Welltower Inc. $WELL Shares Bought by Corient Private Wealth LLC

Corient Private Wealth LLC raised its holdings in shares of Welltower Inc. (NYSE:WELL) by 7.8% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 54,067 shares of the real estate investment trust’s stock after buying an additional 3,915 shares during the quarter. Corient Private Wealth LLC’s holdings in Welltower were worth $10,040,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Norges Bank purchased a new stake in Welltower during the 4th quarter valued at about $5,466,264,000. Cardano Risk Management B.V. boosted its holdings in shares of Welltower by 955.3% during the 4th quarter. Cardano Risk Management B.V. now owns 9,513,540 shares of the real estate investment trust’s stock worth $1,765,808,000 after purchasing an additional 8,612,016 shares during the last quarter. Capital World Investors boosted its holdings in shares of Welltower by 153.0% during the 4th quarter. Capital World Investors now owns 10,744,520 shares of the real estate investment trust’s stock worth $1,994,290,000 after purchasing an additional 6,497,258 shares during the last quarter. Vanguard Group Inc. grew its position in shares of Welltower by 2.9% in the fourth quarter. Vanguard Group Inc. now owns 92,421,471 shares of the real estate investment trust’s stock valued at $17,154,349,000 after purchasing an additional 2,643,088 shares in the last quarter. Finally, Capital International Investors grew its position in shares of Welltower by 4.1% in the third quarter. Capital International Investors now owns 46,516,255 shares of the real estate investment trust’s stock valued at $8,285,296,000 after purchasing an additional 1,842,934 shares in the last quarter. 94.80% of the stock is owned by hedge funds and other institutional investors.

Welltower Stock Up 1.8%

Shares of NYSE:WELL opened at $221.65 on Thursday. The company has a debt-to-equity ratio of 0.40, a current ratio of 4.31 and a quick ratio of 4.31. The firm has a market capitalization of $156.47 billion, a PE ratio of 109.73, a price-to-earnings-growth ratio of 1.12 and a beta of 0.79. The firm’s 50-day moving average is $211.28 and its two-hundred day moving average is $201.71. Welltower Inc. has a 1 year low of $148.97 and a 1 year high of $223.94.

Welltower (NYSE:WELL) last posted 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 business had revenue of $3.35 billion during the quarter, compared to analyst estimates of $3.12 billion. Welltower had a net margin of 11.96% and a return on equity of 3.45%. The business’s revenue for the quarter was up 38.3% compared to the same quarter last year. During the same quarter last year, the firm posted $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 declared a quarterly dividend, which was paid on Thursday, May 21st. Shareholders of record on Wednesday, May 13th were given a $0.74 dividend. This represents a $2.96 annualized dividend and a yield of 1.3%. The ex-dividend date of this dividend was Wednesday, May 13th. Welltower’s dividend payout ratio (DPR) is currently 146.53%.

Analyst Ratings Changes

A number of equities analysts recently commented on the company. UBS Group lifted their price objective on Welltower from $240.00 to $249.00 and gave the stock a “buy” rating in a research report on Monday, May 4th. Weiss Ratings upgraded shares of Welltower from a “hold (c+)” rating to a “buy (b-)” rating in a report on Tuesday, June 2nd. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $238.00 price target on shares of Welltower in a research report on Monday, June 15th. Citigroup upped their price objective on Welltower from $245.00 to $255.00 and gave the company a “buy” rating in a report on Tuesday, May 5th. Finally, Wall Street Zen upgraded Welltower from a “sell” rating to a “hold” rating in a research report on Saturday, May 2nd. Thirteen equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat, Welltower currently has an average rating of “Moderate Buy” and a consensus price target of $230.25.

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.