Welltower Inc. $WELL Shares Purchased by Harbor Investment Advisory LLC

Harbor Investment Advisory LLC raised its stake in Welltower Inc. (NYSE:WELL) by 87.6% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 5,990 shares of the real estate investment trust’s stock after buying an additional 2,797 shares during the period. Harbor Investment Advisory LLC’s holdings in Welltower were worth $1,112,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds also recently modified their holdings of the stock. National Pension Service raised its holdings in shares of Welltower by 2.1% during the third quarter. National Pension Service now owns 1,691,931 shares of the real estate investment trust’s stock valued at $301,401,000 after acquiring an additional 34,532 shares during the period. B&I Capital AG boosted its stake in Welltower by 5.7% in the 3rd quarter. B&I Capital AG now owns 161,440 shares of the real estate investment trust’s stock worth $28,759,000 after purchasing an additional 8,650 shares during the period. GDS Wealth Management grew its position in Welltower by 13.7% during the 3rd quarter. GDS Wealth Management now owns 63,763 shares of the real estate investment trust’s stock worth $11,359,000 after purchasing an additional 7,699 shares in the last quarter. State Street Corp grew its position in Welltower by 4.6% during the 2nd quarter. State Street Corp now owns 39,616,289 shares of the real estate investment trust’s stock worth $6,090,212,000 after purchasing an additional 1,740,196 shares in the last quarter. Finally, Federated Hermes Inc. raised its stake in Welltower by 193.5% during the 2nd quarter. Federated Hermes Inc. now owns 196,453 shares of the real estate investment trust’s stock valued at $30,201,000 after purchasing an additional 129,521 shares during the period. Institutional investors and hedge funds own 94.80% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms have recently issued reports on WELL. UBS Group set a $240.00 target price on Welltower in a report on Thursday, February 12th. Weiss Ratings downgraded Welltower from a “buy (b-)” rating to a “hold (c)” rating in a report on Tuesday, February 17th. Cantor Fitzgerald upped their price target on Welltower from $204.00 to $230.00 and gave the company an “overweight” rating in a research report on Thursday, February 12th. Morgan Stanley increased their price objective on Welltower from $200.00 to $215.00 and gave the stock an “overweight” rating in a research note on Wednesday, February 18th. Finally, KeyCorp raised their price objective on Welltower from $210.00 to $240.00 and gave the stock an “overweight” rating in a research report on Tuesday, February 24th. One equities 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 given a Sell rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $224.71.

Welltower Stock Down 5.0%

WELL stock opened at $195.70 on Friday. The company has a 50 day moving average of $199.37 and a two-hundred day moving average of $188.88. The company has a market cap of $136.55 billion, a price-to-earnings ratio of 139.79, a PEG ratio of 1.34 and a beta of 0.82. Welltower Inc. has a 12-month low of $130.29 and a 12-month high of $216.43. The company has a quick ratio of 3.46, a current ratio of 3.46 and a debt-to-equity ratio of 0.45.

Welltower (NYSE:WELL) last posted its quarterly earnings results on Tuesday, February 10th. The real estate investment trust reported $1.45 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 business had revenue of $3.18 billion for the quarter, compared to analysts’ expectations of $2.93 billion. During the same period in the previous year, the company posted $1.13 EPS. Welltower’s revenue was up 41.3% on a year-over-year basis. Welltower has set its FY 2026 guidance at 6.090-6.25 EPS. On average, equities analysts anticipate that Welltower Inc. will post 4.88 earnings per share for the current fiscal year.

Welltower Dividend Announcement

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