Welltower Inc. $WELL Shares Bought by Aptus Capital Advisors LLC

Aptus Capital Advisors LLC grew its holdings in shares of Welltower Inc. (NYSE:WELL) by 6.8% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 52,148 shares of the real estate investment trust’s stock after buying an additional 3,301 shares during the period. Aptus Capital Advisors LLC’s holdings in Welltower were worth $9,290,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also recently modified their holdings of WELL. Hager Investment Management Services LLC increased its holdings in shares of Welltower by 84.4% in the third quarter. Hager Investment Management Services LLC now owns 142 shares of the real estate investment trust’s stock valued at $25,000 after purchasing an additional 65 shares during the period. MMA Asset Management LLC acquired a new position in Welltower during the third quarter worth about $35,000. Global Wealth Strategies & Associates purchased a new position in Welltower in the 3rd quarter valued at approximately $36,000. Newbridge Financial Services Group Inc. boosted its position 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 in the last quarter. Finally, Y.D. More Investments Ltd increased its stake in shares of Welltower by 585.7% during the 3rd quarter. Y.D. More Investments Ltd now owns 288 shares of the real estate investment trust’s stock worth $51,000 after purchasing an additional 246 shares in the last quarter. 94.80% of the stock is owned by hedge funds and other institutional investors.

Welltower Price Performance

Welltower stock opened at $204.09 on Friday. The company has a market capitalization of $142.40 billion, a PE ratio of 145.78, a price-to-earnings-growth ratio of 1.40 and a beta of 0.82. The company has a debt-to-equity ratio of 0.45, a current ratio of 3.46 and a quick ratio of 3.46. The business has a 50 day simple moving average of $195.27 and a 200 day simple moving average of $185.92. Welltower Inc. has a one year low of $130.29 and a one year high of $216.43.

Welltower (NYSE:WELL) last announced its earnings results on Tuesday, February 10th. The real estate investment trust reported $1.45 EPS for the quarter, topping the consensus estimate of $1.44 by $0.01. Welltower had a return on equity of 2.46% and a net margin of 8.64%.The company had revenue of $3.18 billion for the quarter, compared to analysts’ expectations of $2.93 billion. During the same quarter in the prior year, the business earned $1.13 earnings per share. The business’s revenue for the quarter 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 forecast that Welltower Inc. will post 4.88 EPS for the current fiscal year.

Welltower Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Wednesday, February 25th will be paid a $0.74 dividend. The ex-dividend date of this dividend is Wednesday, February 25th. This represents a $2.96 dividend on an annualized basis and a yield of 1.5%. Welltower’s dividend payout ratio is presently 211.43%.

Analyst Ratings Changes

WELL has been the topic of several research analyst reports. Weiss Ratings cut shares of Welltower from a “buy (b-)” rating to a “hold (c)” rating in a research report on Tuesday, February 17th. Wells Fargo & Company increased their price objective 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. Scotiabank increased their price target on Welltower from $214.00 to $236.00 and gave the company a “sector outperform” rating in a report on Monday, March 2nd. UBS Group set a $240.00 price target on shares of Welltower in a research report on Thursday, February 12th. Finally, Mizuho raised their target price on shares of Welltower from $216.00 to $231.00 and gave the stock an “outperform” rating in a report on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, Welltower has a consensus rating of “Moderate Buy” and a consensus price target of $224.71.

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.