Schroder Investment Management Group Buys 196,655 Shares of Welltower Inc. $WELL

Key Points

• Schroder Investment Management Group increased its stake in Welltower by 12.8%, buying 196,655 shares to hold 1,727,539 shares valued at about $307.7 million (roughly 0.25% of the company).
• Welltower beat quarterly expectations with $1.45 EPS (vs. $1.44) and $3.18B in revenue (up 41.3% YoY), provided FY2026 guidance of 6.090–6.25 EPS, and announced a quarterly dividend of $0.74 ($2.96 annual, 1.5% yield).
• Institutional investors own 94.8% of the stock — led by Vanguard and State Street — and analysts show a consensus "Moderate Buy" with an average target price of $224.71, while the stock trades at a market cap of $142.4B and a P/E of 145.78.

Schroder Investment Management Group grew its stake in Welltower Inc. (NYSE:WELL - Free Report) by 12.8% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 1,727,539 shares of the real estate investment trust's stock after acquiring an additional 196,655 shares during the quarter. Schroder Investment Management Group owned 0.25% of Welltower worth $307,744,000 at the end of the most recent quarter.

Other hedge funds also recently bought and sold shares of the company. Vanguard Group Inc. lifted its stake in shares of Welltower by 4.7% in the third quarter. Vanguard Group Inc. now owns 89,778,383 shares of the real estate investment trust's stock worth $15,993,121,000 after buying an additional 3,991,896 shares in the last quarter. State Street Corp boosted its position in shares of Welltower by 4.6% during the second quarter. State Street Corp now owns 39,616,289 shares of the real estate investment trust's stock valued at $6,090,212,000 after buying an additional 1,740,196 shares during the last quarter. Norges Bank purchased a new position in Welltower in the 2nd quarter worth about $4,903,554,000. Geode Capital Management LLC boosted its holdings in shares of Welltower by 5.1% during the 2nd quarter. Geode Capital Management LLC now owns 15,012,454 shares of the real estate investment trust's stock valued at $2,303,484,000 after acquiring an additional 723,887 shares during the last quarter. Finally, JPMorgan Chase & Co. grew its stake in shares of Welltower by 1.9% in the second quarter. JPMorgan Chase & Co. now owns 7,898,391 shares of the real estate investment trust's stock worth $1,214,232,000 after acquiring an additional 149,724 shares during the period. Institutional investors own 94.80% of the company's stock.

Welltower Trading Down 0.5%

Shares of Welltower stock opened at $204.09 on Monday. The company has a market capitalization of $142.40 billion, a P/E ratio of 145.78, a P/E/G ratio of 1.39 and a beta of 0.82. The company has a debt-to-equity ratio of 0.45, a quick ratio of 3.46 and a current ratio of 3.46. The company has a fifty day moving average of $195.27 and a 200 day moving average of $186.22. Welltower Inc. has a fifty-two week low of $130.29 and a fifty-two week high of $216.43.

Welltower (NYSE:WELL - Get Free Report) last posted its quarterly earnings results on Tuesday, February 10th. The real estate investment trust reported $1.45 EPS for the quarter, beating analysts' consensus estimates of $1.44 by $0.01. Welltower had a return on equity of 2.46% and a net margin of 8.64%.The business had revenue of $3.18 billion for the quarter, compared to analysts' expectations of $2.93 billion. During the same period last year, the firm earned $1.13 earnings per share. The business's quarterly revenue was up 41.3% on a year-over-year basis. Welltower has set its FY 2026 guidance at 6.090-6.25 EPS. On average, sell-side analysts anticipate that Welltower Inc. will post 4.88 earnings per share for the current fiscal year.

Welltower Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Wednesday, February 25th will be given a dividend of $0.74 per share. The ex-dividend date is Wednesday, February 25th. This represents a $2.96 annualized dividend and a dividend yield of 1.5%. Welltower's dividend payout ratio (DPR) is presently 211.43%.

Analyst Ratings Changes

A number of equities research analysts have weighed in on WELL shares. Royal Bank Of Canada boosted their target price on shares of Welltower from $207.00 to $230.00 and gave the company an "outperform" rating in a research note on Tuesday, February 24th. Cantor Fitzgerald boosted their target price 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. Scotiabank lifted their price target on shares of Welltower from $214.00 to $236.00 and gave the stock a "sector outperform" rating in a research note on Monday, March 2nd. Wall Street Zen downgraded Welltower from a "hold" rating to a "sell" rating in a research report on Saturday, February 14th. Finally, Morgan Stanley raised their price objective on Welltower from $200.00 to $215.00 and gave the stock an "overweight" rating in a research note on Wednesday, February 18th. One equities research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company's stock. Based on data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and an average target price of $224.71.

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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