Oak Thistle LLC Purchases Shares of 13,192 Welltower Inc. $WELL

Oak Thistle LLC acquired a new position in shares of Welltower Inc. (NYSE:WELL) in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 13,192 shares of the real estate investment trust’s stock, valued at approximately $2,449,000.

Other large investors have also modified their holdings of the company. Vanguard Group Inc. increased its stake in shares of Welltower by 4.7% in the third quarter. Vanguard Group Inc. now owns 89,778,383 shares of the real estate investment trust’s stock worth $15,993,121,000 after acquiring an additional 3,991,896 shares during the last quarter. Capital World Investors increased its stake in shares of Welltower by 167.2% in the third quarter. Capital World Investors now owns 4,247,262 shares of the real estate investment trust’s stock worth $756,607,000 after acquiring an additional 2,657,766 shares during the last quarter. Capital International Investors increased its stake in shares of Welltower by 4.1% in the third quarter. Capital International Investors now owns 46,516,255 shares of the real estate investment trust’s stock worth $8,285,296,000 after acquiring an additional 1,842,934 shares during the last quarter. State Street Corp increased its stake in shares of Welltower by 4.6% in the second quarter. State Street Corp now owns 39,616,289 shares of the real estate investment trust’s stock worth $6,090,212,000 after acquiring an additional 1,740,196 shares during the last quarter. Finally, Balyasny Asset Management L.P. increased its stake in shares of Welltower by 241.5% in the second quarter. Balyasny Asset Management L.P. now owns 1,241,145 shares of the real estate investment trust’s stock worth $190,801,000 after acquiring an additional 877,725 shares during the last quarter. 94.80% of the stock is owned by institutional investors.

Welltower Stock Up 0.2%

WELL stock opened at $201.33 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. Welltower Inc. has a 52-week low of $130.29 and a 52-week high of $216.43. The company has a 50-day moving average of $202.11 and a two-hundred day moving average of $191.62. The stock has a market capitalization of $140.48 billion, a price-to-earnings ratio of 143.81, a price-to-earnings-growth ratio of 1.38 and a beta of 0.83.

Welltower (NYSE:WELL) last released its quarterly earnings results on Tuesday, February 10th. The real estate investment trust reported $1.45 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.44 by $0.01. Welltower had a net margin of 8.64% and a return on equity of 2.46%. The company had revenue of $3.18 billion during the quarter, compared to analysts’ expectations of $2.93 billion. During the same period in the prior year, the company earned $1.13 earnings per share. The business’s quarterly revenue 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, equities research analysts anticipate that Welltower Inc. will post 4.88 EPS for the current year.

Welltower Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Shareholders of record on Wednesday, February 25th were issued a dividend of $0.74 per share. This represents a $2.96 dividend on an annualized basis and a yield of 1.5%. The ex-dividend date was Wednesday, February 25th. Welltower’s dividend payout ratio is 211.43%.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently weighed in on WELL shares. Weiss Ratings downgraded shares of Welltower from a “buy (b-)” rating to a “hold (c)” rating in a research note on Tuesday, February 17th. Scotiabank upped their price target on shares of Welltower from $214.00 to $236.00 and gave the stock a “sector outperform” rating in a research note on Monday, March 2nd. Wall Street Zen downgraded shares of Welltower from a “hold” rating to a “sell” rating in a research note on Saturday, February 14th. Royal Bank Of Canada upped their price target on shares of Welltower from $207.00 to $230.00 and gave the stock an “outperform” rating in a research note on Tuesday, February 24th. Finally, KeyCorp increased their target price on shares of Welltower from $210.00 to $240.00 and gave the stock an “overweight” rating in a research report on Tuesday, February 24th. One analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, three have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, Welltower presently has an average rating of “Moderate Buy” and a consensus price target of $225.43.

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.