Welltower Inc. $WELL Holdings Boosted by B&I Capital AG

Key Points

• B&I Capital AG increased its stake in Welltower by 12.6% in Q4 to 181,840 shares (about $33.75 million), making WELL roughly 12% of the fund and its second-largest holding.
• Welltower beat quarterly EPS estimates with $1.45 (vs. $1.44) and reported revenue of $3.18 billion, up 41.3% year-over-year, and set FY2026 EPS guidance of 6.090–6.25.
• Analysts are generally bullish: several firms raised price targets recently and the consensus rating is a "Moderate Buy" with an average target price of $225.43 versus the current share price around $211.

B&I Capital AG boosted its position in Welltower Inc. (NYSE:WELL - Free Report) by 12.6% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 181,840 shares of the real estate investment trust's stock after buying an additional 20,400 shares during the period. Welltower makes up about 12.0% of B&I Capital AG's holdings, making the stock its 2nd biggest position. B&I Capital AG's holdings in Welltower were worth $33,751,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the company. CYBER HORNET ETFs LLC boosted its position in shares of Welltower by 3.5% during the 3rd quarter. CYBER HORNET ETFs LLC now owns 1,582 shares of the real estate investment trust's stock worth $282,000 after purchasing an additional 53 shares in the last quarter. Frank Rimerman Advisors LLC boosted its position in shares of Welltower by 0.6% during the 3rd quarter. Frank Rimerman Advisors LLC now owns 9,774 shares of the real estate investment trust's stock worth $1,741,000 after purchasing an additional 55 shares in the last quarter. Onyx Bridge Wealth Group LLC boosted its position in shares of Welltower by 3.8% during the 3rd quarter. Onyx Bridge Wealth Group LLC now owns 1,515 shares of the real estate investment trust's stock worth $270,000 after purchasing an additional 56 shares in the last quarter. Wedmont Private Capital boosted its position in shares of Welltower by 0.6% during the 4th quarter. Wedmont Private Capital now owns 9,279 shares of the real estate investment trust's stock worth $1,723,000 after purchasing an additional 57 shares in the last quarter. Finally, Sachetta LLC boosted its position in shares of Welltower by 14.9% during the 3rd quarter. Sachetta LLC now owns 448 shares of the real estate investment trust's stock worth $80,000 after purchasing an additional 58 shares in the last quarter. 94.80% of the stock is currently owned by hedge funds and other institutional investors.

Welltower Trading Up 0.1%

Shares of WELL stock opened at $211.26 on Thursday. The firm has a 50-day moving average price of $204.71 and a 200 day moving average price of $193.01. Welltower Inc. has a twelve month low of $141.55 and a twelve month high of $216.43. The company has a market capitalization of $148.84 billion, a price-to-earnings ratio of 150.90, a PEG ratio of 1.44 and a beta of 0.83. The company has a current ratio of 3.46, a quick ratio of 3.46 and a debt-to-equity ratio of 0.45.

Welltower (NYSE:WELL - Get Free Report) last announced its earnings results on Tuesday, February 10th. The real estate investment trust reported $1.45 earnings per share for the quarter, beating the consensus estimate of $1.44 by $0.01. Welltower had a net margin of 8.64% and a return on equity of 2.46%. The firm had revenue of $3.18 billion during the quarter, compared to the consensus estimate of $2.93 billion. During the same quarter in the previous year, the company posted $1.13 EPS. The firm's revenue for the quarter was up 41.3% on a year-over-year basis. Welltower has set its FY 2026 guidance at 6.090-6.25 EPS. Research analysts forecast that Welltower Inc. will post 4.88 earnings per share for the current fiscal year.

Welltower Dividend Announcement

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

Wall Street Analysts Forecast Growth

Several brokerages have commented on WELL. Wells Fargo & Company boosted their target price on shares of Welltower from $218.00 to $228.00 and gave the stock an "overweight" rating in a research report on Thursday, March 26th. Royal Bank Of Canada boosted their target price on shares of Welltower from $207.00 to $230.00 and gave the stock an "outperform" rating in a research report on Tuesday, February 24th. Cantor Fitzgerald boosted their target price on shares of Welltower from $204.00 to $230.00 and gave the stock an "overweight" rating in a research report on Thursday, February 12th. Scotiabank boosted their target price on shares of Welltower from $214.00 to $236.00 and gave the stock a "sector outperform" rating in a research report on Monday, March 2nd. Finally, Mizuho boosted their target price on shares of Welltower from $216.00 to $231.00 and gave the stock an "outperform" rating in a research report on Wednesday, March 4th. One research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company has an average rating of "Moderate Buy" and an average target price 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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