Warwick Investment Management Inc. Purchases Shares of 2,770 Welltower Inc. $WELL

Warwick Investment Management Inc. acquired a new stake in Welltower Inc. (NYSE:WELL) in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm acquired 2,770 shares of the real estate investment trust’s stock, valued at approximately $493,000.

A number of other large investors have also recently made changes to their positions in the company. Brighton Jones LLC grew its holdings in Welltower by 7.1% during the 4th quarter. Brighton Jones LLC now owns 4,185 shares of the real estate investment trust’s stock worth $527,000 after acquiring an additional 279 shares in the last quarter. Empowered Funds LLC lifted its position in Welltower by 31.7% in the first quarter. Empowered Funds LLC now owns 14,790 shares of the real estate investment trust’s stock valued at $2,266,000 after acquiring an additional 3,564 shares during the last quarter. Focus Partners Wealth lifted its holdings in shares of Welltower by 5.8% in the 1st quarter. Focus Partners Wealth now owns 39,033 shares of the real estate investment trust’s stock valued at $5,980,000 after purchasing an additional 2,128 shares during the last quarter. Geneos Wealth Management Inc. boosted its holdings in shares of Welltower by 7.9% in the first quarter. Geneos Wealth Management Inc. now owns 7,022 shares of the real estate investment trust’s stock valued at $1,076,000 after acquiring an additional 514 shares during the period. Finally, Advisors Capital Management LLC acquired a new stake in Welltower during the 1st quarter worth $223,000. 94.80% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

WELL has been the topic of several analyst reports. Wells Fargo & Company lifted their target price on Welltower from $200.00 to $218.00 and gave the company an “overweight” rating in a research note on Tuesday, November 25th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Welltower in a report on Monday, December 29th. Loop Capital set a $196.00 target price on shares of Welltower in a report on Wednesday, October 29th. Evercore ISI lifted their price target on shares of Welltower from $175.00 to $183.00 and gave the company an “in-line” rating in a research report on Monday, September 15th. Finally, National Bankshares set a $246.00 price target on Welltower in a research note on Friday, October 17th. One investment analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $204.80.

Welltower Stock Down 0.1%

WELL opened at $186.12 on Friday. The firm has a market cap of $127.74 billion, a P/E ratio of 128.36, a PEG ratio of 1.31 and a beta of 0.86. The business’s fifty day simple moving average is $192.61 and its 200 day simple moving average is $175.57. Welltower Inc. has a 52 week low of $123.11 and a 52 week high of $209.05. The company has a quick ratio of 5.47, a current ratio of 5.47 and a debt-to-equity ratio of 0.43.

Welltower (NYSE:WELL) last released its earnings results on Monday, October 27th. The real estate investment trust reported $1.34 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.30 by $0.04. Welltower had a net margin of 9.69% and a return on equity of 2.71%. The company had revenue of $2.69 billion for the quarter, compared to analyst estimates of $2.70 billion. During the same period in the prior year, the firm earned $1.11 EPS. The firm’s quarterly revenue was up 30.7% on a year-over-year basis. Welltower has set its FY 2025 guidance at 5.240-5.300 EPS. As a group, equities research analysts anticipate that Welltower Inc. will post 4.88 EPS for the current fiscal year.

Welltower Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, November 20th. Investors of record on Tuesday, November 11th were issued a $0.74 dividend. The ex-dividend date was Monday, November 10th. This represents a $2.96 annualized dividend and a yield of 1.6%. Welltower’s dividend payout ratio (DPR) is presently 204.14%.

About Welltower

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.