State of Alaska Department of Revenue Purchases 9,115 Shares of Welltower Inc. $WELL

Key Points

• State of Alaska Department of Revenue raised its stake in Welltower by 2.3% in Q4, buying 9,115 shares to hold 408,406 shares valued at about $75.8 million, making WELL its 13th-largest position and 0.8% of its portfolio.
• Welltower reported Q4 EPS of $1.45 (beat by $0.01) and revenue of $3.18 billion (+41.3% YoY), set FY2026 guidance of $6.090–6.25 EPS, trades near $207 with a $144.8B market cap, and pays a quarterly dividend of $0.74 (annual $2.96, ~1.4% yield).

State of Alaska Department of Revenue raised its position in Welltower Inc. (NYSE:WELL - Free Report) by 2.3% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 408,406 shares of the real estate investment trust's stock after purchasing an additional 9,115 shares during the period. Welltower accounts for 0.8% of State of Alaska Department of Revenue's investment portfolio, making the stock its 13th biggest position. State of Alaska Department of Revenue owned about 0.06% of Welltower worth $75,803,000 at the end of the most recent quarter.

Several other large investors have also recently bought and sold shares of the company. Hager Investment Management Services LLC raised its position in shares of 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 valued at $25,000 after buying an additional 65 shares in the last quarter. Marquette Asset Management LLC raised its position in shares of Welltower by 62.8% during the 4th quarter. Marquette Asset Management LLC now owns 153 shares of the real estate investment trust's stock valued at $28,000 after buying an additional 59 shares in the last quarter. Financial Consulate Inc. purchased a new stake in shares of Welltower during the 4th quarter valued at $34,000. Quarry LP purchased a new stake in shares of Welltower during the 3rd quarter valued at $33,000. Finally, MMA Asset Management LLC purchased a new stake in shares of Welltower during the 3rd quarter valued at $35,000. 94.80% of the stock is owned by institutional investors.

Welltower Price Performance

Shares of Welltower stock opened at $207.48 on Monday. The firm has a market cap of $144.77 billion, a PE ratio of 148.20, a price-to-earnings-growth ratio of 1.42 and a beta of 0.83. Welltower Inc. has a 12-month low of $139.09 and a 12-month high of $216.43. The company has a quick ratio of 3.46, a current ratio of 3.46 and a debt-to-equity ratio of 0.45. The company's fifty day simple moving average is $203.34 and its two-hundred day simple moving average is $192.38.

Welltower (NYSE:WELL - Get Free Report) last announced its quarterly earnings results on Tuesday, February 10th. The real estate investment trust reported $1.45 earnings per share (EPS) for the quarter, topping 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 net margin of 8.64% and a return on equity of 2.46%. The company's revenue was up 41.3% on a year-over-year basis. During the same quarter last year, the firm earned $1.13 EPS. Welltower has set its FY 2026 guidance at 6.090-6.25 EPS. As a group, equities analysts expect 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. Shareholders of record on Wednesday, February 25th were issued a $0.74 dividend. This represents a $2.96 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date of this dividend was Wednesday, February 25th. Welltower's dividend payout ratio (DPR) is 211.43%.

Analyst Upgrades and Downgrades

WELL has been the topic of several research reports. Wall Street Zen cut shares of Welltower from a "hold" rating to a "sell" rating in a research report on Saturday, February 14th. 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. Jefferies Financial Group restated a "buy" rating and set a $231.00 price objective on shares of Welltower in a research report on Monday, December 15th. Cantor Fitzgerald increased their target price on shares of Welltower from $204.00 to $230.00 and gave the company an "overweight" rating in a report on Thursday, February 12th. Finally, Mizuho increased their target price on shares of Welltower from $216.00 to $231.00 and gave the company an "outperform" rating in a report on Wednesday, March 4th. One equities research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, Welltower presently has a consensus rating of "Moderate Buy" and an average price target of $225.43.

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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