Dimensional Fund Advisors LP Boosts Holdings in Welltower Inc. $WELL

Dimensional Fund Advisors LP grew its stake in shares of Welltower Inc. (NYSE:WELL) by 2.9% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 7,408,170 shares of the real estate investment trust’s stock after acquiring an additional 210,564 shares during the quarter. Dimensional Fund Advisors LP owned about 1.08% of Welltower worth $1,319,645,000 at the end of the most recent quarter.

Several other hedge funds have also modified their holdings of WELL. Frank Rimerman Advisors LLC grew its holdings in Welltower by 0.6% in the third quarter. Frank Rimerman Advisors LLC now owns 9,774 shares of the real estate investment trust’s stock valued at $1,741,000 after purchasing an additional 55 shares during the period. Onyx Bridge Wealth Group LLC boosted its holdings in shares of Welltower by 3.8% in the 3rd quarter. Onyx Bridge Wealth Group LLC now owns 1,515 shares of the real estate investment trust’s stock valued at $270,000 after purchasing an additional 56 shares during the last quarter. Sachetta LLC grew its stake in shares of Welltower by 14.9% during the 3rd quarter. Sachetta LLC now owns 448 shares of the real estate investment trust’s stock valued at $80,000 after buying an additional 58 shares during the period. PDS Planning Inc grew its stake in shares of Welltower by 1.4% during the 3rd quarter. PDS Planning Inc now owns 4,326 shares of the real estate investment trust’s stock valued at $771,000 after buying an additional 59 shares during the period. Finally, Modera Wealth Management LLC increased its holdings in shares of Welltower by 3.4% during the 3rd quarter. Modera Wealth Management LLC now owns 1,807 shares of the real estate investment trust’s stock worth $322,000 after buying an additional 60 shares during the last quarter. 94.80% of the stock is owned by institutional investors and hedge funds.

Welltower Stock Performance

Shares of WELL stock opened at $207.88 on Wednesday. The company has a debt-to-equity ratio of 0.45, a quick ratio of 3.46 and a current ratio of 3.46. The company’s 50-day simple moving average is $194.20 and its 200-day simple moving average is $185.34. Welltower Inc. has a one year low of $130.29 and a one year high of $216.43. The stock has a market capitalization of $145.05 billion, a price-to-earnings ratio of 148.49, a PEG ratio of 1.45 and a beta of 0.82.

Welltower (NYSE:WELL) last issued its quarterly earnings results on Tuesday, February 10th. The real estate investment trust reported $1.45 earnings per share for the quarter, beating analysts’ consensus estimates of $1.44 by $0.01. Welltower had a return on equity of 2.46% and a net margin of 8.64%.The business had revenue of $3.18 billion during the quarter, compared to the consensus estimate of $2.93 billion. During the same period in the previous year, the business earned $1.13 EPS. The business’s quarterly revenue was up 41.3% on a year-over-year basis. Welltower has set its FY 2026 guidance at 6.090-6.25 EPS. Equities analysts anticipate that Welltower Inc. will post 4.88 earnings per share for the current fiscal year.

Welltower Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Wednesday, February 25th will be given a dividend of $0.74 per share. The ex-dividend date is Wednesday, February 25th. This represents a $2.96 dividend on an annualized basis and a yield of 1.4%. Welltower’s payout ratio is currently 211.43%.

Wall Street Analyst Weigh In

A number of research analysts recently weighed in on the company. Weiss Ratings cut Welltower from a “buy (b-)” rating to a “hold (c)” rating in a report on Tuesday, February 17th. Wells Fargo & Company raised their price objective on Welltower from $200.00 to $218.00 and gave the stock an “overweight” rating in a report on Tuesday, November 25th. UBS Group set a $240.00 price objective on Welltower in a research note on Thursday, February 12th. JPMorgan Chase & Co. reiterated a “neutral” rating and set a $205.00 target price on shares of Welltower in a report on Thursday, December 18th. Finally, Scotiabank raised their price target on shares of Welltower from $214.00 to $236.00 and gave the company a “sector outperform” rating in a report on Monday. One investment analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $220.36.

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.