Cvfg LLC Buys Shares of 5,651 Welltower Inc. $WELL

Cvfg LLC bought a new stake in Welltower Inc. (NYSE:WELL) in the first quarter, Holdings Channel.com reports. The institutional investor bought 5,651 shares of the real estate investment trust’s stock, valued at approximately $1,117,000.

Several other hedge funds and other institutional investors have also modified their holdings of WELL. Armor Investment Advisors LLC acquired a new position in shares of Welltower in the 1st quarter valued at about $200,000. Resonant Capital Advisors LLC lifted its position in shares of Welltower by 13.1% in the first quarter. Resonant Capital Advisors LLC now owns 2,698 shares of the real estate investment trust’s stock worth $533,000 after purchasing an additional 312 shares in the last quarter. Kathmere Capital Management LLC boosted its holdings in shares of Welltower by 17.9% during the first quarter. Kathmere Capital Management LLC now owns 1,349 shares of the real estate investment trust’s stock worth $267,000 after purchasing an additional 205 shares during the period. Appleton Partners Inc. MA boosted its holdings in shares of Welltower by 2.3% during the first quarter. Appleton Partners Inc. MA now owns 95,106 shares of the real estate investment trust’s stock worth $18,803,000 after purchasing an additional 2,140 shares during the period. Finally, Abel Hall LLC grew its position in Welltower by 23.7% during the first quarter. Abel Hall LLC now owns 1,726 shares of the real estate investment trust’s stock valued at $341,000 after purchasing an additional 331 shares in the last quarter. Institutional investors and hedge funds own 94.80% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts have weighed in on WELL shares. Citigroup upped their price objective on shares of Welltower from $245.00 to $255.00 and gave the company a “buy” rating in a research note on Tuesday, May 5th. Mizuho set a $239.00 price target on shares of Welltower in a research note on Friday, May 22nd. Raymond James Financial began coverage on Welltower in a report on Tuesday, June 16th. They set an “outperform” rating and a $226.00 price objective for the company. Weiss Ratings cut Welltower from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Wednesday, June 24th. Finally, BMO Capital Markets reaffirmed an “outperform” rating and issued a $245.00 target price on shares of Welltower in a research report on Monday, May 4th. Thirteen analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $234.72.

Welltower Stock Down 1.5%

Welltower stock opened at $234.01 on Thursday. The company has a market capitalization of $165.19 billion, a P/E ratio of 115.85, a P/E/G ratio of 1.17 and a beta of 0.77. The firm’s fifty day simple moving average is $215.70 and its 200-day simple moving average is $204.46. The company has a current ratio of 4.31, a quick ratio of 4.31 and a debt-to-equity ratio of 0.40. Welltower Inc. has a 1-year low of $150.70 and a 1-year high of $239.10.

Welltower (NYSE:WELL) last issued its quarterly earnings data on Tuesday, April 28th. The real estate investment trust reported $1.02 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.68 by $0.34. Welltower had a net margin of 11.96% and a return on equity of 3.45%. The firm had revenue of $3.35 billion during the quarter, compared to analysts’ expectations of $3.12 billion. During the same period in the prior year, the company 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. Sell-side analysts forecast that Welltower Inc. will post 6.32 earnings per share for the current fiscal year.

Welltower Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Thursday, May 21st. Investors of record on Wednesday, May 13th were paid a $0.74 dividend. This represents a $2.96 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date of this dividend was Wednesday, May 13th. Welltower’s dividend payout ratio (DPR) is presently 146.53%.

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.