Welltower Inc. $WELL Shares Purchased by Dimensional Fund Advisors LP

Key Points

• Dimensional Fund Advisors LP increased its Welltower stake by 0.7% in the first quarter, ending with 8.35 million shares valued at about $1.65 billion. The position represents roughly 1.18% of Welltower and is Dimensional’s 27th largest holding.
• Welltower’s latest earnings beat expectations, with Q1 EPS of $1.02 versus the $0.68 consensus and revenue of $3.35 billion, up 38.3% year over year. The company also raised its FY 2026 EPS guidance to 6.21–6.35.
• Analyst sentiment remains mostly positive, with 13 Buy ratings and 4 Hold ratings for a consensus Moderate Buy and average price target of $234.72. However, the stock also recently saw a downgrade from Weiss Ratings to Hold.

Dimensional Fund Advisors LP boosted its holdings in Welltower Inc. (NYSE:WELL - Free Report) by 0.7% during the 1st quarter, according to its most recent disclosure with the SEC. The firm owned 8,345,022 shares of the real estate investment trust's stock after buying an additional 57,938 shares during the period. Welltower makes up about 0.3% of Dimensional Fund Advisors LP's investment portfolio, making the stock its 27th largest position. Dimensional Fund Advisors LP owned 1.18% of Welltower worth $1,649,844,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the business. Wealth Enhancement Advisory Services LLC grew its stake in shares of Welltower by 30.2% in the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 195,052 shares of the real estate investment trust's stock valued at $36,214,000 after buying an additional 45,214 shares in the last quarter. Nordea Investment Management AB raised its holdings in shares of Welltower by 11.8% during the 4th quarter. Nordea Investment Management AB now owns 1,930,894 shares of the real estate investment trust's stock valued at $358,915,000 after buying an additional 204,317 shares during the period. KLP Kapitalforvaltning AS lifted its position in Welltower by 21.2% during the 4th quarter. KLP Kapitalforvaltning AS now owns 291,146 shares of the real estate investment trust's stock worth $54,040,000 after acquiring an additional 50,900 shares in the last quarter. Congress Asset Management Co. lifted its position in Welltower by 28.0% during the 4th quarter. Congress Asset Management Co. now owns 753,330 shares of the real estate investment trust's stock worth $139,826,000 after acquiring an additional 164,708 shares in the last quarter. Finally, Easterly Investment Partners LLC boosted its holdings in Welltower by 184.9% in the 4th quarter. Easterly Investment Partners LLC now owns 92,403 shares of the real estate investment trust's stock worth $17,151,000 after acquiring an additional 59,967 shares during the period. 94.80% of the stock is owned by institutional investors and hedge funds.

Welltower Trading Up 0.1%

NYSE WELL opened at $243.39 on Monday. The company has a market capitalization of $171.81 billion, a price-to-earnings ratio of 120.49, a price-to-earnings-growth ratio of 1.19 and a beta of 0.77. The company has a debt-to-equity ratio of 0.40, a current ratio of 4.31 and a quick ratio of 4.31. Welltower Inc. has a 12 month low of $156.96 and a 12 month high of $246.43. The company's fifty day moving average price is $218.71 and its two-hundred day moving average price is $206.86.

Welltower (NYSE:WELL - Get Free Report) last released its earnings results on Tuesday, April 28th. The real estate investment trust reported $1.02 earnings per share for the quarter, topping the consensus estimate of $0.68 by $0.34. The company had revenue of $3.35 billion during the quarter, compared to the consensus estimate of $3.12 billion. Welltower had a net margin of 11.96% and a return on equity of 3.45%. The company's revenue was up 38.3% on a year-over-year basis. During the same quarter in the previous year, the firm earned $1.20 EPS. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. As a group, research analysts predict that Welltower Inc. will post 6.32 earnings per share for the current fiscal year.

Welltower Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, May 21st. Investors of record on Wednesday, May 13th were issued a $0.74 dividend. This represents a $2.96 annualized dividend and a yield of 1.2%. The ex-dividend date of this dividend was Wednesday, May 13th. Welltower's payout ratio is currently 146.53%.

Analyst Ratings Changes

Several analysts have issued reports on the stock. Weiss Ratings downgraded shares of Welltower from a "buy (b-)" rating to a "hold (c+)" rating in a research report on Wednesday, June 24th. Jefferies Financial Group boosted their target price on shares of Welltower from $237.00 to $248.00 and gave the stock a "buy" rating in a research report on Tuesday, May 12th. Wall Street Zen upgraded shares of Welltower from a "sell" rating to a "hold" rating in a research note on Saturday, May 2nd. Wells Fargo & Company raised their price target on shares of Welltower from $228.00 to $237.00 and gave the company an "overweight" rating in a report on Monday, June 1st. Finally, Scotiabank dropped their price target on shares of Welltower from $248.00 to $232.00 and set a "sector outperform" rating on the stock in a research note on Thursday, June 18th. Thirteen analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company's stock. According to MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $234.72.

About Welltower

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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