Oppenheimer Asset Management Inc. Has $12.60 Million Position in Welltower Inc. $WELL

Key Points

• Oppenheimer Asset Management increased its stake in Welltower by 9.2% in Q4, acquiring 5,712 shares to hold 67,899 shares worth approximately $12.60 million.
• Welltower beat the latest quarter estimates with $1.02 EPS (vs. $0.68 expected) and $3.35B revenue (vs. $3.12B expected), set FY2026 guidance of 6.210–6.350 EPS, and carries a consensus analyst rating of Moderate Buy with a $225.43 target.
• The company declared a quarterly dividend of $0.74 ($2.96 annualized) for a 1.4% yield, though the payout ratio is elevated at 211.43%.

Oppenheimer Asset Management Inc. boosted its holdings in shares of Welltower Inc. (NYSE:WELL - Free Report) by 9.2% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 67,899 shares of the real estate investment trust's stock after acquiring an additional 5,712 shares during the quarter. Oppenheimer Asset Management Inc.'s holdings in Welltower were worth $12,603,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Hager Investment Management Services LLC raised its position in Welltower by 84.4% during the third quarter. Hager Investment Management Services LLC now owns 142 shares of the real estate investment trust's stock valued at $25,000 after acquiring an additional 65 shares in the last quarter. Marquette Asset Management LLC raised its position in Welltower by 62.8% during the fourth quarter. Marquette Asset Management LLC now owns 153 shares of the real estate investment trust's stock valued at $28,000 after acquiring an additional 59 shares in the last quarter. Quarry LP bought a new position in Welltower during the third quarter valued at approximately $33,000. Financial Consulate Inc. bought a new position in Welltower during the fourth quarter valued at approximately $34,000. Finally, MMA Asset Management LLC bought a new position in Welltower during the third quarter valued at approximately $35,000. Institutional investors own 94.80% of the company's stock.

Wall Street Analysts Forecast Growth

WELL has been the topic of several recent research reports. Citigroup raised their price objective on shares of Welltower from $215.00 to $245.00 and gave the company a "buy" rating in a research report on Wednesday, February 18th. Scotiabank raised their price objective on shares of Welltower from $214.00 to $236.00 and gave the company a "sector outperform" rating in a research report on Monday, March 2nd. KeyCorp raised their price objective on shares of Welltower from $210.00 to $240.00 and gave the company an "overweight" rating in a research report on Tuesday, February 24th. Royal Bank Of Canada lifted their price target on shares of Welltower from $207.00 to $230.00 and gave the company an "outperform" rating in a research report on Tuesday, February 24th. Finally, Morgan Stanley boosted their price objective on shares of Welltower from $200.00 to $215.00 and gave the stock an "overweight" rating in a research note on Wednesday, February 18th. One analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat.com, Welltower has a consensus rating of "Moderate Buy" and a consensus target price of $225.43.

Welltower Price Performance

NYSE WELL opened at $217.08 on Friday. Welltower Inc. has a twelve month low of $142.65 and a twelve month high of $219.59. The company has a debt-to-equity ratio of 0.40, a quick ratio of 3.46 and a current ratio of 4.31. The stock has a market capitalization of $153.24 billion, a PE ratio of 107.46, a P/E/G ratio of 1.13 and a beta of 0.83. The stock has a 50-day simple moving average of $205.83 and a 200 day simple moving average of $195.68.

Welltower (NYSE:WELL - Get Free Report) last announced its earnings results on Tuesday, April 28th. The real estate investment trust reported $1.02 earnings per share for the quarter, beating the consensus estimate 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 firm's revenue for the quarter was up 38.3% compared to the same quarter last year. During the same quarter in the prior year, the company earned $1.20 EPS. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. Research analysts anticipate that Welltower Inc. will post 6.29 EPS for the current year.

Welltower Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, May 21st. Stockholders of record on Wednesday, May 13th will be issued a dividend of $0.74 per share. The ex-dividend date is Wednesday, May 13th. This represents a $2.96 dividend on an annualized basis and a dividend yield of 1.4%. Welltower's payout ratio is 211.43%.

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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