WCM Investment Management LLC Has $636.09 Million Stock Holdings in Welltower Inc. $WELL

WCM Investment Management LLC trimmed its stake in shares of Welltower Inc. (NYSE:WELL) by 0.7% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,256,983 shares of the real estate investment trust’s stock after selling 24,554 shares during the quarter. Welltower comprises approximately 1.5% of WCM Investment Management LLC’s investment portfolio, making the stock its 26th biggest position. WCM Investment Management LLC’s holdings in Welltower were worth $636,089,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Norges Bank bought a new stake in shares of Welltower during the 4th quarter worth about $5,466,264,000. Cardano Risk Management B.V. raised its holdings in Welltower by 955.3% in the 4th quarter. Cardano Risk Management B.V. now owns 9,513,540 shares of the real estate investment trust’s stock valued at $1,765,808,000 after acquiring an additional 8,612,016 shares during the period. Capital World Investors lifted its position in Welltower by 153.0% during the fourth quarter. Capital World Investors now owns 10,744,520 shares of the real estate investment trust’s stock worth $1,994,290,000 after acquiring an additional 6,497,258 shares during the last quarter. Vanguard Group Inc. lifted its position in Welltower by 2.9% during the fourth quarter. Vanguard Group Inc. now owns 92,421,471 shares of the real estate investment trust’s stock worth $17,154,349,000 after acquiring an additional 2,643,088 shares during the last quarter. Finally, Price T Rowe Associates Inc. MD lifted its position in Welltower by 11.5% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 16,826,035 shares of the real estate investment trust’s stock worth $3,123,082,000 after acquiring an additional 1,734,922 shares during the last quarter. 94.80% of the stock is owned by institutional investors.

Welltower Trading Up 0.1%

Shares of NYSE:WELL opened at $243.39 on Monday. The business’s 50 day simple moving average is $218.71 and its 200 day simple moving average is $206.86. Welltower Inc. has a 1 year low of $156.96 and a 1 year high of $246.43. 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 company has a market capitalization of $171.81 billion, a P/E ratio of 120.49, a P/E/G ratio of 1.19 and a beta of 0.77.

Welltower (NYSE:WELL) last announced its quarterly earnings data on Tuesday, April 28th. The real estate investment trust reported $1.02 earnings per share for the quarter, beating the consensus estimate of $0.68 by $0.34. The firm had revenue of $3.35 billion during 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 quarterly revenue was up 38.3% compared to the same quarter last year. During the same period in the previous year, the firm earned $1.20 EPS. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. On average, research analysts anticipate that Welltower Inc. will post 6.32 EPS for the current fiscal year.

Welltower Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Thursday, May 21st. Investors of record on Wednesday, May 13th were given a dividend of $0.74 per share. The ex-dividend date of this dividend was Wednesday, May 13th. This represents a $2.96 annualized dividend and a yield of 1.2%. Welltower’s dividend payout ratio is currently 146.53%.

Wall Street Analysts Forecast Growth

Several research firms recently weighed in on WELL. Weiss Ratings cut Welltower from a “buy (b-)” rating to a “hold (c+)” rating in a report on Wednesday, June 24th. Mizuho set a $239.00 price objective on Welltower in a report on Friday, May 22nd. UBS Group lifted their target price on Welltower from $249.00 to $271.00 and gave the stock a “buy” rating in a report on Wednesday, July 8th. Raymond James Financial began coverage on shares of Welltower in a research report on Tuesday, June 16th. They issued an “outperform” rating and a $226.00 target price for the company. Finally, Royal Bank Of Canada reiterated an “outperform” rating and issued a $238.00 price objective on shares of Welltower in a research note on Monday, June 15th. Thirteen investment analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $234.72.

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.