HUB Investment Partners LLC Takes $482,000 Position in Welltower Inc. $WELL

HUB Investment Partners LLC purchased a new position in Welltower Inc. (NYSE:WELL) during the 3rd quarter, Holdings Channel.com reports. The institutional investor purchased 2,703 shares of the real estate investment trust’s stock, valued at approximately $482,000.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Hager Investment Management Services LLC lifted its stake in Welltower by 84.4% in the third quarter. Hager Investment Management Services LLC now owns 142 shares of the real estate investment trust’s stock valued at $25,000 after buying an additional 65 shares during the period. MMA Asset Management LLC acquired a new position in shares of Welltower during the 3rd quarter worth about $35,000. Global Wealth Strategies & Associates acquired a new position in shares of Welltower during the 3rd quarter worth about $36,000. Newbridge Financial Services Group Inc. increased its stake in shares of Welltower by 39.5% in the 2nd 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 during the last quarter. Finally, Y.D. More Investments Ltd raised its position in shares of Welltower by 585.7% in the 3rd 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 during the period. Institutional investors own 94.80% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts recently weighed in on the stock. Citigroup lifted their price objective on shares of Welltower from $215.00 to $245.00 and gave the stock a “buy” rating in a research note on Wednesday, February 18th. Scotiabank upped their target price on shares of Welltower from $214.00 to $236.00 and gave the company a “sector outperform” rating in a research note on Monday, March 2nd. 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. Mizuho lifted their price target on shares of Welltower from $216.00 to $231.00 and gave the stock an “outperform” rating in a research report on Wednesday, March 4th. Finally, UBS Group set a $240.00 price target on shares of Welltower in a report on Thursday, February 12th. One research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $224.71.

Welltower Trading Down 0.5%

NYSE:WELL opened at $204.09 on Monday. 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’s 50-day simple moving average is $195.27 and its 200-day simple moving average is $186.22. Welltower Inc. has a fifty-two week low of $130.29 and a fifty-two week high of $216.43. The stock has a market capitalization of $142.40 billion, a PE ratio of 145.78, a price-to-earnings-growth ratio of 1.39 and a beta of 0.82.

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

Welltower Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Wednesday, February 25th will be given a dividend of $0.74 per share. The ex-dividend date of this dividend is Wednesday, February 25th. This represents a $2.96 annualized dividend and a dividend yield of 1.5%. Welltower’s dividend payout ratio is currently 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.