Bokf Na Has $6.18 Million Stock Holdings in Welltower Inc. $WELL

Key Points

• Bokf Na increased its stake in Welltower by 280.1% in Q4, owning 33,310 shares after buying an additional 24,546 shares, valued at about $6.18 million.
• Welltower beat expectations on April 28, reporting $1.02 EPS vs. $0.68 estimate and $3.35B revenue vs. $3.12B estimate, and set FY2026 guidance of 6.210–6.350 EPS (analysts forecast ~6.29).
• Dividend announced: a $0.74 quarterly payout (annualized $2.96) yielding 1.4%, with a reported dividend payout ratio of 146.53%.

Bokf Na grew its stake in Welltower Inc. (NYSE:WELL - Free Report) by 280.1% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 33,310 shares of the real estate investment trust's stock after buying an additional 24,546 shares during the period. Bokf Na's holdings in Welltower were worth $6,183,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds also recently made changes to their positions in the company. National Pension Service increased its stake in shares of Welltower by 2.1% in the third quarter. National Pension Service now owns 1,691,931 shares of the real estate investment trust's stock valued at $301,401,000 after buying an additional 34,532 shares during the period. B&I Capital AG boosted its position in shares of Welltower by 5.7% during the 3rd quarter. B&I Capital AG now owns 161,440 shares of the real estate investment trust's stock valued at $28,759,000 after purchasing an additional 8,650 shares in the last quarter. GDS Wealth Management boosted its position in shares of Welltower by 13.7% during the 3rd quarter. GDS Wealth Management now owns 63,763 shares of the real estate investment trust's stock valued at $11,359,000 after purchasing an additional 7,699 shares in the last quarter. New York Life Investment Management LLC boosted its position in shares of Welltower by 4.3% during the 3rd quarter. New York Life Investment Management LLC now owns 97,366 shares of the real estate investment trust's stock valued at $17,345,000 after purchasing an additional 4,019 shares in the last quarter. Finally, Benchmark Investment Advisors LLC bought a new stake in shares of Welltower during the 3rd quarter valued at about $901,000. Institutional investors and hedge funds own 94.80% of the company's stock.

Welltower Stock Up 0.9%

Shares of NYSE:WELL opened at $216.29 on Thursday. The business's 50 day simple moving average is $206.10 and its two-hundred day simple moving average is $196.68. The firm has a market cap of $152.68 billion, a P/E ratio of 107.08, a PEG ratio of 1.12 and a beta of 0.83. The company has a debt-to-equity ratio of 0.40, a quick ratio of 4.31 and a current ratio of 4.31. Welltower Inc. has a 52-week low of $142.65 and a 52-week high of $219.59.

Welltower (NYSE:WELL - Get Free Report) last announced its quarterly earnings results on Tuesday, April 28th. The real estate investment trust reported $1.02 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.68 by $0.34. The business had revenue of $3.35 billion for the quarter, compared to analyst estimates 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% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.20 earnings per share. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. As a group, research analysts forecast that Welltower Inc. will post 6.29 EPS for the current fiscal year.

Welltower Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, May 21st. Shareholders of record on Wednesday, May 13th will be issued a $0.74 dividend. The ex-dividend date is Wednesday, May 13th. This represents a $2.96 annualized dividend and a yield of 1.4%. Welltower's dividend payout ratio is presently 146.53%.

Analyst Ratings Changes

WELL has been the topic of several research analyst reports. Mizuho upped their target price on Welltower from $216.00 to $231.00 and gave the company an "outperform" rating in a research report on Wednesday, March 4th. KeyCorp upped their target price on Welltower from $210.00 to $240.00 and gave the company an "overweight" rating in a research report on Tuesday, February 24th. Weiss Ratings upgraded Welltower from a "hold (c)" rating to a "buy (b-)" rating in a research report on Friday, May 1st. Morgan Stanley upped their target price on Welltower from $200.00 to $215.00 and gave the company an "overweight" rating in a research report on Wednesday, February 18th. Finally, Wall Street Zen upgraded Welltower from a "sell" rating to a "hold" rating in a research report on Saturday, May 2nd. One research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and two have assigned a Hold rating to the company's stock. According to data from MarketBeat, Welltower presently has a consensus rating of "Moderate Buy" and an average price target of $228.53.

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.

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