3,988 Shares in Welltower Inc. $WELL Bought by Legacy Financial Advisors Inc.

Legacy Financial Advisors Inc. bought a new stake in Welltower Inc. (NYSE:WELL) during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 3,988 shares of the real estate investment trust’s stock, valued at approximately $710,000.

Other institutional investors and hedge funds have also bought and sold shares of the company. National Pension Service increased its stake in shares of Welltower by 2.1% in the 3rd quarter. National Pension Service now owns 1,691,931 shares of the real estate investment trust’s stock worth $301,401,000 after purchasing an additional 34,532 shares in the last quarter. B&I Capital AG lifted its position in Welltower by 5.7% during the third quarter. B&I Capital AG now owns 161,440 shares of the real estate investment trust’s stock valued at $28,759,000 after purchasing an additional 8,650 shares in the last quarter. Candriam S.C.A. grew its holdings in Welltower by 2.6% during the second quarter. Candriam S.C.A. now owns 416,674 shares of the real estate investment trust’s stock valued at $64,058,000 after purchasing an additional 10,584 shares during the period. GDS Wealth Management increased its position in Welltower by 13.7% in the third quarter. GDS Wealth Management now owns 63,763 shares of the real estate investment trust’s stock worth $11,359,000 after buying an additional 7,699 shares in the last quarter. Finally, State Street Corp raised its stake in shares of Welltower by 4.6% in the second quarter. State Street Corp now owns 39,616,289 shares of the real estate investment trust’s stock worth $6,090,212,000 after buying an additional 1,740,196 shares during the period. 94.80% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

WELL has been the subject of a number of recent research reports. Cantor Fitzgerald boosted their price objective on Welltower from $204.00 to $230.00 and gave the company an “overweight” rating in a research note on Thursday, February 12th. Jefferies Financial Group reaffirmed a “buy” rating and set a $231.00 price target on shares of Welltower in a report on Monday, December 15th. UBS Group set a $240.00 price objective on shares of Welltower in a research note on Thursday, February 12th. KeyCorp restated an “overweight” rating on shares of Welltower in a research report on Wednesday, February 11th. Finally, Loop Capital set a $196.00 target price on shares of Welltower in a report on Wednesday, October 29th. One research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, Welltower has an average rating of “Moderate Buy” and a consensus price target of $211.50.

Welltower Trading Up 0.5%

Welltower stock opened at $209.18 on Tuesday. Welltower Inc. has a 1 year low of $130.29 and a 1 year high of $216.43. The firm’s 50 day moving average price is $191.71 and its 200-day moving average price is $183.49. The company has a debt-to-equity ratio of 0.45, a current ratio of 3.46 and a quick ratio of 3.46. The stock has a market cap of $145.95 billion, a P/E ratio of 149.41, a PEG ratio of 1.42 and a beta of 0.85.

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

Welltower Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Wednesday, February 25th will be issued a $0.74 dividend. This represents a $2.96 annualized dividend and a dividend yield of 1.4%. The ex-dividend date of this dividend is Wednesday, February 25th. Welltower’s payout ratio is 211.43%.

Welltower 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.