Brentview Investment Management LLC Invests $3.95 Million in Welltower Inc. $WELL

Brentview Investment Management LLC acquired a new position in Welltower Inc. (NYSE:WELL) during the 4th quarter, HoldingsChannel.com reports. The firm acquired 21,272 shares of the real estate investment trust’s stock, valued at approximately $3,948,000.

A number of other hedge funds also recently bought and sold shares of the business. New Mexico Educational Retirement Board increased its holdings in Welltower by 9.6% during the 4th quarter. New Mexico Educational Retirement Board now owns 30,748 shares of the real estate investment trust’s stock valued at $5,707,000 after purchasing an additional 2,700 shares during the period. Easterly Investment Partners LLC increased its holdings in Welltower by 184.9% during the 4th quarter. Easterly Investment Partners LLC now owns 92,403 shares of the real estate investment trust’s stock valued at $17,151,000 after purchasing an additional 59,967 shares during the period. Florida Financial Advisors LLC increased its holdings in Welltower by 14.7% during the 4th quarter. Florida Financial Advisors LLC now owns 4,570 shares of the real estate investment trust’s stock valued at $848,000 after purchasing an additional 586 shares during the period. Essex Financial Services Inc. increased its holdings in Welltower by 25.5% during the 4th quarter. Essex Financial Services Inc. now owns 3,790 shares of the real estate investment trust’s stock valued at $703,000 after purchasing an additional 771 shares during the period. Finally, Founders Financial Securities LLC increased its holdings in Welltower by 5.9% during the 4th quarter. Founders Financial Securities LLC now owns 1,564 shares of the real estate investment trust’s stock valued at $290,000 after purchasing an additional 87 shares during the period. Hedge funds and other institutional investors own 94.80% of the company’s stock.

Welltower Stock Performance

Welltower stock opened at $206.11 on Monday. The stock’s 50 day simple moving average is $208.54 and its two-hundred day simple moving average is $200.71. The company has a debt-to-equity ratio of 0.40, a quick ratio of 4.31 and a current ratio of 4.31. The stock has a market cap of $145.49 billion, a price-to-earnings ratio of 102.03, a PEG ratio of 1.06 and a beta of 0.79. Welltower Inc. has a fifty-two week low of $148.60 and a fifty-two week high of $221.68.

Welltower (NYSE:WELL) last posted its quarterly earnings data on Tuesday, April 28th. The real estate investment trust reported $1.02 earnings per share for the quarter, beating the consensus estimate of $0.68 by $0.34. The business had revenue of $3.35 billion for the quarter, compared to analysts’ expectations of $3.12 billion. Welltower had a return on equity of 3.45% and a net margin of 11.96%.The business’s revenue was up 38.3% on a year-over-year basis. During the same period in the previous year, the firm posted $1.20 EPS. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. As a group, analysts expect that Welltower Inc. will post 6.32 earnings per share for the current fiscal year.

Welltower Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, May 21st. Stockholders of record on Wednesday, May 13th were given a $0.74 dividend. This represents a $2.96 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date of this dividend was Wednesday, May 13th. Welltower’s payout ratio is currently 146.53%.

Analysts Set New Price Targets

WELL has been the topic of a number of research analyst reports. Royal Bank Of Canada boosted their price target on Welltower from $230.00 to $238.00 and gave the company an “outperform” rating in a report on Monday, May 4th. Morgan Stanley boosted their price target on Welltower from $200.00 to $215.00 and gave the company an “overweight” rating in a report on Wednesday, February 18th. Weiss Ratings cut Welltower from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Friday, May 15th. Mizuho set a $239.00 price objective on Welltower in a research report on Friday, May 22nd. Finally, KeyCorp lifted their price objective on Welltower from $210.00 to $240.00 and gave the company an “overweight” rating in a research report on Tuesday, February 24th. One investment analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $231.00.

Welltower Company 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.