Factory Mutual Insurance Co. Sells 21,200 Shares of Welltower Inc. $WELL

Key Points

• Factory Mutual Insurance Co. sold 21,200 Welltower shares, cutting its stake 7.9% to 245,600 shares worth about $45.59 million; institutional investors now own roughly 94.8% of WELL.
• Welltower beat quarterly expectations with $1.45 EPS (vs. $1.44 est.) and $3.18B revenue (vs. $2.93B est.), revenue rose 41.3% year‑over‑year and management set FY2026 guidance of $6.09–$6.25 EPS.
• Welltower pays a $0.74 quarterly dividend (annualized $2.96, ~1.4% yield) but the company’s payout ratio is very high at 211.43%.

Factory Mutual Insurance Co. decreased its holdings in Welltower Inc. (NYSE:WELL - Free Report) by 7.9% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 245,600 shares of the real estate investment trust's stock after selling 21,200 shares during the quarter. Factory Mutual Insurance Co.'s holdings in Welltower were worth $45,586,000 as of its most recent SEC filing.

Several other institutional investors have also recently bought and sold shares of WELL. Brighton Jones LLC increased its stake in shares of Welltower by 7.1% in the 4th quarter. Brighton Jones LLC now owns 4,185 shares of the real estate investment trust's stock valued at $527,000 after buying an additional 279 shares during the period. Empowered Funds LLC increased its stake in shares of Welltower by 31.7% in the 1st quarter. Empowered Funds LLC now owns 14,790 shares of the real estate investment trust's stock valued at $2,266,000 after buying an additional 3,564 shares during the period. Sivia Capital Partners LLC increased its stake in shares of Welltower by 7.1% in the 2nd quarter. Sivia Capital Partners LLC now owns 1,910 shares of the real estate investment trust's stock valued at $294,000 after buying an additional 127 shares during the period. Baird Financial Group Inc. increased its stake in shares of Welltower by 7.3% in the 2nd quarter. Baird Financial Group Inc. now owns 10,871 shares of the real estate investment trust's stock valued at $1,671,000 after buying an additional 735 shares during the period. Finally, NewEdge Advisors LLC increased its stake in shares of Welltower by 27.0% in the 2nd quarter. NewEdge Advisors LLC now owns 12,435 shares of the real estate investment trust's stock valued at $1,912,000 after buying an additional 2,641 shares during the period. Institutional investors own 94.80% of the company's stock.

Welltower Stock Up 0.6%

Shares of Welltower stock opened at $207.48 on Friday. The company has a quick ratio of 3.46, a current ratio of 3.46 and a debt-to-equity ratio of 0.45. Welltower Inc. has a 12 month low of $139.09 and a 12 month high of $216.43. The business has a fifty day simple moving average of $203.34 and a 200 day simple moving average of $192.09. The stock has a market cap of $144.77 billion, a PE ratio of 148.20, a price-to-earnings-growth ratio of 1.41 and a beta of 0.83.

Welltower (NYSE:WELL - Get Free Report) last announced its quarterly earnings data on Tuesday, February 10th. The real estate investment trust reported $1.45 EPS for the quarter, topping analysts' consensus estimates of $1.44 by $0.01. The business had revenue of $3.18 billion during the quarter, compared to analysts' expectations of $2.93 billion. Welltower had a return on equity of 2.46% and a net margin of 8.64%.The firm's quarterly revenue was up 41.3% compared to the same quarter last year. During the same period in the previous year, the firm earned $1.13 earnings per share. Welltower has set its FY 2026 guidance at 6.090-6.25 EPS. Research analysts predict that Welltower Inc. will post 4.88 EPS for the current year.

Welltower Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 10th. Shareholders of record on Wednesday, February 25th were paid a $0.74 dividend. This represents a $2.96 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date of this dividend was Wednesday, February 25th. Welltower's payout ratio is presently 211.43%.

Analyst Upgrades and Downgrades

Several research firms have recently commented on WELL. KeyCorp lifted their target price on Welltower from $210.00 to $240.00 and gave the company an "overweight" rating in a research note on Tuesday, February 24th. Citigroup lifted their target price on Welltower from $215.00 to $245.00 and gave the company a "buy" rating in a research note on Wednesday, February 18th. Mizuho lifted their price objective on Welltower from $216.00 to $231.00 and gave the stock an "outperform" rating in a research note on Wednesday, March 4th. Wells Fargo & Company lifted their price objective on Welltower from $218.00 to $228.00 and gave the stock an "overweight" rating in a research note on Thursday, March 26th. Finally, Cantor Fitzgerald lifted their price objective on Welltower from $204.00 to $230.00 and gave the stock an "overweight" rating in a research note on Thursday, February 12th. One analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, three have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, Welltower currently has a consensus rating of "Moderate Buy" and an average price target of $225.43.

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.

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