Prudent Man Advisors LLC Cuts Stock Position in Welltower Inc. $WELL

Prudent Man Advisors LLC lessened its holdings in shares of Welltower Inc. (NYSE:WELL) by 61.3% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 1,870 shares of the real estate investment trust’s stock after selling 2,960 shares during the quarter. Prudent Man Advisors LLC’s holdings in Welltower were worth $333,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also made changes to their positions in WELL. Hager Investment Management Services LLC lifted its holdings in Welltower by 84.4% during the 3rd quarter. Hager Investment Management Services LLC now owns 142 shares of the real estate investment trust’s stock worth $25,000 after buying an additional 65 shares in the last quarter. MMA Asset Management LLC purchased a new stake in shares of Welltower during the third quarter worth $35,000. Global Wealth Strategies & Associates purchased a new stake in shares of Welltower during the third quarter worth $36,000. Newbridge Financial Services Group Inc. raised 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 acquiring an additional 87 shares in the last quarter. Finally, Y.D. More Investments Ltd raised its stake in shares of Welltower by 585.7% in the third quarter. Y.D. More Investments Ltd now owns 288 shares of the real estate investment trust’s stock valued at $51,000 after acquiring an additional 246 shares in the last quarter. Hedge funds and other institutional investors own 94.80% of the company’s stock.

Analyst Upgrades and Downgrades

WELL has been the subject of several analyst reports. Royal Bank Of Canada boosted their target price on Welltower from $207.00 to $230.00 and gave the stock an “outperform” rating in a research note on Tuesday, February 24th. Jefferies Financial Group reaffirmed a “buy” rating and issued a $231.00 price target on shares of Welltower in a research report on Monday, December 15th. Cantor Fitzgerald lifted 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. Scotiabank boosted their price objective on Welltower from $214.00 to $236.00 and gave the stock a “sector outperform” rating in a research report on Monday, March 2nd. Finally, JPMorgan Chase & Co. reaffirmed a “neutral” rating and issued a $205.00 target price on shares of Welltower in a report on Thursday, December 18th. One equities research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, three have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, Welltower has an average rating of “Moderate Buy” and a consensus target price of $224.71.

Welltower Trading Down 1.2%

NYSE:WELL opened at $205.24 on Thursday. Welltower Inc. has a 1 year low of $130.29 and a 1 year high of $216.43. The stock has a market cap of $143.20 billion, a P/E ratio of 146.60, a P/E/G ratio of 1.42 and a beta of 0.82. The company has a debt-to-equity ratio of 0.45, a quick ratio of 3.46 and a current ratio of 3.46. The stock has a 50-day simple moving average of $196.42 and a 200-day simple moving average of $186.94.

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 the consensus estimate of $1.44 by $0.01. The business had revenue of $3.18 billion for the quarter, compared to analyst estimates of $2.93 billion. Welltower had a return on equity of 2.46% and a net margin of 8.64%.The business’s quarterly revenue was up 41.3% on a year-over-year basis. During the same quarter last year, the company earned $1.13 EPS. Welltower has set its FY 2026 guidance at 6.090-6.25 EPS. As a group, analysts anticipate that Welltower Inc. will post 4.88 earnings per share for the current fiscal year.

Welltower Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Tuesday, March 10th. Investors of record on Wednesday, February 25th 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 of this dividend was Wednesday, February 25th. Welltower’s dividend payout ratio (DPR) is 211.43%.

About Welltower

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.