Foster Victor Wealth Advisors LLC Makes New $783,000 Investment in Welltower Inc. $WELL

Foster Victor Wealth Advisors LLC acquired a new position in shares of Welltower Inc. (NYSE:WELL) in the 4th quarter, according to its most recent filing with the SEC. The fund acquired 4,091 shares of the real estate investment trust’s stock, valued at approximately $783,000.

Several other large investors also recently bought and sold shares of the company. Bridgewater Advisors Inc. increased its stake in Welltower by 8.2% during the 4th quarter. Bridgewater Advisors Inc. now owns 1,779 shares of the real estate investment trust’s stock worth $313,000 after buying an additional 135 shares in the last quarter. Farther Finance Advisors LLC increased its stake in Welltower by 19.8% during the 4th quarter. Farther Finance Advisors LLC now owns 10,143 shares of the real estate investment trust’s stock worth $1,883,000 after buying an additional 1,675 shares in the last quarter. Bingham Private Wealth LLC purchased a new stake in Welltower during the 4th quarter worth approximately $220,000. Sage Mountain Advisors LLC increased its stake in Welltower by 15.0% during the 4th quarter. Sage Mountain Advisors LLC now owns 4,733 shares of the real estate investment trust’s stock worth $878,000 after buying an additional 618 shares in the last quarter. Finally, Natural Investments LLC increased its stake in Welltower by 16.7% during the 4th quarter. Natural Investments LLC now owns 1,646 shares of the real estate investment trust’s stock worth $305,000 after buying an additional 236 shares in the last quarter. 94.80% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

WELL has been the subject of several research reports. Cantor Fitzgerald boosted their price objective on Welltower from $204.00 to $230.00 and gave the stock an “overweight” rating in a research note on Thursday, February 12th. KeyCorp boosted their price objective on Welltower from $210.00 to $240.00 and gave the stock an “overweight” rating in a research note on Tuesday, February 24th. Wall Street Zen lowered Welltower from a “hold” rating to a “sell” rating in a report on Saturday, February 14th. Mizuho lifted their price target on Welltower from $216.00 to $231.00 and gave the stock an “outperform” rating in a report on Wednesday, March 4th. Finally, Citigroup lifted their price target on Welltower from $215.00 to $245.00 and gave the stock a “buy” rating in a report on Wednesday, February 18th. One equities research 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 given a Sell rating to the stock. According to data from MarketBeat.com, Welltower presently has an average rating of “Moderate Buy” and an average target price of $225.43.

Welltower Trading Up 0.1%

Shares of Welltower stock opened at $211.26 on Thursday. The firm has a market capitalization of $148.84 billion, a price-to-earnings ratio of 150.90, a PEG ratio of 1.44 and a beta of 0.83. Welltower Inc. has a fifty-two week low of $141.55 and a fifty-two week high of $216.43. 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 stock has a 50 day moving average of $204.71 and a 200 day moving average of $193.01.

Welltower (NYSE:WELL) last issued its quarterly earnings data on Tuesday, February 10th. The real estate investment trust reported $1.45 earnings per share for the quarter, topping the consensus estimate of $1.44 by $0.01. The company had revenue of $3.18 billion during the quarter, compared to analyst estimates of $2.93 billion. Welltower had a return on equity of 2.46% and a net margin of 8.64%.The firm’s revenue for the quarter was up 41.3% compared to the same quarter last year. During the same period in the prior year, the business posted $1.13 earnings per share. Welltower has set its FY 2026 guidance at 6.090-6.25 EPS. As a group, 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. 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 1.4%. The ex-dividend date was Wednesday, February 25th. Welltower’s dividend payout ratio is 211.43%.

Welltower 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.