Cohen & Steers Expands Active ETF Offerings With Three New Funds
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 06 2025
0mins
Should l Buy WELL?
Source: Benzinga
Cohen & Steers Launches New ETFs: The firm has introduced three actively managed ETFs aimed at providing investors with accessible investment strategies, featuring expense ratios between 0.5% and 0.7%, amidst growing demand for such products.
Focus of the New Funds: The new ETFs include a real estate-focused fund (CSRE), an income and capital appreciation fund through preferred securities (CSPF), and a natural resources fund (CSNR), each targeting specific sectors to enhance portfolio diversification and returns.
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Analyst Views on WELL
Wall Street analysts forecast WELL stock price to fall
13 Analyst Rating
12 Buy
1 Hold
0 Sell
Strong Buy
Current: 216.470
Low
182.00
Averages
209.00
High
231.00
Current: 216.470
Low
182.00
Averages
209.00
High
231.00
About WELL
Welltower Inc. is focused on rental housing for aging seniors across the United States, United Kingdom, and Canada. The Company's portfolio of 2,000+ seniors and wellness housing communities are positioned at the intersection of housing and hospitality. Its segments include Seniors Housing Operating, Triple-net and Outpatient Medical. Its Seniors Housing Operating properties include seniors apartments, assisted living communities, independent living/continuing care retirement communities, independent supportive living communities (Canada), care homes with and without nursing (United Kingdom) and combinations thereof. Its Triple-net properties include the property types described above as well as long-term/post-acute care facilities. It invests in seniors housing and healthcare real estate through acquisition of single tenant properties. Its Outpatient Medical properties are typically leased to multiple tenants and generally require a certain level of property management by the Company.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Apple, Amazon, and TSMC Deliver Earnings Triple Plays
- Earnings Highlights: Apple, Amazon, and TSMC have all achieved a 'triple play' this quarter, delivering growth in earnings, revenue, and guidance, which underscores strong market demand and business resilience, further solidifying their leadership positions in their respective industries.
- Market Reaction: Investors reacted positively to the earnings reports from these three companies, driving stock prices higher, which reflects a renewed confidence in tech stocks and may attract more capital inflows into the technology sector.
- Industry Impact: The robust performance of these companies not only enhances their market valuations but may also lead to upward revisions in earnings expectations for other tech firms, creating a virtuous cycle that could further drive the recovery of the entire industry.
- Future Outlook: As the global economy gradually recovers, the success stories of Apple, Amazon, and TSMC may inspire other companies to adopt similar growth strategies, fostering innovation and investment that drive long-term growth.
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Welltower Declares Quarterly Dividend of $0.74 per Share
- Quarterly Dividend Announcement: Welltower declares a quarterly dividend of $0.74 per share, consistent with previous distributions, reflecting the company's stable cash flow and shareholder return strategy, which is likely to attract more investor interest.
- Dividend Yield: The forward yield of 1.38% provides a relatively stable income source in the current market environment, potentially enhancing investor confidence in this REIT.
- Shareholder Record Dates: The dividend will be payable on May 21, with a record date of May 13 and an ex-dividend date also on May 13, ensuring eligible shareholders receive their payouts promptly, thereby strengthening the shareholder base.
- Strong Financial Performance: Welltower's Q1 FFO of $1.47 beats estimates by $0.03, while revenue of $3.35 billion exceeds expectations by $150 million, demonstrating the company's robust performance and growth potential in the market.
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Welltower Exceeds Q1 Earnings Expectations
- Earnings Beat: Welltower reported a normalized FFO of $1.47 per diluted share for Q1, a 23% year-over-year increase that surpassed the S&P Cap IQ consensus estimate of $1.44, indicating strong performance in the senior housing market.
- Significant Revenue Growth: The company achieved revenues of $3.35 billion in Q1, up from $2.42 billion year-over-year and exceeding market expectations of $3.20 billion, reflecting a positive impact from a 22.1% growth in its seniors housing operating portfolio.
