2,796 Shares in Welltower Inc. $WELL Acquired by FWG Holdings LLC

FWG Holdings LLC purchased a new position in shares of Welltower Inc. (NYSE:WELL) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm purchased 2,796 shares of the real estate investment trust’s stock, valued at approximately $527,000.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the company. CYBER HORNET ETFs LLC increased its position in shares of Welltower by 3.5% during the third quarter. CYBER HORNET ETFs LLC now owns 1,582 shares of the real estate investment trust’s stock worth $282,000 after buying an additional 53 shares during the period. Frank Rimerman Advisors LLC raised its stake in Welltower by 0.6% during the third quarter. Frank Rimerman Advisors LLC now owns 9,774 shares of the real estate investment trust’s stock worth $1,741,000 after buying an additional 55 shares during the last quarter. Onyx Bridge Wealth Group LLC lifted its holdings in Welltower by 3.8% in the third quarter. Onyx Bridge Wealth Group LLC now owns 1,515 shares of the real estate investment trust’s stock valued at $270,000 after buying an additional 56 shares during the period. Verdence Capital Advisors LLC lifted its holdings in Welltower by 4.2% in the fourth quarter. Verdence Capital Advisors LLC now owns 1,385 shares of the real estate investment trust’s stock valued at $257,000 after buying an additional 56 shares during the period. Finally, Wedmont Private Capital boosted its position in Welltower by 0.6% during the fourth 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 last quarter. Institutional investors and hedge funds own 94.80% of the company’s stock.

Wall Street Analyst Weigh In

WELL has been the subject of a number of recent analyst reports. Citigroup increased their price target on Welltower from $215.00 to $245.00 and gave the stock a “buy” rating in a report on Wednesday, February 18th. Wells Fargo & Company upped their target price on Welltower from $218.00 to $228.00 and gave the company an “overweight” rating in a research report on Thursday, March 26th. KeyCorp raised their target price on Welltower from $210.00 to $240.00 and gave the stock an “overweight” rating in a research note on Tuesday, February 24th. Scotiabank lifted their target price on Welltower from $214.00 to $236.00 and gave the stock a “sector outperform” rating in a report on Monday, March 2nd. Finally, Weiss Ratings raised Welltower from a “hold (c)” rating to a “buy (b-)” rating in a research note on Friday. One research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $225.43.

Welltower Trading Up 0.1%

WELL opened at $217.08 on Monday. The company has a fifty day moving average price of $205.83 and a two-hundred day moving average price of $196.07. Welltower Inc. has a 1-year low of $142.65 and a 1-year high of $219.59. The company has a market cap of $153.24 billion, a P/E ratio of 107.46, a price-to-earnings-growth ratio of 1.13 and a beta of 0.83. The company has a current ratio of 4.31, a quick ratio of 4.31 and a debt-to-equity ratio of 0.40.

Welltower (NYSE:WELL) last issued its earnings results on Tuesday, April 28th. The real estate investment trust reported $1.02 EPS for the quarter, beating the consensus estimate of $0.68 by $0.34. The company had revenue of $3.35 billion during the quarter, compared to the consensus estimate 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% compared to the same quarter last year. During the same period last year, the business posted $1.20 EPS. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. Analysts predict that Welltower Inc. will post 6.29 EPS for the current fiscal year.

Welltower Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, May 21st. Shareholders of record on Wednesday, May 13th will be paid a dividend of $0.74 per share. The ex-dividend date is Wednesday, May 13th. This represents a $2.96 annualized dividend and a yield of 1.4%. Welltower’s dividend payout ratio (DPR) is 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.