Welltower Inc. $WELL Shares Sold by Naviter Wealth LLC

Naviter Wealth LLC decreased its stake in shares of Welltower Inc. (NYSE:WELL) by 8.3% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 42,929 shares of the real estate investment trust’s stock after selling 3,896 shares during the quarter. Welltower comprises 1.0% of Naviter Wealth LLC’s holdings, making the stock its 19th biggest position. Naviter Wealth LLC’s holdings in Welltower were worth $7,968,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also bought and sold shares of the stock. CYBER HORNET ETFs LLC increased its stake in Welltower by 3.5% during the 3rd 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. Frank Rimerman Advisors LLC increased its stake in Welltower by 0.6% during the 3rd quarter. Frank Rimerman Advisors LLC now owns 9,774 shares of the real estate investment trust’s stock valued at $1,741,000 after purchasing an additional 55 shares in the last quarter. Onyx Bridge Wealth Group LLC increased its stake in Welltower by 3.8% during the 3rd 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. Wedmont Private Capital increased its stake in Welltower by 0.6% during the 4th 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, Sachetta LLC increased its stake in Welltower by 14.9% during the 3rd 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 in the last quarter. Institutional investors and hedge funds own 94.80% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts have issued reports on WELL shares. Wells Fargo & Company upped their price target on shares of Welltower from $218.00 to $228.00 and gave the company an “overweight” rating in a research note on Thursday, March 26th. JPMorgan Chase & Co. reaffirmed a “neutral” rating and issued a $205.00 price objective on shares of Welltower in a report on Thursday, December 18th. 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, February 24th. UBS Group set a $240.00 price objective on shares of Welltower in a report on Thursday, February 12th. Finally, Weiss Ratings downgraded shares of Welltower from a “buy (b-)” rating to a “hold (c)” rating in a report on Tuesday, February 17th. One research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $225.43.

Welltower Stock Performance

Shares of NYSE WELL opened at $201.33 on Wednesday. The company’s fifty day moving average price is $202.11 and its 200 day moving average price is $191.62. Welltower Inc. has a 1 year low of $130.29 and a 1 year high of $216.43. The company has a market capitalization of $140.48 billion, a PE ratio of 143.81, a price-to-earnings-growth ratio of 1.38 and a beta of 0.83. The company has a debt-to-equity ratio of 0.45, a quick ratio of 3.46 and a current ratio of 3.46.

Welltower (NYSE:WELL) last announced its quarterly 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. Welltower had a net margin of 8.64% and a return on equity of 2.46%. The firm had revenue of $3.18 billion for the quarter, compared to the consensus estimate of $2.93 billion. During the same period in the prior year, the firm posted $1.13 earnings per share. The firm’s quarterly revenue was up 41.3% compared to the same quarter last year. Welltower has set its FY 2026 guidance at 6.090-6.25 EPS. On average, research analysts predict that Welltower Inc. will post 4.88 earnings per share for the current year.

Welltower Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Tuesday, March 10th. Stockholders of record on Wednesday, February 25th were given a $0.74 dividend. The ex-dividend date was Wednesday, February 25th. This represents a $2.96 annualized dividend and a dividend yield of 1.5%. Welltower’s dividend payout ratio (DPR) is 211.43%.

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.