Clear Trail Advisors LLC Has $896,000 Stock Holdings in Welltower Inc. $WELL

Clear Trail Advisors LLC boosted its position in shares of Welltower Inc. (NYSE:WELL) by 176.4% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 4,531 shares of the real estate investment trust’s stock after purchasing an additional 2,892 shares during the period. Clear Trail Advisors LLC’s holdings in Welltower were worth $896,000 at the end of the most recent reporting period.

Other institutional investors have also recently bought and sold shares of the company. Brighton Jones LLC increased its position 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 worth $527,000 after purchasing an additional 279 shares during the last quarter. Empowered Funds LLC raised its stake in shares of Welltower by 31.7% during the 1st quarter. Empowered Funds LLC now owns 14,790 shares of the real estate investment trust’s stock worth $2,266,000 after purchasing an additional 3,564 shares in the last quarter. Sivia Capital Partners LLC lifted its holdings in shares of Welltower by 7.1% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,910 shares of the real estate investment trust’s stock valued at $294,000 after buying an additional 127 shares during the last quarter. Baird Financial Group Inc. lifted its holdings in shares of Welltower by 7.3% during the 2nd quarter. Baird Financial Group Inc. now owns 10,871 shares of the real estate investment trust’s stock valued at $1,671,000 after buying an additional 735 shares during the last quarter. Finally, NewEdge Advisors LLC grew its stake in shares of Welltower by 27.0% in the 2nd quarter. NewEdge Advisors LLC now owns 12,435 shares of the real estate investment trust’s stock valued at $1,912,000 after buying an additional 2,641 shares in the last quarter. Institutional investors and hedge funds own 94.80% of the company’s stock.

Welltower Stock Performance

WELL opened at $211.72 on Tuesday. 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 company has a market cap of $149.45 billion, a PE ratio of 104.81, a price-to-earnings-growth ratio of 1.07 and a beta of 0.79. The stock has a 50-day moving average of $210.77 and a 200-day moving average of $201.48. Welltower Inc. has a 52-week low of $148.97 and a 52-week high of $221.68.

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

Welltower Announces Dividend

The company 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. The ex-dividend date of this dividend was Wednesday, May 13th. This represents a $2.96 dividend on an annualized basis and a dividend yield of 1.4%. Welltower’s dividend payout ratio (DPR) is currently 146.53%.

Analysts Set New Price Targets

A number of research firms recently commented on WELL. Jefferies Financial Group increased their price objective on Welltower from $237.00 to $248.00 and gave the stock a “buy” rating in a report on Tuesday, May 12th. UBS Group lifted their target price on shares of Welltower from $240.00 to $249.00 and gave the company a “buy” rating in a research note on Monday, May 4th. Weiss Ratings raised shares of Welltower from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Tuesday, June 2nd. Scotiabank dropped their price target on shares of Welltower from $248.00 to $232.00 and set a “sector outperform” rating on the stock in a research note on Thursday, June 18th. Finally, Royal Bank Of Canada restated an “outperform” rating and set a $238.00 price target on shares of Welltower in a report on Monday, June 15th. Thirteen research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $230.25.

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.