Waddell & Associates LLC Makes New $547,000 Investment in Welltower Inc. $WELL

Waddell & Associates LLC acquired a new stake in Welltower Inc. (NYSE:WELL) during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 3,071 shares of the real estate investment trust’s stock, valued at approximately $547,000.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. National Pension Service lifted its stake in Welltower by 2.1% during the third quarter. National Pension Service now owns 1,691,931 shares of the real estate investment trust’s stock worth $301,401,000 after purchasing an additional 34,532 shares during the last quarter. B&I Capital AG raised its holdings in Welltower by 5.7% during the third quarter. B&I Capital AG now owns 161,440 shares of the real estate investment trust’s stock worth $28,759,000 after purchasing an additional 8,650 shares in the last quarter. Candriam S.C.A. lifted its position in shares of Welltower by 2.6% during the 2nd quarter. Candriam S.C.A. now owns 416,674 shares of the real estate investment trust’s stock worth $64,058,000 after buying an additional 10,584 shares during the last quarter. GDS Wealth Management lifted its position in shares of Welltower by 13.7% during the 3rd quarter. GDS Wealth Management now owns 63,763 shares of the real estate investment trust’s stock worth $11,359,000 after buying an additional 7,699 shares during the last quarter. Finally, State Street Corp grew its position in shares of Welltower by 4.6% in the 2nd quarter. State Street Corp now owns 39,616,289 shares of the real estate investment trust’s stock valued at $6,090,212,000 after buying an additional 1,740,196 shares during the last quarter. Institutional investors and hedge funds own 94.80% of the company’s stock.

Welltower Stock Performance

NYSE:WELL opened at $209.39 on Wednesday. The company has a debt-to-equity ratio of 0.45, a current ratio of 3.46 and a quick ratio of 3.46. The firm has a market cap of $146.10 billion, a price-to-earnings ratio of 149.56, a price-to-earnings-growth ratio of 1.43 and a beta of 0.85. The firm’s fifty day moving average price is $192.09 and its 200 day moving average price is $183.78. Welltower Inc. has a 1-year low of $130.29 and a 1-year high of $216.43.

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

Welltower Announces Dividend

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

Analyst Upgrades and Downgrades

WELL has been the topic of several research analyst reports. Cantor Fitzgerald lifted their price target on shares of Welltower from $204.00 to $230.00 and gave the stock an “overweight” rating in a research note on Thursday, February 12th. KeyCorp raised their price objective on Welltower from $210.00 to $240.00 and gave the stock an “overweight” rating in a report on Tuesday. Royal Bank Of Canada lifted their target price on Welltower from $207.00 to $230.00 and gave the stock an “outperform” rating in a research report on Tuesday. Scotiabank raised their price target on Welltower from $182.00 to $214.00 and gave the stock a “sector outperform” rating in a research note on Thursday, November 13th. Finally, Loop Capital set a $196.00 price objective on Welltower in a research note on Wednesday, October 29th. 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 company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $218.79.

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.