Advisors Management Group Inc. ADV Lowers Stake in Welltower Inc. $WELL

Advisors Management Group Inc. ADV reduced its stake in shares of Welltower Inc. (NYSE:WELL) by 12.3% in the third quarter, according to its most recent filing with the SEC. The fund owned 46,726 shares of the real estate investment trust’s stock after selling 6,580 shares during the period. Welltower makes up 1.5% of Advisors Management Group Inc. ADV’s investment portfolio, making the stock its 18th biggest position. Advisors Management Group Inc. ADV’s holdings in Welltower were worth $8,324,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Brighton Jones LLC grew its position in Welltower by 7.1% during 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 last quarter. Empowered Funds LLC raised its position in 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 raised its position in Welltower by 7.1% in the 2nd quarter. Sivia Capital Partners LLC now owns 1,910 shares of the real estate investment trust’s stock worth $294,000 after purchasing an additional 127 shares during the period. SG Americas Securities LLC lifted its stake in Welltower by 80.5% in the second quarter. SG Americas Securities LLC now owns 19,681 shares of the real estate investment trust’s stock worth $3,026,000 after purchasing an additional 8,780 shares during the last quarter. Finally, Cetera Investment Advisers boosted its position in Welltower by 4.7% during the second quarter. Cetera Investment Advisers now owns 102,884 shares of the real estate investment trust’s stock valued at $15,816,000 after buying an additional 4,640 shares during the period. 94.80% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

WELL has been the topic of several analyst reports. Mizuho lifted their price objective on Welltower from $216.00 to $231.00 and gave the stock an “outperform” rating in a report on Wednesday, March 4th. Royal Bank Of Canada raised their price target on Welltower from $207.00 to $230.00 and gave the stock an “outperform” rating in a research report on Tuesday, February 24th. Cantor Fitzgerald raised their price target on Welltower from $204.00 to $230.00 and gave the stock an “overweight” rating in a research report on Thursday, February 12th. Scotiabank lifted their price target on Welltower from $214.00 to $236.00 and gave the stock a “sector outperform” rating in a research note on Monday, March 2nd. Finally, UBS Group set a $240.00 price objective on Welltower in a research report on Thursday, February 12th. One equities 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, the company presently has an average rating of “Moderate Buy” and an average price target of $224.71.

Welltower Trading Down 1.7%

NYSE WELL opened at $209.54 on Thursday. The company has a quick ratio of 3.46, a current ratio of 3.46 and a debt-to-equity ratio of 0.45. Welltower Inc. has a twelve month low of $130.29 and a twelve month high of $216.43. The firm has a market capitalization of $146.21 billion, a PE ratio of 149.68, a P/E/G ratio of 1.46 and a beta of 0.82. The stock’s 50 day moving average is $198.78 and its 200 day moving average is $188.42.

Welltower (NYSE:WELL) last issued its quarterly earnings results on Tuesday, February 10th. The real estate investment trust reported $1.45 earnings per share (EPS) 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 net margin of 8.64% and a return on equity of 2.46%. Welltower’s quarterly revenue was up 41.3% compared to the same quarter last year. During the same period last year, the business earned $1.13 EPS. Welltower has set its FY 2026 guidance at 6.090-6.25 EPS. Research analysts forecast that Welltower Inc. will post 4.88 earnings per share for the current fiscal year.

Welltower Announces Dividend

The business also recently announced 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 was Wednesday, February 25th. This represents a $2.96 annualized dividend and a yield of 1.4%. Welltower’s dividend payout ratio (DPR) is currently 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.