Indivisible Partners Purchases Shares of 33,112 Welltower Inc. $WELL

Key Points

• Indivisible Partners purchased a new stake of 33,112 shares in Welltower in Q4, valued at about $6.15 million, and institutional investors now own roughly 94.80% of the company.
• Welltower beat quarterly expectations with $1.02 EPS (consensus $0.68) and $3.35B revenue (vs. $3.12B), reported 38.3% revenue growth YoY, and set FY2026 guidance at $6.21–$6.35 EPS; several analysts have raised price targets (average target ~$228.53).
• The company declared a quarterly dividend of $0.74 per share (annualized $2.96, ~1.4% yield), though the reported dividend payout ratio is elevated at 146.53%.

Indivisible Partners purchased a new stake in Welltower Inc. (NYSE:WELL - Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased 33,112 shares of the real estate investment trust's stock, valued at approximately $6,146,000.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Mitsubishi UFJ Asset Management Co. Ltd. grew its holdings in Welltower by 7.7% in the 4th quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 1,966,128 shares of the real estate investment trust's stock valued at $367,548,000 after buying an additional 139,771 shares during the period. BOKF NA grew its holdings in Welltower by 280.1% in the 4th quarter. BOKF NA now owns 33,310 shares of the real estate investment trust's stock valued at $6,183,000 after buying an additional 24,546 shares during the period. Providence First Trust Co purchased a new stake in Welltower in the 4th quarter valued at about $496,000. Sumitomo Mitsui DS Asset Management Company Ltd grew its holdings in Welltower by 6.8% in the 4th quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 265,169 shares of the real estate investment trust's stock valued at $49,218,000 after buying an additional 16,801 shares during the period. Finally, Morse Asset Management Inc grew its holdings in Welltower by 56.3% in the 4th quarter. Morse Asset Management Inc now owns 211 shares of the real estate investment trust's stock valued at $39,000 after buying an additional 76 shares during the period. Hedge funds and other institutional investors own 94.80% of the company's stock.

Welltower Stock Performance

Welltower stock opened at $214.34 on Wednesday. The stock's 50 day moving average price is $205.96 and its 200 day moving average price is $196.36. The firm has a market capitalization of $151.30 billion, a PE ratio of 106.11, a price-to-earnings-growth ratio of 1.13 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 one year low of $142.65 and a one year high of $219.59.

Welltower (NYSE:WELL - Get Free Report) last released its quarterly earnings results on Tuesday, April 28th. The real estate investment trust reported $1.02 EPS for the quarter, topping 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 revenue for the quarter was up 38.3% on a year-over-year basis. During the same period in the previous year, the company posted $1.20 EPS. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. As a group, sell-side analysts expect that Welltower Inc. will post 6.29 EPS for the current fiscal year.

Welltower Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, May 21st. Stockholders of record on Wednesday, May 13th will be given a dividend of $0.74 per share. The ex-dividend date of this dividend is Wednesday, May 13th. This represents a $2.96 dividend on an annualized basis and a dividend yield of 1.4%. Welltower's dividend payout ratio (DPR) is presently 146.53%.

Analysts Set New Price Targets

Several analysts have commented on the company. KeyCorp lifted their price target on Welltower from $210.00 to $240.00 and gave the company an "overweight" rating in a report on Tuesday, February 24th. Citigroup raised their price objective on Welltower from $245.00 to $255.00 and gave the stock a "buy" rating in a report on Tuesday. Cantor Fitzgerald raised their price objective on Welltower from $204.00 to $230.00 and gave the stock an "overweight" rating in a report on Thursday, February 12th. Scotiabank raised their price objective on Welltower from $214.00 to $236.00 and gave the stock a "sector outperform" rating in a report on Monday, March 2nd. Finally, UBS Group raised their price objective on Welltower from $240.00 to $249.00 and gave the stock a "buy" rating in a report on Monday. One research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat, the company has an average rating of "Moderate Buy" and an average target price of $228.53.

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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