Asset Planning Services Inc. LA ADV Purchases New Position in Welltower Inc. $WELL

Asset Planning Services Inc. LA ADV acquired a new position in shares of Welltower Inc. (NYSE:WELL) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 35,035 shares of the real estate investment trust’s stock, valued at approximately $6,503,000. Welltower comprises about 2.9% of Asset Planning Services Inc. LA ADV’s holdings, making the stock its 15th biggest holding.

Several other hedge funds also recently modified their holdings of the company. Brighton Jones LLC increased its position in Welltower by 7.1% in the 4th 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 in the last quarter. Empowered Funds LLC raised its stake in shares of Welltower by 31.7% in the first quarter. Empowered Funds LLC now owns 14,790 shares of the real estate investment trust’s stock worth $2,266,000 after acquiring an additional 3,564 shares during the last quarter. Sivia Capital Partners LLC lifted its position in shares of Welltower by 7.1% during the second 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 in the last quarter. Twin Peaks Wealth Advisors LLC bought a new stake in shares of Welltower during the second quarter valued at approximately $84,000. Finally, Trek Financial LLC grew its stake in shares of Welltower by 10.9% during the second quarter. Trek Financial LLC now owns 21,716 shares of the real estate investment trust’s stock valued at $3,338,000 after purchasing an additional 2,126 shares during the last quarter. Institutional investors and hedge funds own 94.80% of the company’s stock.

Analyst Upgrades and Downgrades

WELL has been the subject of several research reports. Wall Street Zen cut Welltower from a “hold” rating to a “sell” rating in a research note on Saturday, February 14th. Scotiabank upped their price target on Welltower from $214.00 to $236.00 and gave the company a “sector outperform” rating in a research note on Monday, March 2nd. Weiss Ratings cut Welltower from a “buy (b-)” rating to a “hold (c)” rating in a report on Tuesday, February 17th. Mizuho lifted their price objective on Welltower from $216.00 to $231.00 and gave the stock an “outperform” rating in a research report on Wednesday, March 4th. Finally, JPMorgan Chase & Co. reissued a “neutral” rating and set a $205.00 price objective on shares of Welltower in a report on Thursday, December 18th. One equities research 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, Welltower currently has a consensus rating of “Moderate Buy” and a consensus target price of $225.43.

Welltower Price Performance

Shares of WELL opened at $202.19 on Friday. 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 simple moving average of $201.04 and a 200 day simple moving average of $190.53. Welltower Inc. has a 52-week low of $130.29 and a 52-week high of $216.43. The firm has a market capitalization of $141.08 billion, a PE ratio of 144.42, a P/E/G ratio of 1.36 and a beta of 0.83.

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

Welltower Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Shareholders of record on Wednesday, February 25th were paid a $0.74 dividend. This represents a $2.96 dividend on an annualized basis and a yield of 1.5%. The ex-dividend date was Wednesday, February 25th. 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.