Naviter Wealth LLC Lowers Stock Holdings in Welltower Inc. $WELL

Naviter Wealth LLC trimmed its stake in Welltower Inc. (NYSE:WELL) by 8.3% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 42,929 shares of the real estate investment trust’s stock after selling 3,896 shares during the period. Welltower comprises 1.0% of Naviter Wealth LLC’s holdings, making the stock its 19th biggest holding. Naviter Wealth LLC’s holdings in Welltower were worth $7,968,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors also recently added to or reduced their stakes in WELL. Hager Investment Management Services LLC boosted its position in Welltower by 84.4% in the 3rd quarter. Hager Investment Management Services LLC now owns 142 shares of the real estate investment trust’s stock valued at $25,000 after buying an additional 65 shares during the period. Marquette Asset Management LLC boosted its position in Welltower by 62.8% in the 4th quarter. Marquette Asset Management LLC now owns 153 shares of the real estate investment trust’s stock valued at $28,000 after buying an additional 59 shares during the period. Quarry LP purchased a new stake in Welltower in the 3rd quarter valued at about $33,000. MMA Asset Management LLC purchased a new stake in Welltower in the 3rd quarter valued at about $35,000. Finally, Global Wealth Strategies & Associates purchased a new stake in Welltower in the 3rd quarter valued at about $36,000. 94.80% of the stock is owned by hedge funds and other institutional investors.

Welltower Trading Up 0.2%

NYSE WELL opened at $201.33 on Wednesday. The company has a quick ratio of 3.46, a current ratio of 3.46 and a debt-to-equity ratio of 0.45. The firm has a market cap of $140.48 billion, a PE ratio of 143.81, a price-to-earnings-growth ratio of 1.38 and a beta of 0.83. The company has a 50 day moving average price of $202.11 and a 200 day moving average price of $191.62. Welltower Inc. has a 52 week low of $130.29 and a 52 week high of $216.43.

Welltower (NYSE:WELL) last posted its quarterly earnings data on Tuesday, February 10th. The real estate investment trust reported $1.45 EPS for the quarter, topping 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%. Welltower’s revenue was up 41.3% on a year-over-year basis. During the same quarter in the previous year, the business posted $1.13 EPS. Welltower has set its FY 2026 guidance at 6.090-6.25 EPS. As a group, sell-side analysts forecast that Welltower Inc. will post 4.88 EPS for the current fiscal year.

Welltower Dividend Announcement

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

Wall Street Analysts Forecast Growth

WELL has been the subject of several recent research reports. Royal Bank Of Canada boosted their price target on shares of Welltower from $207.00 to $230.00 and gave the company an “outperform” rating in a report on Tuesday, February 24th. UBS Group set a $240.00 price target on shares of Welltower in a report on Thursday, February 12th. Weiss Ratings lowered shares of Welltower from a “buy (b-)” rating to a “hold (c)” rating in a report on Tuesday, February 17th. Wall Street Zen lowered shares of Welltower from a “hold” rating to a “sell” rating in a report on Saturday, February 14th. Finally, JPMorgan Chase & Co. restated a “neutral” rating and issued a $205.00 price target on shares of Welltower in a report on Thursday, December 18th. One equities research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, Welltower presently has an average rating of “Moderate Buy” and an average target price of $225.43.

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.