Waddell & Associates LLC Acquires Shares of 3,071 Welltower Inc. $WELL

Waddell & Associates LLC bought a new position in shares of Welltower Inc. (NYSE:WELL) during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund bought 3,071 shares of the real estate investment trust’s stock, valued at approximately $547,000.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Brighton Jones LLC lifted its stake in Welltower by 7.1% in the 4th quarter. Brighton Jones LLC now owns 4,185 shares of the real estate investment trust’s stock worth $527,000 after purchasing an additional 279 shares in the last quarter. Empowered Funds LLC increased its holdings in shares of Welltower by 31.7% in the first quarter. Empowered Funds LLC now owns 14,790 shares of the real estate investment trust’s stock valued at $2,266,000 after purchasing an additional 3,564 shares during the last quarter. Sivia Capital Partners LLC lifted its position in Welltower by 7.1% during the second quarter. Sivia Capital Partners LLC now owns 1,910 shares of the real estate investment trust’s stock worth $294,000 after buying an additional 127 shares in the last quarter. Focus Partners Advisor Solutions LLC boosted its stake in Welltower by 10.3% during the second quarter. Focus Partners Advisor Solutions LLC now owns 7,683 shares of the real estate investment trust’s stock worth $1,181,000 after buying an additional 718 shares during the last quarter. Finally, Wealthfront Advisers LLC grew its holdings in Welltower by 10.0% in the 2nd quarter. Wealthfront Advisers LLC now owns 61,290 shares of the real estate investment trust’s stock valued at $9,422,000 after buying an additional 5,590 shares in the last quarter. 94.80% of the stock is currently owned by institutional investors and hedge funds.

Welltower Stock Performance

Shares of Welltower stock opened at $209.39 on Wednesday. The stock has a market capitalization of $146.10 billion, a price-to-earnings ratio of 149.56, a price-to-earnings-growth ratio of 1.43 and a beta of 0.85. 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 business has a 50-day moving average of $192.09 and a 200 day moving average of $183.78. Welltower Inc. has a 12 month low of $130.29 and a 12 month high of $216.43.

Welltower (NYSE:WELL) last posted its quarterly earnings data on Tuesday, February 10th. The real estate investment trust reported $1.45 EPS for the quarter, beating the consensus estimate of $1.44 by $0.01. Welltower had a net margin of 8.64% and a return on equity of 2.46%. The business 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 posted $1.13 earnings per share. The business’s revenue for the quarter was up 41.3% compared to the same quarter last year. 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 year.

Welltower Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Wednesday, February 25th will be given a $0.74 dividend. The ex-dividend date of this dividend is Wednesday, February 25th. This represents a $2.96 dividend on an annualized basis and a yield of 1.4%. Welltower’s dividend payout ratio (DPR) is currently 211.43%.

Wall Street Analyst Weigh In

A number of equities research analysts recently issued reports on WELL shares. KeyCorp upped their price objective on shares of Welltower from $210.00 to $240.00 and gave the company an “overweight” rating in a report on Tuesday. Wells Fargo & Company increased their price objective on Welltower from $200.00 to $218.00 and gave the stock an “overweight” rating in a research report on Tuesday, November 25th. Royal Bank Of Canada boosted their price objective on shares of Welltower from $207.00 to $230.00 and gave the company an “outperform” rating in a report on Tuesday. UBS Group set a $240.00 target price on shares of Welltower in a research report on Thursday, February 12th. Finally, Weiss Ratings lowered shares of Welltower from a “buy (b-)” rating to a “hold (c)” rating in a research note on Tuesday, February 17th. One research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $218.79.

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.