Ameritas Advisory Services LLC Sells 2,792 Shares of Welltower Inc. $WELL

Ameritas Advisory Services LLC trimmed its position in Welltower Inc. (NYSE:WELL) by 48.9% in the third quarter, according to its most recent filing with the SEC. The institutional investor owned 2,918 shares of the real estate investment trust’s stock after selling 2,792 shares during the period. Ameritas Advisory Services LLC’s holdings in Welltower were worth $520,000 as of its most recent SEC filing.

Other hedge funds have also recently modified their holdings of the company. MMA Asset Management LLC purchased a new position in shares of Welltower in the third quarter worth about $35,000. Global Wealth Strategies & Associates bought a new stake in shares of Welltower during the 3rd quarter valued at $36,000. Collier Financial bought a new position in shares of Welltower in the third quarter worth $54,000. Newbridge Financial Services Group Inc. grew its holdings in shares of Welltower by 39.5% during the second quarter. Newbridge Financial Services Group Inc. now owns 307 shares of the real estate investment trust’s stock worth $47,000 after purchasing an additional 87 shares in the last quarter. Finally, City Holding Co. purchased a new stake in shares of Welltower during the 3rd quarter valued at $59,000. Institutional investors own 94.80% of the company’s stock.

Welltower Price Performance

NYSE:WELL opened at $210.71 on Monday. The firm has a market capitalization of $147.02 billion, a price-to-earnings ratio of 150.51, a PEG ratio of 1.42 and a beta of 0.85. Welltower Inc. has a 1 year low of $130.29 and a 1 year high of $212.62. The business has a 50 day simple moving average of $189.50 and a 200-day simple moving average of $181.72. 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 (NYSE:WELL) last issued its earnings results 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. Welltower had a return on equity of 2.46% and a net margin of 8.64%.The business had revenue of $3.18 billion during the quarter, compared to analysts’ expectations of $2.93 billion. During the same period in the prior year, the business earned $1.13 EPS. The business’s revenue for the quarter was up 41.3% compared to the same quarter last year. Welltower has set its FY 2026 guidance at 6.090-6.25 EPS. Equities analysts forecast that Welltower Inc. will post 4.88 EPS for the current year.

Welltower Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Wednesday, February 25th will be given a $0.74 dividend. This represents a $2.96 annualized dividend and a yield of 1.4%. The ex-dividend date is Wednesday, February 25th. Welltower’s dividend payout ratio is currently 211.43%.

Wall Street Analysts Forecast Growth

A number of brokerages have recently issued reports on WELL. Cantor Fitzgerald raised their price objective on Welltower from $204.00 to $230.00 and gave the company an “overweight” rating in a research note on Thursday. Scotiabank upped their target price on Welltower from $182.00 to $214.00 and gave the company a “sector outperform” rating in a report on Thursday, November 13th. Jefferies Financial Group reissued a “buy” rating and set a $231.00 price objective on shares of Welltower in a research report on Monday, December 15th. JPMorgan Chase & Co. reaffirmed a “neutral” rating and issued a $205.00 target price on shares of Welltower in a research report on Thursday, December 18th. Finally, Morgan Stanley boosted their price target on shares of Welltower from $170.00 to $200.00 and gave the company an “overweight” rating in a research report on Thursday, November 20th. One analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, Welltower presently has an average rating of “Moderate Buy” and a consensus target price of $210.21.

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.