Capital Square LLC Buys 1,959 Shares of Welltower Inc. (NYSE:WELL)

Market Beat
2025.04.19 10:38
portai
I'm PortAI, I can summarize articles.

Capital Square LLC increased its stake in Welltower Inc. (NYSE:WELL) by 42.3% in Q4, acquiring 1,959 shares, bringing its total to 6,595 shares valued at $902,000. Other investors, including Retirement Systems of Alabama and Barclays PLC, also raised their positions in Welltower. The stock opened at $145.82, with a 12-month range of $88.31 to $158.55. Welltower recently reported an EPS of $1.13, exceeding estimates, and declared a quarterly dividend of $0.67 per share, yielding 1.84%.

Capital Square LLC grew its holdings in shares of Welltower Inc. (NYSE:WELL - Free Report) by 42.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 6,595 shares of the real estate investment trust's stock after acquiring an additional 1,959 shares during the period. Capital Square LLC's holdings in Welltower were worth $902,000 as of its most recent SEC filing.

  • Top 4 Healthcare REITs Turning Care Into Big Investor Payouts

Several other large investors have also added to or reduced their stakes in the business. Retirement Systems of Alabama raised its position in shares of Welltower by 3.7% during the third quarter. Retirement Systems of Alabama now owns 470,419 shares of the real estate investment trust's stock worth $60,228,000 after purchasing an additional 16,946 shares during the period. Vestmark Advisory Solutions Inc. grew its stake in Welltower by 120.3% in the 4th quarter. Vestmark Advisory Solutions Inc. now owns 14,417 shares of the real estate investment trust's stock valued at $1,817,000 after purchasing an additional 7,872 shares during the period. Barclays PLC increased its holdings in Welltower by 29.2% during the third quarter. Barclays PLC now owns 1,684,446 shares of the real estate investment trust's stock worth $215,659,000 after buying an additional 380,888 shares during the last quarter. Zurcher Kantonalbank Zurich Cantonalbank increased its stake in shares of Welltower by 30.7% during the 4th quarter. Zurcher Kantonalbank Zurich Cantonalbank now owns 544,838 shares of the real estate investment trust's stock worth $68,666,000 after purchasing an additional 128,090 shares during the last quarter. Finally, Park Avenue Securities LLC increased its position in Welltower by 20.1% in the fourth quarter. Park Avenue Securities LLC now owns 13,456 shares of the real estate investment trust's stock worth $1,696,000 after buying an additional 2,250 shares during the last quarter. Institutional investors and hedge funds own 94.80% of the company's stock.

Welltower Price Performance

Shares of WELL stock opened at $145.82 on Thursday. Welltower Inc. has a twelve month low of $88.31 and a twelve month high of $158.55. The stock has a market cap of $94.55 billion, a price-to-earnings ratio of 93.47, a PEG ratio of 2.87 and a beta of 0.93. The company has a quick ratio of 4.22, a current ratio of 4.22 and a debt-to-equity ratio of 0.48. The business's fifty day moving average is $148.16 and its 200 day moving average is $137.23.

  • Rate Cuts a Near Certainty: 3 Stocks You Might Have Missed

Welltower (NYSE:WELL - Get Free Report) last issued its quarterly earnings results on Tuesday, February 11th. The real estate investment trust reported $1.13 EPS for the quarter, topping analysts' consensus estimates of $0.40 by $0.73. Welltower had a return on equity of 3.15% and a net margin of 11.91%. Research analysts expect that Welltower Inc. will post 4.88 EPS for the current fiscal year.

Welltower Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Thursday, March 6th. Stockholders of record on Tuesday, February 25th were issued a dividend of $0.67 per share. This represents a $2.68 dividend on an annualized basis and a dividend yield of 1.84%. The ex-dividend date was Tuesday, February 25th. Welltower's payout ratio is 171.79%.

Analyst Upgrades and Downgrades

  • 6 largest healthcare REITs to buy and how to invest

WELL has been the topic of several research reports. Scotiabank boosted their price target on shares of Welltower from $165.00 to $166.00 and gave the company a "sector outperform" rating in a research report on Thursday, March 6th. Bank of America raised their price target on Welltower from $221.00 to $242.00 and gave the company a "buy" rating in a report on Tuesday, February 18th. StockNews.com downgraded shares of Welltower from a "hold" rating to a "sell" rating in a report on Wednesday, March 26th. Wells Fargo & Company upgraded Welltower from an "equal weight" rating to an "overweight" rating and set a $158.00 target price for the company in a research report on Tuesday, April 8th. Finally, Jefferies Financial Group upgraded shares of Welltower from a "hold" rating to a "buy" rating and upped their price target for the company from $132.00 to $147.00 in a research report on Thursday, January 2nd. One equities research analyst has rated the stock with a sell rating, one has assigned a hold rating, ten have given a buy rating and two have given a strong buy rating to the company's stock. According to data from MarketBeat, the company currently has an average rating of "Moderate Buy" and a consensus target price of $156.46.

View Our Latest Research Report on Welltower

Welltower Profile

(Free Report)

Welltower Inc NYSE: WELL, a real estate investment trust ("REIT") and S&P 500 company headquartered in Toledo, Ohio, is driving the transformation of health care infrastructure. Welltower invests with leading seniors housing operators, post-acute providers and health systems to fund the real estate infrastructure needed to scale innovative care delivery models and improve people's wellness and overall health care experience.

Featured Articles

  • Five stocks we like better than Welltower
  • With Risk Tolerance, One Size Does Not Fit All
  • Viking Therapeutics Stock Pops But Struggles to Hold Gains
  • How to Use the MarketBeat Dividend Calculator
  • Qualcomm Stock Just Earned a Fresh Buy Rating—Get Excited
  • How to Short a Stock in 5 Easy Steps
  • Meta Stock Holds Upside Potential as Analysts Cut Price Targets

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest and most accurate reporting. This story was reviewed by MarketBeat's editorial team prior to publication. Please send any questions or comments about this story to contact@marketbeat.com.

Should You Invest $1,000 in Welltower Right Now?

Before you consider Welltower, you'll want to hear this.

MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Welltower wasn't on the list.

While Welltower currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.

View The Five Stocks Here