3,738 Shares in Welltower Inc. $WELL Purchased by Buckley Wealth Management LLC

Buckley Wealth Management LLC acquired a new position in shares of Welltower Inc. (NYSE:WELL) during the fourth quarter, HoldingsChannel reports. The fund acquired 3,738 shares of the real estate investment trust’s stock, valued at approximately $694,000.

Several other institutional investors and hedge funds also recently modified their holdings of WELL. Norges Bank purchased a new stake in shares of Welltower in the fourth quarter valued at about $5,466,264,000. Capital World Investors lifted its holdings in shares of Welltower by 153.0% in the fourth quarter. Capital World Investors now owns 10,744,520 shares of the real estate investment trust’s stock valued at $1,994,290,000 after purchasing an additional 6,497,258 shares in the last quarter. Vanguard Group Inc. lifted its holdings in shares of Welltower by 4.7% in the third quarter. Vanguard Group Inc. now owns 89,778,383 shares of the real estate investment trust’s stock valued at $15,993,121,000 after purchasing an additional 3,991,896 shares in the last quarter. Capital International Investors lifted its holdings in shares of Welltower by 4.1% in the third quarter. Capital International Investors now owns 46,516,255 shares of the real estate investment trust’s stock valued at $8,285,296,000 after purchasing an additional 1,842,934 shares in the last quarter. Finally, State Street Corp lifted its holdings in shares of Welltower by 4.1% in the third quarter. State Street Corp now owns 41,253,954 shares of the real estate investment trust’s stock valued at $7,348,979,000 after purchasing an additional 1,637,665 shares in the last quarter. Hedge funds and other institutional investors own 94.80% of the company’s stock.

Welltower Stock Performance

Shares of WELL opened at $211.15 on Friday. The company has a debt-to-equity ratio of 0.40, a quick ratio of 4.31 and a current ratio of 4.31. The company has a market capitalization of $149.05 billion, a price-to-earnings ratio of 104.53, a PEG ratio of 1.09 and a beta of 0.79. The company’s 50 day simple moving average is $209.67 and its 200 day simple moving average is $201.21. Welltower Inc. has a 1 year low of $148.97 and a 1 year high of $221.68.

Welltower (NYSE:WELL) last announced its quarterly earnings data on Tuesday, April 28th. The real estate investment trust reported $1.02 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.68 by $0.34. The business had revenue of $3.35 billion for the quarter, compared to the consensus estimate of $3.12 billion. Welltower had a net margin of 11.96% and a return on equity of 3.45%. The company’s quarterly revenue was up 38.3% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $1.20 earnings per share. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. On average, sell-side analysts predict that Welltower Inc. will post 6.32 EPS for the current year.

Welltower Dividend Announcement

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

Analyst Ratings Changes

Several analysts have issued reports on the stock. Wall Street Zen raised shares of Welltower from a “sell” rating to a “hold” rating in a report on Saturday, May 2nd. Morgan Stanley upped their price target on shares of Welltower from $200.00 to $215.00 and gave the company an “overweight” rating in a report on Wednesday, February 18th. Weiss Ratings raised shares of Welltower from a “hold (c+)” rating to a “buy (b-)” rating in a report on Tuesday, June 2nd. BMO Capital Markets reaffirmed an “outperform” rating and issued a $245.00 price target on shares of Welltower in a report on Monday, May 4th. Finally, Scotiabank upped their price objective on shares of Welltower from $236.00 to $248.00 and gave the company an “outperform” rating in a research note on Thursday, May 21st. One investment analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target 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.