Sumitomo Mitsui DS Asset Management Company Ltd Grows Position in Welltower Inc. $WELL

Key Points

• Sumitomo Mitsui DS Asset Management increased its stake in Welltower by 6.8% in Q4 to 265,169 shares, worth about $49.22 million.
• Welltower beat expectations for the quarter with EPS of $1.02 versus $0.68 expected and revenue of $3.35B versus $3.12B, and set FY2026 guidance of 6.210–6.350 EPS (consensus ~6.29).
• Multiple analysts have raised price targets and the stock carries a consensus "Moderate Buy" rating with a $228.53 price target; the company also announced a $0.74 quarterly dividend (annualized $2.96, ~1.4% yield).

Sumitomo Mitsui DS Asset Management Company Ltd increased its holdings in Welltower Inc. (NYSE:WELL - Free Report) by 6.8% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 265,169 shares of the real estate investment trust's stock after acquiring an additional 16,801 shares during the quarter. Sumitomo Mitsui DS Asset Management Company Ltd's holdings in Welltower were worth $49,218,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in WELL. Hager Investment Management Services LLC lifted its stake in Welltower by 84.4% in the third 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 lifted its stake in 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 purchased a new stake in Welltower in the third quarter worth $33,000. Financial Consulate Inc. purchased a new stake in Welltower in the fourth quarter worth $34,000. Finally, MMA Asset Management LLC purchased a new stake in Welltower in the third quarter worth $35,000. Hedge funds and other institutional investors own 94.80% of the company's stock.

Welltower Price Performance

WELL opened at $214.34 on Wednesday. The stock has a fifty day simple moving average of $205.96 and a two-hundred day simple moving average of $196.36. The company has a current ratio of 4.31, a quick ratio of 4.31 and a debt-to-equity ratio of 0.40. The company has a market cap of $151.30 billion, a price-to-earnings ratio of 106.11, a price-to-earnings-growth ratio of 1.13 and a beta of 0.83. Welltower Inc. has a 12-month low of $142.65 and a 12-month high of $219.59.

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, topping analysts' consensus estimates of $0.68 by $0.34. The business had revenue of $3.35 billion during the quarter, compared to the consensus estimate of $3.12 billion. Welltower had a return on equity of 3.45% and a net margin of 11.96%.The firm's quarterly revenue was up 38.3% compared to the same quarter last year. During the same quarter in the prior year, the company earned $1.20 earnings per share. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. Research analysts predict that Welltower Inc. will post 6.29 earnings per share for the current fiscal year.

Welltower Announces Dividend

The company 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 $0.74 dividend. The ex-dividend date is Wednesday, May 13th. This represents a $2.96 dividend on an annualized basis and a yield of 1.4%. Welltower's dividend payout ratio is 146.53%.

Analyst Ratings Changes

WELL has been the subject of a number of research analyst reports. Scotiabank raised their price target on Welltower from $214.00 to $236.00 and gave the stock a "sector outperform" rating in a research note on Monday, March 2nd. KeyCorp raised their price target on Welltower from $210.00 to $240.00 and gave the stock an "overweight" rating in a research note on Tuesday, February 24th. Royal Bank Of Canada raised their price target on Welltower from $230.00 to $238.00 and gave the stock an "outperform" rating in a research note on Monday. UBS Group raised their price target on Welltower from $240.00 to $249.00 and gave the stock a "buy" rating in a research note on Monday. Finally, Wall Street Zen upgraded Welltower from a "sell" rating to a "hold" rating in a report on Saturday. One research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat, the company has a consensus rating of "Moderate Buy" and a consensus price target of $228.53.

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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