National Pension Service Has $356.10 Million Position in Welltower Inc. $WELL

Key Points

• National Pension Service increased its Welltower stake by 13.4% in the fourth quarter, ending with 1.92 million shares valued at about $356.1 million.
• Welltower reported better-than-expected quarterly results, posting EPS of $1.02 versus estimates of $0.68 and revenue of $3.35 billion versus $3.12 billion expected, with revenue up 38.3% year over year.
• Analysts remain broadly positive on the stock, with a Moderate Buy consensus and a target price of $231; the company also recently paid a quarterly dividend of $0.74 per share, equal to a 1.4% annualized yield.

National Pension Service lifted its holdings in shares of Welltower Inc. (NYSE:WELL - Free Report) by 13.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,918,528 shares of the real estate investment trust's stock after purchasing an additional 226,597 shares during the quarter. National Pension Service owned 0.28% of Welltower worth $356,098,000 at the end of the most recent quarter.

A number of other hedge funds also recently modified their holdings of WELL. Brighton Jones LLC raised its position in 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 last quarter. Empowered Funds LLC raised its position in 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 last quarter. Sivia Capital Partners LLC raised its position in 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 last quarter. Baird Financial Group Inc. raised its position in 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 last quarter. Finally, NewEdge Advisors LLC raised its position in 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 last quarter. Institutional investors and hedge funds own 94.80% of the company's stock.

Welltower Stock Down 1.9%

WELL stock opened at $210.08 on Friday. The company has a quick ratio of 4.31, a current ratio of 4.31 and a debt-to-equity ratio of 0.40. The business has a 50 day moving average price of $208.61 and a two-hundred day moving average price of $200.61. The company has a market cap of $148.29 billion, a price-to-earnings ratio of 104.00, a P/E/G ratio of 1.11 and a beta of 0.83. Welltower Inc. has a twelve month low of $148.60 and a twelve month high of $221.68.

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 analysts' consensus estimates of $0.68 by $0.34. The firm had revenue of $3.35 billion during the quarter, compared to the consensus estimate of $3.12 billion. Welltower had a return on equity of 3.45% and a net margin of 11.96%.The business's revenue was up 38.3% compared to the same quarter last year. During the same period last year, the company earned $1.20 earnings per share. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. Analysts anticipate that Welltower Inc. will post 6.32 EPS for the current fiscal year.

Welltower Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, May 21st. Shareholders of record on Wednesday, May 13th 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 was Wednesday, May 13th. Welltower's dividend payout ratio (DPR) is currently 146.53%.

Wall Street Analyst Weigh In

WELL has been the topic of a number of recent research reports. KeyCorp lifted their target price on Welltower from $210.00 to $240.00 and gave the company an "overweight" rating in a research report on Tuesday, February 24th. Citigroup lifted their target price on Welltower from $245.00 to $255.00 and gave the company a "buy" rating in a research report on Tuesday, May 5th. Jefferies Financial Group lifted their target price on Welltower from $237.00 to $248.00 and gave the company a "buy" rating in a research report on Tuesday, May 12th. Morgan Stanley lifted their target price on Welltower from $200.00 to $215.00 and gave the company an "overweight" rating in a research report on Wednesday, February 18th. Finally, Wall Street Zen raised Welltower from a "sell" rating to a "hold" rating in a research report on Saturday, May 2nd. One investment analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and a consensus target price of $231.00.

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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