Copley Financial Group Inc. Purchases Shares of 2,607 Welltower Inc. $WELL

Copley Financial Group Inc. acquired a new stake in shares of Welltower Inc. (NYSE:WELL) in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor acquired 2,607 shares of the real estate investment trust’s stock, valued at approximately $464,000.

A number of other institutional investors have also recently made changes to their positions in WELL. Hager Investment Management Services LLC grew its holdings in Welltower by 84.4% during the 3rd quarter. Hager Investment Management Services LLC now owns 142 shares of the real estate investment trust’s stock valued at $25,000 after buying an additional 65 shares in the last quarter. Quarry LP purchased a new stake in shares of Welltower during the 3rd quarter worth approximately $33,000. MMA Asset Management LLC bought a new position in shares of Welltower during the 3rd quarter valued at approximately $35,000. Global Wealth Strategies & Associates bought a new position in shares of Welltower during the 3rd quarter valued at approximately $36,000. Finally, Y.D. More Investments Ltd grew its holdings in shares of Welltower by 585.7% in the third quarter. Y.D. More Investments Ltd now owns 288 shares of the real estate investment trust’s stock valued at $51,000 after purchasing an additional 246 shares in the last quarter. Hedge funds and other institutional investors own 94.80% of the company’s stock.

Welltower Trading Up 1.5%

Shares of Welltower stock opened at $213.38 on Wednesday. Welltower Inc. has a 1 year low of $130.29 and a 1 year high of $216.43. 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 stock has a market cap of $148.88 billion, a PE ratio of 152.41, a price-to-earnings-growth ratio of 1.44 and a beta of 0.82. The firm has a fifty day moving average price of $198.31 and a 200 day moving average price of $188.28.

Welltower (NYSE:WELL) last released its quarterly earnings data on Tuesday, February 10th. The real estate investment trust reported $1.45 earnings per share 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 during the quarter, compared to analyst estimates of $2.93 billion. During the same quarter last year, the business posted $1.13 EPS. The company’s revenue was up 41.3% on a year-over-year basis. Welltower has set its FY 2026 guidance at 6.090-6.25 EPS. Equities research analysts predict that Welltower Inc. will post 4.88 earnings per share for the current year.

Welltower Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Investors of record on Wednesday, February 25th were issued a dividend of $0.74 per share. The ex-dividend date of this dividend was Wednesday, February 25th. This represents a $2.96 dividend on an annualized basis and a yield of 1.4%. Welltower’s dividend payout ratio is 211.43%.

Analyst Ratings Changes

Several equities research analysts recently weighed in on the stock. KeyCorp boosted their price target on shares of Welltower from $210.00 to $240.00 and gave the stock an “overweight” rating in a research report on Tuesday, February 24th. Citigroup lifted their price objective on shares of Welltower from $215.00 to $245.00 and gave the stock a “buy” rating in a research note on Wednesday, February 18th. Weiss Ratings downgraded shares of Welltower from a “buy (b-)” rating to a “hold (c)” rating in a report on Tuesday, February 17th. Wall Street Zen cut shares of Welltower from a “hold” rating to a “sell” rating in a research report on Saturday, February 14th. Finally, Wells Fargo & Company increased their price target on shares of Welltower from $200.00 to $218.00 and gave the company an “overweight” rating in a report on Tuesday, November 25th. One analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $224.71.

About Welltower

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.