Buckley Wealth Management LLC Takes $694,000 Position in Welltower Inc. $WELL

Buckley Wealth Management LLC bought a new stake in Welltower Inc. (NYSE:WELL) in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor bought 3,738 shares of the real estate investment trust’s stock, valued at approximately $694,000.

Other institutional investors and hedge funds have also made changes to their positions in the company. Hager Investment Management Services LLC raised its position in 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 buying an additional 65 shares during the last quarter. Marquette Asset Management LLC lifted its stake in shares of Welltower by 62.8% in 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. Quarry LP purchased a new stake in shares of Welltower in the third quarter valued at about $33,000. Financial Consulate Inc. acquired a new position in shares of Welltower during the fourth quarter worth about $34,000. Finally, Morse Asset Management Inc increased its stake in shares of Welltower by 56.3% during the fourth quarter. Morse Asset Management Inc now owns 211 shares of the real estate investment trust’s stock worth $39,000 after acquiring an additional 76 shares during the period. 94.80% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

WELL has been the subject of several analyst reports. BMO Capital Markets reissued an “outperform” rating and set a $245.00 price target on shares of Welltower in a report on Monday, May 4th. Citigroup raised their price objective on shares of Welltower from $245.00 to $255.00 and gave the company a “buy” rating in a research report on Tuesday, May 5th. Weiss Ratings upgraded shares of Welltower from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Tuesday, June 2nd. Mizuho set a $239.00 price objective on shares of Welltower in a research report on Friday, May 22nd. Finally, Cantor Fitzgerald raised their price objective on shares of Welltower from $204.00 to $230.00 and gave the company an “overweight” rating in a research report on Thursday, February 12th. One 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 data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $231.60.

Welltower Price Performance

Shares of NYSE:WELL opened at $211.15 on Friday. 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 company has a market cap of $149.05 billion, a P/E ratio of 104.53, a PEG ratio of 1.09 and a beta of 0.79. Welltower Inc. has a 52 week low of $148.97 and a 52 week high of $221.68. The company has a 50-day moving average price of $209.67 and a 200 day moving average price of $201.21.

Welltower (NYSE:WELL) last announced its quarterly earnings data 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 firm had revenue of $3.35 billion during the quarter, compared to the consensus estimate of $3.12 billion. Welltower had a net margin of 11.96% and a return on equity of 3.45%. The firm’s revenue was up 38.3% compared to the same quarter last year. During the same quarter last year, the firm earned $1.20 earnings per share. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. Research analysts predict that Welltower Inc. will post 6.32 earnings per share for the current year.

Welltower Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, May 21st. Investors 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 payout ratio is currently 146.53%.

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.