HF Advisory Group LLC Acquires 20,277 Shares of Welltower Inc. $WELL

HF Advisory Group LLC grew its holdings in shares of Welltower Inc. (NYSE:WELL) by 549.7% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 23,966 shares of the real estate investment trust’s stock after acquiring an additional 20,277 shares during the period. HF Advisory Group LLC’s holdings in Welltower were worth $4,448,000 as of its most recent SEC filing.

Other hedge funds also recently modified their holdings of the company. YHB Investment Advisors Inc. grew its stake in shares of Welltower by 9.4% in the fourth quarter. YHB Investment Advisors Inc. now owns 17,020 shares of the real estate investment trust’s stock worth $3,159,000 after purchasing an additional 1,463 shares during the last quarter. Trust Co. of Vermont raised its position in Welltower by 33.9% during the 4th quarter. Trust Co. of Vermont now owns 699 shares of the real estate investment trust’s stock worth $130,000 after purchasing an additional 177 shares during the last quarter. Longboard Asset Management LP bought a new position in Welltower during the 4th quarter worth $205,000. Retireful LLC acquired a new position in Welltower during the 4th quarter worth about $571,000. Finally, Warwick Investment Management Inc. lifted its holdings in Welltower by 13.9% during the 4th quarter. Warwick Investment Management Inc. now owns 3,155 shares of the real estate investment trust’s stock worth $586,000 after buying an additional 385 shares during the period. Institutional investors and hedge funds own 94.80% of the company’s stock.

Welltower Stock Up 0.7%

Shares of NYSE WELL opened at $199.15 on Thursday. The company has a quick ratio of 3.46, a current ratio of 3.46 and a debt-to-equity ratio of 0.45. The firm has a market cap of $138.96 billion, a PE ratio of 142.25, a P/E/G ratio of 1.35 and a beta of 0.82. The company’s fifty day simple moving average is $200.63 and its 200 day simple moving average is $190.45. Welltower Inc. has a 12-month low of $130.29 and a 12-month high of $216.43.

Welltower (NYSE:WELL) last announced its quarterly earnings data on Tuesday, February 10th. The real estate investment trust reported $1.45 earnings per share for the quarter, beating the consensus estimate of $1.44 by $0.01. The firm had revenue of $3.18 billion for 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%. The business’s quarterly revenue was up 41.3% compared to the same quarter last year. 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. As a group, sell-side analysts forecast that Welltower Inc. will post 4.88 earnings per share for the current fiscal year.

Welltower Announces Dividend

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

Wall Street Analyst Weigh In

Several brokerages have recently weighed in on WELL. Weiss Ratings cut Welltower from a “buy (b-)” rating to a “hold (c)” rating in a research note on Tuesday, February 17th. Jefferies Financial Group reiterated a “buy” rating and issued a $231.00 target price on shares of Welltower in a report on Monday, December 15th. Scotiabank increased their target price on shares of Welltower from $214.00 to $236.00 and gave the company a “sector outperform” rating in a research report on Monday, March 2nd. Royal Bank Of Canada raised their price target on shares of Welltower from $207.00 to $230.00 and gave the stock an “outperform” rating in a report on Tuesday, February 24th. Finally, KeyCorp boosted their price target on shares of Welltower from $210.00 to $240.00 and gave the stock an “overweight” rating in a research report on Tuesday, February 24th. One analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, three have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, Welltower presently has an average rating of “Moderate Buy” and an average price target of $225.43.

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.