US Bancorp DE Buys 11,937 Shares of Welltower Inc. $WELL

Key Points

• US Bancorp DE raised its stake in Welltower by 23.7%, buying 11,937 shares to hold 62,337 shares valued at $11.57 million at the end of the quarter.
• Welltower beat estimates with quarterly EPS of $1.02 versus $0.68 expected and revenue of $3.35 billion (up 38.3% YoY), and set FY2026 guidance of 6.210–6.350 EPS (analysts average 6.29).
• Welltower declared a quarterly dividend of $0.74 ($2.96 annual, ~1.4% yield) with an ex-dividend date of May 13 and a dividend payout ratio of 146.53%.

US Bancorp DE raised its stake in shares of Welltower Inc. (NYSE:WELL - Free Report) by 23.7% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 62,337 shares of the real estate investment trust's stock after purchasing an additional 11,937 shares during the quarter. US Bancorp DE's holdings in Welltower were worth $11,570,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds have also bought and sold shares of the stock. CYBER HORNET ETFs LLC lifted its position in Welltower by 3.5% during the third quarter. CYBER HORNET ETFs LLC now owns 1,582 shares of the real estate investment trust's stock valued at $282,000 after purchasing an additional 53 shares during the last quarter. Frank Rimerman Advisors LLC lifted its position in Welltower by 0.6% during the third quarter. Frank Rimerman Advisors LLC now owns 9,774 shares of the real estate investment trust's stock valued at $1,741,000 after purchasing an additional 55 shares during the last quarter. Onyx Bridge Wealth Group LLC lifted its position in Welltower by 3.8% during the third quarter. Onyx Bridge Wealth Group LLC now owns 1,515 shares of the real estate investment trust's stock valued at $270,000 after purchasing an additional 56 shares during the last quarter. Verdence Capital Advisors LLC lifted its holdings in shares of Welltower by 4.2% in the 4th quarter. Verdence Capital Advisors LLC now owns 1,385 shares of the real estate investment trust's stock worth $257,000 after acquiring an additional 56 shares during the last quarter. Finally, Wedmont Private Capital lifted its holdings in shares of Welltower by 0.6% in the 4th quarter. Wedmont Private Capital now owns 9,279 shares of the real estate investment trust's stock worth $1,723,000 after acquiring an additional 57 shares during the last quarter. 94.80% of the stock is currently owned by institutional investors.

Welltower Trading Down 0.1%

NYSE:WELL opened at $217.08 on Friday. The company has a fifty day moving average of $205.83 and a 200 day moving average of $195.88. 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 firm has a market capitalization of $153.24 billion, a P/E ratio of 107.46, a P/E/G ratio of 1.13 and a beta of 0.83.

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

Welltower Announces Dividend

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

Wall Street Analyst Weigh In

WELL has been the subject of a number of recent research reports. Royal Bank Of Canada boosted their price objective on shares of Welltower from $207.00 to $230.00 and gave the stock an "outperform" rating in a report on Tuesday, February 24th. Citigroup boosted their price objective on shares of Welltower from $215.00 to $245.00 and gave the stock a "buy" rating in a report on Wednesday, February 18th. Cantor Fitzgerald boosted their price objective on shares of Welltower from $204.00 to $230.00 and gave the stock an "overweight" rating in a report on Thursday, February 12th. UBS Group set a $240.00 price objective on shares of Welltower in a report on Thursday, February 12th. Finally, Wall Street Zen upgraded shares of 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, eleven have assigned a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and a consensus target price of $225.43.

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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