Intech Investment Management LLC Decreases Position in Welltower Inc. $WELL

Intech Investment Management LLC decreased its holdings in Welltower Inc. (NYSE:WELL) by 34.6% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 62,354 shares of the real estate investment trust’s stock after selling 33,061 shares during the period. Intech Investment Management LLC’s holdings in Welltower were worth $11,108,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also modified their holdings of the stock. Brighton Jones LLC grew its stake in Welltower by 7.1% during the 4th quarter. Brighton Jones LLC now owns 4,185 shares of the real estate investment trust’s stock worth $527,000 after purchasing an additional 279 shares in the last quarter. Empowered Funds LLC grew its position in shares of Welltower by 31.7% during the first quarter. Empowered Funds LLC now owns 14,790 shares of the real estate investment trust’s stock worth $2,266,000 after buying an additional 3,564 shares in the last quarter. Sivia Capital Partners LLC increased its stake in shares of Welltower by 7.1% during the second quarter. Sivia Capital Partners LLC now owns 1,910 shares of the real estate investment trust’s stock worth $294,000 after buying an additional 127 shares during the period. Envestnet Asset Management Inc. raised its holdings in Welltower by 8.1% in the second quarter. Envestnet Asset Management Inc. now owns 496,073 shares of the real estate investment trust’s stock valued at $76,261,000 after acquiring an additional 37,339 shares in the last quarter. Finally, Bessemer Group Inc. lifted its stake in Welltower by 6.0% in the second quarter. Bessemer Group Inc. now owns 8,188 shares of the real estate investment trust’s stock worth $1,258,000 after acquiring an additional 465 shares during the last quarter. Hedge funds and other institutional investors own 94.80% of the company’s stock.

Welltower Price Performance

Shares of NYSE:WELL opened at $208.58 on Friday. Welltower Inc. has a 12 month low of $130.29 and a 12 month high of $216.43. The firm has a market capitalization of $145.54 billion, a P/E ratio of 148.99, a P/E/G ratio of 1.44 and a beta of 0.85. The company has a debt-to-equity ratio of 0.45, a current ratio of 3.46 and a quick ratio of 3.46. The company’s fifty day moving average price is $192.88 and its 200 day moving average price is $184.12.

Welltower (NYSE:WELL) last issued its quarterly earnings data on Tuesday, February 10th. The real estate investment trust reported $1.45 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.44 by $0.01. Welltower had a return on equity of 2.46% and a net margin of 8.64%.The company had revenue of $3.18 billion for the quarter, compared to analyst estimates of $2.93 billion. During the same quarter last year, the company posted $1.13 earnings per share. The business’s quarterly revenue was up 41.3% compared to the same quarter last year. Welltower has set its FY 2026 guidance at 6.090-6.25 EPS. As a group, sell-side analysts predict that Welltower Inc. will post 4.88 earnings per share for the current fiscal year.

Welltower Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Wednesday, February 25th will be given a dividend of $0.74 per share. The ex-dividend date of this dividend is Wednesday, February 25th. This represents a $2.96 annualized dividend and a yield of 1.4%. Welltower’s payout ratio is 211.43%.

Wall Street Analyst Weigh In

A number of equities research analysts have commented on the stock. Weiss Ratings downgraded shares of Welltower from a “buy (b-)” rating to a “hold (c)” rating in a research report on Tuesday, February 17th. Jefferies Financial Group reissued a “buy” rating and issued a $231.00 target price on shares of Welltower in a report on Monday, December 15th. Wall Street Zen cut Welltower from a “hold” rating to a “sell” rating in a research note on Saturday, February 14th. JPMorgan Chase & Co. reaffirmed a “neutral” rating and set a $205.00 price objective on shares of Welltower in a research report on Thursday, December 18th. Finally, Royal Bank Of Canada increased their price objective on Welltower from $207.00 to $230.00 and gave the company an “outperform” rating in a report on Tuesday. One investment analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $218.79.

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.