UBS Group AG Sells 1,515,585 Shares of Welltower Inc. $WELL

Key Points

• UBS Group AG cut its Welltower stake by 46.2% in Q4, selling 1,515,585 shares and now holds 1,762,436 shares worth about $327.1 million (≈0.26% of the company).
• Welltower beat Q4 estimates with $1.45 EPS and $3.18B revenue (up 41.3% YoY) and set FY2026 guidance of $6.09–$6.25 EPS, roughly in line with analyst expectations.
• The company pays a quarterly dividend of $0.74 (annualized $2.96, ~1.4% yield) despite a high payout ratio (~211%), and analysts maintain a “Moderate Buy” consensus with a $225.43 target.

UBS Group AG cut its position in shares of Welltower Inc. (NYSE:WELL - Free Report) by 46.2% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 1,762,436 shares of the real estate investment trust's stock after selling 1,515,585 shares during the period. UBS Group AG owned about 0.26% of Welltower worth $327,126,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also bought and sold shares of the company. Hager Investment Management Services LLC raised its position in 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 purchasing an additional 65 shares in the last quarter. Marquette Asset Management LLC raised its position in 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 purchasing an additional 59 shares in the last quarter. Financial Consulate Inc. bought a new stake in Welltower during the 4th quarter valued at $34,000. Quarry LP bought a new stake in Welltower during the 3rd quarter valued at $33,000. Finally, MMA Asset Management LLC bought a new stake in Welltower during the 3rd quarter valued at $35,000. 94.80% of the stock is owned by institutional investors.

Welltower Trading Up 0.7%

Shares of NYSE WELL opened at $210.26 on Tuesday. The company has a debt-to-equity ratio of 0.45, a current ratio of 3.46 and a quick ratio of 3.46. The stock has a market capitalization of $148.14 billion, a P/E ratio of 150.19, a price-to-earnings-growth ratio of 1.43 and a beta of 0.83. Welltower Inc. has a 1-year low of $142.65 and a 1-year high of $216.43. The business has a fifty day moving average price of $205.60 and a 200 day moving average price of $195.07.

Welltower (NYSE:WELL - Get Free Report) last issued its quarterly earnings data on Tuesday, February 10th. The real estate investment trust reported $1.45 earnings per share for the quarter, topping analysts' consensus estimates of $1.44 by $0.01. The firm had revenue of $3.18 billion during the quarter, compared to analysts' expectations of $2.93 billion. Welltower had a return on equity of 2.46% and a net margin of 8.64%.The firm's quarterly revenue was up 41.3% on a year-over-year basis. During the same period in the prior year, the business posted $1.13 EPS. Welltower has set its FY 2026 guidance at 6.090-6.25 EPS. Equities research analysts expect that Welltower Inc. will post 6.24 EPS for the current fiscal year.

Welltower Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, March 10th. Investors of record on Wednesday, February 25th were paid a dividend of $0.74 per share. This represents a $2.96 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date was Wednesday, February 25th. Welltower's dividend payout ratio is 211.43%.

Analyst Upgrades and Downgrades

A number of equities research analysts have weighed in on WELL shares. Royal Bank Of Canada lifted their target price on Welltower from $207.00 to $230.00 and gave the company an "outperform" rating in a research report on Tuesday, February 24th. Morgan Stanley lifted their target price on Welltower from $200.00 to $215.00 and gave the company an "overweight" rating in a research report on Wednesday, February 18th. UBS Group set a $240.00 target price on Welltower in a research report on Thursday, February 12th. Scotiabank boosted their price target on Welltower from $214.00 to $236.00 and gave the stock a "sector outperform" rating in a research report on Monday, March 2nd. Finally, KeyCorp upped their price objective on Welltower from $210.00 to $240.00 and gave the stock an "overweight" rating in a research note on Tuesday, February 24th. One equities research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and three have assigned a Hold rating to the company's stock. According to MarketBeat.com, the company presently has an average rating of "Moderate Buy" and a consensus price target of $225.43.

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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