Windward Capital Management Co. CA Decreases Holdings in Welltower Inc. $WELL

Windward Capital Management Co. CA lowered its stake in Welltower Inc. (NYSE:WELL) by 6.1% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 42,995 shares of the real estate investment trust’s stock after selling 2,770 shares during the period. Windward Capital Management Co. CA’s holdings in Welltower were worth $7,980,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of WELL. CYBER HORNET ETFs LLC raised its holdings in Welltower by 3.5% during the 3rd quarter. CYBER HORNET ETFs LLC now owns 1,582 shares of the real estate investment trust’s stock valued at $282,000 after buying an additional 53 shares during the period. Frank Rimerman Advisors LLC lifted its holdings in shares of Welltower by 0.6% in the 3rd quarter. Frank Rimerman Advisors LLC now owns 9,774 shares of the real estate investment trust’s stock worth $1,741,000 after acquiring an additional 55 shares during the last quarter. Onyx Bridge Wealth Group LLC lifted its holdings in shares of Welltower by 3.8% in the 3rd quarter. Onyx Bridge Wealth Group LLC now owns 1,515 shares of the real estate investment trust’s stock worth $270,000 after acquiring an additional 56 shares during the last quarter. Wedmont Private Capital boosted its stake in shares of Welltower by 0.6% during the 4th 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 during the period. Finally, Sachetta LLC grew its holdings in Welltower by 14.9% during the 3rd quarter. Sachetta LLC now owns 448 shares of the real estate investment trust’s stock valued at $80,000 after purchasing an additional 58 shares during the last quarter. 94.80% of the stock is owned by institutional investors.

Welltower Stock Performance

WELL stock opened at $208.37 on Friday. Welltower Inc. has a one year low of $142.65 and a one year high of $216.43. The firm has a market cap of $146.81 billion, a price-to-earnings ratio of 148.84, a PEG ratio of 1.37 and a beta of 0.83. The company has a debt-to-equity ratio of 0.45, a quick ratio of 3.46 and a current ratio of 3.46. The firm has a 50-day simple moving average of $205.63 and a two-hundred day simple moving average of $194.19.

Welltower (NYSE:WELL) last posted its quarterly earnings data on Tuesday, February 10th. The real estate investment trust reported $1.45 EPS for the quarter, topping the consensus estimate of $1.44 by $0.01. Welltower had a net margin of 8.64% and a return on equity of 2.46%. The firm had revenue of $3.18 billion during the quarter, compared to analyst estimates of $2.93 billion. During the same quarter in the previous year, the business posted $1.13 EPS. Welltower’s revenue was up 41.3% on a year-over-year basis. Welltower has set its FY 2026 guidance at 6.090-6.25 EPS. On average, equities analysts forecast that Welltower Inc. will post 6.24 EPS for the current fiscal year.

Welltower Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, March 10th. Stockholders of record on Wednesday, February 25th were given a $0.74 dividend. The ex-dividend date of this dividend was Wednesday, February 25th. This represents a $2.96 dividend on an annualized basis and a dividend yield of 1.4%. Welltower’s dividend payout ratio (DPR) is presently 211.43%.

Analysts Set New Price Targets

Several brokerages have issued reports on WELL. Citigroup raised their price objective on shares of Welltower from $215.00 to $245.00 and gave the stock a “buy” rating in a research note on Wednesday, February 18th. UBS Group set a $240.00 price target on Welltower in a report on Thursday, February 12th. Morgan Stanley raised their price target on Welltower from $200.00 to $215.00 and gave the stock an “overweight” rating in a research note on Wednesday, February 18th. Weiss Ratings downgraded Welltower from a “buy (b-)” rating to a “hold (c)” rating in a research report on Tuesday, February 17th. Finally, KeyCorp boosted their price objective on shares of Welltower from $210.00 to $240.00 and gave the company an “overweight” rating in a research report on Tuesday, February 24th. One investment analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $225.43.

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.