35,035 Shares in Welltower Inc. $WELL Acquired by Asset Planning Services Inc. LA ADV

Asset Planning Services Inc. LA ADV acquired a new stake in Welltower Inc. (NYSE:WELL) during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund acquired 35,035 shares of the real estate investment trust’s stock, valued at approximately $6,503,000. Welltower comprises approximately 2.9% of Asset Planning Services Inc. LA ADV’s investment portfolio, making the stock its 15th largest position.

Other large investors also recently modified their holdings of the company. Brighton Jones LLC raised its holdings in Welltower by 7.1% in the 4th quarter. Brighton Jones LLC now owns 4,185 shares of the real estate investment trust’s stock valued at $527,000 after acquiring an additional 279 shares during the period. Empowered Funds LLC boosted its holdings in shares of Welltower by 31.7% during the first quarter. Empowered Funds LLC now owns 14,790 shares of the real estate investment trust’s stock worth $2,266,000 after acquiring an additional 3,564 shares during the period. Sivia Capital Partners LLC boosted its holdings in shares of Welltower by 7.1% during the second quarter. Sivia Capital Partners LLC now owns 1,910 shares of the real estate investment trust’s stock worth $294,000 after acquiring an additional 127 shares during the period. Twin Peaks Wealth Advisors LLC acquired a new position in shares of Welltower in the second quarter valued at approximately $84,000. Finally, Trek Financial LLC grew its position in shares of Welltower by 10.9% in the second quarter. Trek Financial LLC now owns 21,716 shares of the real estate investment trust’s stock valued at $3,338,000 after purchasing an additional 2,126 shares during the last quarter. 94.80% of the stock is owned by institutional investors.

Welltower Stock Performance

NYSE WELL opened at $202.19 on Friday. The firm’s fifty day moving average price is $201.04 and its two-hundred day moving average price is $190.53. The stock has a market cap of $141.08 billion, a PE ratio of 144.42, a PEG ratio of 1.36 and a beta of 0.83. Welltower Inc. has a fifty-two week low of $130.29 and a fifty-two week 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.

Welltower (NYSE:WELL) last posted its 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. The firm had revenue of $3.18 billion during the quarter, compared to the consensus estimate of $2.93 billion. Welltower had a return on equity of 2.46% and a net margin of 8.64%.The business’s quarterly revenue was up 41.3% on a year-over-year basis. During the same period last year, the company earned $1.13 earnings per share. Welltower has set its FY 2026 guidance at 6.090-6.25 EPS. On average, equities analysts expect that Welltower Inc. will post 4.88 EPS for the current fiscal year.

Welltower Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, March 10th. Stockholders of record on Wednesday, February 25th were paid a $0.74 dividend. 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 currently 211.43%.

Wall Street Analyst Weigh In

Several research firms have weighed in on WELL. Jefferies Financial Group reiterated a “buy” rating and set a $231.00 price objective on shares of Welltower in a research report on Monday, December 15th. Morgan Stanley upped 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, February 18th. KeyCorp raised their price target on shares of Welltower from $210.00 to $240.00 and gave the stock an “overweight” rating in a research report on Tuesday, February 24th. Scotiabank lifted their price objective on shares of Welltower from $214.00 to $236.00 and gave the stock a “sector outperform” rating in a research note on Monday, March 2nd. Finally, Citigroup boosted their price objective on shares of Welltower from $215.00 to $245.00 and gave the company a “buy” rating in a report on Wednesday, February 18th. One research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $225.43.

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.