Compass Wealth Management LLC Takes $23.47 Million Position in Welltower Inc. $WELL

Compass Wealth Management LLC purchased a new position in shares of Welltower Inc. (NYSE:WELL) during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 123,693 shares of the real estate investment trust’s stock, valued at approximately $23,465,000. Welltower accounts for 2.7% of Compass Wealth Management LLC’s investment portfolio, making the stock its 7th largest holding.

A number of other institutional investors and hedge funds have also bought and sold shares of WELL. Global Wealth Strategies & Associates bought a new stake in shares of Welltower in the 3rd quarter valued at about $36,000. Newbridge Financial Services Group Inc. lifted its stake in shares of Welltower by 39.5% in the second quarter. Newbridge Financial Services Group Inc. now owns 307 shares of the real estate investment trust’s stock worth $47,000 after acquiring an additional 87 shares during the period. NewSquare Capital LLC boosted its holdings in Welltower by 30.2% in the second quarter. NewSquare Capital LLC now owns 362 shares of the real estate investment trust’s stock valued at $56,000 after acquiring an additional 84 shares during the last quarter. Salomon & Ludwin LLC bought a new stake in Welltower in the third quarter valued at approximately $59,000. Finally, City Holding Co. acquired a new stake in Welltower during the 3rd quarter valued at approximately $59,000. 94.80% of the stock is currently owned by institutional investors and hedge funds.

Welltower Stock Down 0.2%

WELL stock opened at $208.11 on Friday. The stock’s 50 day simple moving average is $190.91 and its 200 day simple moving average is $182.75. The company has a market cap of $145.21 billion, a P/E ratio of 148.65, a price-to-earnings-growth ratio of 1.42 and a beta of 0.85. The company has a debt-to-equity ratio of 0.45, a quick ratio of 3.46 and a current ratio of 3.46. Welltower Inc. has a fifty-two week low of $130.29 and a fifty-two week high of $216.43.

Welltower (NYSE:WELL) last announced its quarterly earnings data 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 during 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 company’s revenue for the quarter was up 41.3% compared to the same quarter last year. During the same quarter last year, the firm posted $1.13 earnings per share. Welltower has set its FY 2026 guidance at 6.090-6.25 EPS. On average, research analysts expect that Welltower Inc. will post 4.88 earnings per share for the current fiscal year.

Welltower Dividend Announcement

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

Analyst Ratings Changes

A number of research analysts have recently issued reports on the stock. Wells Fargo & Company boosted their price target on shares of Welltower from $200.00 to $218.00 and gave the stock an “overweight” rating in a research report on Tuesday, November 25th. Morgan Stanley lifted their target price on shares of Welltower from $200.00 to $215.00 and gave the stock an “overweight” rating in a research note on Wednesday. Citigroup upped their price target on shares of Welltower from $215.00 to $245.00 and gave the company a “buy” rating in a research report on Wednesday. Wall Street Zen downgraded Welltower from a “hold” rating to a “sell” rating in a report on Saturday, February 14th. Finally, Cantor Fitzgerald boosted their price objective on Welltower from $204.00 to $230.00 and gave the company an “overweight” rating in a research note on Thursday, February 12th. One investment analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, three have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $211.50.

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.