Welltower Inc. $WELL Shares Purchased by Hsbc Holdings PLC

Hsbc Holdings PLC boosted its position in Welltower Inc. (NYSE:WELL) by 22.4% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,890,794 shares of the real estate investment trust’s stock after buying an additional 529,505 shares during the period. Hsbc Holdings PLC owned approximately 0.41% of Welltower worth $536,752,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of the company. Hager Investment Management Services LLC boosted its holdings in shares of Welltower by 84.4% in the third quarter. Hager Investment Management Services LLC now owns 142 shares of the real estate investment trust’s stock valued at $25,000 after acquiring an additional 65 shares in the last quarter. Marquette Asset Management LLC raised its holdings in Welltower by 62.8% during the fourth 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 in the last quarter. Swiss RE Ltd. purchased a new position in Welltower during the fourth quarter worth about $29,000. Quarry LP acquired a new stake in Welltower in the third quarter valued at about $33,000. Finally, Financial Consulate Inc. purchased a new stake in Welltower in the 4th quarter valued at approximately $34,000. 94.80% of the stock is owned by institutional investors and hedge funds.

Welltower Price Performance

WELL stock opened at $206.73 on Friday. The firm has a 50 day moving average of $210.67 and a 200-day moving average of $201.43. The company has a market cap of $145.93 billion, a price-to-earnings ratio of 102.34, a PEG ratio of 1.07 and a beta of 0.79. 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 Inc. has a 12-month low of $148.97 and a 12-month 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 earnings per share for the quarter, topping analysts’ consensus estimates of $0.68 by $0.34. The business had revenue of $3.35 billion for the quarter, compared to analysts’ expectations of $3.12 billion. Welltower had a return on equity of 3.45% and a net margin of 11.96%.The company’s revenue was up 38.3% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $1.20 EPS. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. As a group, equities analysts expect that Welltower Inc. will post 6.32 EPS for the current fiscal year.

Welltower Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Thursday, May 21st. Stockholders of record on Wednesday, May 13th were given a $0.74 dividend. The ex-dividend date was Wednesday, May 13th. This represents a $2.96 dividend on an annualized basis and a dividend yield of 1.4%. Welltower’s dividend payout ratio (DPR) is currently 146.53%.

Wall Street Analysts Forecast Growth

WELL has been the topic of several recent analyst reports. UBS Group boosted their target price on Welltower from $240.00 to $249.00 and gave the stock a “buy” rating in a research report on Monday, May 4th. Citigroup lifted their price target on Welltower from $245.00 to $255.00 and gave the company a “buy” rating in a research note on Tuesday, May 5th. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $238.00 price objective on shares of Welltower in a report on Monday, June 15th. Raymond James Financial started coverage on Welltower in a research report on Tuesday. They issued an “outperform” rating and a $226.00 price objective for the company. Finally, KeyCorp raised their target price on Welltower from $210.00 to $240.00 and gave the company an “overweight” rating in a report on Tuesday, February 24th. Thirteen research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $230.25.

Welltower Company 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.