Prudential PLC Purchases 44,370 Shares of Welltower Inc. $WELL

Key Points

• Prudential PLC raised its stake in Welltower by 29.1%, purchasing 44,370 shares to hold 196,862 shares valued at about $35.07 million at the end of the quarter.
• Welltower's latest quarter beat estimates with $1.45 EPS (vs. $1.44 expected) and $3.18B revenue (up 41.3% YoY), and the company set FY 2026 guidance of 6.090–6.25 EPS.
• Welltower declared a quarterly dividend of $0.74 ($2.96 annual, ~1.4% yield) despite a 211% payout ratio; institutional ownership is 94.8% and analysts' consensus is a Moderate Buy with a $224.71 price target.

Prudential PLC increased its position in shares of Welltower Inc. (NYSE:WELL - Free Report) by 29.1% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 196,862 shares of the real estate investment trust's stock after purchasing an additional 44,370 shares during the period. Prudential PLC's holdings in Welltower were worth $35,069,000 at the end of the most recent quarter.

Several other hedge funds also recently added to or reduced their stakes in the company. Brighton Jones LLC grew its stake 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 worth $527,000 after acquiring an additional 279 shares in the last quarter. Empowered Funds LLC raised its stake in shares of Welltower by 31.7% during the first quarter. Empowered Funds LLC now owns 14,790 shares of the real estate investment trust's stock valued at $2,266,000 after acquiring an additional 3,564 shares in the last quarter. Sivia Capital Partners LLC boosted its holdings in shares of Welltower by 7.1% in the second quarter. Sivia Capital Partners LLC now owns 1,910 shares of the real estate investment trust's stock valued at $294,000 after purchasing an additional 127 shares during the period. AE Wealth Management LLC boosted its holdings in shares of Welltower by 44.6% in the second quarter. AE Wealth Management LLC now owns 3,013 shares of the real estate investment trust's stock valued at $463,000 after purchasing an additional 930 shares during the period. Finally, M&G PLC grew its stake in Welltower by 106.9% in the second quarter. M&G PLC now owns 5,181 shares of the real estate investment trust's stock worth $798,000 after purchasing an additional 2,677 shares in the last quarter. 94.80% of the stock is currently owned by institutional investors.

Welltower Stock Up 0.8%

NYSE:WELL opened at $207.88 on Friday. The company has a market cap of $145.05 billion, a PE ratio of 148.48, a P/E/G ratio of 1.41 and a beta of 0.82. Welltower Inc. has a twelve month low of $130.29 and a twelve month high of $216.43. 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 company's 50 day moving average is $197.25 and its two-hundred day moving average is $187.37.

Welltower (NYSE:WELL - Get Free Report) last announced its quarterly earnings data on Tuesday, February 10th. The real estate investment trust reported $1.45 earnings per share for the quarter, beating analysts' consensus estimates 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 return on equity of 2.46% and a net margin of 8.64%.The company's revenue was up 41.3% on a year-over-year basis. During the same period in the prior year, the company earned $1.13 earnings per share. Welltower has set its FY 2026 guidance at 6.090-6.25 EPS. Analysts anticipate that Welltower Inc. will post 4.88 EPS for the current year.

Welltower Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Shareholders of record on Wednesday, February 25th were given a dividend of $0.74 per share. 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 dividend payout ratio is currently 211.43%.

Analysts Set New Price Targets

Several equities analysts have recently commented on the company. Weiss Ratings lowered Welltower from a "buy (b-)" rating to a "hold (c)" rating in a research note on Tuesday, February 17th. Citigroup upped their price objective on shares of Welltower from $215.00 to $245.00 and gave the stock a "buy" rating in a research note on Wednesday, February 18th. KeyCorp increased their target price on shares of Welltower from $210.00 to $240.00 and gave the stock an "overweight" rating in a report on Tuesday, February 24th. Royal Bank Of Canada boosted their price target on shares of Welltower from $207.00 to $230.00 and gave the company an "outperform" rating in a report on Tuesday, February 24th. Finally, Wells Fargo & Company upped their price target on shares of Welltower from $200.00 to $218.00 and gave the stock an "overweight" rating in a research report on Tuesday, November 25th. One analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, Welltower presently has a consensus rating of "Moderate Buy" and a consensus price target of $224.71.

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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