HighTower Advisors LLC Has $16.65 Million Holdings in Welltower Inc. $WELL

HighTower Advisors LLC boosted its position in shares of Welltower Inc. (NYSE:WELL) by 3.8% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 93,429 shares of the real estate investment trust’s stock after buying an additional 3,422 shares during the period. HighTower Advisors LLC’s holdings in Welltower were worth $16,652,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently made changes to their positions in WELL. Frank Rimerman Advisors LLC boosted its position in shares of 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 worth $1,741,000 after acquiring an additional 55 shares in the last quarter. Onyx Bridge Wealth Group LLC lifted its stake in Welltower by 3.8% during the third quarter. Onyx Bridge Wealth Group LLC now owns 1,515 shares of the real estate investment trust’s stock worth $270,000 after purchasing an additional 56 shares during the last quarter. Sachetta LLC boosted its holdings in shares of Welltower by 14.9% in 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. PDS Planning Inc increased its stake in shares of Welltower by 1.4% in the 3rd quarter. PDS Planning Inc now owns 4,326 shares of the real estate investment trust’s stock valued at $771,000 after purchasing an additional 59 shares during the last quarter. Finally, Modera Wealth Management LLC raised its holdings in shares of 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 buying an additional 60 shares in the last quarter. 94.80% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

WELL has been the topic of several research analyst reports. Jefferies Financial Group reaffirmed a “buy” rating and issued a $231.00 price objective on shares of Welltower in a research note on Monday, December 15th. Morgan Stanley raised their price target on shares of Welltower from $200.00 to $215.00 and gave the company an “overweight” rating in a research note on Wednesday. Weiss Ratings lowered shares of Welltower from a “buy (b-)” rating to a “hold (c)” rating in a report on Tuesday. Scotiabank increased their price objective on shares of Welltower from $182.00 to $214.00 and gave the company a “sector outperform” rating in a research note on Thursday, November 13th. Finally, UBS Group set a $240.00 target price on shares of Welltower in a research report on Thursday, February 12th. One investment analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $211.50.

Welltower Stock Performance

Welltower stock opened at $208.11 on Friday. The business has a 50 day moving average of $190.91 and a 200-day moving average of $182.75. The company has a market capitalization of $145.21 billion, a P/E ratio of 148.65, a P/E/G ratio of 1.42 and a beta of 0.85. Welltower Inc. has a 1 year low of $130.29 and a 1 year high of $216.43. The company has a debt-to-equity ratio of 0.45, a current ratio of 3.46 and a quick ratio of 3.46.

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

Welltower Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Wednesday, February 25th will be given a dividend of $0.74 per share. This represents a $2.96 annualized dividend and a yield of 1.4%. The ex-dividend date of this dividend is Wednesday, February 25th. Welltower’s dividend payout ratio (DPR) is currently 211.43%.

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.