Pensionfund Sabic Acquires Shares of 28,559 Welltower Inc. $WELL

Pensionfund Sabic bought a new position in Welltower Inc. (NYSE:WELL) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 28,559 shares of the real estate investment trust’s stock, valued at approximately $5,301,000. Welltower accounts for approximately 1.4% of Pensionfund Sabic’s holdings, making the stock its 11th biggest position.

Several other institutional investors have also made changes to their positions in the company. Hager Investment Management Services LLC lifted its position in shares of Welltower by 84.4% in the 3rd quarter. Hager Investment Management Services LLC now owns 142 shares of the real estate investment trust’s stock valued at $25,000 after acquiring an additional 65 shares in the last quarter. Quarry LP acquired a new position in Welltower in the 3rd quarter worth approximately $33,000. MMA Asset Management LLC purchased a new position in Welltower during the 3rd quarter worth approximately $35,000. Global Wealth Strategies & Associates purchased a new position in Welltower during the 3rd quarter worth approximately $36,000. Finally, Newbridge Financial Services Group Inc. raised its stake in Welltower by 39.5% during the 2nd quarter. Newbridge Financial Services Group Inc. now owns 307 shares of the real estate investment trust’s stock valued at $47,000 after purchasing an additional 87 shares during the period. 94.80% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of analysts have recently issued reports on the company. JPMorgan Chase & Co. restated a “neutral” rating and issued a $205.00 target price on shares of Welltower in a report on Thursday, December 18th. Jefferies Financial Group reiterated a “buy” rating and set a $231.00 price target on shares of Welltower in a report on Monday, December 15th. Royal Bank Of Canada upped their price target on Welltower from $207.00 to $230.00 and gave the company an “outperform” rating in a research report on Tuesday, February 24th. Morgan Stanley increased their price objective on Welltower from $200.00 to $215.00 and gave the stock an “overweight” rating in a research note on Wednesday, February 18th. Finally, Wells Fargo & Company raised their price objective on Welltower from $200.00 to $218.00 and gave the stock an “overweight” rating in a research report on Tuesday, November 25th. One investment analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $224.71.

Welltower Trading Up 0.7%

Shares of NYSE WELL opened at $196.31 on Wednesday. The business has a 50 day simple moving average of $199.70 and a 200 day simple moving average of $189.43. Welltower Inc. has a 52 week low of $130.29 and a 52 week high of $216.43. The stock has a market cap of $136.98 billion, a price-to-earnings ratio of 140.22, a PEG ratio of 1.33 and a beta of 0.82. The company has a debt-to-equity ratio of 0.45, a quick ratio of 3.46 and a current ratio of 3.46.

Welltower (NYSE:WELL) last issued its quarterly earnings data on Tuesday, February 10th. The real estate investment trust reported $1.45 earnings per share for the quarter, beating the consensus estimate of $1.44 by $0.01. The firm had revenue of $3.18 billion for the quarter, compared to analyst estimates of $2.93 billion. Welltower had a net margin of 8.64% and a return on equity of 2.46%. The company’s revenue for the quarter was up 41.3% on a year-over-year basis. During the same quarter last year, the firm earned $1.13 earnings per share. Welltower has set its FY 2026 guidance at 6.090-6.25 EPS. On average, research analysts predict that Welltower Inc. will post 4.88 earnings per share for the current fiscal year.

Welltower Dividend Announcement

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

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.