Rothschild Capital Partners LLC Buys 710 Shares of Welltower Inc. (NYSE:WELL)

Rothschild Capital Partners LLC lifted its position in Welltower Inc. (NYSE:WELL) by 39.1% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 2,524 shares of the real estate investment trust’s stock after purchasing an additional 710 shares during the period. Rothschild Capital Partners LLC’s holdings in Welltower were worth $318,000 as of its most recent SEC filing.

Other hedge funds also recently made changes to their positions in the company. Laurel Wealth Advisors LLC purchased a new position in Welltower during the 4th quarter valued at $25,000. Roxbury Financial LLC purchased a new position in shares of Welltower during the fourth quarter valued at about $26,000. Sierra Ocean LLC bought a new position in Welltower in the fourth quarter worth about $28,000. Versant Capital Management Inc lifted its holdings in Welltower by 165.5% in the fourth quarter. Versant Capital Management Inc now owns 300 shares of the real estate investment trust’s stock worth $38,000 after buying an additional 187 shares during the period. Finally, First Command Advisory Services Inc. bought a new stake in Welltower during the 4th quarter valued at approximately $50,000. 94.80% of the stock is owned by hedge funds and other institutional investors.

Welltower Trading Up 0.1 %

NYSE:WELL opened at $147.75 on Friday. The company has a 50 day simple moving average of $148.08 and a two-hundred day simple moving average of $138.07. The company has a market cap of $96.26 billion, a PE ratio of 94.71, a price-to-earnings-growth ratio of 2.87 and a beta of 0.93. The company has a current ratio of 4.22, a quick ratio of 4.22 and a debt-to-equity ratio of 0.48. Welltower Inc. has a 12 month low of $92.73 and a 12 month high of $158.55.

Welltower (NYSE:WELL) last posted its earnings results on Tuesday, February 11th. The real estate investment trust reported $1.13 earnings per share for the quarter, beating analysts’ consensus estimates of $0.40 by $0.73. Welltower had a return on equity of 3.15% and a net margin of 11.91%. Research analysts forecast that Welltower Inc. will post 4.88 earnings per share for the current year.

Welltower Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Thursday, March 6th. Shareholders of record on Tuesday, February 25th were given a $0.67 dividend. The ex-dividend date was Tuesday, February 25th. This represents a $2.68 annualized dividend and a yield of 1.81%. Welltower’s payout ratio is presently 171.79%.

Wall Street Analysts Forecast Growth

WELL has been the subject of a number of research analyst reports. StockNews.com upgraded Welltower from a “sell” rating to a “hold” rating in a research note on Friday, April 18th. Wells Fargo & Company reissued an “equal weight” rating on shares of Welltower in a research report on Thursday, April 17th. Royal Bank of Canada upgraded shares of Welltower from a “sector perform” rating to an “outperform” rating and upped their price objective for the stock from $146.00 to $168.00 in a report on Friday, February 28th. Mizuho lifted their target price on shares of Welltower from $141.00 to $170.00 and gave the company an “outperform” rating in a report on Tuesday, March 18th. Finally, Evercore ISI upped their price target on Welltower from $144.00 to $145.00 and gave the stock an “in-line” rating in a research note on Tuesday, March 4th. One investment analyst has rated the stock with a sell rating, three have assigned a hold rating, eight have assigned a buy rating and two have given a strong buy rating to the company. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $156.46.

About Welltower

Welltower Inc (NYSE:WELL), a real estate investment trust (“REIT”) and S&P 500 company headquartered in Toledo, Ohio, is driving the transformation of health care infrastructure. Welltower invests with leading seniors housing operators, post-acute providers and health systems to fund the real estate infrastructure needed to scale innovative care delivery models and improve people’s wellness and overall health care experience.