Stevens Capital Management LP Boosts Stake in Welltower Inc. $WELL

Stevens Capital Management LP increased its holdings in shares of Welltower Inc. (NYSE:WELL) by 13.6% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 46,549 shares of the real estate investment trust’s stock after acquiring an additional 5,560 shares during the quarter. Welltower comprises 1.1% of Stevens Capital Management LP’s investment portfolio, making the stock its 24th biggest position. Stevens Capital Management LP’s holdings in Welltower were worth $8,292,000 as of its most recent SEC filing.

Several other large investors also recently bought and sold shares of WELL. MMA Asset Management LLC acquired a new position in shares of Welltower during the 3rd quarter worth approximately $35,000. Global Wealth Strategies & Associates acquired a new stake in shares of Welltower in the third quarter valued at approximately $36,000. Newbridge Financial Services Group Inc. lifted its position in Welltower by 39.5% during the second quarter. Newbridge Financial Services Group Inc. now owns 307 shares of the real estate investment trust’s stock worth $47,000 after buying an additional 87 shares in the last quarter. Y.D. More Investments Ltd boosted its stake in Welltower by 585.7% during the third quarter. Y.D. More Investments Ltd now owns 288 shares of the real estate investment trust’s stock worth $51,000 after buying an additional 246 shares during the last quarter. Finally, Collier Financial acquired a new position in Welltower during the third quarter worth $54,000. Hedge funds and other institutional investors own 94.80% of the company’s stock.

Analysts Set New Price Targets

A number of analysts have issued reports on the company. Jefferies Financial Group reaffirmed a “buy” rating and issued a $231.00 target price on shares of Welltower in a research note on Monday, December 15th. Wall Street Zen cut shares of Welltower from a “hold” rating to a “sell” rating in a research report on Saturday, February 14th. JPMorgan Chase & Co. reaffirmed a “neutral” rating and set a $205.00 target price on shares of Welltower in a research note on Thursday, December 18th. Cantor Fitzgerald increased their price target on shares of Welltower from $204.00 to $230.00 and gave the company an “overweight” rating in a research note on Thursday, February 12th. Finally, Weiss Ratings downgraded shares of Welltower from a “buy (b-)” rating to a “hold (c)” rating in a report on Tuesday. One investment analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $211.50.

Welltower Price Performance

Shares of WELL opened at $208.13 on Friday. The firm has a 50-day simple moving average of $191.34 and a two-hundred day simple moving average of $183.02. The stock has a market cap of $145.22 billion, a PE ratio of 148.67, a P/E/G ratio of 1.42 and a beta of 0.85. Welltower Inc. has a 1-year low of $130.29 and a 1-year high of $216.43. The company has a debt-to-equity ratio of 0.45, a current ratio of 3.46 and a quick ratio of 3.46.

Welltower (NYSE:WELL) last issued its quarterly earnings data on Tuesday, February 10th. The real estate investment trust reported $1.45 EPS for the quarter, topping the consensus estimate of $1.44 by $0.01. Welltower had a net margin of 8.64% and a return on equity of 2.46%. The firm had revenue of $3.18 billion for the quarter, compared to analyst estimates of $2.93 billion. During the same period in the prior year, the business posted $1.13 EPS. The business’s revenue for the quarter was up 41.3% compared to the same quarter last year. Welltower has set its FY 2026 guidance at 6.090-6.25 EPS. As a group, analysts forecast that Welltower Inc. will post 4.88 EPS for the current year.

Welltower Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Wednesday, February 25th will be issued a $0.74 dividend. 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 dividend payout ratio (DPR) is 211.43%.

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.