Fairtree Asset Management Pty Ltd Makes New $762,000 Investment in Welltower Inc. $WELL

Fairtree Asset Management Pty Ltd acquired a new position in shares of Welltower Inc. (NYSE:WELL) in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor acquired 4,275 shares of the real estate investment trust’s stock, valued at approximately $762,000.

Other hedge funds also recently modified their holdings of the company. Vanguard Group Inc. boosted its position in Welltower by 4.7% during the third quarter. Vanguard Group Inc. now owns 89,778,383 shares of the real estate investment trust’s stock valued at $15,993,121,000 after purchasing an additional 3,991,896 shares during the last quarter. State Street Corp raised its stake in shares of Welltower by 4.6% during the 2nd quarter. State Street Corp now owns 39,616,289 shares of the real estate investment trust’s stock worth $6,090,212,000 after purchasing an additional 1,740,196 shares in the last quarter. Norges Bank bought a new stake in shares of Welltower during the 2nd quarter worth approximately $4,903,554,000. Geode Capital Management LLC boosted its holdings in shares of Welltower by 5.1% in the 2nd quarter. Geode Capital Management LLC now owns 15,012,454 shares of the real estate investment trust’s stock valued at $2,303,484,000 after buying an additional 723,887 shares during the last quarter. Finally, JPMorgan Chase & Co. grew its stake in shares of Welltower by 1.9% in the second quarter. JPMorgan Chase & Co. now owns 7,898,391 shares of the real estate investment trust’s stock valued at $1,214,232,000 after buying an additional 149,724 shares in the last quarter. Institutional investors own 94.80% of the company’s stock.

Welltower Stock Performance

Shares of WELL stock opened at $207.40 on Monday. The company has a market capitalization of $144.71 billion, a price-to-earnings ratio of 148.15, a PEG ratio of 1.43 and a beta of 0.82. 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 company has a 50-day simple moving average of $193.31 and a 200 day simple moving average of $184.69. Welltower Inc. has a 52 week low of $130.29 and a 52 week high of $216.43.

Welltower (NYSE:WELL) last released its quarterly earnings results on Tuesday, February 10th. The real estate investment trust reported $1.45 earnings per share for the quarter, beating the consensus estimate of $1.44 by $0.01. The firm had revenue of $3.18 billion for the quarter, compared to analysts’ expectations of $2.93 billion. Welltower had a net margin of 8.64% and a return on equity of 2.46%. The business’s revenue was up 41.3% on a year-over-year basis. During the same period in the prior year, the firm earned $1.13 EPS. Welltower has set its FY 2026 guidance at 6.090-6.25 EPS. On average, sell-side analysts predict that Welltower Inc. will post 4.88 earnings per share for the current year.

Welltower Announces Dividend

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

Analysts Set New Price Targets

A number of equities analysts recently weighed in on the stock. Cantor Fitzgerald upped their price target on shares of Welltower from $204.00 to $230.00 and gave the stock an “overweight” rating in a research report on Thursday, February 12th. JPMorgan Chase & Co. reissued a “neutral” rating and issued a $205.00 price objective on shares of Welltower in a research report on Thursday, December 18th. Royal Bank Of Canada upped their target price on shares of Welltower from $207.00 to $230.00 and gave the company an “outperform” rating in a report on Tuesday, February 24th. Jefferies Financial Group reiterated a “buy” rating and issued a $231.00 target price on shares of Welltower in a research note on Monday, December 15th. Finally, UBS Group set a $240.00 price target on Welltower in a report on Thursday, February 12th. One equities research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $218.79.

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.