Retireful LLC Takes $571,000 Position in Welltower Inc. $WELL

Retireful LLC bought a new position in Welltower Inc. (NYSE:WELL) during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 3,036 shares of the real estate investment trust’s stock, valued at approximately $571,000.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Vanguard Group Inc. boosted its position in Welltower by 4.7% in the 3rd quarter. Vanguard Group Inc. now owns 89,778,383 shares of the real estate investment trust’s stock worth $15,993,121,000 after purchasing an additional 3,991,896 shares in the last quarter. Capital International Investors lifted its stake in shares of Welltower by 4.1% in the 3rd 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 during the period. State Street Corp boosted its holdings in Welltower by 4.1% during the third quarter. State Street Corp now owns 41,253,954 shares of the real estate investment trust’s stock worth $7,348,979,000 after buying an additional 1,637,665 shares in the last quarter. Bank of America Corp DE boosted its holdings in Welltower by 1.9% during the third quarter. Bank of America Corp DE now owns 19,378,590 shares of the real estate investment trust’s stock worth $3,452,102,000 after buying an additional 367,463 shares in the last quarter. Finally, Northern Trust Corp grew its position in Welltower by 3.2% during the third quarter. Northern Trust Corp now owns 9,106,068 shares of the real estate investment trust’s stock valued at $1,622,155,000 after buying an additional 282,881 shares during the period. 94.80% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

WELL has been the subject of a number of analyst reports. Scotiabank upped their price objective on shares of Welltower from $214.00 to $236.00 and gave the stock a “sector outperform” rating in a research report on Monday, March 2nd. Mizuho upped their price target on Welltower from $216.00 to $231.00 and gave the stock an “outperform” rating in a report on Wednesday, March 4th. Wall Street Zen downgraded Welltower from a “hold” rating to a “sell” rating in a research report on Saturday, February 14th. Morgan Stanley boosted their price objective on Welltower from $200.00 to $215.00 and gave the company an “overweight” rating in a research report on Wednesday, February 18th. Finally, KeyCorp upped their target price on Welltower from $210.00 to $240.00 and gave the stock an “overweight” rating in a research note on Tuesday, February 24th. One investment analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $225.43.

Welltower Stock Up 0.7%

Shares of WELL opened at $199.15 on Thursday. The stock has a 50 day moving average price of $200.63 and a 200 day moving average price of $190.45. Welltower Inc. has a one year low of $130.29 and a one year high of $216.43. 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 stock has a market capitalization of $138.96 billion, a price-to-earnings ratio of 142.25, a PEG ratio of 1.35 and a beta of 0.82.

Welltower (NYSE:WELL) last released its 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. The business had revenue of $3.18 billion during 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 quarter in the prior year, the firm earned $1.13 earnings per share. Welltower has set its FY 2026 guidance at 6.090-6.25 EPS. Equities research analysts forecast that Welltower Inc. will post 4.88 earnings per share for the current fiscal 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 issued a dividend of $0.74 per share. This represents a $2.96 annualized dividend and a dividend yield of 1.5%. The ex-dividend date was Wednesday, February 25th. Welltower’s payout ratio is currently 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.