Trek Financial LLC Acquires New Stake in Welltower Inc. $WELL

Trek Financial LLC bought a new position in Welltower Inc. (NYSE:WELL) in the fourth quarter, Holdings Channel.com reports. The fund bought 21,472 shares of the real estate investment trust’s stock, valued at approximately $3,985,000.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in WELL. AG2R LA Mondiale Gestion D Actifs increased its position in shares of Welltower by 8.5% during the 4th quarter. AG2R LA Mondiale Gestion D Actifs now owns 27,288 shares of the real estate investment trust’s stock valued at $5,065,000 after purchasing an additional 2,129 shares during the period. Valeo Financial Advisors LLC increased its position in shares of Welltower by 5.1% during the 4th quarter. Valeo Financial Advisors LLC now owns 4,765 shares of the real estate investment trust’s stock valued at $884,000 after purchasing an additional 230 shares during the period. Swiss Life Asset Management Ltd increased its position in shares of Welltower by 10.6% during the 4th quarter. Swiss Life Asset Management Ltd now owns 138,267 shares of the real estate investment trust’s stock valued at $25,664,000 after purchasing an additional 13,254 shares during the period. ABN AMRO Bank N.V. increased its position in shares of Welltower by 3.0% during the 4th quarter. ABN AMRO Bank N.V. now owns 107,539 shares of the real estate investment trust’s stock valued at $19,911,000 after purchasing an additional 3,172 shares during the period. Finally, Income Insurance Ltd acquired a new position in shares of Welltower during the 4th quarter valued at $380,000. 94.80% of the stock is owned by institutional investors.

Welltower Stock Performance

Shares of WELL stock opened at $214.52 on Tuesday. Welltower Inc. has a 1-year low of $142.65 and a 1-year high of $219.59. The company has a current ratio of 4.31, a quick ratio of 4.31 and a debt-to-equity ratio of 0.40. The company has a market capitalization of $151.43 billion, a price-to-earnings ratio of 106.20, a P/E/G ratio of 1.12 and a beta of 0.83. The stock’s fifty day simple moving average is $206.42 and its 200-day simple moving average is $197.48.

Welltower (NYSE:WELL) last issued its quarterly earnings results on Tuesday, April 28th. The real estate investment trust reported $1.02 earnings per share 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 business had revenue of $3.35 billion for the quarter, compared to the consensus estimate of $3.12 billion. During the same quarter in the previous year, the company posted $1.20 earnings per share. Welltower’s revenue for the quarter was up 38.3% compared to the same quarter last year. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. On average, sell-side analysts predict that Welltower Inc. will post 6.29 earnings per share for the current fiscal year.

Welltower Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, May 21st. Stockholders of record on Wednesday, May 13th will be issued a dividend of $0.74 per share. The ex-dividend date is Wednesday, May 13th. This represents a $2.96 dividend on an annualized basis and a dividend yield of 1.4%. Welltower’s payout ratio is currently 146.53%.

Wall Street Analysts Forecast Growth

Several equities analysts have recently issued reports on WELL shares. UBS Group lifted their price target on Welltower from $240.00 to $249.00 and gave the company a “buy” rating in a research report on Monday, May 4th. Wall Street Zen upgraded Welltower from a “sell” rating to a “hold” rating in a research report on Saturday, May 2nd. Royal Bank Of Canada lifted their price target on Welltower from $230.00 to $238.00 and gave the company an “outperform” rating in a research report on Monday, May 4th. Citigroup lifted their price target on Welltower from $245.00 to $255.00 and gave the company a “buy” rating in a research report on Tuesday, May 5th. Finally, BMO Capital Markets reiterated an “outperform” rating and set a $245.00 price target on shares of Welltower in a research report on Monday, May 4th. One analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat, Welltower presently has a consensus rating of “Moderate Buy” and an average price target of $228.53.

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.