Donoghue Forlines LLC Invests $2.49 Million in Welltower Inc. $WELL

Donoghue Forlines LLC purchased a new position in shares of Welltower Inc. (NYSE:WELL) in the 4th quarter, Holdings Channel reports. The institutional investor purchased 13,423 shares of the real estate investment trust’s stock, valued at approximately $2,491,000. Welltower makes up about 0.8% of Donoghue Forlines LLC’s portfolio, making the stock its 21st largest position.

Several other hedge funds and other institutional investors have also made changes to their positions in the company. CYBER HORNET ETFs LLC raised its stake in shares of Welltower by 3.5% during the 3rd quarter. CYBER HORNET ETFs LLC now owns 1,582 shares of the real estate investment trust’s stock worth $282,000 after buying an additional 53 shares during the last quarter. Frank Rimerman Advisors LLC increased its position in Welltower by 0.6% during the 3rd quarter. Frank Rimerman Advisors LLC now owns 9,774 shares of the real estate investment trust’s stock worth $1,741,000 after purchasing an additional 55 shares in the last quarter. Onyx Bridge Wealth Group LLC increased its position in Welltower by 3.8% during the 3rd quarter. Onyx Bridge Wealth Group LLC now owns 1,515 shares of the real estate investment trust’s stock worth $270,000 after purchasing an additional 56 shares in the last quarter. Verdence Capital Advisors LLC increased its position in Welltower by 4.2% during the 4th quarter. Verdence Capital Advisors LLC now owns 1,385 shares of the real estate investment trust’s stock worth $257,000 after purchasing an additional 56 shares in the last quarter. Finally, Wedmont Private Capital increased its position in Welltower by 0.6% during the 4th quarter. Wedmont Private Capital now owns 9,279 shares of the real estate investment trust’s stock worth $1,723,000 after purchasing an additional 57 shares in the last quarter. Institutional investors and hedge funds own 94.80% of the company’s stock.

Welltower Stock Down 1.1%

WELL opened at $217.75 on Friday. The company has a debt-to-equity ratio of 0.40, a current ratio of 4.31 and a quick ratio of 4.31. The stock has a market capitalization of $153.71 billion, a price-to-earnings ratio of 107.80, a price-to-earnings-growth ratio of 1.15 and a beta of 0.83. The business has a 50-day moving average of $207.02 and a two-hundred day moving average of $198.36. Welltower Inc. has a 12 month low of $143.78 and a 12 month high of $221.68.

Welltower (NYSE:WELL) last posted 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 company had revenue of $3.35 billion during 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 revenue was up 38.3% on a year-over-year basis. During the same quarter in the previous year, the business earned $1.20 EPS. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. On average, research analysts expect that Welltower Inc. will post 6.29 earnings per share for the current year.

Welltower Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, May 21st. Shareholders of record on Wednesday, May 13th will be issued a $0.74 dividend. The ex-dividend date is Wednesday, May 13th. This represents a $2.96 annualized dividend and a yield of 1.4%. Welltower’s payout ratio is 146.53%.

Analysts Set New Price Targets

WELL has been the subject of a number of recent research reports. Scotiabank lifted their price objective on Welltower from $214.00 to $236.00 and gave the stock a “sector outperform” rating in a research report on Monday, March 2nd. Wells Fargo & Company lifted their price objective on Welltower from $218.00 to $228.00 and gave the stock an “overweight” rating in a research report on Thursday, March 26th. Citigroup lifted their price objective on Welltower from $245.00 to $255.00 and gave the stock a “buy” rating in a research report on Tuesday, May 5th. Wall Street Zen upgraded Welltower from a “sell” rating to a “hold” rating in a research report on Saturday, May 2nd. Finally, Royal Bank Of Canada lifted their price objective on Welltower from $230.00 to $238.00 and gave the stock an “outperform” rating in a research report on Monday, May 4th. One research 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’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $229.67.

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.