Metis Global Partners LLC Purchases 12,775 Shares of Welltower Inc. $WELL

Metis Global Partners LLC raised its position in shares of Welltower Inc. (NYSE:WELL) by 7.1% in the fourth quarter, Holdings Channel reports. The firm owned 191,852 shares of the real estate investment trust’s stock after acquiring an additional 12,775 shares during the quarter. Welltower accounts for 0.8% of Metis Global Partners LLC’s holdings, making the stock its 17th biggest holding. Metis Global Partners LLC’s holdings in Welltower were worth $35,610,000 as of its most recent SEC filing.

A number of other large investors have also recently made changes to their positions in WELL. Brighton Jones LLC grew its stake in shares of Welltower by 7.1% in the fourth quarter. Brighton Jones LLC now owns 4,185 shares of the real estate investment trust’s stock worth $527,000 after acquiring an additional 279 shares during the period. Empowered Funds LLC grew its stake in shares of Welltower by 31.7% in the first quarter. Empowered Funds LLC now owns 14,790 shares of the real estate investment trust’s stock worth $2,266,000 after acquiring an additional 3,564 shares during the period. Sivia Capital Partners LLC grew its stake in shares of Welltower by 7.1% in the second quarter. Sivia Capital Partners LLC now owns 1,910 shares of the real estate investment trust’s stock worth $294,000 after acquiring an additional 127 shares during the period. Baird Financial Group Inc. grew its stake in shares of Welltower by 7.3% in the second 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 period. Finally, NewEdge Advisors LLC grew its stake in shares of Welltower by 27.0% in the second 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 period. 94.80% of the stock is currently owned by institutional investors.

Welltower Stock Performance

WELL opened at $211.70 on Thursday. 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 company has a market cap of $149.44 billion, a price-to-earnings ratio of 104.80, a PEG ratio of 1.07 and a beta of 0.79. The company’s 50 day moving average is $209.40 and its 200 day moving average is $201.13. Welltower Inc. has a 12-month low of $148.70 and a 12-month high of $221.68.

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 analysts’ consensus estimates of $0.68 by $0.34. The company had revenue of $3.35 billion for the quarter, compared to the consensus estimate 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% compared to the same quarter last year. During the same quarter last year, the firm posted $1.20 earnings per share. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. On average, equities research analysts predict that Welltower Inc. will post 6.32 EPS for the current year.

Welltower Announces Dividend

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

Analysts Set New Price Targets

A number of analysts have recently commented on the stock. Wall Street Zen upgraded shares of Welltower from a “sell” rating to a “hold” rating in a research note on Saturday, May 2nd. Weiss Ratings upgraded shares of Welltower from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Tuesday, June 2nd. UBS Group lifted their price target on shares of Welltower from $240.00 to $249.00 and gave the stock a “buy” rating in a research note on Monday, May 4th. Mizuho set a $239.00 price target on shares of Welltower in a research note on Friday, May 22nd. Finally, Royal Bank Of Canada raised their price objective on shares of Welltower from $230.00 to $238.00 and gave the stock an “outperform” rating in a report on Monday, May 4th. One investment analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $231.60.

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.