Wealth Enhancement Advisory Services LLC Boosts Position in Welltower Inc. $WELL

Wealth Enhancement Advisory Services LLC raised its holdings in shares of Welltower Inc. (NYSE:WELL) by 30.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 195,052 shares of the real estate investment trust’s stock after buying an additional 45,214 shares during the period. Wealth Enhancement Advisory Services LLC’s holdings in Welltower were worth $36,214,000 at the end of the most recent reporting period.

A number of other hedge funds have also made changes to their positions in WELL. Hager Investment Management Services LLC increased its holdings in Welltower by 84.4% in the 3rd quarter. Hager Investment Management Services LLC now owns 142 shares of the real estate investment trust’s stock valued at $25,000 after purchasing an additional 65 shares in the last quarter. Quarry LP acquired a new position in shares of Welltower during the third quarter worth about $33,000. MMA Asset Management LLC purchased a new stake in shares of Welltower in the third quarter worth about $35,000. Global Wealth Strategies & Associates purchased a new stake in shares of Welltower in the third quarter worth about $36,000. Finally, Newbridge Financial Services Group Inc. grew its stake in shares of Welltower by 39.5% in the second quarter. Newbridge Financial Services Group Inc. now owns 307 shares of the real estate investment trust’s stock valued at $47,000 after buying an additional 87 shares in the last quarter. Hedge funds and other institutional investors own 94.80% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages recently commented on WELL. Mizuho raised their target price on Welltower from $216.00 to $231.00 and gave the company an “outperform” rating in a report on Wednesday, March 4th. Weiss Ratings cut Welltower from a “buy (b-)” rating to a “hold (c)” rating in a report on Tuesday, February 17th. Wall Street Zen downgraded shares of Welltower from a “hold” rating to a “sell” rating in a research report on Saturday, February 14th. Cantor Fitzgerald boosted their target price on shares of Welltower from $204.00 to $230.00 and gave the stock an “overweight” rating in a research report on Thursday, February 12th. Finally, UBS Group set a $240.00 target price on shares of Welltower in a research note on Thursday, February 12th. One research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, three have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $224.71.

Welltower Trading Down 0.6%

NYSE:WELL opened at $194.85 on Tuesday. The company has a debt-to-equity ratio of 0.45, a quick ratio of 3.46 and a current ratio of 3.46. Welltower Inc. has a one year low of $130.29 and a one year high of $216.43. The business’s 50-day simple moving average is $199.53 and its 200 day simple moving average is $189.23. The stock has a market cap of $135.96 billion, a price-to-earnings ratio of 139.18, a price-to-earnings-growth ratio of 1.34 and a beta of 0.82.

Welltower (NYSE:WELL) last issued its quarterly earnings data on Tuesday, February 10th. The real estate investment trust reported $1.45 earnings per share for the quarter, beating analysts’ consensus estimates of $1.44 by $0.01. Welltower had a return on equity of 2.46% and a net margin of 8.64%.The firm had revenue of $3.18 billion during the quarter, compared to analyst estimates of $2.93 billion. During the same quarter last year, the firm earned $1.13 EPS. Welltower’s quarterly revenue was up 41.3% on a year-over-year basis. Welltower has set its FY 2026 guidance at 6.090-6.25 EPS. As a group, sell-side analysts predict that Welltower Inc. will post 4.88 earnings per share for the current fiscal year.

Welltower Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Stockholders of record on Wednesday, February 25th were given a dividend of $0.74 per share. The ex-dividend date of this dividend was Wednesday, February 25th. This represents a $2.96 dividend on an annualized basis and a dividend yield of 1.5%. Welltower’s dividend payout ratio (DPR) is presently 211.43%.

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.