Dakota Wealth Management Acquires Shares of 3,497 Welltower Inc. $WELL

Dakota Wealth Management bought a new position in shares of Welltower Inc. (NYSE:WELL) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 3,497 shares of the real estate investment trust’s stock, valued at approximately $649,000.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Hager Investment Management Services LLC increased its position in shares of Welltower by 84.4% during 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 acquiring an additional 65 shares during the last quarter. Quarry LP purchased a new position in Welltower in the third quarter worth $33,000. MMA Asset Management LLC purchased a new position in Welltower in the third quarter worth $35,000. Global Wealth Strategies & Associates bought a new position in Welltower in the 3rd quarter valued at $36,000. Finally, Y.D. More Investments Ltd grew its stake in Welltower by 585.7% in the 3rd 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 during the period. Hedge funds and other institutional investors own 94.80% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts have recently commented on WELL shares. Citigroup lifted their target price on Welltower from $215.00 to $245.00 and gave the stock a “buy” rating in a research note on Wednesday, February 18th. Wells Fargo & Company increased their price target on shares of Welltower from $218.00 to $228.00 and gave the company an “overweight” rating in a research report on Thursday, March 26th. Mizuho raised their price objective on shares of Welltower from $216.00 to $231.00 and gave the stock an “outperform” rating in a report on Wednesday, March 4th. Scotiabank lifted their price objective on shares of Welltower from $214.00 to $236.00 and gave the stock a “sector outperform” rating in a research report on Monday, March 2nd. Finally, KeyCorp boosted their target price on shares of Welltower from $210.00 to $240.00 and gave the company an “overweight” rating in a research note on Tuesday, February 24th. One analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $225.43.

Welltower Stock Performance

NYSE:WELL opened at $195.19 on Tuesday. The company has a market capitalization of $136.19 billion, a P/E ratio of 139.42, a P/E/G ratio of 1.34 and a beta of 0.82. The business has a fifty day simple moving average of $200.17 and a two-hundred day simple moving average of $190.19. The company has a debt-to-equity ratio of 0.45, a current ratio of 3.46 and a quick ratio of 3.46. Welltower Inc. has a 1 year low of $130.29 and a 1 year high of $216.43.

Welltower (NYSE:WELL) last issued its quarterly earnings results on Tuesday, February 10th. The real estate investment trust reported $1.45 EPS for the quarter, beating analysts’ consensus estimates of $1.44 by $0.01. The firm had revenue of $3.18 billion for the quarter, compared to analysts’ expectations of $2.93 billion. Welltower had a return on equity of 2.46% and a net margin of 8.64%.The business’s revenue for the quarter was up 41.3% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.13 EPS. Welltower has set its FY 2026 guidance at 6.090-6.25 EPS. On average, analysts expect that Welltower Inc. will post 4.88 earnings per share for the current year.

Welltower Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, March 10th. Shareholders 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 annualized dividend and a yield of 1.5%. Welltower’s dividend payout ratio is 211.43%.

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.