Strs Ohio Purchases 24,266 Shares of Welltower Inc. $WELL

Key Points

• Strs Ohio increased its stake in Welltower by 3.5% in Q4, buying 24,266 shares to hold 720,324 shares (about 0.10% of the company) valued at $133.7M, making WELL its 29th-largest position and 0.5% of its portfolio.
• Welltower beat expectations with Q1 EPS of $1.02 vs $0.68 and revenue of $3.35B (+38.3% YoY), set FY2026 guidance of 6.210–6.350 EPS, declared a $0.74 quarterly dividend (1.4% yield, 211% payout ratio), and carries a consensus "Moderate Buy" rating with an average target of $225.43.

Strs Ohio lifted its position in shares of Welltower Inc. (NYSE:WELL - Free Report) by 3.5% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 720,324 shares of the real estate investment trust's stock after acquiring an additional 24,266 shares during the quarter. Welltower makes up 0.5% of Strs Ohio's investment portfolio, making the stock its 29th largest position. Strs Ohio owned approximately 0.10% of Welltower worth $133,699,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in WELL. National Pension Service boosted its stake in shares of Welltower by 2.1% during the third quarter. National Pension Service now owns 1,691,931 shares of the real estate investment trust's stock valued at $301,401,000 after purchasing an additional 34,532 shares during the period. B&I Capital AG boosted its stake in shares of Welltower by 5.7% during the third quarter. B&I Capital AG now owns 161,440 shares of the real estate investment trust's stock valued at $28,759,000 after purchasing an additional 8,650 shares during the period. GDS Wealth Management boosted its stake in shares of Welltower by 13.7% during the third quarter. GDS Wealth Management now owns 63,763 shares of the real estate investment trust's stock valued at $11,359,000 after purchasing an additional 7,699 shares during the period. New York Life Investment Management LLC boosted its stake in shares of Welltower by 4.3% during the third quarter. New York Life Investment Management LLC now owns 97,366 shares of the real estate investment trust's stock valued at $17,345,000 after purchasing an additional 4,019 shares during the period. Finally, Benchmark Investment Advisors LLC purchased a new stake in shares of Welltower during the third quarter valued at $901,000. Institutional investors own 94.80% of the company's stock.

Welltower Stock Performance

WELL opened at $217.08 on Friday. Welltower Inc. has a 52-week low of $142.65 and a 52-week high of $219.59. The company has a quick ratio of 3.46, a current ratio of 4.31 and a debt-to-equity ratio of 0.40. The company has a market cap of $153.24 billion, a P/E ratio of 107.46, a price-to-earnings-growth ratio of 1.13 and a beta of 0.83. The firm's 50-day moving average price is $205.83 and its 200-day moving average price is $195.68.

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

Welltower Dividend Announcement

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

Analyst Upgrades and Downgrades

A number of analysts have recently issued reports on the stock. Morgan Stanley boosted their target price on shares of Welltower from $200.00 to $215.00 and gave the company an "overweight" rating in a research note on Wednesday, February 18th. 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. KeyCorp boosted their target price on shares of Welltower from $210.00 to $240.00 and gave the company an "overweight" 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 note on Thursday, February 12th. 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 note on Thursday, March 26th. One analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and three have issued a Hold rating to the company's stock. According to MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and an average target price 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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