Trek Financial LLC Invests $3.99 Million in Welltower Inc. $WELL

Trek Financial LLC bought a new position in shares of Welltower Inc. (NYSE:WELL) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 21,472 shares of the real estate investment trust’s stock, valued at approximately $3,985,000.

A number of other hedge funds and other institutional investors have also modified their holdings of the business. AG2R LA Mondiale Gestion D Actifs increased its position in shares of Welltower by 8.5% during the fourth quarter. AG2R LA Mondiale Gestion D Actifs now owns 27,288 shares of the real estate investment trust’s stock worth $5,065,000 after acquiring an additional 2,129 shares during the last quarter. Valeo Financial Advisors LLC grew its stake in Welltower by 5.1% in the fourth quarter. Valeo Financial Advisors LLC now owns 4,765 shares of the real estate investment trust’s stock worth $884,000 after purchasing an additional 230 shares in the last quarter. Swiss Life Asset Management Ltd grew its stake in Welltower by 10.6% in the fourth quarter. Swiss Life Asset Management Ltd now owns 138,267 shares of the real estate investment trust’s stock worth $25,664,000 after purchasing an additional 13,254 shares in the last quarter. ABN AMRO Bank N.V. grew its stake in Welltower by 3.0% in the fourth quarter. ABN AMRO Bank N.V. now owns 107,539 shares of the real estate investment trust’s stock worth $19,911,000 after purchasing an additional 3,172 shares in the last quarter. Finally, Income Insurance Ltd acquired a new position in Welltower in the fourth quarter worth about $380,000. 94.80% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of equities analysts recently commented on WELL shares. Morgan Stanley lifted their price target on Welltower from $200.00 to $215.00 and gave the stock an “overweight” rating in a research note on Wednesday, February 18th. Weiss Ratings upgraded Welltower from a “hold (c)” rating to a “buy (b-)” rating in a research note on Friday, May 1st. Mizuho lifted their price target on Welltower from $216.00 to $231.00 and gave the stock an “outperform” rating in a research note on Wednesday, March 4th. KeyCorp lifted their price target on Welltower from $210.00 to $240.00 and gave the stock an “overweight” rating in a research note on Tuesday, February 24th. Finally, BMO Capital Markets reiterated an “outperform” rating and issued a $245.00 price target on shares of Welltower in a research note on Monday, May 4th. One investment analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Welltower presently has a consensus rating of “Moderate Buy” and an average price target of $228.53.

Welltower Stock Performance

WELL opened at $214.52 on Tuesday. The business’s 50 day moving average is $206.42 and its 200-day moving average is $197.48. The stock has a market cap of $151.43 billion, a PE ratio of 106.20, a price-to-earnings-growth ratio of 1.12 and a beta of 0.83. 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 twelve month low of $142.65 and a twelve month high of $219.59.

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 return on equity of 3.45% and a net margin of 11.96%.The business had revenue of $3.35 billion during the quarter, compared to analyst estimates of $3.12 billion. During the same period in the prior year, the company posted $1.20 EPS. The business’s revenue for the quarter was up 38.3% compared to the same quarter last year. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. On average, analysts predict that Welltower Inc. will post 6.29 earnings per share for the current year.

Welltower Dividend Announcement

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