Savant Capital LLC Sells 5,587 Shares of Welltower Inc. $WELL

Savant Capital LLC lessened its holdings in shares of Welltower Inc. (NYSE:WELL) by 41.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 7,743 shares of the real estate investment trust’s stock after selling 5,587 shares during the quarter. Savant Capital LLC’s holdings in Welltower were worth $1,437,000 at the end of the most recent quarter.

A number of other large investors have also recently modified their holdings of WELL. Brighton Jones LLC boosted its position in shares of Welltower by 7.1% during the 4th quarter. Brighton Jones LLC now owns 4,185 shares of the real estate investment trust’s stock valued at $527,000 after acquiring an additional 279 shares during the last quarter. Empowered Funds LLC lifted its position in Welltower by 31.7% in the 1st quarter. Empowered Funds LLC now owns 14,790 shares of the real estate investment trust’s stock worth $2,266,000 after buying an additional 3,564 shares during the last quarter. Sivia Capital Partners LLC lifted its position in Welltower by 7.1% in the 2nd 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 during the last quarter. Baird Financial Group Inc. lifted its position in Welltower by 7.3% in the 2nd quarter. Baird Financial Group Inc. now owns 10,871 shares of the real estate investment trust’s stock worth $1,671,000 after buying an additional 735 shares during the last quarter. Finally, NewEdge Advisors LLC lifted its position in Welltower by 27.0% in the 2nd quarter. NewEdge Advisors LLC now owns 12,435 shares of the real estate investment trust’s stock worth $1,912,000 after buying an additional 2,641 shares during the last quarter. Institutional investors own 94.80% of the company’s stock.

Welltower Stock Performance

Shares of WELL stock opened at $197.57 on Tuesday. The company has a debt-to-equity ratio of 0.40, a quick ratio of 4.31 and a current ratio of 4.31. Welltower Inc. has a fifty-two week low of $148.60 and a fifty-two week high of $221.68. The stock has a 50 day moving average price of $208.37 and a two-hundred day moving average price of $200.75. The company has a market capitalization of $139.47 billion, a P/E ratio of 97.81, a PEG ratio of 1.06 and a beta of 0.83.

Welltower (NYSE:WELL) last announced its quarterly earnings data on Tuesday, April 28th. The real estate investment trust reported $1.02 earnings per share for the quarter, beating the consensus estimate of $0.68 by $0.34. Welltower had a return on equity of 3.45% and a net margin of 11.96%.The firm had revenue of $3.35 billion during 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. The business’s revenue was up 38.3% on a year-over-year basis. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. Analysts expect that Welltower Inc. will post 6.32 earnings per share for the current year.

Welltower Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, May 21st. Shareholders of record on Wednesday, May 13th were given a $0.74 dividend. The ex-dividend date was Wednesday, May 13th. This represents a $2.96 annualized dividend and a yield of 1.5%. Welltower’s payout ratio is presently 146.53%.

Analysts Set New Price Targets

A number of research firms recently weighed in on WELL. Cantor Fitzgerald boosted their target price on Welltower from $204.00 to $230.00 and gave the stock an “overweight” rating in a research report on Thursday, February 12th. Wells Fargo & Company boosted their target price on Welltower from $228.00 to $237.00 and gave the stock an “overweight” rating in a research report on Monday. Jefferies Financial Group boosted their target price on Welltower from $237.00 to $248.00 and gave the stock a “buy” rating in a research report on Tuesday, May 12th. BMO Capital Markets restated an “outperform” rating and issued a $245.00 target price on shares of Welltower in a research report on Monday, May 4th. Finally, Scotiabank boosted their target price on Welltower from $236.00 to $248.00 and gave the stock an “outperform” rating in a research report on Thursday, May 21st. One analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $231.60.

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.