Arkadios Wealth Advisors Increases Stock Position in Welltower Inc. $WELL

Arkadios Wealth Advisors increased its stake in shares of Welltower Inc. (NYSE:WELL) by 104.6% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 19,854 shares of the real estate investment trust’s stock after purchasing an additional 10,152 shares during the period. Arkadios Wealth Advisors’ holdings in Welltower were worth $3,537,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Global Wealth Strategies & Associates bought a new stake in Welltower in the 3rd quarter worth approximately $36,000. Newbridge Financial Services Group Inc. boosted its stake in shares of Welltower by 39.5% in the 2nd quarter. Newbridge Financial Services Group Inc. now owns 307 shares of the real estate investment trust’s stock worth $47,000 after buying an additional 87 shares during the last quarter. Copia Wealth Management purchased a new position in shares of Welltower in the 2nd quarter worth $51,000. NewSquare Capital LLC grew its holdings in shares of Welltower by 30.2% in the second quarter. NewSquare Capital LLC now owns 362 shares of the real estate investment trust’s stock worth $56,000 after acquiring an additional 84 shares during the period. Finally, Salomon & Ludwin LLC purchased a new stake in Welltower during the third quarter valued at $59,000. Institutional investors own 94.80% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms have weighed in on WELL. Scotiabank increased their target price on Welltower from $182.00 to $214.00 and gave the company a “sector outperform” rating in a report on Thursday, November 13th. Wells Fargo & Company upped their price target on shares of Welltower from $200.00 to $218.00 and gave the company an “overweight” rating in a research report on Tuesday, November 25th. Loop Capital set a $196.00 price objective on shares of Welltower in a report on Wednesday, October 29th. UBS Group cut their target price on shares of Welltower from $232.00 to $228.00 and set a “buy” rating for the company in a research report on Thursday, January 8th. Finally, Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Welltower in a report on Monday, December 29th. One investment analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, Welltower has an average rating of “Moderate Buy” and a consensus target price of $204.80.

Welltower Price Performance

Shares of Welltower stock opened at $186.13 on Thursday. The company has a market capitalization of $127.75 billion, a price-to-earnings ratio of 128.36, a PEG ratio of 1.35 and a beta of 0.86. The company has a quick ratio of 5.47, a current ratio of 5.47 and a debt-to-equity ratio of 0.43. The stock’s 50-day simple moving average is $192.62 and its 200-day simple moving average is $177.57. Welltower Inc. has a 52 week low of $130.29 and a 52 week high of $209.05.

Welltower (NYSE:WELL) last released its earnings results on Monday, October 27th. The real estate investment trust reported $1.34 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.30 by $0.04. The firm had revenue of $2.69 billion during the quarter, compared to analysts’ expectations of $2.70 billion. Welltower had a return on equity of 2.71% and a net margin of 9.69%.The firm’s revenue was up 30.7% on a year-over-year basis. During the same quarter last year, the business posted $1.11 earnings per share. Welltower has set its FY 2025 guidance at 5.240-5.300 EPS. As a group, analysts expect that Welltower Inc. will post 4.88 earnings per share for the current fiscal year.

Welltower Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Thursday, November 20th. Stockholders of record on Tuesday, November 11th were given a dividend of $0.74 per share. The ex-dividend date was Monday, November 10th. This represents a $2.96 annualized dividend and a dividend yield of 1.6%. Welltower’s dividend payout ratio (DPR) is presently 204.14%.

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.