Friedenthal Financial Acquires New Stake in Welltower Inc. $WELL

Friedenthal Financial bought a new stake in Welltower Inc. (NYSE:WELL) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund bought 5,477 shares of the real estate investment trust’s stock, valued at approximately $1,017,000.

Several other institutional investors have also recently bought and sold shares of the company. Vanguard Group Inc. lifted its stake in Welltower by 4.7% in the 3rd quarter. Vanguard Group Inc. now owns 89,778,383 shares of the real estate investment trust’s stock valued at $15,993,121,000 after acquiring an additional 3,991,896 shares in the last quarter. Capital International Investors lifted its stake in Welltower by 4.1% in the 3rd quarter. Capital International Investors now owns 46,516,255 shares of the real estate investment trust’s stock valued at $8,285,296,000 after acquiring an additional 1,842,934 shares in the last quarter. State Street Corp lifted its stake in Welltower by 4.1% in the 3rd quarter. State Street Corp now owns 41,253,954 shares of the real estate investment trust’s stock valued at $7,348,979,000 after acquiring an additional 1,637,665 shares in the last quarter. Bank of America Corp DE lifted its position in Welltower by 1.9% during the 3rd quarter. Bank of America Corp DE now owns 19,378,590 shares of the real estate investment trust’s stock worth $3,452,102,000 after buying an additional 367,463 shares in the last quarter. Finally, Northern Trust Corp lifted its position in Welltower by 3.2% during the 3rd quarter. Northern Trust Corp now owns 9,106,068 shares of the real estate investment trust’s stock worth $1,622,155,000 after buying an additional 282,881 shares in the last quarter. Institutional investors own 94.80% of the company’s stock.

Welltower Stock Down 2.0%

Shares of WELL stock opened at $210.23 on Friday. 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 firm’s 50-day moving average is $205.45 and its 200-day moving average is $193.50. The stock has a market cap of $148.11 billion, a price-to-earnings ratio of 150.17, a PEG ratio of 1.47 and a beta of 0.83. Welltower Inc. has a 52-week low of $141.55 and a 52-week high of $216.43.

Welltower (NYSE:WELL) last issued its 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. The company had revenue of $3.18 billion for the quarter, compared to analysts’ expectations of $2.93 billion. Welltower had a net margin of 8.64% and a return on equity of 2.46%. Welltower’s quarterly revenue was up 41.3% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.13 EPS. Welltower has set its FY 2026 guidance at 6.090-6.25 EPS. Sell-side analysts predict that Welltower Inc. will post 4.88 EPS for the current year.

Welltower Announces Dividend

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

Analyst Upgrades and Downgrades

WELL has been the topic of several analyst reports. Citigroup boosted their price target on shares of Welltower from $215.00 to $245.00 and gave the stock a “buy” rating in a research report on Wednesday, February 18th. Wells Fargo & Company boosted their price target on shares of Welltower from $218.00 to $228.00 and gave the stock an “overweight” rating in a research report on Thursday, March 26th. Cantor Fitzgerald boosted their price target on shares of Welltower from $204.00 to $230.00 and gave the stock an “overweight” rating in a research report on Thursday, February 12th. Wall Street Zen cut shares of Welltower from a “hold” rating to a “sell” rating in a research report on Saturday, February 14th. Finally, Mizuho upped their price objective on Welltower from $216.00 to $231.00 and gave the stock an “outperform” rating in a research note on Wednesday, March 4th. One equities research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat, Welltower currently has an average rating of “Moderate Buy” and an average price target of $225.43.

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.