Stratos Wealth Partners LTD. Trims Holdings in Welltower Inc. $WELL

Stratos Wealth Partners LTD. reduced its stake in shares of Welltower Inc. (NYSE:WELL) by 67.2% in the third quarter, Holdings Channel reports. The firm owned 5,374 shares of the real estate investment trust’s stock after selling 11,006 shares during the period. Stratos Wealth Partners LTD.’s holdings in Welltower were worth $957,000 at the end of the most recent quarter.

Several other institutional investors also recently added to or reduced their stakes in WELL. Frank Rimerman Advisors LLC increased its position in shares of Welltower by 0.6% during the third quarter. Frank Rimerman Advisors LLC now owns 9,774 shares of the real estate investment trust’s stock worth $1,741,000 after acquiring an additional 55 shares during the period. Sachetta LLC boosted its holdings in shares of Welltower by 14.9% in the third quarter. Sachetta LLC now owns 448 shares of the real estate investment trust’s stock valued at $80,000 after purchasing an additional 58 shares during the period. PDS Planning Inc grew its stake in Welltower by 1.4% in the third quarter. PDS Planning Inc now owns 4,326 shares of the real estate investment trust’s stock worth $771,000 after purchasing an additional 59 shares in the last quarter. Modera Wealth Management LLC increased its holdings in Welltower by 3.4% during the 3rd quarter. Modera Wealth Management LLC now owns 1,807 shares of the real estate investment trust’s stock worth $322,000 after purchasing an additional 60 shares during the period. Finally, Fidelis Capital Partners LLC raised its position in Welltower by 1.3% during the 3rd quarter. Fidelis Capital Partners LLC now owns 4,697 shares of the real estate investment trust’s stock valued at $837,000 after purchasing an additional 61 shares in the last quarter. Hedge funds and other institutional investors own 94.80% of the company’s stock.

Welltower Stock Up 1.2%

NYSE:WELL opened at $210.71 on Tuesday. Welltower Inc. has a fifty-two week low of $130.29 and a fifty-two week high of $212.62. The stock has a market capitalization of $147.02 billion, a P/E ratio of 150.51, a P/E/G ratio of 1.42 and a beta of 0.85. The company has a debt-to-equity ratio of 0.45, a quick ratio of 3.46 and a current ratio of 3.46. The company’s 50-day simple moving average is $189.69 and its 200-day simple moving average is $182.04.

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

Welltower Announces Dividend

The firm 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 $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 dividend yield of 1.4%. Welltower’s dividend payout ratio (DPR) is presently 211.43%.

Analyst Ratings Changes

A number of equities analysts have recently issued reports on the company. Wall Street Zen downgraded Welltower from a “hold” rating to a “sell” rating in a research report on Saturday. Cantor Fitzgerald upped their price objective on shares of Welltower from $204.00 to $230.00 and gave the stock an “overweight” rating in a research note on Thursday, February 12th. Weiss Ratings restated a “buy (b-)” rating on shares of Welltower in a report on Monday, December 29th. Loop Capital set a $196.00 price target on shares of Welltower in a research report on Wednesday, October 29th. Finally, Jefferies Financial Group reissued a “buy” rating and set a $231.00 price objective on shares of Welltower in a report on Monday, December 15th. One investment analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, two have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, Welltower currently has an average rating of “Moderate Buy” and a consensus price target of $210.21.

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.