Oddo BHF Asset Management Sas Purchases 45,391 Shares of Welltower Inc. $WELL

Oddo BHF Asset Management Sas increased its position in Welltower Inc. (NYSE:WELL) by 111.4% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 86,147 shares of the real estate investment trust’s stock after purchasing an additional 45,391 shares during the quarter. Oddo BHF Asset Management Sas’ holdings in Welltower were worth $15,990,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of WELL. Hager Investment Management Services LLC lifted its position in Welltower by 84.4% in the third quarter. Hager Investment Management Services LLC now owns 142 shares of the real estate investment trust’s stock worth $25,000 after purchasing an additional 65 shares during the period. Marquette Asset Management LLC lifted its holdings in shares of Welltower by 62.8% during the fourth quarter. Marquette Asset Management LLC now owns 153 shares of the real estate investment trust’s stock valued at $28,000 after acquiring an additional 59 shares during the period. Swiss RE Ltd. bought a new position in shares of Welltower during the fourth quarter valued at $29,000. Quarry LP bought a new position in shares of Welltower during the third quarter valued at $33,000. Finally, Financial Consulate Inc. bought a new position in shares of Welltower during the fourth quarter valued at $34,000. 94.80% of the stock is owned by institutional investors.

Welltower Stock Performance

Welltower stock opened at $212.95 on Tuesday. The stock has a 50-day simple moving average of $210.18 and a 200 day simple moving average of $201.35. The company has a quick ratio of 4.31, a current ratio of 4.31 and a debt-to-equity ratio of 0.40. Welltower Inc. has a 12-month low of $148.97 and a 12-month high of $221.68. The stock has a market capitalization of $150.32 billion, a price-to-earnings ratio of 105.42, a P/E/G ratio of 1.11 and a beta of 0.79.

Welltower (NYSE:WELL) last released its quarterly earnings results on Tuesday, April 28th. The real estate investment trust reported $1.02 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.68 by $0.34. Welltower had a return on equity of 3.45% and a net margin of 11.96%.The business had revenue of $3.35 billion during the quarter, compared to analysts’ expectations of $3.12 billion. During the same period in the previous year, the business posted $1.20 earnings per share. The firm’s revenue for the quarter was up 38.3% compared to the same quarter last year. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. On average, research analysts anticipate 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. Investors of record on Wednesday, May 13th were issued a $0.74 dividend. This represents a $2.96 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date of this dividend was Wednesday, May 13th. Welltower’s payout ratio is currently 146.53%.

Analyst Ratings Changes

A number of research analysts have issued reports on WELL shares. KeyCorp lifted their price objective on Welltower from $210.00 to $240.00 and gave the company an “overweight” rating in a report on Tuesday, February 24th. Wall Street Zen raised Welltower from a “sell” rating to a “hold” rating in a report on Saturday, May 2nd. UBS Group lifted their price objective on Welltower from $240.00 to $249.00 and gave the company a “buy” rating in a report on Monday, May 4th. Weiss Ratings raised Welltower from a “hold (c+)” rating to a “buy (b-)” rating in a report on Tuesday, June 2nd. Finally, Royal Bank Of Canada reissued an “outperform” rating and set a $238.00 price objective on shares of Welltower in a report on Monday. One 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 stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $231.60.

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.