Welltower Inc. $WELL Shares Bought by Kingswood Wealth Advisors LLC

Kingswood Wealth Advisors LLC lifted its stake in Welltower Inc. (NYSE:WELL) by 112.3% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 6,565 shares of the real estate investment trust’s stock after buying an additional 3,472 shares during the period. Kingswood Wealth Advisors LLC’s holdings in Welltower were worth $1,169,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Brighton Jones LLC raised its stake in shares of Welltower by 7.1% during the fourth quarter. Brighton Jones LLC now owns 4,185 shares of the real estate investment trust’s stock valued at $527,000 after purchasing an additional 279 shares during the period. Integrated Wealth Concepts LLC grew its holdings in Welltower by 6.3% during the 1st quarter. Integrated Wealth Concepts LLC now owns 6,732 shares of the real estate investment trust’s stock valued at $1,031,000 after purchasing an additional 401 shares in the last quarter. Empowered Funds LLC grew its holdings in Welltower by 31.7% during the 1st quarter. Empowered Funds LLC now owns 14,790 shares of the real estate investment trust’s stock valued at $2,266,000 after purchasing an additional 3,564 shares in the last quarter. Woodline Partners LP increased its stake in Welltower by 45.1% during the 1st quarter. Woodline Partners LP now owns 51,324 shares of the real estate investment trust’s stock worth $7,863,000 after buying an additional 15,947 shares during the period. Finally, Bayforest Capital Ltd lifted its holdings in Welltower by 921.7% in the 1st quarter. Bayforest Capital Ltd now owns 1,226 shares of the real estate investment trust’s stock worth $188,000 after buying an additional 1,106 shares in the last quarter. 94.80% of the stock is owned by institutional investors and hedge funds.

Welltower Stock Performance

WELL opened at $186.12 on Friday. The company has a quick ratio of 5.47, a current ratio of 5.47 and a debt-to-equity ratio of 0.43. The firm has a market cap of $127.74 billion, a PE ratio of 128.36, a P/E/G ratio of 1.32 and a beta of 0.86. The business has a fifty day simple moving average of $192.61 and a 200-day simple moving average of $175.42. Welltower Inc. has a fifty-two week low of $123.11 and a fifty-two week high of $209.05.

Welltower (NYSE:WELL) last announced its earnings results on Monday, October 27th. The real estate investment trust reported $1.34 EPS for the quarter, beating the consensus estimate of $1.30 by $0.04. Welltower had a return on equity of 2.71% and a net margin of 9.69%.The business had revenue of $2.69 billion during the quarter, compared to the consensus estimate of $2.70 billion. During the same period in the prior year, the business posted $1.11 earnings per share. Welltower’s revenue was up 30.7% compared to the same quarter last year. Welltower has set its FY 2025 guidance at 5.240-5.300 EPS. As a group, equities analysts predict that Welltower Inc. will post 4.88 EPS for the current fiscal year.

Welltower Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Thursday, November 20th. Shareholders of record on Tuesday, November 11th were issued a $0.74 dividend. This represents a $2.96 annualized dividend and a dividend yield of 1.6%. The ex-dividend date was Monday, November 10th. Welltower’s dividend payout ratio (DPR) is presently 204.14%.

Analyst Ratings Changes

Several brokerages have recently weighed in on WELL. Morgan Stanley raised their target price on Welltower from $170.00 to $200.00 and gave the company an “overweight” rating in a research note on Thursday, November 20th. Wall Street Zen lowered Welltower from a “hold” rating to a “sell” rating in a report on Saturday, December 20th. Wells Fargo & Company increased their target price on shares of Welltower from $200.00 to $218.00 and gave the stock an “overweight” rating in a report on Tuesday, November 25th. Jefferies Financial Group reaffirmed a “buy” rating and set a $231.00 target price on shares of Welltower in a report on Monday, December 15th. Finally, Evercore ISI increased their price objective on shares of Welltower from $175.00 to $183.00 and gave the stock an “in-line” rating in a report on Monday, September 15th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, Welltower presently has an average rating of “Moderate Buy” and a consensus target price of $204.80.

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.