HF Advisory Group LLC Buys 20,277 Shares of Welltower Inc. $WELL

Key Points

• HF Advisory Group LLC increased its stake in Welltower by 549.7% in Q4, buying an additional 20,277 shares to hold 23,966 shares worth about $4.45 million.
• Several analysts lifted price targets (Citigroup to $245, UBS $240, Scotiabank $236, Cantor Fitzgerald $230), giving WELL a consensus target of $225.43 and an overall "Moderate Buy" rating.
• Welltower beat quarterly EPS estimates ($1.45 vs. $1.44) with revenue up ~41% year-over-year, set FY2026 guidance of 6.09–6.25 EPS, and pays a $0.74 quarterly dividend (1.5% yield) with a payout ratio of about 211%.

HF Advisory Group LLC raised its position in shares of Welltower Inc. (NYSE:WELL - Free Report) by 549.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 23,966 shares of the real estate investment trust's stock after acquiring an additional 20,277 shares during the period. HF Advisory Group LLC's holdings in Welltower were worth $4,448,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. YHB Investment Advisors Inc. boosted its stake in Welltower by 9.4% in the 4th quarter. YHB Investment Advisors Inc. now owns 17,020 shares of the real estate investment trust's stock valued at $3,159,000 after purchasing an additional 1,463 shares during the period. Trust Co. of Vermont boosted its position in shares of Welltower by 33.9% in the fourth quarter. Trust Co. of Vermont now owns 699 shares of the real estate investment trust's stock valued at $130,000 after acquiring an additional 177 shares during the period. Longboard Asset Management LP acquired a new position in shares of Welltower in the fourth quarter valued at about $205,000. Retireful LLC acquired a new position in shares of Welltower in the fourth quarter valued at about $571,000. Finally, Warwick Investment Management Inc. increased its position in Welltower by 13.9% during the fourth quarter. Warwick Investment Management Inc. now owns 3,155 shares of the real estate investment trust's stock worth $586,000 after acquiring an additional 385 shares during the period. Institutional investors and hedge funds own 94.80% of the company's stock.

Analysts Set New Price Targets

WELL has been the subject of a number of recent research reports. UBS Group set a $240.00 price objective on shares of Welltower in a report on Thursday, February 12th. Cantor Fitzgerald lifted their price target on shares of Welltower from $204.00 to $230.00 and gave the company an "overweight" rating in a research report on Thursday, February 12th. Scotiabank boosted their price target on Welltower from $214.00 to $236.00 and gave the company a "sector outperform" rating in a research note on Monday, March 2nd. Citigroup increased their price target on Welltower from $215.00 to $245.00 and gave the stock a "buy" rating in a research report on Wednesday, February 18th. Finally, JPMorgan Chase & Co. restated a "neutral" rating and set a $205.00 price objective on shares of Welltower in a research note on Thursday, December 18th. One research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, three have given a Hold rating and one has given a Sell rating to the company's stock. According to data from MarketBeat, the stock has an average rating of "Moderate Buy" and a consensus target price of $225.43.

Welltower Stock Up 0.7%

Shares of NYSE:WELL opened at $199.15 on Thursday. Welltower Inc. has a 52-week low of $130.29 and a 52-week high of $216.43. The company has a market capitalization of $138.96 billion, a PE ratio of 142.25, a price-to-earnings-growth ratio of 1.35 and a beta of 0.82. 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 fifty day moving average of $200.63 and a 200-day moving average of $190.45.

Welltower (NYSE:WELL - Get Free Report) last released its quarterly earnings data on Tuesday, February 10th. The real estate investment trust reported $1.45 earnings per share for the quarter, beating the consensus estimate of $1.44 by $0.01. Welltower had a return on equity of 2.46% and a net margin of 8.64%.The company had revenue of $3.18 billion for the quarter, compared to the consensus estimate of $2.93 billion. During the same quarter last year, the business posted $1.13 EPS. Welltower's revenue for the quarter 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, equities analysts predict that Welltower Inc. will post 4.88 EPS for the current fiscal year.

Welltower Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Stockholders of record on Wednesday, February 25th were issued a dividend of $0.74 per share. This represents a $2.96 annualized dividend and a dividend yield of 1.5%. The ex-dividend date was Wednesday, February 25th. Welltower's payout ratio is 211.43%.

About Welltower

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.

Want to see what other hedge funds are holding WELL? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Welltower Inc. (NYSE:WELL - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.