Los Angeles Capital Management LLC Boosts Holdings in Welltower Inc. $WELL

Los Angeles Capital Management LLC raised its holdings in Welltower Inc. (NYSE:WELL) by 250.0% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 643,574 shares of the real estate investment trust’s stock after buying an additional 459,678 shares during the quarter. Los Angeles Capital Management LLC’s holdings in Welltower were worth $116,410,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Hager Investment Management Services LLC grew its holdings in 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 buying an additional 65 shares during the period. Marquette Asset Management LLC grew its holdings 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 purchasing an additional 59 shares during the period. Financial Consulate Inc. purchased a new stake in shares of Welltower during the 4th quarter worth about $34,000. Quarry LP purchased a new stake in shares of Welltower during the 3rd quarter worth about $33,000. Finally, MMA Asset Management LLC purchased a new stake in shares of Welltower during the 3rd quarter worth about $35,000. Hedge funds and other institutional investors own 94.80% of the company’s stock.

Analyst Upgrades and Downgrades

WELL has been the subject of a number of research reports. UBS Group boosted their target price on Welltower from $240.00 to $249.00 and gave the stock a “buy” rating in a report on Monday, May 4th. Citigroup boosted their target price on Welltower from $245.00 to $255.00 and gave the stock a “buy” rating in a report on Tuesday, May 5th. KeyCorp boosted their target price on Welltower from $210.00 to $240.00 and gave the stock an “overweight” rating in a report on Tuesday, February 24th. Royal Bank Of Canada boosted their target price on Welltower from $230.00 to $238.00 and gave the stock an “outperform” rating in a report on Monday, May 4th. Finally, Morgan Stanley boosted their target price on Welltower from $200.00 to $215.00 and gave the stock an “overweight” rating in a report on Wednesday, February 18th. One analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and two have issued a Hold rating to the company. According to MarketBeat, Welltower has an average rating of “Moderate Buy” and a consensus target price of $231.60.

Welltower Stock Performance

Welltower stock opened at $207.48 on Friday. The stock’s 50 day moving average price is $208.77 and its 200 day moving average price is $200.93. The firm has a market capitalization of $146.46 billion, a PE ratio of 102.71, a price-to-earnings-growth ratio of 1.07 and a beta of 0.79. The company has a debt-to-equity ratio of 0.40, a quick ratio of 4.31 and a current ratio of 4.31. Welltower Inc. has a one year low of $148.60 and a one year high of $221.68.

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

Welltower Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, May 21st. Investors of record on Wednesday, May 13th were given 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 yield of 1.4%. Welltower’s payout ratio is 146.53%.

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.