Quantinno Capital Management LP Boosts Stake in Welltower Inc. $WELL

Quantinno Capital Management LP lifted its stake in shares of Welltower Inc. (NYSE:WELL) by 16.1% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 185,298 shares of the real estate investment trust’s stock after buying an additional 25,728 shares during the period. Quantinno Capital Management LP’s holdings in Welltower were worth $36,635,000 at the end of the most recent quarter.

A number of other large investors have also recently made changes to their positions in the stock. Parkside Financial Bank & Trust increased its holdings in shares of Welltower by 2.5% in the fourth quarter. Parkside Financial Bank & Trust now owns 1,977 shares of the real estate investment trust’s stock valued at $367,000 after purchasing an additional 49 shares during the period. Parallel Advisors LLC raised its stake in shares of Welltower by 0.7% in the first quarter. Parallel Advisors LLC now owns 7,161 shares of the real estate investment trust’s stock worth $1,416,000 after purchasing an additional 50 shares during the last quarter. KCM Investment Advisors LLC lifted its holdings in shares of Welltower by 3.2% during the fourth quarter. KCM Investment Advisors LLC now owns 1,678 shares of the real estate investment trust’s stock worth $311,000 after purchasing an additional 52 shares during the period. RFG Bristol Wealth Advisors LLC lifted its holdings in shares of Welltower by 0.6% during the first quarter. RFG Bristol Wealth Advisors LLC now owns 8,107 shares of the real estate investment trust’s stock worth $1,603,000 after purchasing an additional 52 shares during the period. Finally, CYBER HORNET ETFs LLC boosted its position in Welltower by 3.5% in the third quarter. CYBER HORNET ETFs LLC now owns 1,582 shares of the real estate investment trust’s stock valued at $282,000 after buying an additional 53 shares during the last quarter. 94.80% of the stock is owned by hedge funds and other institutional investors.

Welltower News Summary

Here are the key news stories impacting Welltower this week:

• Positive Sentiment: Welltower reported second-quarter revenue of $3.54 billion, up 39.1% year over year and above analyst expectations. The company also posted a funds-from-operations beat, supporting its growth narrative. How Welltower’s Q2 Beat, Guidance Trim and 221st Dividend Will Impact Welltower Investors
• Positive Sentiment: Management highlighted record growth momentum and completed approximately $6.2 billion of mostly off-market acquisitions during the quarter, expanding the company’s healthcare real estate portfolio. Welltower Notches $6.2B in Acquisitions During 2Q
• Positive Sentiment: Welltower raised its dividend, marking its 221st dividend, while Scotiabank maintained a Buy rating. Brokerage consensus remains “Moderate Buy,” providing continued analyst support. Welltower Earnings Call Signals Record Growth Momentum

Analysts Set New Price Targets

Several brokerages recently weighed in on WELL. Mizuho increased their price target on shares of Welltower from $239.00 to $260.00 and gave the stock an “outperform” rating in a report on Wednesday, July 22nd. Wells Fargo & Company lifted their price objective on shares of Welltower from $228.00 to $237.00 and gave the company an “overweight” rating in a research note on Monday, June 1st. Deutsche Bank Aktiengesellschaft upped their price objective on shares of Welltower from $215.00 to $265.00 and gave the company a “buy” rating in a report on Wednesday, July 1st. Scotiabank cut their price objective on shares of Welltower from $248.00 to $232.00 and set a “sector outperform” rating on the stock in a research note on Thursday, June 18th. Finally, Weiss Ratings cut shares of Welltower from a “buy (b-)” rating to a “hold (c+)” rating in a report on Wednesday, June 24th. Fourteen investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $240.17.

Welltower Stock Down 2.3%

Welltower stock opened at $235.57 on Friday. The firm has a market cap of $166.29 billion, a price-to-earnings ratio of 108.06, a price-to-earnings-growth ratio of 1.18 and a beta of 0.77. Welltower Inc. has a 52 week low of $161.26 and a 52 week high of $255.20. The business’s 50-day moving average price is $223.86 and its 200 day moving average price is $210.60. The company has a quick ratio of 4.31, a current ratio of 3.16 and a debt-to-equity ratio of 0.37.

Welltower (NYSE:WELL) last announced its quarterly earnings results on Monday, July 27th. The real estate investment trust reported $0.61 earnings per share for the quarter, missing the consensus estimate of $0.66 by ($0.05). Welltower had a net margin of 12.15% and a return on equity of 3.56%. The company had revenue of $3.54 billion for the quarter, compared to analysts’ expectations of $3.40 billion. During the same quarter in the prior year, the business posted $1.28 earnings per share. The firm’s revenue was up 39.1% compared to the same quarter last year. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. As a group, sell-side analysts anticipate that Welltower Inc. will post 6.36 earnings per share for the current year.

Welltower Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, August 20th. Stockholders of record on Wednesday, August 12th will be issued a dividend of $0.85 per share. This is a positive change from Welltower’s previous quarterly dividend of $0.74. The ex-dividend date of this dividend is Wednesday, August 12th. This represents a $3.40 annualized dividend and a dividend yield of 1.4%. Welltower’s payout ratio is presently 155.96%.

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.