Cardano Risk Management B.V. Grows Position in Welltower Inc. $WELL

Cardano Risk Management B.V. boosted its stake in shares of Welltower Inc. (NYSE:WELL) by 7.3% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,069,814 shares of the real estate investment trust’s stock after purchasing an additional 72,514 shares during the period. Welltower makes up approximately 1.9% of Cardano Risk Management B.V.’s portfolio, making the stock its 15th biggest holding. Cardano Risk Management B.V. owned approximately 0.15% of Welltower worth $242,816,000 at the end of the most recent reporting period.

Other hedge funds also recently made changes to their positions in the company. Leonteq Securities AG grew its stake in shares of Welltower by 92.3% during the 1st quarter. Leonteq Securities AG now owns 125 shares of the real estate investment trust’s stock valued at $25,000 after buying an additional 60 shares during the period. Sound Income Strategies LLC raised its position in shares of Welltower by 124.6% in the 1st quarter. Sound Income Strategies LLC now owns 137 shares of the real estate investment trust’s stock worth $27,000 after buying an additional 76 shares during the period. Swiss RE Ltd. purchased a new position in shares of Welltower in the 4th quarter worth $29,000. Quarry LP acquired a new position in Welltower in the third quarter valued at $33,000. Finally, Frazier Financial Advisors LLC grew its position in Welltower by 472.7% during the first quarter. Frazier Financial Advisors LLC now owns 189 shares of the real estate investment trust’s stock valued at $37,000 after acquiring an additional 156 shares during the period. Institutional investors and hedge funds own 94.80% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages have commented on WELL. Citigroup upped their price target on Welltower from $255.00 to $275.00 and gave the stock a “buy” rating in a research note on Friday, July 31st. Cantor Fitzgerald lifted their price objective on Welltower from $235.00 to $260.00 and gave the company an “overweight” rating in a research note on Friday, July 31st. UBS Group boosted their target price on Welltower from $249.00 to $271.00 and gave the stock a “buy” rating in a report on Wednesday, July 8th. Jefferies Financial Group increased their target price on shares of Welltower from $237.00 to $248.00 and gave the stock a “buy” rating in a research report on Tuesday, May 12th. Finally, Royal Bank Of Canada increased their target price on shares of Welltower from $238.00 to $260.00 and gave the stock an “outperform” rating in a research report on Monday, August 3rd. Fourteen research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $246.11.

Welltower Stock Performance

Welltower stock opened at $237.37 on Friday. The firm has a market capitalization of $171.08 billion, a PE ratio of 108.88, a price-to-earnings-growth ratio of 1.14 and a beta of 0.76. The stock’s 50 day moving average price is $226.44 and its 200 day moving average price is $212.40. Welltower Inc. has a one year low of $161.26 and a one year high of $255.20. The company has a debt-to-equity ratio of 0.37, a quick ratio of 3.16 and a current ratio of 3.16.

Welltower (NYSE:WELL) last announced its earnings results on Monday, July 27th. The real estate investment trust reported $0.61 earnings per share for the quarter, missing the consensus estimate of $0.66 by ($0.05). The firm had revenue of $3.54 billion during the quarter, compared to analysts’ expectations of $3.40 billion. Welltower had a net margin of 12.15% and a return on equity of 3.56%. Welltower’s revenue for the quarter was up 39.1% compared to the same quarter last year. During the same quarter last year, the company posted $1.28 earnings per share. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. As a group, sell-side analysts expect that Welltower Inc. will post 6.43 EPS for the current fiscal year.

Welltower Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, August 20th. Shareholders of record on Wednesday, August 12th will be given a $0.85 dividend. This represents a $3.40 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date of this dividend is Wednesday, August 12th. This is an increase from Welltower’s previous quarterly dividend of $0.74. Welltower’s dividend payout ratio is currently 155.96%.

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.