Welltower Inc. $WELL Shares Acquired by Park Avenue Securities LLC

Park Avenue Securities LLC increased its stake in shares of Welltower Inc. (NYSE:WELL) by 24.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 22,788 shares of the real estate investment trust’s stock after buying an additional 4,423 shares during the quarter. Park Avenue Securities LLC’s holdings in Welltower were worth $4,230,000 at the end of the most recent quarter.

Other large investors have also recently added to or reduced their stakes in the company. Brighton Jones LLC increased its holdings in shares of Welltower by 7.1% in the 4th quarter. Brighton Jones LLC now owns 4,185 shares of the real estate investment trust’s stock worth $527,000 after acquiring an additional 279 shares during the period. Empowered Funds LLC lifted its position in Welltower by 31.7% in the 1st quarter. Empowered Funds LLC now owns 14,790 shares of the real estate investment trust’s stock valued at $2,266,000 after purchasing an additional 3,564 shares during the last quarter. Sivia Capital Partners LLC boosted its stake in Welltower by 7.1% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,910 shares of the real estate investment trust’s stock valued at $294,000 after purchasing an additional 127 shares during the period. Wealthspire Advisors LLC grew its position in Welltower by 12.2% in the 2nd quarter. Wealthspire Advisors LLC now owns 4,127 shares of the real estate investment trust’s stock worth $634,000 after purchasing an additional 449 shares during the last quarter. Finally, Ensign Peak Advisors Inc grew its position in Welltower by 8.1% in the 2nd quarter. Ensign Peak Advisors Inc now owns 179,450 shares of the real estate investment trust’s stock worth $27,587,000 after purchasing an additional 13,420 shares during the last quarter. 94.80% of the stock is owned by institutional investors and hedge funds.

Welltower Stock Down 5.0%

WELL stock opened at $195.70 on Friday. The firm’s 50-day moving average is $199.37 and its two-hundred day moving average is $188.88. The company has a market capitalization of $136.55 billion, a price-to-earnings ratio of 139.79, a price-to-earnings-growth ratio of 1.34 and a beta of 0.82. Welltower Inc. has a 52 week low of $130.29 and a 52 week 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.

Welltower (NYSE:WELL) last posted its quarterly earnings data 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. Welltower had a net margin of 8.64% and a return on equity of 2.46%. The business had revenue of $3.18 billion during the quarter, compared to analysts’ expectations of $2.93 billion. During the same period last year, the firm posted $1.13 earnings per share. The business’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. On average, analysts forecast that Welltower Inc. will post 4.88 earnings per share for the current fiscal year.

Welltower Announces Dividend

The company also recently declared 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 yield of 1.5%. The ex-dividend date of this dividend was Wednesday, February 25th. Welltower’s dividend payout ratio (DPR) is presently 211.43%.

Analyst Upgrades and Downgrades

WELL has been the topic of a number of recent analyst reports. Morgan Stanley lifted their price target on Welltower from $200.00 to $215.00 and gave the company an “overweight” rating in a report on Wednesday, February 18th. JPMorgan Chase & Co. reissued a “neutral” rating and issued a $205.00 price objective on shares of Welltower in a report on Thursday, December 18th. Jefferies Financial Group restated a “buy” rating and issued a $231.00 target price on shares of Welltower in a research report on Monday, December 15th. Wells Fargo & Company lifted their target price on Welltower from $200.00 to $218.00 and gave the company an “overweight” rating in a research note on Tuesday, November 25th. Finally, Mizuho boosted their price target on Welltower from $216.00 to $231.00 and gave the stock an “outperform” rating in a research report on Wednesday, March 4th. One equities research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average 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.