Free Trial

O Shaughnessy Asset Management LLC Buys 5,124 Shares of Welltower Inc. (NYSE:WELL)

Welltower logo with Finance background
Remove Ads

O Shaughnessy Asset Management LLC raised its holdings in Welltower Inc. (NYSE:WELL - Free Report) by 9.2% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 60,613 shares of the real estate investment trust's stock after acquiring an additional 5,124 shares during the quarter. O Shaughnessy Asset Management LLC's holdings in Welltower were worth $7,639,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in the business. Laurel Wealth Advisors LLC bought a new position in shares of Welltower in the 4th quarter valued at approximately $25,000. Roxbury Financial LLC acquired a new stake in shares of Welltower in the fourth quarter worth $26,000. Sierra Ocean LLC bought a new stake in shares of Welltower during the 4th quarter worth $28,000. Versant Capital Management Inc grew its stake in Welltower by 165.5% in the 4th quarter. Versant Capital Management Inc now owns 300 shares of the real estate investment trust's stock valued at $38,000 after buying an additional 187 shares during the last quarter. Finally, First Command Advisory Services Inc. bought a new position in Welltower in the 4th quarter worth $50,000. 94.80% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of research firms have issued reports on WELL. Scotiabank upped their price target on shares of Welltower from $165.00 to $166.00 and gave the company a "sector outperform" rating in a report on Thursday, March 6th. Royal Bank of Canada raised Welltower from a "sector perform" rating to an "outperform" rating and raised their target price for the company from $146.00 to $168.00 in a report on Friday, February 28th. Bank of America increased their price objective on Welltower from $221.00 to $242.00 and gave the company a "buy" rating in a research report on Tuesday, February 18th. StockNews.com cut shares of Welltower from a "hold" rating to a "sell" rating in a research note on Wednesday, March 26th. Finally, Mizuho raised their price target on shares of Welltower from $141.00 to $170.00 and gave the stock an "outperform" rating in a research report on Tuesday, March 18th. One analyst has rated the stock with a sell rating, two have assigned a hold rating, nine have assigned a buy rating and two have issued a strong buy rating to the company's stock. Based on data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and an average price target of $156.46.

Remove Ads

Check Out Our Latest Stock Analysis on WELL

Welltower Price Performance

Shares of WELL traded down $0.74 during mid-day trading on Thursday, reaching $152.34. The company had a trading volume of 4,044,130 shares, compared to its average volume of 2,818,120. The company has a debt-to-equity ratio of 0.48, a current ratio of 4.22 and a quick ratio of 4.22. The company has a market capitalization of $98.78 billion, a P/E ratio of 97.65, a P/E/G ratio of 2.87 and a beta of 0.93. Welltower Inc. has a twelve month low of $87.87 and a twelve month high of $158.55. The company's 50-day moving average is $147.51 and its 200-day moving average is $136.19.

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

Welltower Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, March 6th. Stockholders of record on Tuesday, February 25th were paid a $0.67 dividend. The ex-dividend date of this dividend was Tuesday, February 25th. This represents a $2.68 dividend on an annualized basis and a dividend yield of 1.76%. Welltower's dividend payout ratio (DPR) is presently 171.79%.

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 Stories

Institutional Ownership by Quarter for Welltower (NYSE:WELL)

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 Buy rating among analysts, top-rated analysts believe these five stocks are better buys.

View The Five Stocks Here

10 Stocks Set to Soar in Spring 2025 Cover

Market volatility creates opportunity. Our analysts have pinpointed 10 stocks perfectly positioned for exceptional growth this spring, even amid economic uncertainty. Don't miss your chance to access this timely research and invest with confidence.

Get This Free Report
Like this article? Share it with a colleague.
Remove Ads

Featured Articles and Offers

Recent Videos

Trump Tariffs Tumble the Stock Market—Here’s How to Protect Your Money
Donald Trump Owns These 7 Stocks, Should You?
 5 Stocks to BUY NOW in April 2025

Stock Lists

All Stock Lists

Investing Tools

Calendars and Tools

Search Headlines

Remove Ads