CORDA Investment Management LLC. Cuts Stock Holdings in Welltower Inc. $WELL

Key Points

• Welltower (NYSE:WELL) saw its stake trimmed by CORDA Investment Management LLC by 2.5% in Q4—CORDA sold 7,133 shares and now holds 279,630 shares worth $51.902 million, equal to 3.8% of its portfolio and its 5th largest holding.
• Welltower beat estimates with $1.02 EPS (vs. $0.68 expected) and $3.35B revenue (vs. $3.12B expected), reported 38.3% YoY revenue growth, and set FY2026 guidance of $6.21–$6.35 per share (sell-side average ~6.29).
• The company declared a quarterly dividend of $0.74 ($2.96 annualized, 1.4% yield) with an ex-dividend date of May 13, but the payout ratio is high at 146.53% and institutional ownership is about 94.8%.

CORDA Investment Management LLC. trimmed its stake in Welltower Inc. (NYSE:WELL - Free Report) by 2.5% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 279,630 shares of the real estate investment trust's stock after selling 7,133 shares during the quarter. Welltower makes up 3.8% of CORDA Investment Management LLC.'s holdings, making the stock its 5th largest holding. CORDA Investment Management LLC.'s holdings in Welltower were worth $51,902,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also modified their holdings of WELL. Hager Investment Management Services LLC grew its holdings in shares of Welltower by 84.4% in the 3rd quarter. Hager Investment Management Services LLC now owns 142 shares of the real estate investment trust's stock worth $25,000 after acquiring an additional 65 shares during the last quarter. Marquette Asset Management LLC grew its holdings in shares of Welltower by 62.8% in the 4th quarter. Marquette Asset Management LLC now owns 153 shares of the real estate investment trust's stock worth $28,000 after acquiring an additional 59 shares during the last quarter. Quarry LP acquired a new position in shares of Welltower in the 3rd quarter worth $33,000. Financial Consulate Inc. acquired a new position in shares of Welltower in the 4th quarter worth $34,000. Finally, MMA Asset Management LLC acquired a new position in shares of Welltower in the 3rd quarter worth $35,000. 94.80% of the stock is currently owned by institutional investors and hedge funds.

Welltower Stock Down 1.6%

NYSE:WELL opened at $213.01 on Friday. The firm has a market capitalization of $150.36 billion, a price-to-earnings ratio of 105.45, a PEG ratio of 1.13 and a beta of 0.83. Welltower Inc. has a 1-year low of $142.65 and a 1-year high of $219.59. The company has a current ratio of 4.31, a quick ratio of 4.31 and a debt-to-equity ratio of 0.40. The business's fifty day moving average price is $206.17 and its 200 day moving average price is $196.94.

Welltower (NYSE:WELL - Get Free Report) last posted its quarterly earnings results 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 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%.Welltower's quarterly revenue was up 38.3% on a year-over-year basis. During the same period in the previous year, the firm earned $1.20 earnings per share. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. On average, sell-side analysts forecast that Welltower Inc. will post 6.29 earnings per share for the current fiscal year.

Welltower Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, May 21st. Investors of record on Wednesday, May 13th will be given 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, May 13th. Welltower's payout ratio is presently 146.53%.

Analyst Ratings Changes

A number of brokerages recently issued reports on WELL. BMO Capital Markets restated an "outperform" rating and issued a $245.00 target price on shares of Welltower in a report on Monday. Mizuho lifted their target price on Welltower from $216.00 to $231.00 and gave the stock an "outperform" rating in a report on Wednesday, March 4th. Royal Bank Of Canada lifted their target price on Welltower from $230.00 to $238.00 and gave the stock an "outperform" rating in a report on Monday. Weiss Ratings upgraded Welltower from a "hold (c)" rating to a "buy (b-)" rating in a report on Friday, May 1st. Finally, Wells Fargo & Company lifted their target price on Welltower from $218.00 to $228.00 and gave the stock an "overweight" rating in a report on Thursday, March 26th. One research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and an average price target of $228.53.

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.

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