Peak Planning Group LLC Invests $661,000 in Welltower Inc. $WELL

Peak Planning Group LLC bought a new position in shares of Welltower Inc. (NYSE:WELL) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund bought 3,562 shares of the real estate investment trust’s stock, valued at approximately $661,000.

Several other institutional investors and hedge funds have also made changes to their positions in the stock. Cardano Risk Management B.V. boosted its holdings in shares of Welltower by 955.3% during the 4th quarter. Cardano Risk Management B.V. now owns 9,513,540 shares of the real estate investment trust’s stock worth $1,765,808,000 after purchasing an additional 8,612,016 shares during the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its holdings in shares of Welltower by 6.5% during the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 22,474 shares of the real estate investment trust’s stock worth $4,171,000 after purchasing an additional 1,379 shares during the last quarter. Wells Fargo & Company MN boosted its holdings in shares of Welltower by 12.9% during the 4th quarter. Wells Fargo & Company MN now owns 1,264,878 shares of the real estate investment trust’s stock worth $234,774,000 after purchasing an additional 144,058 shares during the last quarter. Van Lanschot Kempen Investment Management N.V. boosted its holdings in shares of Welltower by 10.6% during the 4th quarter. Van Lanschot Kempen Investment Management N.V. now owns 116,066 shares of the real estate investment trust’s stock worth $21,543,000 after purchasing an additional 11,157 shares during the last quarter. Finally, Banco Santander S.A. boosted its holdings in shares of Welltower by 58.0% during the 4th quarter. Banco Santander S.A. now owns 165,390 shares of the real estate investment trust’s stock worth $30,698,000 after purchasing an additional 60,703 shares during the last quarter. 94.80% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

WELL has been the topic of several recent research reports. Citigroup boosted their target price on Welltower from $245.00 to $255.00 and gave the stock a “buy” rating in a report on Tuesday, May 5th. Wells Fargo & Company boosted their target price on Welltower from $228.00 to $237.00 and gave the stock an “overweight” rating in a report on Monday, June 1st. Royal Bank Of Canada lifted their price target on shares of Welltower from $230.00 to $238.00 and gave the company an “outperform” rating in a research report on Monday, May 4th. Weiss Ratings raised shares of Welltower from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Tuesday, June 2nd. Finally, Scotiabank lifted their price target on shares of Welltower from $236.00 to $248.00 and gave the company an “outperform” rating in a research report on Thursday, May 21st. One investment analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $231.60.

Welltower Stock Up 1.6%

WELL stock opened at $213.96 on Friday. The firm has a market cap of $151.03 billion, a PE ratio of 105.92, a PEG ratio of 1.09 and a beta of 0.79. The company has a debt-to-equity ratio of 0.40, a quick ratio of 4.31 and a current ratio of 4.31. The firm’s 50 day moving average price is $209.96 and its 200-day moving average price is $201.30. Welltower Inc. has a one year low of $148.97 and a one year high of $221.68.

Welltower (NYSE:WELL) last released its quarterly earnings results on Tuesday, April 28th. The real estate investment trust reported $1.02 EPS for the quarter, beating the consensus estimate of $0.68 by $0.34. The firm had revenue of $3.35 billion for the quarter, compared to analyst estimates of $3.12 billion. Welltower had a net margin of 11.96% and a return on equity of 3.45%. The business’s revenue for the quarter was up 38.3% compared to the same quarter last year. During the same quarter in the previous year, the company earned $1.20 EPS. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. On average, equities research analysts anticipate that Welltower Inc. will post 6.32 EPS for the current year.

Welltower Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Thursday, May 21st. Stockholders of record on Wednesday, May 13th were given a dividend of $0.74 per share. This represents a $2.96 annualized dividend and a dividend yield of 1.4%. The ex-dividend date of this dividend was Wednesday, May 13th. Welltower’s 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.