Cynosure Group LLC Invests $477,000 in Welltower Inc. $WELL

Cynosure Group LLC purchased a new position in Welltower Inc. (NYSE:WELL) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 2,568 shares of the real estate investment trust’s stock, valued at approximately $477,000.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Towarzystwo Funduszy Inwestycyjnych PZU SA boosted its stake in shares of Welltower by 11.3% in the 4th quarter. Towarzystwo Funduszy Inwestycyjnych PZU SA now owns 3,550 shares of the real estate investment trust’s stock worth $659,000 after buying an additional 360 shares during the last quarter. USS Investment Management Ltd boosted its stake in shares of Welltower by 6.1% in the 4th quarter. USS Investment Management Ltd now owns 118,346 shares of the real estate investment trust’s stock worth $21,956,000 after buying an additional 6,821 shares during the last quarter. Vanguard Personalized Indexing Management LLC boosted its stake in shares of Welltower by 8.2% in the 4th quarter. Vanguard Personalized Indexing Management LLC now owns 84,237 shares of the real estate investment trust’s stock worth $15,635,000 after buying an additional 6,384 shares during the last quarter. Public Employees Retirement Association of Colorado boosted its stake in shares of Welltower by 0.4% in the 4th quarter. Public Employees Retirement Association of Colorado now owns 86,211 shares of the real estate investment trust’s stock worth $16,002,000 after buying an additional 312 shares during the last quarter. Finally, Portfolio Resources Advisor Group Inc. purchased a new position in shares of Welltower in the 4th quarter worth $351,000. 94.80% of the stock is currently owned by hedge funds and other institutional investors.

Welltower Price Performance

NYSE:WELL opened at $213.82 on Wednesday. The company has a quick ratio of 4.31, a current ratio of 4.31 and a debt-to-equity ratio of 0.40. The business’s 50-day simple moving average is $210.41 and its two-hundred day simple moving average is $201.40. The stock has a market cap of $150.94 billion, a PE ratio of 105.85, a P/E/G ratio of 1.10 and a beta of 0.79. Welltower Inc. has a 52 week low of $148.97 and a 52 week high of $221.68.

Welltower (NYSE:WELL) last posted its quarterly earnings results on Tuesday, April 28th. The real estate investment trust reported $1.02 EPS for the quarter, beating analysts’ consensus estimates 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 quarterly revenue was up 38.3% on a year-over-year basis. During the same period last year, the firm earned $1.20 earnings per share. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. As a group, analysts forecast that Welltower Inc. will post 6.32 EPS for the current fiscal year.

Welltower Dividend Announcement

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

Analyst Ratings Changes

A number of brokerages recently commented on WELL. Morgan Stanley raised their target price on Welltower from $200.00 to $215.00 and gave the stock an “overweight” rating in a report on Wednesday, February 18th. BMO Capital Markets reaffirmed an “outperform” rating and issued a $245.00 target price on shares of Welltower in a report on Monday, May 4th. Raymond James Financial set a $226.00 target price on Welltower in a report on Tuesday. Weiss Ratings raised Welltower from a “hold (c+)” rating to a “buy (b-)” rating in a report on Tuesday, June 2nd. Finally, KeyCorp raised their target price on Welltower from $210.00 to $240.00 and gave the stock an “overweight” rating in a report on Tuesday, February 24th. One investment analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and two have given a Hold rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $231.25.

Welltower 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.