JPMorgan Chase & Co. Has $1.57 Billion Stock Holdings in Welltower Inc. $WELL

JPMorgan Chase & Co. increased its position in shares of Welltower Inc. (NYSE:WELL) by 8.0% during the 4th quarter, HoldingsChannel.com reports. The fund owned 8,440,994 shares of the real estate investment trust’s stock after purchasing an additional 626,311 shares during the period. JPMorgan Chase & Co.’s holdings in Welltower were worth $1,566,733,000 at the end of the most recent reporting period.

Other large investors have also made changes to their positions in the company. Hager Investment Management Services LLC boosted its position in shares of Welltower by 84.4% during the 3rd quarter. Hager Investment Management Services LLC now owns 142 shares of the real estate investment trust’s stock worth $25,000 after acquiring an additional 65 shares in the last quarter. Marquette Asset Management LLC boosted its position in shares of Welltower by 62.8% during the 4th quarter. Marquette Asset Management LLC now owns 153 shares of the real estate investment trust’s stock worth $28,000 after acquiring an additional 59 shares in the last quarter. Financial Consulate Inc. acquired a new stake in shares of Welltower during the 4th quarter worth approximately $34,000. Quarry LP acquired a new stake in shares of Welltower during the 3rd quarter worth approximately $33,000. Finally, Morse Asset Management Inc boosted its position in shares of Welltower by 56.3% during the 4th quarter. Morse Asset Management Inc now owns 211 shares of the real estate investment trust’s stock worth $39,000 after acquiring an additional 76 shares in the last quarter. Institutional investors and hedge funds own 94.80% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages have weighed in on WELL. Morgan Stanley raised their target price on shares of Welltower from $200.00 to $215.00 and gave the company an “overweight” rating in a research report on Wednesday, February 18th. Scotiabank raised their target price on shares of Welltower from $236.00 to $248.00 and gave the company an “outperform” rating in a research report on Thursday, May 21st. KeyCorp raised their target price on shares of Welltower from $210.00 to $240.00 and gave the company an “overweight” rating in a research report on Tuesday, February 24th. Royal Bank Of Canada raised their target price on shares of Welltower from $230.00 to $238.00 and gave the company an “outperform” rating in a research report on Monday, May 4th. Finally, UBS Group raised their target price on shares of Welltower from $240.00 to $249.00 and gave the company a “buy” rating in a research report on Monday, May 4th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat.com, Welltower currently has an average rating of “Moderate Buy” and a consensus target price of $231.60.

Welltower Stock Performance

Shares of Welltower stock opened at $199.95 on Tuesday. Welltower Inc. has a fifty-two week low of $148.60 and a fifty-two week high of $221.68. The company has a debt-to-equity ratio of 0.40, a current ratio of 4.31 and a quick ratio of 4.31. The firm has a market capitalization of $141.15 billion, a P/E ratio of 98.99, a P/E/G ratio of 1.07 and a beta of 0.79. The company’s 50 day moving average price is $208.86 and its two-hundred day moving average price is $200.96.

Welltower (NYSE:WELL) last issued its earnings results on Tuesday, April 28th. The real estate investment trust reported $1.02 earnings per share for the quarter, beating analysts’ consensus estimates of $0.68 by $0.34. Welltower had a net margin of 11.96% and a return on equity of 3.45%. The firm had revenue of $3.35 billion for the quarter, compared to analyst estimates of $3.12 billion. During the same quarter last year, the business posted $1.20 earnings per share. The company’s quarterly revenue was up 38.3% on a year-over-year basis. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. On average, equities analysts forecast that Welltower Inc. will post 6.32 earnings per share for the current fiscal year.

Welltower Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, May 21st. Stockholders of record on Wednesday, May 13th were paid a dividend of $0.74 per share. The ex-dividend date of this dividend was Wednesday, May 13th. This represents a $2.96 annualized dividend and a dividend yield of 1.5%. Welltower’s dividend payout ratio (DPR) is presently 146.53%.

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.