Welltower Inc. $WELL Position Increased by ASR Vermogensbeheer N.V.

Key Points

• ASR Vermogensbeheer N.V. increased its stake in Welltower by 34.9%, adding 24,744 shares to hold 95,577 shares valued at about $17.74 million.
• Welltower beat quarterly estimates with $1.02 EPS vs. $0.68 expected and revenue of $3.35 billion (up 38.3% year-over-year), and set FY2026 guidance of 6.210–6.350 EPS (consensus ~6.29).
• Analysts are generally bullish—several firms raised price targets and the consensus rating is a “Moderate Buy” with an average price target of $228.53.

ASR Vermogensbeheer N.V. grew its holdings in Welltower Inc. (NYSE:WELL - Free Report) by 34.9% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 95,577 shares of the real estate investment trust's stock after purchasing an additional 24,744 shares during the period. ASR Vermogensbeheer N.V.'s holdings in Welltower were worth $17,739,000 as of its most recent SEC filing.

A number of other large investors also recently made changes to their positions in WELL. Hager Investment Management Services LLC increased its holdings in shares of Welltower by 84.4% in 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 during the period. Marquette Asset Management LLC increased its holdings 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 buying an additional 59 shares during the last quarter. Quarry LP acquired a new position in Welltower in the third quarter worth approximately $33,000. Financial Consulate Inc. acquired a new position in Welltower in the fourth quarter worth approximately $34,000. Finally, MMA Asset Management LLC acquired a new position in Welltower in the third quarter worth approximately $35,000. Institutional investors and hedge funds own 94.80% of the company's stock.

Wall Street Analyst Weigh In

A number of research firms recently commented on WELL. UBS Group increased their price objective on Welltower from $240.00 to $249.00 and gave the stock a "buy" rating in a report on Monday. Citigroup increased their price objective on Welltower from $245.00 to $255.00 and gave the stock a "buy" rating in a report on Tuesday. BMO Capital Markets restated an "outperform" rating and issued a $245.00 price objective on shares of Welltower in a report on Monday. Mizuho increased their price objective on Welltower from $216.00 to $231.00 and gave the stock an "outperform" rating in a report on Wednesday, March 4th. Finally, Scotiabank increased their price objective on Welltower from $214.00 to $236.00 and gave the stock a "sector outperform" rating in a report on Monday, March 2nd. One equities research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and a consensus price target of $228.53.

Welltower Stock Down 1.6%

Shares of WELL opened at $213.01 on Friday. The company has a 50-day simple moving average of $206.17 and a 200-day simple moving average of $196.94. The firm has a market capitalization of $150.36 billion, a P/E ratio of 105.45, a P/E/G ratio of 1.13 and a beta of 0.83. The company has a debt-to-equity ratio of 0.40, a quick ratio of 4.31 and a current ratio of 4.31. Welltower Inc. has a 52 week low of $142.65 and a 52 week high of $219.59.

Welltower (NYSE:WELL - Get Free Report) last issued its quarterly earnings results on Tuesday, April 28th. The real estate investment trust reported $1.02 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.68 by $0.34. The firm had revenue of $3.35 billion for the quarter, compared to analyst estimates of $3.12 billion. Welltower had a return on equity of 3.45% and a net margin of 11.96%.During the same period in the previous year, the company posted $1.20 earnings per share. The company's quarterly 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, equities research analysts expect that Welltower Inc. will post 6.29 earnings per share for the current year.

Welltower Dividend Announcement

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

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.