Sageworth Trust Co Has $329,000 Stake in Welltower Inc. $WELL

Sageworth Trust Co reduced its position in Welltower Inc. (NYSE:WELL) by 60.3% in the 4th quarter, Holdings Channel reports. The firm owned 1,775 shares of the real estate investment trust’s stock after selling 2,692 shares during the quarter. Sageworth Trust Co’s holdings in Welltower were worth $329,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also recently bought and sold shares of the business. Brighton Jones LLC raised its position in Welltower by 7.1% in the fourth quarter. Brighton Jones LLC now owns 4,185 shares of the real estate investment trust’s stock worth $527,000 after purchasing an additional 279 shares in the last quarter. Empowered Funds LLC raised its holdings in shares of Welltower by 31.7% in the 1st quarter. Empowered Funds LLC now owns 14,790 shares of the real estate investment trust’s stock worth $2,266,000 after buying an additional 3,564 shares in the last quarter. Sivia Capital Partners LLC lifted its position in shares of Welltower by 7.1% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,910 shares of the real estate investment trust’s stock worth $294,000 after buying an additional 127 shares during the period. Baird Financial Group Inc. lifted its position in shares of Welltower by 7.3% during the 2nd quarter. Baird Financial Group Inc. now owns 10,871 shares of the real estate investment trust’s stock worth $1,671,000 after buying an additional 735 shares during the period. Finally, NewEdge Advisors LLC boosted its stake in Welltower by 27.0% in the 2nd quarter. NewEdge Advisors LLC now owns 12,435 shares of the real estate investment trust’s stock valued at $1,912,000 after buying an additional 2,641 shares in the last quarter. Institutional investors own 94.80% of the company’s stock.

Analyst Ratings Changes

Several research analysts have issued reports on WELL shares. UBS Group increased their price objective on Welltower from $240.00 to $249.00 and gave the stock a “buy” rating in a research note on Monday. Citigroup increased their target price on shares of Welltower from $245.00 to $255.00 and gave the stock a “buy” rating in a research report on Tuesday. Wells Fargo & Company lifted their price target on shares of Welltower from $218.00 to $228.00 and gave the company an “overweight” rating in a report on Thursday, March 26th. Wall Street Zen raised shares of Welltower from a “sell” rating to a “hold” rating in a research note on Saturday, May 2nd. Finally, Cantor Fitzgerald raised their price objective on shares of Welltower from $204.00 to $230.00 and gave the stock an “overweight” rating in a report on Thursday, February 12th. 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 stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $228.53.

Welltower Stock Performance

Shares of NYSE:WELL opened at $216.29 on Thursday. The business has a fifty day moving average of $206.10 and a 200-day moving average of $196.68. The company has a debt-to-equity ratio of 0.40, a quick ratio of 4.31 and a current ratio of 4.31. Welltower Inc. has a twelve month low of $142.65 and a twelve month high of $219.59. The firm has a market cap of $152.68 billion, a PE ratio of 107.08, a price-to-earnings-growth ratio of 1.12 and a beta of 0.83.

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

Welltower Announces Dividend

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

Welltower Company 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.