- Debt Improvement: As of March 31, Welltower's net debt to consolidated enterprise value ratio decreased to 8.8% from 10.8% as of December 31, indicating a continued improvement in the company's financial health.
- Guidance Raised: Welltower raised its full-year 2026 normalized FFO per share guidance to a range of $6.21 to $6.35, up from $6.09 to $6.25, demonstrating the company's confidence in its future performance.
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Welltower Scheduled to Announce Q1 Earnings on April 28
- Earnings Announcement Schedule: Welltower is set to release its Q1 2023 earnings report on April 28 after market close, with consensus estimates predicting a FFO of $1.44 per share and revenue of $3.2 billion, highlighting investor interest in its financial performance.
- Market Expectation Analysis: The consensus FFO and revenue estimates suggest stability for Welltower in the REIT sector, although recent cautious sentiments from the market may impact investor confidence regarding its future outlook.
- Industry Context: As a leading REIT, Welltower faces mixed opinions from market analysts, with some praising its performance while others caution that its current valuation may be too high, necessitating a careful approach from investors.
- Economic Environment Impact: Given the wealth accumulation of the baby boomer generation, Welltower's business model may be affected, prompting investors to monitor how it adapts to future economic changes and shifts in market demand.
See More
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- Earnings Pressure on Tech Giants: Next week, five of the 'Magnificent Seven' companies will report earnings, with market expectations for them to demonstrate sufficient revenue growth to justify their high AI expenditures; Alphabet, Amazon, Meta, and Microsoft have all seen stock price increases of over 10% this month, highlighting the market's keen interest in their performance.
- Federal Reserve Meeting Impact: This is expected to be Jerome Powell's last meeting as chair, with the market widely anticipating that the Fed will keep interest rates unchanged, although rising oil prices could complicate future monetary policy, necessitating close attention to how this dynamic may affect the market.
- Cautious Investor Sentiment: As the traditional market adage 'Sell in May' approaches, investors remain wary of potential downside risks, particularly in light of poor software stock performance and rising oil prices, which could further dampen market sentiment.
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- Sustained Dividend Payment Capability: Although Dollar General's dividend yield is 1.9%, lower than Alpine Income's, its decade-long record of consistent dividend payments and a 106.1% surge in quarterly profits demonstrate the company's ample cash flow to continue rewarding shareholders in the future.
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Apple, Amazon, and TSMC Deliver Earnings Triple Plays
- Earnings Highlights: Apple, Amazon, and TSMC have all achieved a 'triple play' this quarter, delivering growth in earnings, revenue, and guidance, which underscores strong market demand and business resilience, further solidifying their leadership positions in their respective industries.
- Market Reaction: Investors reacted positively to the earnings reports from these three companies, driving stock prices higher, which reflects a renewed confidence in tech stocks and may attract more capital inflows into the technology sector.
- Industry Impact: The robust performance of these companies not only enhances their market valuations but may also lead to upward revisions in earnings expectations for other tech firms, creating a virtuous cycle that could further drive the recovery of the entire industry.
- Future Outlook: As the global economy gradually recovers, the success stories of Apple, Amazon, and TSMC may inspire other companies to adopt similar growth strategies, fostering innovation and investment that drive long-term growth.
See More
Welltower Declares Quarterly Dividend of $0.74 per Share
- Quarterly Dividend Announcement: Welltower declares a quarterly dividend of $0.74 per share, consistent with previous distributions, reflecting the company's stable cash flow and shareholder return strategy, which is likely to attract more investor interest.
- Dividend Yield: The forward yield of 1.38% provides a relatively stable income source in the current market environment, potentially enhancing investor confidence in this REIT.
- Shareholder Record Dates: The dividend will be payable on May 21, with a record date of May 13 and an ex-dividend date also on May 13, ensuring eligible shareholders receive their payouts promptly, thereby strengthening the shareholder base.
- Strong Financial Performance: Welltower's Q1 FFO of $1.47 beats estimates by $0.03, while revenue of $3.35 billion exceeds expectations by $150 million, demonstrating the company's robust performance and growth potential in the market.
