OFI Invest Asset Management Increases Stake in Welltower Inc. $WELL

Key Points

• OFI Invest Asset Management raised its stake in Welltower by 60.5% in Q4 to 13,140 shares valued at $2.439 million, as institutional investors now own about 94.8% of the stock.
• Welltower beat Q4 estimates with $1.45 EPS (vs. $1.44) and $3.18 billion in revenue (vs. $2.93B), reported 41.3% YoY revenue growth, and set FY2026 guidance of 6.09–6.25 EPS amid a consensus "Moderate Buy" and an average target of $225.43.
• The company pays a quarterly dividend of $0.74 (annualized $2.96, yield ~1.4%), but its dividend payout ratio is a high 211.43%.

OFI Invest Asset Management raised its position in Welltower Inc. (NYSE:WELL - Free Report) by 60.5% during the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 13,140 shares of the real estate investment trust's stock after purchasing an additional 4,952 shares during the period. OFI Invest Asset Management's holdings in Welltower were worth $2,439,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Hager Investment Management Services LLC lifted its holdings in Welltower by 84.4% in 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 purchasing an additional 65 shares in the last quarter. Marquette Asset Management LLC lifted its holdings in Welltower by 62.8% in the 4th quarter. Marquette Asset Management LLC now owns 153 shares of the real estate investment trust's stock valued at $28,000 after purchasing an additional 59 shares in the last quarter. Financial Consulate Inc. purchased a new position in Welltower in the 4th quarter valued at $34,000. Quarry LP purchased a new position in Welltower in the 3rd quarter valued at $33,000. Finally, MMA Asset Management LLC acquired a new stake in shares of Welltower in the 3rd quarter worth $35,000. Hedge funds and other institutional investors own 94.80% of the company's stock.

Welltower Trading Up 1.0%

Shares of WELL stock opened at $206.81 on Friday. The company has a 50-day moving average of $202.95 and a two-hundred day moving average of $191.82. The firm has a market cap of $144.30 billion, a PE ratio of 147.72, a price-to-earnings-growth ratio of 1.40 and a beta of 0.83. Welltower Inc. has a 1-year low of $138.05 and a 1-year high of $216.43. The company has a debt-to-equity ratio of 0.45, a current ratio of 3.46 and a quick ratio of 3.46.

Welltower (NYSE:WELL - Get Free Report) last issued its quarterly earnings data on Tuesday, February 10th. The real estate investment trust reported $1.45 EPS for the quarter, topping the consensus estimate of $1.44 by $0.01. The firm 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 revenue for the quarter was up 41.3% compared to the same quarter last year. During the same period in the prior year, the business posted $1.13 EPS. Welltower has set its FY 2026 guidance at 6.090-6.25 EPS. On average, analysts predict that Welltower Inc. will post 4.88 EPS for the current year.

Welltower Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Stockholders of record on Wednesday, February 25th were given a dividend of $0.74 per share. This represents a $2.96 annualized dividend and a dividend yield of 1.4%. The ex-dividend date was Wednesday, February 25th. Welltower's dividend payout ratio (DPR) is currently 211.43%.

Wall Street Analyst Weigh In

WELL has been the subject of a number of recent research reports. Wells Fargo & Company raised their target price on Welltower from $218.00 to $228.00 and gave the stock an "overweight" rating in a research note on Thursday, March 26th. Weiss Ratings downgraded Welltower from a "buy (b-)" rating to a "hold (c)" rating in a research note on Tuesday, February 17th. Wall Street Zen downgraded Welltower from a "hold" rating to a "sell" rating in a research note on Saturday, February 14th. JPMorgan Chase & Co. reaffirmed a "neutral" rating and issued a $205.00 target price on shares of Welltower in a research note on Thursday, December 18th. Finally, UBS Group set a $240.00 target price on Welltower in a research note on Thursday, February 12th. One analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and an average target price 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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