2,703 Shares in Welltower Inc. $WELL Acquired by HUB Investment Partners LLC

HUB Investment Partners LLC acquired a new stake in Welltower Inc. (NYSE:WELL) in the 3rd quarter, according to the company in its most recent filing with the SEC. The fund acquired 2,703 shares of the real estate investment trust’s stock, valued at approximately $482,000.

Several other institutional investors have also recently bought and sold shares of WELL. Aptus Capital Advisors LLC increased its stake in shares of Welltower by 6.8% in the third quarter. Aptus Capital Advisors LLC now owns 52,148 shares of the real estate investment trust’s stock valued at $9,290,000 after buying an additional 3,301 shares in the last quarter. Barclays PLC lifted its position in Welltower by 13.0% during the 3rd quarter. Barclays PLC now owns 1,829,171 shares of the real estate investment trust’s stock worth $325,849,000 after buying an additional 210,066 shares in the last quarter. Smith Moore & CO. lifted its position in Welltower by 28.4% during the 3rd quarter. Smith Moore & CO. now owns 1,872 shares of the real estate investment trust’s stock worth $334,000 after buying an additional 414 shares in the last quarter. Orion Porfolio Solutions LLC grew its holdings in Welltower by 17.2% during the 3rd quarter. Orion Porfolio Solutions LLC now owns 28,189 shares of the real estate investment trust’s stock worth $5,022,000 after acquiring an additional 4,145 shares during the last quarter. Finally, KCM Investment Advisors LLC increased its position in Welltower by 11.8% in the 3rd quarter. KCM Investment Advisors LLC now owns 1,626 shares of the real estate investment trust’s stock valued at $290,000 after acquiring an additional 171 shares in the last quarter. Institutional investors own 94.80% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages have weighed in on WELL. Jefferies Financial Group reaffirmed a “buy” rating and issued a $231.00 target price on shares of Welltower in a research note on Monday, December 15th. Cantor Fitzgerald increased their price target on shares of Welltower from $204.00 to $230.00 and gave the company an “overweight” rating in a research note on Thursday, February 12th. Mizuho raised their price target on shares of Welltower from $216.00 to $231.00 and gave the company an “outperform” rating in a report on Wednesday, March 4th. Citigroup boosted their price objective on shares of Welltower from $215.00 to $245.00 and gave the stock a “buy” rating in a research report on Wednesday, February 18th. Finally, Royal Bank Of Canada upped their price objective on Welltower from $207.00 to $230.00 and gave the stock an “outperform” rating in a report on Tuesday, February 24th. One investment analyst has rated the stock with a Strong Buy rating, ten have given 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 company presently has a consensus rating of “Moderate Buy” and a consensus price target of $224.71.

Welltower Stock Performance

Shares of NYSE:WELL opened at $204.09 on Monday. The company has a current ratio of 3.46, a quick ratio of 3.46 and a debt-to-equity ratio of 0.45. Welltower Inc. has a 1-year low of $130.29 and a 1-year high of $216.43. The stock has a market capitalization of $142.40 billion, a P/E ratio of 145.78, a P/E/G ratio of 1.39 and a beta of 0.82. The business has a 50-day moving average price of $195.27 and a two-hundred day moving average price of $186.22.

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

Welltower Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Wednesday, February 25th will be paid 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 yield of 1.5%. Welltower’s dividend payout ratio (DPR) is presently 211.43%.

Welltower 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.