See More
Welltower Exceeds Q1 Earnings Expectations
- Earnings Beat: Welltower reported a normalized FFO of $1.47 per diluted share for Q1, a 23% year-over-year increase that surpassed the S&P Cap IQ consensus estimate of $1.44, indicating strong performance in the senior housing market.
- Significant Revenue Growth: The company achieved revenues of $3.35 billion in Q1, up from $2.42 billion year-over-year and exceeding market expectations of $3.20 billion, reflecting a positive impact from a 22.1% growth in its seniors housing operating portfolio.
- Debt Improvement: As of March 31, Welltower's net debt to consolidated enterprise value ratio decreased to 8.8% from 10.8% as of December 31, indicating a continued improvement in the company's financial health.
- Guidance Raised: Welltower raised its full-year 2026 normalized FFO per share guidance to a range of $6.21 to $6.35, up from $6.09 to $6.25, demonstrating the company's confidence in its future performance.
See More
Welltower Scheduled to Announce Q1 Earnings on April 28
- Earnings Announcement Schedule: Welltower is set to release its Q1 2023 earnings report on April 28 after market close, with consensus estimates predicting a FFO of $1.44 per share and revenue of $3.2 billion, highlighting investor interest in its financial performance.
- Market Expectation Analysis: The consensus FFO and revenue estimates suggest stability for Welltower in the REIT sector, although recent cautious sentiments from the market may impact investor confidence regarding its future outlook.
- Industry Context: As a leading REIT, Welltower faces mixed opinions from market analysts, with some praising its performance while others caution that its current valuation may be too high, necessitating a careful approach from investors.
- Economic Environment Impact: Given the wealth accumulation of the baby boomer generation, Welltower's business model may be affected, prompting investors to monitor how it adapts to future economic changes and shifts in market demand.
See More
U.S. Stocks Near All-Time Highs as Investors Eye Tech Giants' Earnings
- Strong Market Performance: The S&P 500 and Nasdaq Composite indices reached new all-time highs in April, rising over 8% and 13% respectively, indicating robust market resilience despite ongoing geopolitical tensions and AI disruption concerns, reflecting investor confidence in tech stocks.
- Earnings Pressure on Tech Giants: Next week, five of the 'Magnificent Seven' companies will report earnings, with market expectations for them to demonstrate sufficient revenue growth to justify their high AI expenditures; Alphabet, Amazon, Meta, and Microsoft have all seen stock price increases of over 10% this month, highlighting the market's keen interest in their performance.
- Federal Reserve Meeting Impact: This is expected to be Jerome Powell's last meeting as chair, with the market widely anticipating that the Fed will keep interest rates unchanged, although rising oil prices could complicate future monetary policy, necessitating close attention to how this dynamic may affect the market.
- Cautious Investor Sentiment: As the traditional market adage 'Sell in May' approaches, investors remain wary of potential downside risks, particularly in light of poor software stock performance and rising oil prices, which could further dampen market sentiment.
See More
Top Picks for Stable Income Investments
- Alpine Income's Potential: Alpine Income Property Trust, with a market cap of just $324 million, offers a 5.8% dividend yield, making it easier for management to find quality real estate deals that can drive growth, thus appealing to investors seeking stable income.
- Enhanced Safety through Leasing: By utilizing a triple net lease model, Alpine ensures tenants cover operating costs like taxes, maintenance, and insurance, further bolstering cash flow reliability, especially with partnerships involving Walmart and TJ Maxx, which promise stable revenue streams.
- Dollar General's Market Adaptability: In an uncertain macroeconomic environment, Dollar General thrives with its streamlined shopping experience and low-price strategy, successfully attracting both low-income and wealthier consumers, as evidenced by a 5.9% year-over-year increase in fourth-quarter net sales to $10.9 billion, indicating strong market demand.
- Sustained Dividend Payment Capability: Although Dollar General's dividend yield is 1.9%, lower than Alpine Income's, its decade-long record of consistent dividend payments and a 106.1% surge in quarterly profits demonstrate the company's ample cash flow to continue rewarding shareholders in the future.
See More
