Retireful LLC Makes New $571,000 Investment in Welltower Inc. $WELL

Retireful LLC purchased a new stake in Welltower Inc. (NYSE:WELL) during the fourth quarter, according to its most recent filing with the SEC. The firm purchased 3,036 shares of the real estate investment trust’s stock, valued at approximately $571,000.

Other institutional investors also recently added to or reduced their stakes in the company. Hager Investment Management Services LLC lifted its position in shares of Welltower by 84.4% during the third 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 last quarter. Quarry LP bought a new position in shares of Welltower during the 3rd quarter worth approximately $33,000. MMA Asset Management LLC purchased a new stake in Welltower during the third quarter valued at approximately $35,000. Global Wealth Strategies & Associates purchased a new stake in Welltower during the third quarter valued at approximately $36,000. Finally, Newbridge Financial Services Group Inc. grew its holdings in Welltower by 39.5% in the second quarter. Newbridge Financial Services Group Inc. now owns 307 shares of the real estate investment trust’s stock worth $47,000 after purchasing an additional 87 shares during the last quarter. Institutional investors own 94.80% of the company’s stock.

Analyst Upgrades and Downgrades

WELL has been the subject of several analyst reports. Morgan Stanley increased their price objective on Welltower from $200.00 to $215.00 and gave the company an “overweight” rating in a report on Wednesday, February 18th. KeyCorp upped their target price on Welltower from $210.00 to $240.00 and gave the company an “overweight” rating in a research report on Tuesday, February 24th. Wall Street Zen downgraded Welltower from a “hold” rating to a “sell” rating in a report on Saturday, February 14th. Weiss Ratings lowered Welltower from a “buy (b-)” rating to a “hold (c)” rating in a research note on Tuesday, February 17th. Finally, Jefferies Financial Group restated a “buy” rating and set a $231.00 price objective on shares of Welltower in a report on Monday, December 15th. One equities research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, Welltower currently has an average rating of “Moderate Buy” and a consensus target price of $225.43.

Welltower Stock Up 0.7%

Welltower stock opened at $199.15 on Thursday. The business’s 50-day simple moving average is $200.63 and its two-hundred day simple moving average is $190.45. The company has a debt-to-equity ratio of 0.45, a quick ratio of 3.46 and a current ratio of 3.46. The company has a market cap of $138.96 billion, a PE ratio of 142.25, a PEG ratio of 1.35 and a beta of 0.82. Welltower Inc. has a fifty-two week low of $130.29 and a fifty-two week high of $216.43.

Welltower (NYSE:WELL) last announced its quarterly earnings data on Tuesday, February 10th. The real estate investment trust reported $1.45 earnings per share (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 analysts’ expectations of $2.93 billion. Welltower had a return on equity of 2.46% and a net margin of 8.64%.The company’s revenue for the quarter was up 41.3% compared to the same quarter last year. During the same period last year, the business posted $1.13 earnings per share. Welltower has set its FY 2026 guidance at 6.090-6.25 EPS. Equities analysts anticipate that Welltower Inc. will post 4.88 EPS for the current year.

Welltower Dividend Announcement

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

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.