4,611 Shares in Welltower Inc. $WELL Acquired by Caerus Investment Advisors LLC

Caerus Investment Advisors LLC acquired a new stake in Welltower Inc. (NYSE:WELL) in the 3rd quarter, according to its most recent disclosure with the SEC. The fund acquired 4,611 shares of the real estate investment trust’s stock, valued at approximately $821,000.

A number of other institutional investors have also recently modified their holdings of WELL. National Pension Service increased its holdings in Welltower by 2.1% in the 3rd quarter. National Pension Service now owns 1,691,931 shares of the real estate investment trust’s stock valued at $301,401,000 after buying an additional 34,532 shares during the period. B&I Capital AG lifted its holdings in shares of Welltower by 5.7% during the 3rd quarter. B&I Capital AG now owns 161,440 shares of the real estate investment trust’s stock worth $28,759,000 after acquiring an additional 8,650 shares during the period. GDS Wealth Management lifted its holdings in shares of Welltower by 13.7% during the 3rd quarter. GDS Wealth Management now owns 63,763 shares of the real estate investment trust’s stock worth $11,359,000 after acquiring an additional 7,699 shares during the period. State Street Corp boosted its position in shares of Welltower by 4.6% during the 2nd quarter. State Street Corp now owns 39,616,289 shares of the real estate investment trust’s stock worth $6,090,212,000 after acquiring an additional 1,740,196 shares in the last quarter. Finally, Federated Hermes Inc. boosted its position in shares of Welltower by 193.5% during the 2nd quarter. Federated Hermes Inc. now owns 196,453 shares of the real estate investment trust’s stock worth $30,201,000 after acquiring an additional 129,521 shares in the last quarter. 94.80% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

WELL has been the subject of several research analyst reports. Jefferies Financial Group restated a “buy” rating and set a $231.00 price objective on shares of Welltower in a research report on Monday, December 15th. Royal Bank Of Canada upped their target price on Welltower from $207.00 to $230.00 and gave the stock an “outperform” rating in a research note on Tuesday, February 24th. KeyCorp raised their target price on Welltower from $210.00 to $240.00 and gave the company an “overweight” rating in a report on Tuesday, February 24th. Citigroup lifted their price target on Welltower from $215.00 to $245.00 and gave the company a “buy” rating in a research note on Wednesday, February 18th. Finally, Cantor Fitzgerald boosted their price target on Welltower from $204.00 to $230.00 and gave the stock an “overweight” rating in a report on Thursday, February 12th. One analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $224.71.

Welltower Stock Up 1.5%

WELL stock opened at $213.38 on Wednesday. The firm has a 50-day moving average price of $198.31 and a 200-day moving average price of $188.28. Welltower Inc. has a 12 month low of $130.29 and a 12 month high of $216.43. The company has a current ratio of 3.46, a quick ratio of 3.46 and a debt-to-equity ratio of 0.45. The stock has a market capitalization of $148.88 billion, a P/E ratio of 152.41, a price-to-earnings-growth ratio of 1.44 and a beta of 0.82.

Welltower (NYSE:WELL) last announced its quarterly earnings results on Tuesday, February 10th. The real estate investment trust reported $1.45 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.44 by $0.01. The company had revenue of $3.18 billion for the quarter, compared to analyst estimates of $2.93 billion. Welltower had a net margin of 8.64% and a return on equity of 2.46%. The firm’s revenue was up 41.3% on a year-over-year basis. During the same period in the previous year, the firm posted $1.13 EPS. Welltower has set its FY 2026 guidance at 6.090-6.25 EPS. As a group, equities research analysts anticipate 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 was paid on Tuesday, March 10th. Shareholders of record on Wednesday, February 25th were paid a dividend of $0.74 per share. This represents a $2.96 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date of this dividend was Wednesday, February 25th. Welltower’s payout ratio is presently 211.43%.

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.