Appleton Partners Inc. MA Purchases 2,140 Shares of Welltower Inc. $WELL

Appleton Partners Inc. MA lifted its position in Welltower Inc. (NYSE:WELL) by 2.3% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 95,106 shares of the real estate investment trust’s stock after acquiring an additional 2,140 shares during the quarter. Welltower accounts for approximately 1.3% of Appleton Partners Inc. MA’s investment portfolio, making the stock its 18th largest holding. Appleton Partners Inc. MA’s holdings in Welltower were worth $18,803,000 at the end of the most recent quarter.

A number of other hedge funds also recently bought and sold shares of WELL. Vanguard Group Inc. boosted its position in Welltower by 2.9% during the fourth quarter. Vanguard Group Inc. now owns 92,421,471 shares of the real estate investment trust’s stock valued at $17,154,349,000 after purchasing an additional 2,643,088 shares in the last quarter. Capital International Investors increased its stake in Welltower by 2.0% during the 4th quarter. Capital International Investors now owns 47,431,769 shares of the real estate investment trust’s stock valued at $8,805,411,000 after purchasing an additional 915,514 shares in the last quarter. State Street Corp increased its position in shares of Welltower by 1.2% in the 4th quarter. State Street Corp now owns 41,760,328 shares of the real estate investment trust’s stock valued at $7,751,134,000 after acquiring an additional 506,374 shares during the period. Norges Bank purchased a new position in shares of Welltower in the fourth quarter worth about $5,466,264,000. Finally, Bank of America Corp DE raised its position in Welltower by 5.3% during the 4th quarter. Bank of America Corp DE now owns 20,403,258 shares of the real estate investment trust’s stock worth $3,787,049,000 after buying an additional 1,024,668 shares during the last quarter. Hedge funds and other institutional investors own 94.80% of the company’s stock.

Welltower Trading Down 0.1%

WELL stock opened at $235.84 on Monday. The business’s 50-day moving average is $214.18 and its 200 day moving average is $203.50. Welltower Inc. has a 12-month low of $150.20 and a 12-month high of $236.06. The company has a current ratio of 4.31, a quick ratio of 4.31 and a debt-to-equity ratio of 0.40. The stock has a market cap of $166.48 billion, a price-to-earnings ratio of 116.75, a PEG ratio of 1.22 and a beta of 0.77.

Welltower (NYSE:WELL) last announced 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. The company 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 firm’s revenue for the quarter was up 38.3% on a year-over-year basis. During the same quarter last year, the firm posted $1.20 EPS. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. On average, sell-side analysts anticipate that Welltower Inc. will post 6.32 EPS for the current fiscal year.

Welltower Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Thursday, May 21st. Shareholders of record on Wednesday, May 13th were issued a $0.74 dividend. This represents a $2.96 annualized dividend and a yield of 1.3%. The ex-dividend date was Wednesday, May 13th. Welltower’s dividend payout ratio is presently 146.53%.

Analysts Set New Price Targets

Several brokerages have recently issued reports on WELL. Deutsche Bank Aktiengesellschaft boosted their price objective on Welltower from $215.00 to $265.00 and gave the company a “buy” rating in a report on Wednesday, July 1st. Wall Street Zen raised Welltower from a “sell” rating to a “hold” rating in a report on Saturday, May 2nd. Mizuho set a $239.00 price target on Welltower in a research report on Friday, May 22nd. Citigroup lifted their price target on Welltower from $245.00 to $255.00 and gave the company a “buy” rating in a research report on Tuesday, May 5th. Finally, Weiss Ratings downgraded Welltower from a “buy (b-)” rating to a “hold (c+)” rating in a report on Wednesday, June 24th. Thirteen analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat.com, Welltower has an average rating of “Moderate Buy” and an average target price of $232.29.

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.