Welltower Inc. $WELL Shares Bought by CreativeOne Wealth LLC

CreativeOne Wealth LLC raised its stake in Welltower Inc. (NYSE:WELL) by 23.7% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 14,128 shares of the real estate investment trust’s stock after buying an additional 2,703 shares during the quarter. CreativeOne Wealth LLC’s holdings in Welltower were worth $2,517,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also modified their holdings of WELL. Frank Rimerman Advisors LLC boosted its position in shares of 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 valued at $1,741,000 after acquiring an additional 55 shares during the last quarter. Onyx Bridge Wealth Group LLC grew its holdings in shares of Welltower by 3.8% in the third quarter. Onyx Bridge Wealth Group LLC now owns 1,515 shares of the real estate investment trust’s stock valued at $270,000 after purchasing an additional 56 shares during the period. Sachetta LLC increased its position in Welltower by 14.9% during the third quarter. Sachetta LLC now owns 448 shares of the real estate investment trust’s stock worth $80,000 after purchasing an additional 58 shares during the last quarter. PDS Planning Inc increased its position in Welltower by 1.4% during the third quarter. PDS Planning Inc now owns 4,326 shares of the real estate investment trust’s stock worth $771,000 after purchasing an additional 59 shares during the last quarter. Finally, Modera Wealth Management LLC raised its stake in Welltower by 3.4% during the third quarter. Modera Wealth Management LLC now owns 1,807 shares of the real estate investment trust’s stock worth $322,000 after purchasing an additional 60 shares during the period. 94.80% of the stock is owned by institutional investors and hedge funds.

Welltower Trading Up 1.6%

Shares of WELL stock opened at $207.61 on Tuesday. Welltower Inc. has a 1-year low of $130.29 and a 1-year high of $216.43. The firm has a market cap of $144.86 billion, a PE ratio of 148.29, a price-to-earnings-growth ratio of 1.39 and a beta of 0.82. The company has a 50-day moving average of $195.63 and a two-hundred day moving average of $186.50. The company has a debt-to-equity ratio of 0.45, a current ratio of 3.46 and a quick ratio of 3.46.

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

Welltower Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Wednesday, February 25th will be paid a dividend of $0.74 per share. This represents a $2.96 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date is Wednesday, February 25th. Welltower’s dividend payout ratio is 211.43%.

Analyst Ratings Changes

WELL has been the topic of several recent analyst reports. Weiss Ratings lowered shares of Welltower from a “buy (b-)” rating to a “hold (c)” rating in a report on Tuesday, February 17th. Mizuho raised their price target on shares of Welltower from $216.00 to $231.00 and gave the stock an “outperform” rating in a report on Wednesday, March 4th. Cantor Fitzgerald upped their price objective on Welltower from $204.00 to $230.00 and gave the company an “overweight” rating in a report on Thursday, February 12th. 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, JPMorgan Chase & Co. reissued a “neutral” rating and set a $205.00 target price on shares of Welltower in a research note on Thursday, December 18th. One analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, Welltower has a consensus rating of “Moderate Buy” and an average target price of $224.71.

Welltower Company 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.