Brookstone Capital Management Raises Position in Welltower Inc. $WELL

Brookstone Capital Management grew its stake in Welltower Inc. (NYSE:WELL) by 15.0% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 52,177 shares of the real estate investment trust’s stock after purchasing an additional 6,818 shares during the period. Brookstone Capital Management’s holdings in Welltower were worth $9,685,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of the stock. Retirement Systems of Alabama lifted its position in Welltower by 6.7% in the fourth quarter. Retirement Systems of Alabama now owns 529,557 shares of the real estate investment trust’s stock worth $98,291,000 after buying an additional 33,271 shares during the last quarter. J. Safra Sarasin Holding AG increased its position in Welltower by 231.7% during the fourth quarter. J. Safra Sarasin Holding AG now owns 15,833 shares of the real estate investment trust’s stock valued at $2,939,000 after acquiring an additional 11,060 shares during the last quarter. AA Financial Advisors LLC increased its position in Welltower by 8.1% during the fourth quarter. AA Financial Advisors LLC now owns 3,838 shares of the real estate investment trust’s stock valued at $712,000 after acquiring an additional 289 shares during the last quarter. Spire Wealth Management raised its stake in shares of Welltower by 553.0% in the fourth quarter. Spire Wealth Management now owns 27,333 shares of the real estate investment trust’s stock valued at $5,073,000 after acquiring an additional 23,147 shares during the period. Finally, Barnes Dennig Private Wealth Management LLC raised its stake in shares of Welltower by 2,934.6% in the fourth quarter. Barnes Dennig Private Wealth Management LLC now owns 789 shares of the real estate investment trust’s stock valued at $146,000 after acquiring an additional 763 shares during the period. Hedge funds and other institutional investors own 94.80% of the company’s stock.

Analysts Set New Price Targets

Several analysts have issued reports on WELL shares. KeyCorp raised their price objective on shares of Welltower from $210.00 to $240.00 and gave the stock an “overweight” rating in a research note on Tuesday, February 24th. Jefferies Financial Group reissued a “buy” rating and set a $231.00 price target on shares of Welltower in a research note on Monday, December 15th. Scotiabank boosted their price objective on Welltower from $214.00 to $236.00 and gave the company a “sector outperform” rating in a report on Monday, March 2nd. Wall Street Zen downgraded Welltower from a “hold” rating to a “sell” rating in a research report on Saturday, February 14th. Finally, Mizuho lifted their target price on Welltower from $216.00 to $231.00 and gave the stock 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 assigned a Sell rating to the company’s stock. According to MarketBeat, Welltower presently has a consensus rating of “Moderate Buy” and a consensus price target of $225.43.

Welltower Stock Performance

Shares of NYSE:WELL opened at $197.92 on Wednesday. The firm has a market cap of $138.10 billion, a PE ratio of 141.37, a price-to-earnings-growth ratio of 1.34 and a beta of 0.82. The firm’s 50 day simple moving average is $200.37 and its 200-day simple moving average is $190.39. Welltower Inc. has a one year low of $130.29 and a one year 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.

Welltower (NYSE:WELL) last posted its quarterly earnings results on Tuesday, February 10th. The real estate investment trust reported $1.45 earnings per share for the quarter, beating the consensus estimate of $1.44 by $0.01. Welltower had a net margin of 8.64% and a return on equity of 2.46%. The firm had revenue of $3.18 billion during the quarter, compared to the consensus estimate of $2.93 billion. During the same quarter in the previous year, the firm posted $1.13 earnings per share. The company’s revenue was up 41.3% on a year-over-year basis. Welltower has set its FY 2026 guidance at 6.090-6.25 EPS. As a group, equities analysts predict that Welltower Inc. will post 4.88 EPS for the current year.

Welltower Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, March 10th. Shareholders of record on Wednesday, February 25th were issued a $0.74 dividend. This represents a $2.96 annualized dividend and a dividend yield of 1.5%. The ex-dividend date was Wednesday, February 25th. Welltower’s dividend payout ratio 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.