Churchill Financial Advisors LLC purchased a new position in shares of Welltower Inc. (NYSE:WELL – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund purchased 4,095 shares of the real estate investment trust’s stock, valued at approximately $760,000.
A number of other institutional investors also recently modified their holdings of WELL. Brighton Jones LLC raised its holdings in shares of Welltower by 7.1% during the 4th quarter. Brighton Jones LLC now owns 4,185 shares of the real estate investment trust’s stock worth $527,000 after buying an additional 279 shares in the last quarter. Empowered Funds LLC raised its holdings in shares of Welltower by 31.7% during the 1st quarter. Empowered Funds LLC now owns 14,790 shares of the real estate investment trust’s stock worth $2,266,000 after buying an additional 3,564 shares in the last quarter. Sivia Capital Partners LLC raised its holdings in shares of Welltower by 7.1% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,910 shares of the real estate investment trust’s stock worth $294,000 after buying an additional 127 shares in the last quarter. Baird Financial Group Inc. raised its holdings in shares of Welltower by 7.3% during the 2nd quarter. Baird Financial Group Inc. now owns 10,871 shares of the real estate investment trust’s stock worth $1,671,000 after buying an additional 735 shares in the last quarter. Finally, NewEdge Advisors LLC raised its holdings in shares of Welltower by 27.0% during the 2nd quarter. NewEdge Advisors LLC now owns 12,435 shares of the real estate investment trust’s stock worth $1,912,000 after buying an additional 2,641 shares in the last quarter. Institutional investors and hedge funds own 94.80% of the company’s stock.
Wall Street Analyst Weigh In
WELL has been the topic of a number of research reports. BMO Capital Markets restated an “outperform” rating and set a $245.00 price objective on shares of Welltower in a research report on Monday, May 4th. Weiss Ratings lowered Welltower from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Friday, May 15th. Royal Bank Of Canada boosted their price objective on Welltower from $230.00 to $238.00 and gave the stock an “outperform” rating in a research report on Monday, May 4th. Wells Fargo & Company boosted their price objective on Welltower from $218.00 to $228.00 and gave the stock an “overweight” rating in a research report on Thursday, March 26th. Finally, Scotiabank boosted their price objective on Welltower from $236.00 to $248.00 and gave the stock an “outperform” rating in a research report on Thursday. One research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $231.00.
Welltower Trading Up 0.1%
NYSE WELL opened at $216.31 on Monday. The business’s 50-day moving average price is $208.17 and its two-hundred day moving average price is $199.83. Welltower Inc. has a 12 month low of $147.49 and a 12 month high of $221.68. The firm has a market capitalization of $152.70 billion, a PE ratio of 107.09, a price-to-earnings-growth ratio of 1.13 and a beta of 0.83. The company has a current ratio of 4.31, a quick ratio of 4.31 and a debt-to-equity ratio of 0.40.
Welltower (NYSE:WELL – Get Free Report) last released its quarterly earnings results on Tuesday, April 28th. The real estate investment trust reported $1.02 EPS for the quarter, beating analysts’ consensus estimates of $0.68 by $0.34. Welltower had a return on equity of 3.45% and a net margin of 11.96%.The firm had revenue of $3.35 billion for the quarter, compared to analyst estimates of $3.12 billion. During the same quarter in the previous year, the company posted $1.20 EPS. The business’s revenue was up 38.3% on a year-over-year basis. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. On average, analysts expect that Welltower Inc. will post 6.28 EPS for the current year.
Welltower Announces Dividend
The business also recently declared a quarterly dividend, which was paid on Thursday, May 21st. Shareholders of record on Wednesday, May 13th were given 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 was Wednesday, May 13th. Welltower’s payout ratio is 146.53%.
Welltower Company 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.
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