Welltower Inc. $WELL Shares Purchased by Appleton Partners Inc. MA

Appleton Partners Inc. MA raised its holdings in Welltower Inc. (NYSE:WELL) by 3.8% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 92,966 shares of the real estate investment trust’s stock after buying an additional 3,386 shares during the quarter. Welltower makes up approximately 1.1% of Appleton Partners Inc. MA’s holdings, making the stock its 22nd largest holding. Appleton Partners Inc. MA’s holdings in Welltower were worth $17,255,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds also recently modified their holdings of WELL. Vanguard Group Inc. lifted its holdings in shares of Welltower by 4.7% during the 3rd quarter. Vanguard Group Inc. now owns 89,778,383 shares of the real estate investment trust’s stock worth $15,993,121,000 after acquiring an additional 3,991,896 shares during the period. Capital International Investors grew its holdings in Welltower by 4.1% in the third quarter. Capital International Investors now owns 46,516,255 shares of the real estate investment trust’s stock valued at $8,285,296,000 after purchasing an additional 1,842,934 shares during the period. State Street Corp grew its holdings in Welltower by 4.1% in the third quarter. State Street Corp now owns 41,253,954 shares of the real estate investment trust’s stock valued at $7,348,979,000 after purchasing an additional 1,637,665 shares during the period. Norges Bank acquired a new position in Welltower during the second quarter worth approximately $4,903,554,000. Finally, Bank of America Corp DE raised its stake in Welltower by 1.9% during the third quarter. Bank of America Corp DE now owns 19,378,590 shares of the real estate investment trust’s stock worth $3,452,102,000 after purchasing an additional 367,463 shares during the period. Institutional investors and hedge funds own 94.80% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts have recently issued reports on WELL shares. Royal Bank Of Canada boosted their price objective on shares of Welltower from $207.00 to $230.00 and gave the company an “outperform” rating in a research note on Tuesday, February 24th. Wall Street Zen lowered Welltower from a “hold” rating to a “sell” rating in a research report on Saturday, February 14th. JPMorgan Chase & Co. reiterated a “neutral” rating and issued a $205.00 target price on shares of Welltower in a report on Thursday, December 18th. Wells Fargo & Company upped their price target on Welltower from $200.00 to $218.00 and gave the stock an “overweight” rating in a research note on Tuesday, November 25th. Finally, KeyCorp raised their price objective on Welltower from $210.00 to $240.00 and gave the stock an “overweight” rating in a report on Tuesday, February 24th. One equities research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $224.71.

Welltower Stock Down 0.6%

Shares of NYSE WELL opened at $194.85 on Tuesday. The stock has a fifty day moving average price of $199.53 and a 200 day moving average price of $189.23. 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 Inc. has a 12-month low of $130.29 and a 12-month high of $216.43. The company has a market cap of $135.96 billion, a P/E ratio of 139.18, a P/E/G ratio of 1.34 and a beta of 0.82.

Welltower (NYSE:WELL) last issued its quarterly earnings data on Tuesday, February 10th. The real estate investment trust reported $1.45 EPS for the quarter, topping 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 company had revenue of $3.18 billion for the quarter, compared to analysts’ expectations of $2.93 billion. During the same quarter in the previous year, the firm posted $1.13 earnings per share. The firm’s quarterly revenue was up 41.3% on a year-over-year basis. Welltower has set its FY 2026 guidance at 6.090-6.25 EPS. Research analysts anticipate that Welltower Inc. will post 4.88 EPS for the current fiscal year.

Welltower Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Shareholders of record on Wednesday, February 25th were issued a $0.74 dividend. This represents a $2.96 dividend on an annualized basis and a yield of 1.5%. The ex-dividend date was Wednesday, February 25th. Welltower’s dividend payout ratio is currently 211.43%.

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.