Welltower Inc. $WELL Shares Acquired by O Shaughnessy Asset Management LLC

O Shaughnessy Asset Management LLC lifted its stake in shares of Welltower Inc. (NYSE:WELL) by 11.6% during the fourth quarter, HoldingsChannel.com reports. The firm owned 104,884 shares of the real estate investment trust’s stock after purchasing an additional 10,917 shares during the period. O Shaughnessy Asset Management LLC’s holdings in Welltower were worth $19,468,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. Vanguard Group Inc. grew its stake in shares of Welltower by 2.9% during the 4th quarter. Vanguard Group Inc. now owns 92,421,471 shares of the real estate investment trust’s stock worth $17,154,349,000 after purchasing an additional 2,643,088 shares during the period. Capital International Investors grew its stake in shares of Welltower by 2.0% during the 4th quarter. Capital International Investors now owns 47,431,769 shares of the real estate investment trust’s stock worth $8,805,411,000 after purchasing an additional 915,514 shares during the period. State Street Corp grew its stake in Welltower by 4.1% in the 3rd quarter. State Street Corp now owns 41,253,954 shares of the real estate investment trust’s stock valued at $7,348,979,000 after acquiring an additional 1,637,665 shares during the last quarter. Norges Bank acquired a new stake in Welltower in the 4th quarter valued at about $5,466,264,000. Finally, Bank of America Corp DE grew its stake in Welltower by 1.9% in the 3rd quarter. Bank of America Corp DE now owns 19,378,590 shares of the real estate investment trust’s stock valued at $3,452,102,000 after acquiring an additional 367,463 shares during the last quarter. 94.80% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently commented on the stock. BMO Capital Markets reissued an “outperform” rating and issued a $245.00 price objective on shares of Welltower in a research note on Monday, May 4th. Cantor Fitzgerald increased their price objective on shares of Welltower from $204.00 to $230.00 and gave the company an “overweight” rating in a research note on Thursday, February 12th. Royal Bank Of Canada increased their price objective on shares of Welltower from $230.00 to $238.00 and gave the company an “outperform” rating in a research note on Monday, May 4th. Citigroup increased their price objective on shares of Welltower from $245.00 to $255.00 and gave the company a “buy” rating in a research note on Tuesday, May 5th. Finally, Scotiabank increased their price objective on shares of Welltower from $236.00 to $248.00 and gave the company an “outperform” rating in a research note on Thursday, May 21st. One analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $231.60.

Welltower Price Performance

Welltower stock opened at $199.95 on Tuesday. Welltower Inc. has a 12-month low of $148.60 and a 12-month high of $221.68. The stock has a market capitalization of $141.15 billion, a P/E ratio of 98.99, a P/E/G ratio of 1.07 and a beta of 0.79. The firm’s 50-day moving average is $208.86 and its two-hundred day moving average is $200.96. The company has a debt-to-equity ratio of 0.40, a current ratio of 4.31 and a quick ratio of 4.31.

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, topping the consensus estimate of $0.68 by $0.34. Welltower had a net margin of 11.96% and a return on equity of 3.45%. The company had revenue of $3.35 billion for the quarter, compared to analysts’ expectations of $3.12 billion. During the same period last year, the company earned $1.20 EPS. 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. Equities analysts predict that Welltower Inc. will post 6.32 earnings per share for the current year.

Welltower Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Thursday, May 21st. Shareholders of record on Wednesday, May 13th were paid a dividend of $0.74 per share. This represents a $2.96 annualized dividend and a dividend yield of 1.5%. The ex-dividend date of this dividend was Wednesday, May 13th. Welltower’s dividend payout ratio (DPR) is currently 146.53%.

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.