Shrier Wealth Management LLC Buys New Position in Welltower Inc. $WELL

Shrier Wealth Management LLC purchased a new position in Welltower Inc. (NYSE:WELL) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 2,891 shares of the real estate investment trust’s stock, valued at approximately $537,000.

Several other large investors have also added to or reduced their stakes in the stock. Brighton Jones LLC lifted its position in shares of Welltower by 7.1% in the 4th 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 during the period. Empowered Funds LLC increased its position in shares of Welltower by 31.7% during 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 buying an additional 3,564 shares during the period. Sivia Capital Partners LLC raised its stake in Welltower by 7.1% in the second 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 in the last quarter. M&T Bank Corp raised its stake in Welltower by 0.4% in the second quarter. M&T Bank Corp now owns 80,227 shares of the real estate investment trust’s stock worth $12,334,000 after buying an additional 302 shares in the last quarter. Finally, Quantbot Technologies LP lifted its holdings in Welltower by 159.2% in the second quarter. Quantbot Technologies LP now owns 56,527 shares of the real estate investment trust’s stock worth $8,690,000 after buying an additional 34,715 shares during the period. Institutional investors own 94.80% of the company’s stock.

Welltower Price Performance

Shares of WELL opened at $197.92 on Wednesday. Welltower Inc. has a fifty-two week low of $130.29 and a fifty-two week high of $216.43. The firm’s 50-day simple moving average is $200.37 and its two-hundred day simple moving average is $190.39. The stock has a market cap of $138.10 billion, a PE ratio of 141.37, a price-to-earnings-growth ratio of 1.34 and a beta of 0.82. The company has a debt-to-equity ratio of 0.45, a quick ratio of 3.46 and a current ratio of 3.46.

Welltower (NYSE:WELL) last released its earnings results on Tuesday, February 10th. The real estate investment trust reported $1.45 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.44 by $0.01. The firm had revenue of $3.18 billion during the quarter, compared to analyst estimates of $2.93 billion. Welltower had a net margin of 8.64% and a return on equity of 2.46%. The business’s revenue was up 41.3% on a year-over-year basis. During the same period last year, the business earned $1.13 earnings per share. Welltower has set its FY 2026 guidance at 6.090-6.25 EPS. Analysts anticipate that Welltower Inc. will post 4.88 earnings per share for the current fiscal year.

Welltower Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Tuesday, March 10th. Shareholders of record on Wednesday, February 25th were issued a $0.74 dividend. This represents a $2.96 annualized dividend and a yield of 1.5%. The ex-dividend date of this dividend was Wednesday, February 25th. Welltower’s payout ratio is 211.43%.

Wall Street Analysts Forecast Growth

Several research firms have weighed in on WELL. Wells Fargo & Company lifted their price objective on Welltower from $218.00 to $228.00 and gave the company an “overweight” rating in a research report on Thursday, March 26th. Wall Street Zen cut Welltower from a “hold” rating to a “sell” rating in a research note on Saturday, February 14th. Mizuho lifted their price target on Welltower from $216.00 to $231.00 and gave the company an “outperform” rating in a research report on Wednesday, March 4th. Jefferies Financial Group reiterated a “buy” rating and issued a $231.00 price objective on shares of Welltower in a report on Monday, December 15th. Finally, UBS Group set a $240.00 price objective on Welltower in a report on Thursday, February 12th. One analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $225.43.

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.