Boston Family Office LLC Has $4.09 Million Stock Position in Welltower Inc. $WELL

Boston Family Office LLC decreased its stake in shares of Welltower Inc. (NYSE:WELL) by 14.1% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 22,043 shares of the real estate investment trust’s stock after selling 3,616 shares during the quarter. Boston Family Office LLC’s holdings in Welltower were worth $4,091,000 at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. Hager Investment Management Services LLC increased its position in shares of Welltower by 84.4% during the 3rd quarter. Hager Investment Management Services LLC now owns 142 shares of the real estate investment trust’s stock worth $25,000 after purchasing an additional 65 shares during the last quarter. Marquette Asset Management LLC boosted its stake in shares of Welltower by 62.8% during the 4th quarter. Marquette Asset Management LLC now owns 153 shares of the real estate investment trust’s stock worth $28,000 after acquiring an additional 59 shares during the period. Swiss RE Ltd. bought a new position in shares of Welltower during the 4th quarter worth approximately $29,000. Financial Consulate Inc. bought a new position in shares of Welltower during the 4th quarter worth approximately $34,000. Finally, Quarry LP bought a new position in shares of Welltower during the 3rd quarter worth approximately $33,000. Institutional investors and hedge funds own 94.80% of the company’s stock.

Welltower Trading Up 1.6%

NYSE:WELL opened at $213.96 on Friday. The firm has a fifty day simple moving average of $209.96 and a two-hundred day simple moving average of $201.30. The stock has a market capitalization of $151.03 billion, a price-to-earnings ratio of 105.92, a PEG ratio of 1.09 and a beta of 0.79. The company has a current ratio of 4.31, a quick ratio of 4.31 and a debt-to-equity ratio of 0.40. Welltower Inc. has a 12 month low of $148.97 and a 12 month high of $221.68.

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

Welltower Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Thursday, May 21st. Shareholders of record on Wednesday, May 13th were issued a $0.74 dividend. The ex-dividend date was Wednesday, May 13th. This represents a $2.96 annualized dividend and a yield of 1.4%. Welltower’s dividend payout ratio is presently 146.53%.

Analyst Ratings Changes

WELL has been the subject of several research analyst reports. Weiss Ratings upgraded Welltower from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Tuesday, June 2nd. UBS Group upped their target price on Welltower from $240.00 to $249.00 and gave the company a “buy” rating in a research report on Monday, May 4th. Mizuho set a $239.00 target price on Welltower in a research report on Friday, May 22nd. Wall Street Zen upgraded Welltower from a “sell” rating to a “hold” rating in a research report on Saturday, May 2nd. Finally, Royal Bank Of Canada boosted their price target on Welltower from $230.00 to $238.00 and gave the stock an “outperform” rating in a report on Monday, May 4th. One analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $231.60.

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.