Appleton Partners Inc. MA Increases Stock Position in Welltower Inc. $WELL

Appleton Partners Inc. MA boosted its position in shares of Welltower Inc. (NYSE:WELL) by 3.8% in the fourth quarter, Holdings Channel.com reports. The firm owned 92,966 shares of the real estate investment trust’s stock after acquiring an additional 3,386 shares during the period. Welltower comprises approximately 1.1% of Appleton Partners Inc. MA’s investment portfolio, making the stock its 22nd largest position. Appleton Partners Inc. MA’s holdings in Welltower were worth $17,255,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in WELL. CYBER HORNET ETFs LLC lifted its holdings in Welltower by 3.5% in the 3rd quarter. CYBER HORNET ETFs LLC now owns 1,582 shares of the real estate investment trust’s stock worth $282,000 after buying an additional 53 shares in the last quarter. Frank Rimerman Advisors LLC grew its stake in shares of Welltower by 0.6% during the third quarter. Frank Rimerman Advisors LLC now owns 9,774 shares of the real estate investment trust’s stock valued at $1,741,000 after acquiring an additional 55 shares in the last quarter. Onyx Bridge Wealth Group LLC increased its position in shares of 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 acquiring an additional 56 shares during the last quarter. Wedmont Private Capital increased its position in shares of Welltower by 0.6% during the fourth quarter. Wedmont Private Capital now owns 9,279 shares of the real estate investment trust’s stock worth $1,723,000 after acquiring an additional 57 shares during the last quarter. Finally, Sachetta LLC grew its stake in Welltower by 14.9% during 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. Hedge funds and other institutional investors own 94.80% of the company’s stock.

Welltower Price Performance

Shares of WELL opened at $194.85 on Tuesday. The firm has a market cap of $135.96 billion, a price-to-earnings ratio of 139.18, a PEG ratio of 1.34 and a beta of 0.82. The stock has a 50 day moving average of $199.53 and a 200-day moving average of $189.23. 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 52 week low of $130.29 and a 52 week high of $216.43.

Welltower (NYSE:WELL) last posted its quarterly 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 return on equity of 2.46% and a net margin of 8.64%.The business had revenue of $3.18 billion for the quarter, compared to analyst estimates of $2.93 billion. During the same period in the prior year, the company posted $1.13 EPS. The business’s revenue was up 41.3% compared to the same quarter last year. Welltower has set its FY 2026 guidance at 6.090-6.25 EPS. As a group, analysts forecast that Welltower Inc. will post 4.88 EPS for the current year.

Welltower Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 10th. Shareholders of record on Wednesday, February 25th were issued a dividend of $0.74 per share. This represents a $2.96 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date of this dividend was Wednesday, February 25th. Welltower’s dividend payout ratio is 211.43%.

Analyst Upgrades and Downgrades

A number of brokerages have issued reports on WELL. Scotiabank upped their target price on Welltower from $214.00 to $236.00 and gave the company a “sector outperform” rating in a research report on Monday, March 2nd. Wells Fargo & Company raised their price target on shares of Welltower from $200.00 to $218.00 and gave the stock an “overweight” rating in a research report on Tuesday, November 25th. Jefferies Financial Group restated a “buy” rating and issued a $231.00 price target on shares of Welltower in a research note on Monday, December 15th. Wall Street Zen cut shares of Welltower from a “hold” rating to a “sell” rating in a report on Saturday, February 14th. Finally, Weiss Ratings downgraded shares of Welltower from a “buy (b-)” rating to a “hold (c)” rating in a research note on Tuesday, February 17th. One 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 assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $224.71.

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.