Park Edge Advisors LLC Invests $974,000 in Welltower Inc. $WELL

Park Edge Advisors LLC acquired a new position in Welltower Inc. (NYSE:WELL) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 5,248 shares of the real estate investment trust’s stock, valued at approximately $974,000.

Other large investors also recently added to or reduced their stakes in the company. CYBER HORNET ETFs LLC boosted its stake in shares of Welltower by 3.5% during the 3rd quarter. CYBER HORNET ETFs LLC now owns 1,582 shares of the real estate investment trust’s stock worth $282,000 after acquiring an additional 53 shares during the last quarter. Frank Rimerman Advisors LLC grew its position in shares of Welltower by 0.6% during the 3rd quarter. Frank Rimerman Advisors LLC now owns 9,774 shares of the real estate investment trust’s stock valued at $1,741,000 after acquiring an additional 55 shares during the period. Onyx Bridge Wealth Group LLC increased its stake in shares of Welltower by 3.8% in the 3rd quarter. Onyx Bridge Wealth Group LLC now owns 1,515 shares of the real estate investment trust’s stock worth $270,000 after purchasing an additional 56 shares in the last quarter. 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 worth $1,723,000 after purchasing an additional 57 shares during the period. Finally, Sachetta LLC lifted its position in Welltower by 14.9% during the third quarter. Sachetta LLC now owns 448 shares of the real estate investment trust’s stock valued at $80,000 after purchasing an additional 58 shares in the last quarter. 94.80% of the stock is currently owned by institutional investors.

Welltower Trading Up 1.7%

Shares of Welltower stock opened at $202.19 on Friday. Welltower Inc. has a fifty-two week low of $130.29 and a fifty-two week high of $216.43. The company has a debt-to-equity ratio of 0.45, a quick ratio of 3.46 and a current ratio of 3.46. The company has a market capitalization of $141.08 billion, a P/E ratio of 144.42, a P/E/G ratio of 1.36 and a beta of 0.83. The company has a fifty day moving average of $201.04 and a 200 day moving average of $190.53.

Welltower (NYSE:WELL) last posted its quarterly earnings results on Tuesday, February 10th. The real estate investment trust reported $1.45 EPS for the quarter, beating analysts’ consensus estimates of $1.44 by $0.01. Welltower had a return on equity of 2.46% and a net margin of 8.64%.The business had revenue of $3.18 billion for the quarter, compared to analysts’ expectations of $2.93 billion. During the same period last year, the firm earned $1.13 earnings per share. The business’s quarterly revenue was up 41.3% on a year-over-year basis. Welltower has set its FY 2026 guidance at 6.090-6.25 EPS. On average, sell-side analysts anticipate that Welltower Inc. will post 4.88 earnings per share for the current fiscal year.

Welltower Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 10th. Investors of record on Wednesday, February 25th were paid a dividend of $0.74 per share. This represents a $2.96 annualized dividend and a yield of 1.5%. The ex-dividend date of this dividend was Wednesday, February 25th. Welltower’s dividend payout ratio (DPR) is 211.43%.

Wall Street Analyst Weigh In

Several research firms have issued reports on WELL. Wells Fargo & Company boosted their price target on Welltower from $218.00 to $228.00 and gave the company an “overweight” rating in a report on Thursday, March 26th. JPMorgan Chase & Co. reaffirmed a “neutral” rating and issued a $205.00 price objective on shares of Welltower in a research note on Thursday, December 18th. Weiss Ratings cut Welltower from a “buy (b-)” rating to a “hold (c)” rating in a research report on Tuesday, February 17th. Royal Bank Of Canada boosted their price objective on Welltower from $207.00 to $230.00 and gave the company an “outperform” rating in a research note on Tuesday, February 24th. Finally, Wall Street Zen lowered shares of Welltower from a “hold” rating to a “sell” rating in a report on Saturday, February 14th. One research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $225.43.

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.