Sigma Planning Corp Boosts Stock Position in Welltower Inc. $WELL

Sigma Planning Corp boosted its stake in shares of Welltower Inc. (NYSE:WELL) by 76.3% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 8,574 shares of the real estate investment trust’s stock after acquiring an additional 3,710 shares during the quarter. Sigma Planning Corp’s holdings in Welltower were worth $1,695,000 as of its most recent SEC filing.

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

Analysts Set New Price Targets

WELL has been the subject of a number of recent analyst reports. Weiss Ratings cut shares of Welltower from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Wednesday, June 24th. Scotiabank dropped their price objective on shares of Welltower from $248.00 to $232.00 and set a “sector outperform” rating on the stock in a report on Thursday, June 18th. UBS Group lifted their target price on shares of Welltower from $249.00 to $271.00 and gave the company a “buy” rating in a report on Wednesday, July 8th. Deutsche Bank Aktiengesellschaft upped their price objective on shares of Welltower from $215.00 to $265.00 and gave the stock a “buy” rating in a research report on Wednesday, July 1st. Finally, Jefferies Financial Group increased their target price on shares of Welltower from $237.00 to $248.00 and gave the stock a “buy” rating in a research note on Tuesday, May 12th. Thirteen analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $234.72.

Welltower Stock Performance

NYSE WELL opened at $243.39 on Friday. The company has a debt-to-equity ratio of 0.40, a current ratio of 4.31 and a quick ratio of 4.31. The stock’s 50 day simple moving average is $218.71 and its 200-day simple moving average is $206.74. The company has a market cap of $171.81 billion, a PE ratio of 120.49, a price-to-earnings-growth ratio of 1.19 and a beta of 0.77. Welltower Inc. has a 1-year low of $156.96 and a 1-year high of $246.43.

Welltower (NYSE:WELL) last released its earnings results on Tuesday, April 28th. The real estate investment trust reported $1.02 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.68 by $0.34. The business had revenue of $3.35 billion during the quarter, compared to analyst estimates of $3.12 billion. Welltower had a net margin of 11.96% and a return on equity of 3.45%. The company’s revenue for the quarter was up 38.3% compared to the same quarter last year. During the same quarter in the prior 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, equities research analysts anticipate that Welltower Inc. will post 6.32 EPS for the current fiscal year.

Welltower Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, May 21st. Investors of record on Wednesday, May 13th were paid a dividend of $0.74 per share. This represents a $2.96 annualized dividend and a yield of 1.2%. The ex-dividend date of this dividend was Wednesday, May 13th. Welltower’s dividend payout ratio is currently 146.53%.

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.