Westfield Capital Management Co. LP Makes New $5.73 Million Investment in Welltower Inc. $WELL

Westfield Capital Management Co. LP bought a new position in shares of Welltower Inc. (NYSE:WELL) in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm bought 32,189 shares of the real estate investment trust’s stock, valued at approximately $5,734,000.

Other institutional investors and hedge funds have also bought and sold shares of the company. National Pension Service lifted its holdings in shares of 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 buying an additional 34,532 shares in the last quarter. B&I Capital AG increased its position 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 acquiring an additional 8,650 shares during the period. Candriam S.C.A. increased its position in Welltower by 2.6% during the second quarter. Candriam S.C.A. now owns 416,674 shares of the real estate investment trust’s stock worth $64,058,000 after acquiring an additional 10,584 shares during the period. GDS Wealth Management raised its stake in Welltower by 13.7% in the 3rd quarter. GDS Wealth Management now owns 63,763 shares of the real estate investment trust’s stock worth $11,359,000 after purchasing an additional 7,699 shares in the last quarter. Finally, State Street Corp boosted its holdings in 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 purchasing an additional 1,740,196 shares during the period. Institutional investors and hedge funds own 94.80% of the company’s stock.

Welltower Stock Performance

NYSE:WELL opened at $208.58 on Friday. Welltower Inc. has a twelve month low of $130.29 and a twelve month high of $216.43. The company has a quick ratio of 3.46, a current ratio of 3.46 and a debt-to-equity ratio of 0.45. The stock’s 50-day simple moving average is $192.88 and its 200 day simple moving average is $184.12. The firm has a market capitalization of $145.54 billion, a PE ratio of 148.99, a price-to-earnings-growth ratio of 1.44 and a beta of 0.85.

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 firm had revenue of $3.18 billion during the quarter, compared to analysts’ expectations of $2.93 billion. Welltower had a net margin of 8.64% and a return on equity of 2.46%. The business’s revenue for the quarter was up 41.3% compared to the same quarter last year. During the same quarter in the prior year, the business earned $1.13 earnings per share. Welltower has set its FY 2026 guidance at 6.090-6.25 EPS. On average, analysts anticipate that Welltower Inc. will post 4.88 EPS for the current fiscal year.

Welltower Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Wednesday, February 25th will be paid 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 is Wednesday, February 25th. Welltower’s dividend payout ratio is presently 211.43%.

Analyst Ratings Changes

Several research analysts have recently commented on the stock. Wall Street Zen cut shares of Welltower from a “hold” rating to a “sell” rating in a report on Saturday, February 14th. Wells Fargo & Company increased their price target on Welltower from $200.00 to $218.00 and gave the stock an “overweight” rating in a research report on Tuesday, November 25th. JPMorgan Chase & Co. reaffirmed a “neutral” rating and issued a $205.00 price objective on shares of Welltower in a report on Thursday, December 18th. Royal Bank Of Canada increased their target price on Welltower from $207.00 to $230.00 and gave the stock an “outperform” rating in a report on Tuesday. Finally, Citigroup boosted their price target on Welltower from $215.00 to $245.00 and gave the company a “buy” rating in a research note on Wednesday, February 18th. One equities research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $218.79.

Welltower 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.