PFA Pension Forsikringsaktieselskab Takes Position in Welltower Inc. $WELL

Key Points

• PFA Pension opened a new position in Welltower in Q4, buying 39,099 shares valued at about $7.35 million.
• Several analysts have raised price targets and ratings, leaving Welltower with a consensus rating of "Moderate Buy" and a consensus target price of $227.87.
• Welltower beat the quarter with EPS $1.02 vs. $0.68 expected and $3.35B revenue, set FY2026 guidance of 6.21–6.35 EPS, and announced a $0.74 quarterly dividend (1.4% yield) despite a high payout ratio (146.5%).

PFA Pension Forsikringsaktieselskab purchased a new position in Welltower Inc. (NYSE:WELL - Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 39,099 shares of the real estate investment trust's stock, valued at approximately $7,351,000.

Several other institutional investors and hedge funds have also made changes to their positions in the stock. Hager Investment Management Services LLC lifted its position in 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 worth $25,000 after acquiring an additional 65 shares during the period. Marquette Asset Management LLC increased its stake in shares of Welltower by 62.8% in the fourth quarter. Marquette Asset Management LLC now owns 153 shares of the real estate investment trust's stock worth $28,000 after acquiring an additional 59 shares during the period. Quarry LP acquired a new stake in Welltower during the 3rd quarter worth about $33,000. Financial Consulate Inc. acquired a new stake in Welltower during the fourth quarter worth about $34,000. Finally, MMA Asset Management LLC purchased a new stake in Welltower in the 3rd quarter worth approximately $35,000. 94.80% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several research firms have recently weighed in on WELL. UBS Group lifted their target price on shares of Welltower from $240.00 to $249.00 and gave the company a "buy" rating in a report on Monday. Scotiabank increased their price target on shares of Welltower from $214.00 to $236.00 and gave the stock a "sector outperform" rating in a report on Monday, March 2nd. Cantor Fitzgerald raised their price target on shares of Welltower from $204.00 to $230.00 and gave the company an "overweight" rating in a research report on Thursday, February 12th. KeyCorp lifted their price objective on shares of Welltower from $210.00 to $240.00 and gave the company an "overweight" rating in a report on Tuesday, February 24th. Finally, Wells Fargo & Company upped their price objective on shares of Welltower from $218.00 to $228.00 and gave the stock an "overweight" rating in a research report on Thursday, March 26th. One investment analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat, Welltower has a consensus rating of "Moderate Buy" and a consensus target price of $227.87.

Welltower Trading Up 0.1%

Shares of WELL stock opened at $217.15 on Tuesday. Welltower Inc. has a 1-year low of $142.65 and a 1-year high of $219.59. The company has a market cap of $153.29 billion, a price-to-earnings ratio of 107.50, a PEG ratio of 1.13 and a beta of 0.83. The company has a debt-to-equity ratio of 0.40, a current ratio of 4.31 and a quick ratio of 4.31. The stock has a 50 day simple moving average of $205.83 and a 200-day simple moving average of $196.07.

Welltower (NYSE:WELL - Get Free Report) last released its quarterly earnings results on Tuesday, April 28th. The real estate investment trust reported $1.02 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.68 by $0.34. The firm had revenue of $3.35 billion for the quarter, compared to analysts' expectations of $3.12 billion. Welltower had a net margin of 11.96% and a return on equity of 3.45%. The firm's revenue for the quarter was up 38.3% compared to the same quarter last year. During the same quarter last year, the company earned $1.20 EPS. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. On average, equities research analysts expect that Welltower Inc. will post 6.29 EPS for the current fiscal year.

Welltower Announces Dividend

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

About Welltower

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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