Braun Stacey Associates Inc. Sells 2,859 Shares of Welltower Inc. $WELL

Braun Stacey Associates Inc. cut its stake in shares of Welltower Inc. (NYSE:WELL) by 1.3% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 224,153 shares of the real estate investment trust’s stock after selling 2,859 shares during the period. Welltower comprises approximately 1.3% of Braun Stacey Associates Inc.’s holdings, making the stock its 17th largest position. Braun Stacey Associates Inc.’s holdings in Welltower were worth $41,605,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Brighton Jones LLC lifted its holdings in Welltower by 7.1% in the fourth quarter. Brighton Jones LLC now owns 4,185 shares of the real estate investment trust’s stock valued at $527,000 after acquiring an additional 279 shares during the period. Empowered Funds LLC lifted its stake in shares of Welltower by 31.7% in the 1st quarter. Empowered Funds LLC now owns 14,790 shares of the real estate investment trust’s stock worth $2,266,000 after purchasing an additional 3,564 shares during the period. Sivia Capital Partners LLC boosted its holdings in shares of Welltower by 7.1% in the second quarter. Sivia Capital Partners LLC now owns 1,910 shares of the real estate investment trust’s stock worth $294,000 after buying an additional 127 shares during the last quarter. EverSource Wealth Advisors LLC boosted its holdings in shares of Welltower by 27.0% in the second quarter. EverSource Wealth Advisors LLC now owns 4,660 shares of the real estate investment trust’s stock worth $716,000 after buying an additional 990 shares during the last quarter. Finally, First Trust Advisors LP grew its position in Welltower by 19.5% during the second quarter. First Trust Advisors LP now owns 241,216 shares of the real estate investment trust’s stock valued at $37,082,000 after buying an additional 39,287 shares during the period. 94.80% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several research firms have weighed in on WELL. Scotiabank increased their price target 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. UBS Group set a $240.00 target price on Welltower in a research report on Thursday, February 12th. Citigroup boosted their price target on Welltower from $215.00 to $245.00 and gave the company a “buy” rating in a report on Wednesday, February 18th. Wells Fargo & Company raised their price objective on Welltower from $218.00 to $228.00 and gave the stock an “overweight” rating in a research note on Thursday, March 26th. Finally, Mizuho lifted their price objective on Welltower from $216.00 to $231.00 and gave the company an “outperform” rating in a research report on Wednesday, March 4th. One research 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 given a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $225.43.

Welltower Stock Down 0.1%

WELL opened at $202.19 on Friday. The stock has a market cap of $141.08 billion, a price-to-earnings ratio of 144.42, a price-to-earnings-growth ratio of 1.38 and a beta of 0.83. The company has a debt-to-equity ratio of 0.45, a quick ratio of 3.46 and a current ratio of 3.46. The firm’s fifty day moving average is $201.41 and its 200 day moving average is $190.95. Welltower Inc. has a fifty-two week low of $130.29 and a fifty-two week high of $216.43.

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

Welltower Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Investors of record on Wednesday, February 25th were issued a $0.74 dividend. 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 1.5%. Welltower’s 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.