Boston Family Office LLC Sells 3,616 Shares of Welltower Inc. $WELL

Boston Family Office LLC lessened its stake in Welltower Inc. (NYSE:WELL) by 14.1% during the fourth quarter, Holdings Channel reports. The firm owned 22,043 shares of the real estate investment trust’s stock after selling 3,616 shares during the period. Boston Family Office LLC’s holdings in Welltower were worth $4,091,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of the stock. CYBER HORNET ETFs LLC lifted its holdings in shares of Welltower by 3.5% in the third quarter. CYBER HORNET ETFs LLC now owns 1,582 shares of the real estate investment trust’s stock valued at $282,000 after purchasing an additional 53 shares in the last quarter. Onyx Bridge Wealth Group LLC lifted its holdings in shares of Welltower by 3.8% in the third quarter. Onyx Bridge Wealth Group LLC now owns 1,515 shares of the real estate investment trust’s stock valued at $270,000 after purchasing an additional 56 shares in the last quarter. Verdence Capital Advisors LLC lifted its holdings in shares of Welltower by 4.2% in the fourth quarter. Verdence Capital Advisors LLC now owns 1,385 shares of the real estate investment trust’s stock valued at $257,000 after purchasing an additional 56 shares in the last quarter. Wedmont Private Capital lifted its holdings in shares of Welltower by 0.6% in the fourth quarter. Wedmont Private Capital now owns 9,279 shares of the real estate investment trust’s stock valued at $1,723,000 after purchasing an additional 57 shares in the last quarter. Finally, Werba Rubin Papier Wealth Management lifted its holdings in shares of Welltower by 4.2% in the fourth quarter. Werba Rubin Papier Wealth Management now owns 1,450 shares of the real estate investment trust’s stock valued at $269,000 after purchasing an additional 58 shares in the last quarter. Institutional investors own 94.80% of the company’s stock.

Welltower Stock Up 1.6%

Shares of NYSE:WELL opened at $213.96 on Friday. Welltower Inc. has a 1 year low of $148.97 and a 1 year high of $221.68. The company has a market cap of $151.03 billion, a PE ratio of 105.92, a P/E/G ratio of 1.09 and a beta of 0.79. The company has a debt-to-equity ratio of 0.40, a current ratio of 4.31 and a quick ratio of 4.31. The stock’s 50-day moving average is $209.96 and its 200 day moving average is $201.30.

Welltower (NYSE:WELL) last announced its quarterly earnings results on Tuesday, April 28th. The real estate investment trust reported $1.02 earnings per share (EPS) 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 company 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 business earned $1.20 EPS. Welltower’s revenue was up 38.3% compared to the same quarter last year. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. Sell-side analysts anticipate that Welltower Inc. will post 6.32 EPS for the current year.

Welltower Dividend Announcement

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

Wall Street Analysts Forecast Growth

A number of analysts recently commented on WELL shares. Royal Bank Of Canada increased 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. Weiss Ratings raised Welltower from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Tuesday, June 2nd. KeyCorp increased their price target on Welltower from $210.00 to $240.00 and gave the company an “overweight” rating in a research report on Tuesday, February 24th. Wall Street Zen raised Welltower from a “sell” rating to a “hold” rating in a research report on Saturday, May 2nd. Finally, Mizuho set a $239.00 price target on Welltower in a research report on Friday, May 22nd. One analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $231.60.

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.