Advisors Management Group Inc. ADV Has $8.31 Million Stock Holdings in Welltower Inc. $WELL

Advisors Management Group Inc. ADV trimmed its stake in shares of Welltower Inc. (NYSE:WELL) by 5.0% in the first quarter, HoldingsChannel reports. The firm owned 42,049 shares of the real estate investment trust’s stock after selling 2,226 shares during the quarter. Welltower accounts for about 1.5% of Advisors Management Group Inc. ADV’s holdings, making the stock its 16th largest holding. Advisors Management Group Inc. ADV’s holdings in Welltower were worth $8,313,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also recently modified their holdings of WELL. Parkside Financial Bank & Trust raised its position in shares of Welltower by 2.5% in the fourth quarter. Parkside Financial Bank & Trust now owns 1,977 shares of the real estate investment trust’s stock valued at $367,000 after purchasing an additional 49 shares during the period. KCM Investment Advisors LLC grew its stake in Welltower by 3.2% in the 4th quarter. KCM Investment Advisors LLC now owns 1,678 shares of the real estate investment trust’s stock valued at $311,000 after buying an additional 52 shares during the last quarter. CYBER HORNET ETFs LLC grew its stake in Welltower by 3.5% in the 3rd quarter. CYBER HORNET ETFs LLC now owns 1,582 shares of the real estate investment trust’s stock valued at $282,000 after buying an additional 53 shares during the last quarter. Verdence Capital Advisors LLC raised its holdings in Welltower by 4.2% in the 4th quarter. Verdence Capital Advisors LLC now owns 1,385 shares of the real estate investment trust’s stock valued at $257,000 after acquiring an additional 56 shares during the period. Finally, Wedmont Private Capital raised its holdings in Welltower by 0.6% in the 4th quarter. Wedmont Private Capital now owns 9,279 shares of the real estate investment trust’s stock valued at $1,723,000 after acquiring an additional 57 shares during the period. 94.80% of the stock is currently owned by institutional investors and hedge funds.

Welltower Trading Down 0.3%

Shares of WELL stock opened at $231.32 on Friday. The stock has a market cap of $163.29 billion, a P/E ratio of 114.52, a price-to-earnings-growth ratio of 1.14 and a beta of 0.77. Welltower Inc. has a 1 year low of $151.92 and a 1 year high of $239.10. 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 50 day simple moving average of $216.45 and a 200 day simple moving average of $204.97.

Welltower (NYSE:WELL) last posted its quarterly earnings data on Tuesday, April 28th. The real estate investment trust reported $1.02 EPS for the quarter, topping analysts’ consensus estimates of $0.68 by $0.34. The firm 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 revenue was up 38.3% on a year-over-year basis. During the same quarter last year, the company earned $1.20 EPS. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. On average, research analysts predict that Welltower Inc. will post 6.32 earnings per share for the current fiscal year.

Welltower Dividend Announcement

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

Wall Street Analysts Forecast Growth

A number of brokerages have recently issued reports on WELL. Royal Bank Of Canada restated an “outperform” rating and set a $238.00 price objective on shares of Welltower in a report on Monday, June 15th. Wells Fargo & Company increased their target price on Welltower from $228.00 to $237.00 and gave the stock an “overweight” rating in a research note on Monday, June 1st. UBS Group lifted their price target on Welltower from $249.00 to $271.00 and gave the stock a “buy” rating in a report on Wednesday. Weiss Ratings downgraded Welltower from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Wednesday, June 24th. Finally, BMO Capital Markets reaffirmed an “outperform” rating and issued a $245.00 price objective on shares of Welltower in a report on Monday, May 4th. Thirteen equities research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $234.72.

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.