VMS Asset Management Limited Invests $5.56 Million in Welltower Inc. $WELL

VMS Asset Management Limited bought a new position in shares of Welltower Inc. (NYSE:WELL) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 29,950 shares of the real estate investment trust’s stock, valued at approximately $5,559,000. Welltower comprises approximately 2.1% of VMS Asset Management Limited’s portfolio, making the stock its 29th biggest holding.

Several other hedge funds and other institutional investors also recently bought and sold shares of the business. Vanguard Group Inc. increased its holdings in 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 last quarter. Capital International Investors increased its holdings in Welltower by 4.1% during the 3rd quarter. Capital International Investors now owns 46,516,255 shares of the real estate investment trust’s stock worth $8,285,296,000 after purchasing an additional 1,842,934 shares during the last quarter. State Street Corp increased its holdings in Welltower by 4.1% during the 3rd quarter. State Street Corp now owns 41,253,954 shares of the real estate investment trust’s stock worth $7,348,979,000 after purchasing an additional 1,637,665 shares during the last quarter. Norges Bank purchased a new stake in Welltower during the 4th quarter worth approximately $5,466,264,000. Finally, Bank of America Corp DE increased its holdings in Welltower by 1.9% during the 3rd quarter. Bank of America Corp DE now owns 19,378,590 shares of the real estate investment trust’s stock worth $3,452,102,000 after purchasing an additional 367,463 shares during the last quarter. 94.80% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several equities research analysts have issued reports on WELL shares. Morgan Stanley lifted their price objective on Welltower from $200.00 to $215.00 and gave the stock an “overweight” rating in a report on Wednesday, February 18th. Royal Bank Of Canada lifted their price objective on Welltower from $230.00 to $238.00 and gave the stock an “outperform” rating in a report on Monday, May 4th. BMO Capital Markets restated an “outperform” rating and set a $245.00 price objective on shares of Welltower in a report on Monday, May 4th. UBS Group upped their price objective on Welltower from $240.00 to $249.00 and gave the company a “buy” rating in a research note on Monday, May 4th. Finally, Weiss Ratings raised Welltower from a “hold (c+)” rating to a “buy (b-)” rating in a report on Tuesday. One research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat, Welltower has a consensus rating of “Moderate Buy” and a consensus price target of $231.60.

Welltower Stock Up 0.5%

NYSE:WELL opened at $200.52 on Friday. The firm has a market capitalization of $141.55 billion, a PE ratio of 99.27, a price-to-earnings-growth ratio of 1.03 and a beta of 0.79. The stock has a 50 day moving average of $208.55 and a 200-day moving average of $200.88. Welltower Inc. has a 52 week low of $148.60 and a 52 week 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 posted its earnings results 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 analyst estimates of $3.12 billion. Welltower had a return on equity of 3.45% and a net margin of 11.96%.The business’s revenue was up 38.3% compared to the same quarter last year. During the same period in the prior year, the company earned $1.20 earnings per share. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. Analysts predict that Welltower Inc. will post 6.32 EPS for the current year.

Welltower Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, May 21st. Investors of record on Wednesday, May 13th were issued a $0.74 dividend. This represents a $2.96 dividend on an annualized basis and a yield of 1.5%. The ex-dividend date of this dividend was Wednesday, May 13th. Welltower’s dividend 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.