Welltower Inc. $WELL Shares Acquired by Siemens Fonds Invest GmbH

Siemens Fonds Invest GmbH increased its position in shares of Welltower Inc. (NYSE:WELL) by 28.2% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 23,782 shares of the real estate investment trust’s stock after buying an additional 5,235 shares during the period. Siemens Fonds Invest GmbH’s holdings in Welltower were worth $4,471,000 as of its most recent SEC filing.

A number of other institutional investors have also recently added to or reduced their stakes in the company. Hager Investment Management Services LLC grew its stake in shares of Welltower by 84.4% during 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 boosted its holdings in Welltower by 62.8% in the fourth quarter. Marquette Asset Management LLC now owns 153 shares of the real estate investment trust’s stock valued at $28,000 after purchasing an additional 59 shares during the last quarter. Swiss RE Ltd. acquired a new stake in Welltower during the 4th quarter valued at approximately $29,000. Quarry LP purchased a new stake in Welltower during the 3rd quarter worth approximately $33,000. Finally, Financial Consulate Inc. purchased a new stake in Welltower during the 4th quarter worth approximately $34,000. Institutional investors and hedge funds own 94.80% of the company’s stock.

Welltower Trading Up 0.5%

NYSE:WELL opened at $213.82 on Wednesday. The company has a market cap of $150.94 billion, a PE ratio of 105.85, a P/E/G ratio of 1.10 and a beta of 0.79. The business’s 50 day moving average is $210.41 and its two-hundred day moving average is $201.40. The company has a quick ratio of 4.31, a current ratio of 4.31 and a debt-to-equity ratio of 0.40. Welltower Inc. has a 52 week low of $148.97 and a 52 week high of $221.68.

Welltower (NYSE:WELL) last issued its quarterly earnings results on Tuesday, April 28th. The real estate investment trust reported $1.02 earnings per share for the quarter, beating analysts’ consensus estimates of $0.68 by $0.34. The business had revenue of $3.35 billion during the quarter, compared to the consensus estimate of $3.12 billion. Welltower had a return on equity of 3.45% and a net margin of 11.96%.The business’s quarterly revenue was up 38.3% on a year-over-year basis. During the same period in the previous year, the business earned $1.20 EPS. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. On average, analysts predict that Welltower Inc. will post 6.32 EPS for the current year.

Welltower Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, May 21st. Shareholders of record on Wednesday, May 13th were paid a dividend of $0.74 per share. The ex-dividend date was Wednesday, May 13th. This represents a $2.96 annualized dividend and a yield of 1.4%. Welltower’s payout ratio is presently 146.53%.

Analyst Upgrades and Downgrades

Several equities analysts have recently commented on the company. Morgan Stanley increased their target price on Welltower from $200.00 to $215.00 and gave the company an “overweight” rating in a research note on Wednesday, February 18th. Royal Bank Of Canada restated an “outperform” rating and issued a $238.00 price target on shares of Welltower in a research note on Monday. Citigroup upped their price target on shares of Welltower from $245.00 to $255.00 and gave the company a “buy” rating in a report on Tuesday, May 5th. Jefferies Financial Group raised their price objective on shares of Welltower from $237.00 to $248.00 and gave the stock a “buy” rating in a report on Tuesday, May 12th. Finally, Wall Street Zen raised shares of Welltower from a “sell” rating to a “hold” rating in a research report on Saturday, May 2nd. One investment analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $231.25.

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.