Welltower Inc. $WELL Shares Purchased by GRIMES & Co WEALTH MANAGEMENT LLC

GRIMES & Co WEALTH MANAGEMENT LLC boosted its stake in shares of Welltower Inc. (NYSE:WELL) by 27.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 11,658 shares of the real estate investment trust’s stock after purchasing an additional 2,476 shares during the period. GRIMES & Co WEALTH MANAGEMENT LLC’s holdings in Welltower were worth $2,164,000 at the end of the most recent reporting period.

Other hedge funds also recently made changes to their positions in the company. CYBER HORNET ETFs LLC increased its holdings in shares of Welltower by 3.5% during the 3rd quarter. CYBER HORNET ETFs LLC now owns 1,582 shares of the real estate investment trust’s stock worth $282,000 after buying an additional 53 shares during the last quarter. Frank Rimerman Advisors LLC boosted its holdings in Welltower by 0.6% in the third quarter. Frank Rimerman Advisors LLC now owns 9,774 shares of the real estate investment trust’s stock valued at $1,741,000 after acquiring an additional 55 shares during the last quarter. Onyx Bridge Wealth Group LLC grew its position in Welltower by 3.8% during the third quarter. Onyx Bridge Wealth Group LLC now owns 1,515 shares of the real estate investment trust’s stock valued at $270,000 after acquiring an additional 56 shares during the period. Verdence Capital Advisors LLC grew its position in Welltower by 4.2% during the fourth quarter. Verdence Capital Advisors LLC now owns 1,385 shares of the real estate investment trust’s stock valued at $257,000 after acquiring an additional 56 shares during the period. Finally, Wedmont Private Capital increased its stake in Welltower by 0.6% during the fourth quarter. Wedmont Private Capital now owns 9,279 shares of the real estate investment trust’s stock worth $1,723,000 after acquiring an additional 57 shares during the last quarter. Institutional investors and hedge funds own 94.80% of the company’s stock.

Welltower Stock Up 0.7%

Shares of Welltower stock opened at $214.46 on Friday. Welltower Inc. has a 1-year low of $142.65 and a 1-year high of $219.59. The company has a market capitalization of $151.39 billion, a PE ratio of 106.17, a P/E/G ratio of 1.11 and a beta of 0.83. The company has a debt-to-equity ratio of 0.40, a current ratio of 4.31 and a quick ratio of 4.31. The business has a 50-day moving average of $206.17 and a 200-day moving average of $196.94.

Welltower (NYSE:WELL) last issued its quarterly earnings results on Tuesday, April 28th. The real estate investment trust reported $1.02 EPS for the quarter, beating analysts’ consensus estimates of $0.68 by $0.34. Welltower had a return on equity of 3.45% and a net margin of 11.96%.The firm had revenue of $3.35 billion during the quarter, compared to the consensus estimate of $3.12 billion. During the same quarter in the prior year, the business posted $1.20 earnings per share. Welltower’s revenue for the quarter was up 38.3% on a year-over-year basis. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. As a group, equities analysts forecast that Welltower Inc. will post 6.29 EPS for the current fiscal year.

Welltower Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, May 21st. Stockholders of record on Wednesday, May 13th will be paid a dividend of $0.74 per share. This represents a $2.96 annualized dividend and a dividend yield of 1.4%. The ex-dividend date is Wednesday, May 13th. Welltower’s dividend payout ratio is 146.53%.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently commented on the company. UBS Group raised their price objective on Welltower from $240.00 to $249.00 and gave the stock a “buy” rating in a report on Monday. Wells Fargo & Company increased their target price on shares of Welltower from $218.00 to $228.00 and gave the stock an “overweight” rating in a research report on Thursday, March 26th. BMO Capital Markets restated an “outperform” rating and issued a $245.00 price target on shares of Welltower in a report on Monday. Mizuho lifted their price target on shares of Welltower from $216.00 to $231.00 and gave the company an “outperform” rating in a research report on Wednesday, March 4th. Finally, Morgan Stanley boosted their price objective on shares of Welltower from $200.00 to $215.00 and gave the stock an “overweight” rating in a research note on Wednesday, February 18th. One investment analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat.com, Welltower currently has an average rating of “Moderate Buy” and an average price target of $228.53.

Welltower 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.