LDR Capital Management LLC Makes New Investment in Welltower Inc. $WELL

Key Points

• LDR Capital Management initiated a new position in Welltower (NYSE:WELL), buying 10,830 shares worth about $2.01 million, which represents ~2.8% of LDR’s portfolio and makes WELL its 11th-largest holding; institutional ownership of the stock is ~94.8%.
• Recent results and outlook: Welltower beat Q4 estimates with $1.45 EPS (vs. $1.44 est.) and $3.18B revenue (vs. $2.93B est.), with revenue up 41.3% YoY and FY2026 guidance of $6.09–$6.25 EPS.
• Analyst sentiment and payout profile: The consensus rating is a "Moderate Buy" with a $225.43 price target after several upgrades, while the company pays a $0.74 quarterly dividend (annual $2.96, yield 1.4%) but shows a very high payout ratio (~211%) and a P/E of ~148.

LDR Capital Management LLC bought a new position in Welltower Inc. (NYSE:WELL - Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund bought 10,830 shares of the real estate investment trust's stock, valued at approximately $2,010,000. Welltower accounts for approximately 2.8% of LDR Capital Management LLC's portfolio, making the stock its 11th largest position.

Other institutional investors also recently made changes to their positions in the company. Hager Investment Management Services LLC grew its stake in shares of Welltower by 84.4% during the 3rd quarter. Hager Investment Management Services LLC now owns 142 shares of the real estate investment trust's stock valued at $25,000 after buying an additional 65 shares during the period. Marquette Asset Management LLC grew its stake in shares of Welltower by 62.8% during the 4th quarter. Marquette Asset Management LLC now owns 153 shares of the real estate investment trust's stock valued at $28,000 after buying an additional 59 shares during the period. Financial Consulate Inc. purchased a new stake in shares of Welltower during the 4th quarter valued at $34,000. Quarry LP purchased a new stake in shares of Welltower during the 3rd quarter valued at $33,000. Finally, MMA Asset Management LLC purchased a new stake in shares of Welltower during the 3rd quarter valued at $35,000. 94.80% of the stock is owned by hedge funds and other institutional investors.

Welltower Stock Performance

NYSE:WELL opened at $206.81 on Friday. The company has a current ratio of 3.46, a quick ratio of 3.46 and a debt-to-equity ratio of 0.45. The firm has a market capitalization of $144.30 billion, a price-to-earnings ratio of 147.72, a PEG ratio of 1.40 and a beta of 0.83. The firm's fifty day simple moving average is $202.95 and its 200 day simple moving average is $191.82. Welltower Inc. has a twelve month low of $138.05 and a twelve month high of $216.43.

Welltower (NYSE:WELL - Get Free Report) last posted its earnings results on Tuesday, February 10th. The real estate investment trust reported $1.45 earnings per share for the quarter, beating the consensus estimate of $1.44 by $0.01. The business had revenue of $3.18 billion for the quarter, compared to analyst estimates of $2.93 billion. Welltower had a net margin of 8.64% and a return on equity of 2.46%. The business's quarterly revenue was up 41.3% on a year-over-year basis. During the same quarter in the previous year, the business posted $1.13 EPS. Welltower has set its FY 2026 guidance at 6.090-6.25 EPS. As a group, equities research analysts expect that Welltower Inc. will post 4.88 earnings per share for the current fiscal year.

Welltower Dividend Announcement

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

Analyst Ratings Changes

Several analysts have recently issued reports on WELL shares. KeyCorp boosted their price objective 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. JPMorgan Chase & Co. reissued a "neutral" rating and set a $205.00 price objective on shares of Welltower in a research note on Thursday, December 18th. Citigroup boosted their price objective on shares of Welltower from $215.00 to $245.00 and gave the company a "buy" rating in a research note on Wednesday, February 18th. Wall Street Zen cut shares of Welltower from a "hold" rating to a "sell" rating in a research note on Saturday, February 14th. Finally, Mizuho boosted their price objective on shares of Welltower from $216.00 to $231.00 and gave the company an "outperform" rating in a research note on Wednesday, March 4th. One investment analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and a consensus 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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