarter. World Investment Advisors now owns 15,723 shares of the real estate investment trust’s stock valued at $2,918,000 after purchasing an additional 3,427 shares during the last quarter. Corient Private Wealth LLC grew its holdings in shares of Welltower by 7.8% during the fourth quarter. Corient Private Wealth LLC now owns 54,067 shares of the real estate investment trust’s stock valued at $10,040,000 after purchasing an additional 3,915 shares during the last quarter. Hsbc Holdings PLC increased its position in Welltower by 22.4% in the fourth quarter. Hsbc Holdings PLC now owns 2,890,794 shares of the real estate investment trust’s stock worth $536,752,000 after buying an additional 529,505 shares during the period. Gunpowder Capital Management LLC dba Oliver Wealth Management acquired a new stake in shares of Welltower in the 4th quarter worth about $37,000. Finally, Rehmann Capital Advisory Group increased its stake in shares of Welltower by 18.4% in the fourth quarter. Rehmann Capital Advisory Group now owns 4,112 shares of the real estate investment trust’s stock valued at $763,000 after purchasing an additional 640 shares during the period. 94.80% of the stock is currently owned by hedge funds and other institutional investors.

Welltower Stock Up 2.5%

WELL opened at $211.72 on Tuesday. The business has a 50 day moving average price of $210.77 and a 200 day moving average price of $201.48. 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 twelve month low of $148.97 and a twelve month high of $221.68. The firm has a market cap of $149.45 billion, a P/E ratio of 104.81, a price-to-earnings-growth ratio of 1.07 and a beta of 0.79.

Welltower (NYSE:WELL) last posted its quarterly earnings data on Tuesday, April 28th. The real estate investment trust reported $1.02 earnings per share (EPS) for the quarter, topping 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 the consensus estimate of $3.12 billion. During the same period in the prior year, the firm earned $1.20 EPS. Welltower’s quarterly revenue was up 38.3% compared to the same quarter last year. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. Research analysts forecast that Welltower Inc. will post 6.32 EPS for the current year.

Welltower Announces Dividend

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

Analysts Set New Price Targets

A number of research analysts have recently commented on WELL shares. Royal Bank Of Canada reissued an “outperform” rating and set a $238.00 price target on shares of Welltower in a report on Monday, June 15th. Weiss Ratings raised Welltower from a “hold (c+)” rating to a “buy (b-)” rating in a report on Tuesday, June 2nd. Wells Fargo & Company boosted their price objective on Welltower from $228.00 to $237.00 and gave the stock an “overweight” rating in a report on Monday, June 1st. Wall Street Zen raised shares of Welltower from a “sell” rating to a “hold” rating in a research note on Saturday, May 2nd. Finally, Raymond James Financial started coverage on shares of Welltower in a research report on Tuesday, June 16th. They issued an “outperform” rating and a $226.00 price target for the company. Thirteen analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $230.25.

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.