Welltower Inc. (NYSE:WELL) Shares Bought by Captrust Financial Advisors

Captrust Financial Advisors boosted its stake in shares of Welltower Inc. (NYSE:WELL - Free Report) by 4.0% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 81,260 shares of the real estate investment trust's stock after buying an additional 3,090 shares during the quarter. Captrust Financial Advisors' holdings in Welltower were worth $10,241,000 as of its most recent SEC filing.

Other large investors also recently added to or reduced their stakes in the company. Laurel Wealth Advisors LLC bought a new stake in Welltower during the 4th quarter valued at $25,000. Roxbury Financial LLC purchased a new stake in shares of Welltower during the 4th quarter valued at $26,000. Sierra Ocean LLC acquired a new stake in Welltower in the fourth quarter worth about $28,000. First Command Advisory Services Inc. purchased a new stake in Welltower during the 4th quarter worth approximately $50,000. Finally, Cape Investment Advisory Inc. acquired a new position in shares of Welltower in the 4th quarter valued at $53,000. 94.80% of the stock is owned by hedge funds and other institutional investors.

Welltower Price Performance

WELL traded up $1.13 on Friday, reaching $149.38. 1,763,999 shares of the company's stock were exchanged, compared to its average volume of 2,895,406. Welltower Inc. has a twelve month low of $98.36 and a twelve month high of $158.55. The stock has a market cap of $97.69 billion, a PE ratio of 95.76, a P/E/G ratio of 2.87 and a beta of 0.94. The company has a debt-to-equity ratio of 0.48, a current ratio of 4.22 and a quick ratio of 4.22. The stock's fifty day moving average price is $147.74 and its 200-day moving average price is $139.75.

Welltower (NYSE:WELL - Get Free Report) last posted its quarterly earnings results on Monday, April 28th. The real estate investment trust reported $1.20 EPS for the quarter, beating the consensus estimate of $1.15 by $0.05. The firm had revenue of $2.42 billion during the quarter, compared to analysts' expectations of $2.40 billion. Welltower had a return on equity of 3.15% and a net margin of 11.91%. The business's revenue for the quarter was up 30.3% on a year-over-year basis. During the same quarter last year, the firm earned $1.01 earnings per share. Sell-side analysts expect that Welltower Inc. will post 4.88 EPS for the current year.

Welltower Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, May 22nd. Shareholders of record on Wednesday, May 14th will be paid a dividend of $0.67 per share. This represents a $2.68 dividend on an annualized basis and a yield of 1.79%. The ex-dividend date is Wednesday, May 14th. Welltower's dividend payout ratio (DPR) is presently 154.02%.

Analyst Upgrades and Downgrades

A number of analysts have recently weighed in on WELL shares. Wedbush reiterated an "underperform" rating on shares of Welltower in a research note on Thursday, April 17th. Scotiabank upped their price objective on shares of Welltower from $165.00 to $166.00 and gave the stock a "sector outperform" rating in a research report on Thursday, March 6th. Evercore ISI lifted their price target on Welltower from $145.00 to $157.00 and gave the company an "in-line" rating in a research note on Thursday, May 1st. Mizuho increased their price target on Welltower from $141.00 to $170.00 and gave the stock an "outperform" rating in a research report on Tuesday, March 18th. Finally, Wells Fargo & Company restated an "equal weight" rating on shares of Welltower in a research report on Thursday, April 17th. Two research analysts have rated the stock with a sell rating, two have assigned a hold rating, eight have given a buy rating and two have given a strong buy rating to the company's stock. According to data from MarketBeat, Welltower presently has a consensus rating of "Moderate Buy" and an average price target of $161.83.

Welltower Company Profile

Welltower Inc NYSE: WELL, a real estate investment trust ("REIT") and S&P 500 company headquartered in Toledo, Ohio, is driving the transformation of health care infrastructure. Welltower invests with leading seniors housing operators, post-acute providers and health systems to fund the real estate infrastructure needed to scale innovative care delivery models and improve people's wellness and overall health care experience.