Horizon Investments LLC Sells 22,525 Shares of Welltower Inc. $WELL

Key Points

• Horizon Investments LLC sold 22,525 shares, cutting its stake in Welltower by 48.6% to 23,842 shares valued at about $4.43 million at the end of the quarter.
• Welltower reported a quarterly beat with $1.02 EPS vs. $0.68 expected and $3.35 billion revenue (up 38.3% YoY), and set FY2026 guidance of $6.21–$6.35 per share (analyst consensus ~6.29).
• Analyst sentiment remains positive with multiple price-target increases and a MarketBeat consensus rating of "Moderate Buy" (target $225.43), while institutional ownership stands at about 94.8% and major funds like Vanguard and State Street have increased holdings.

Horizon Investments LLC decreased its stake in shares of Welltower Inc. (NYSE:WELL - Free Report) by 48.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 23,842 shares of the real estate investment trust's stock after selling 22,525 shares during the period. Horizon Investments LLC's holdings in Welltower were worth $4,425,000 at the end of the most recent quarter.

Several other large investors also recently made changes to their positions in the stock. Vanguard Group Inc. boosted its holdings 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 purchasing an additional 2,643,088 shares during the last quarter. Capital International Investors boosted its holdings in Welltower by 4.1% during the third quarter. Capital International Investors now owns 46,516,255 shares of the real estate investment trust's stock worth $8,285,296,000 after purchasing an additional 1,842,934 shares during the last quarter. State Street Corp boosted its holdings in Welltower by 4.1% during the third quarter. State Street Corp now owns 41,253,954 shares of the real estate investment trust's stock worth $7,348,979,000 after purchasing an additional 1,637,665 shares during the last quarter. Bank of America Corp DE boosted its holdings in Welltower by 1.9% during the third quarter. Bank of America Corp DE now owns 19,378,590 shares of the real estate investment trust's stock worth $3,452,102,000 after purchasing an additional 367,463 shares during the last quarter. Finally, Northern Trust Corp boosted its holdings in Welltower by 3.2% during the third quarter. Northern Trust Corp now owns 9,106,068 shares of the real estate investment trust's stock worth $1,622,155,000 after purchasing an additional 282,881 shares during the last quarter. Institutional investors own 94.80% of the company's stock.

Analyst Ratings Changes

A number of analysts have commented on WELL shares. Wells Fargo & Company increased their price target on shares of Welltower from $218.00 to $228.00 and gave the company an "overweight" rating in a research note on Thursday, March 26th. KeyCorp increased their price target on shares of Welltower from $210.00 to $240.00 and gave the company an "overweight" rating in a research note on Tuesday, February 24th. Scotiabank increased their price target on shares of Welltower from $214.00 to $236.00 and gave the company a "sector outperform" rating in a research note on Monday, March 2nd. Royal Bank Of Canada increased their price target on shares of Welltower from $207.00 to $230.00 and gave the company an "outperform" rating in a research note on Tuesday, February 24th. Finally, Cantor Fitzgerald increased their price target on shares of Welltower from $204.00 to $230.00 and gave the company an "overweight" rating in a research note on Thursday, February 12th. One investment analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have given a Hold rating to the company's stock. According to MarketBeat, Welltower presently has a consensus rating of "Moderate Buy" and a consensus price target of $225.43.

Welltower Price Performance

WELL stock opened at $217.08 on Monday. 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 12 month low of $142.65 and a 12 month high of $219.59. The firm has a market cap of $153.24 billion, a P/E ratio of 107.46, a P/E/G ratio of 1.13 and a beta of 0.83. The company's 50-day moving average price is $205.83 and its two-hundred day moving average price is $196.07.

Welltower (NYSE:WELL - Get Free Report) last released its earnings results on Tuesday, April 28th. The real estate investment trust reported $1.02 EPS for the quarter, beating the consensus estimate of $0.68 by $0.34. Welltower had a net margin of 11.96% and a return on equity of 3.45%. The firm had revenue of $3.35 billion for the quarter, compared to analyst estimates of $3.12 billion. During the same period last year, the firm earned $1.20 EPS. The business's quarterly revenue was up 38.3% compared to the same quarter last year. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. On average, analysts anticipate that Welltower Inc. will post 6.29 earnings per share for the current fiscal year.

Welltower Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, May 21st. Shareholders of record on Wednesday, May 13th will be issued a dividend of $0.74 per share. This represents a $2.96 dividend on an annualized basis 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%.

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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