Swedbank AB Trims Stock Holdings in Welltower Inc. $WELL

Key Points

• Swedbank AB trimmed its stake in Welltower by 2.6% in Q4, selling 17,865 shares and ending the period with 677,186 shares valued at about $125.7 million.
• Welltower beat quarterly expectations with $1.02 EPS vs. $0.68 expected and $3.35B revenue vs. $3.12B expected, and set FY2026 guidance of 6.210–6.350 EPS (consensus ~6.29).
• The company announced a quarterly dividend of $0.74 (annualized $2.96) payable May 21, implying a 1.4% yield and a payout ratio of roughly 146.5%.

Swedbank AB lowered its stake in shares of Welltower Inc. (NYSE:WELL - Free Report) by 2.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 677,186 shares of the real estate investment trust's stock after selling 17,865 shares during the period. Swedbank AB owned 0.10% of Welltower worth $125,692,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Hager Investment Management Services LLC boosted its stake 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 worth $25,000 after purchasing an additional 65 shares during the last quarter. Marquette Asset Management LLC raised its position in shares of Welltower by 62.8% in the fourth 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 during the last quarter. Quarry LP purchased a new position in shares of Welltower during the third quarter valued at approximately $33,000. Financial Consulate Inc. acquired a new stake in Welltower during the fourth quarter worth approximately $34,000. Finally, MMA Asset Management LLC acquired a new stake in Welltower during the third quarter worth approximately $35,000. Hedge funds and other institutional investors own 94.80% of the company's stock.

Welltower Stock Performance

Welltower stock opened at $216.29 on Thursday. The company has a market cap of $152.68 billion, a price-to-earnings ratio of 107.08, a price-to-earnings-growth ratio of 1.12 and a beta of 0.83. Welltower Inc. has a 12 month low of $142.65 and a 12 month high of $219.59. The company has a debt-to-equity ratio of 0.40, a current ratio of 4.31 and a quick ratio of 4.31. The stock's 50-day moving average is $206.10 and its 200-day moving average is $196.68.

Welltower (NYSE:WELL - Get Free Report) last issued its earnings results 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. Welltower had a return on equity of 3.45% and a net margin of 11.96%.The business had revenue of $3.35 billion during the quarter, compared to analysts' expectations of $3.12 billion. During the same quarter in the previous year, the business earned $1.20 EPS. The company's revenue for the quarter was up 38.3% on a year-over-year basis. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. Equities analysts anticipate that Welltower Inc. will post 6.29 earnings per share for the current year.

Welltower Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, May 21st. Investors of record on Wednesday, May 13th will be issued a dividend of $0.74 per share. The ex-dividend date is Wednesday, May 13th. This represents a $2.96 annualized dividend and a dividend yield of 1.4%. Welltower's payout ratio is presently 146.53%.

Analyst Upgrades and Downgrades

Several research analysts have weighed in on WELL shares. Citigroup boosted their price target on Welltower from $245.00 to $255.00 and gave the company a "buy" rating in a report on Tuesday. Cantor Fitzgerald raised their price objective on Welltower from $204.00 to $230.00 and gave the stock an "overweight" rating in a report on Thursday, February 12th. Weiss Ratings raised Welltower from a "hold (c)" rating to a "buy (b-)" rating in a research report on Friday, May 1st. Wells Fargo & Company upped their target price on Welltower from $218.00 to $228.00 and gave the company an "overweight" rating in a research note on Thursday, March 26th. Finally, BMO Capital Markets reiterated an "outperform" rating and set a $245.00 target price on shares of Welltower in a research report on Monday. One research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and an average target price of $228.53.

Welltower 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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