Peak Planning Group LLC Buys Shares of 3,562 Welltower Inc. $WELL

Peak Planning Group LLC bought a new stake in Welltower Inc. (NYSE:WELL) during the fourth quarter, HoldingsChannel reports. The institutional investor bought 3,562 shares of the real estate investment trust’s stock, valued at approximately $661,000.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Hager Investment Management Services LLC raised its position in Welltower by 84.4% in 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 purchasing an additional 65 shares during the period. Marquette Asset Management LLC raised its position in Welltower by 62.8% in the fourth quarter. Marquette Asset Management LLC now owns 153 shares of the real estate investment trust’s stock valued at $28,000 after purchasing an additional 59 shares during the period. Swiss RE Ltd. purchased a new stake in Welltower in the fourth quarter valued at approximately $29,000. Quarry LP purchased a new stake in Welltower in the third quarter valued at approximately $33,000. Finally, Financial Consulate Inc. purchased a new stake in Welltower in the fourth quarter valued at approximately $34,000. Hedge funds and other institutional investors own 94.80% of the company’s stock.

Analyst Ratings Changes

A number of analysts have issued reports on WELL shares. Jefferies Financial Group boosted their target price on Welltower from $237.00 to $248.00 and gave the company a “buy” rating in a research report on Tuesday, May 12th. Citigroup boosted their target price on Welltower from $245.00 to $255.00 and gave the company a “buy” rating in a research report on Tuesday, May 5th. Weiss Ratings raised Welltower from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Tuesday, June 2nd. Royal Bank Of Canada upped their price objective on Welltower from $230.00 to $238.00 and gave the stock an “outperform” rating in a research report on Monday, May 4th. Finally, KeyCorp upped their price objective on Welltower from $210.00 to $240.00 and gave the stock an “overweight” rating in a research report on Tuesday, February 24th. One research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $231.60.

Welltower Stock Up 1.6%

Welltower stock opened at $213.96 on Friday. Welltower Inc. has a twelve month low of $148.97 and a twelve month high of $221.68. The stock’s fifty day simple moving average is $209.96 and its 200-day simple moving average is $201.30. The company has a current ratio of 4.31, a quick ratio of 4.31 and a debt-to-equity ratio of 0.40. The firm has a market capitalization of $151.03 billion, a P/E ratio of 105.92, a P/E/G ratio of 1.09 and a beta of 0.79.

Welltower (NYSE:WELL) last posted its quarterly earnings data on Tuesday, April 28th. The real estate investment trust reported $1.02 earnings per share for the quarter, topping analysts’ consensus estimates of $0.68 by $0.34. Welltower had a return on equity of 3.45% and a net margin of 11.96%.The business had revenue of $3.35 billion for the quarter, compared to analyst estimates of $3.12 billion. During the same quarter in the prior year, the company earned $1.20 earnings per share. The company’s revenue was up 38.3% on a year-over-year basis. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. As a group, equities analysts expect that Welltower Inc. will post 6.32 earnings per share for the current fiscal year.

Welltower Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, May 21st. Stockholders of record on Wednesday, May 13th were given a dividend of $0.74 per share. The ex-dividend date of this dividend was Wednesday, May 13th. This represents a $2.96 dividend on an annualized basis and a dividend yield of 1.4%. Welltower’s dividend payout ratio is currently 146.53%.

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.