Landscape Capital Management L.L.C. Decreases Holdings in Welltower Inc. $WELL

Landscape Capital Management L.L.C. lessened its stake in shares of Welltower Inc. (NYSE:WELL) by 59.4% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 25,759 shares of the real estate investment trust’s stock after selling 37,626 shares during the quarter. Landscape Capital Management L.L.C.’s holdings in Welltower were worth $4,781,000 as of its most recent filing with the SEC.

A number of other large investors have also added to or reduced their stakes in the stock. Parkside Financial Bank & Trust increased its holdings in Welltower by 2.5% during the fourth quarter. Parkside Financial Bank & Trust now owns 1,977 shares of the real estate investment trust’s stock worth $367,000 after buying an additional 49 shares during the last quarter. CYBER HORNET ETFs LLC increased its holdings in Welltower by 3.5% during the third quarter. CYBER HORNET ETFs LLC now owns 1,582 shares of the real estate investment trust’s stock worth $282,000 after buying an additional 53 shares during the last quarter. Onyx Bridge Wealth Group LLC increased its holdings in Welltower by 3.8% during the third quarter. Onyx Bridge Wealth Group LLC now owns 1,515 shares of the real estate investment trust’s stock worth $270,000 after buying an additional 56 shares during the last quarter. Verdence Capital Advisors LLC increased its stake in shares of Welltower by 4.2% in the fourth quarter. Verdence Capital Advisors LLC now owns 1,385 shares of the real estate investment trust’s stock worth $257,000 after purchasing an additional 56 shares in the last quarter. Finally, Wedmont Private Capital increased its stake in shares of Welltower by 0.6% in the fourth quarter. Wedmont Private Capital now owns 9,279 shares of the real estate investment trust’s stock worth $1,723,000 after purchasing an additional 57 shares in the last quarter. Hedge funds and other institutional investors own 94.80% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have recently weighed in on WELL shares. Morgan Stanley lifted their target price on shares of Welltower from $200.00 to $215.00 and gave the stock an “overweight” rating in a research note on Wednesday, February 18th. Mizuho set a $239.00 target price on shares of Welltower in a research note on Friday, May 22nd. Weiss Ratings upgraded shares of Welltower from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Tuesday, June 2nd. Jefferies Financial Group lifted their target price on shares of Welltower from $237.00 to $248.00 and gave the stock a “buy” rating in a research note on Tuesday, May 12th. Finally, Scotiabank lifted their target price on shares of Welltower from $236.00 to $248.00 and gave the stock an “outperform” rating in a research note on Thursday, May 21st. One research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $231.60.

Welltower Price Performance

Shares of NYSE:WELL opened at $213.96 on Friday. The company has a 50 day moving average of $209.96 and a 200 day moving average of $201.30. The stock has a market cap of $151.03 billion, a P/E ratio of 105.92, a P/E/G ratio of 1.11 and a beta of 0.79. Welltower Inc. has a 12 month low of $148.97 and a 12 month high of $221.68. The company has a current ratio of 4.31, a quick ratio of 4.31 and a debt-to-equity ratio of 0.40.

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

Welltower Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, May 21st. Investors of record on Wednesday, May 13th were paid 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 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.