KMG Fiduciary Partners LLC Has $7.48 Million Stock Position in Welltower Inc. $WELL

KMG Fiduciary Partners LLC reduced its stake in Welltower Inc. (NYSE:WELL) by 7.2% during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 32,947 shares of the real estate investment trust’s stock after selling 2,558 shares during the period. KMG Fiduciary Partners LLC’s holdings in Welltower were worth $7,478,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in the stock. Fulton Bank N.A. bought a new position in Welltower during the second quarter worth about $379,000. Revolve Wealth Partners LLC grew its holdings in Welltower by 3.3% during the second quarter. Revolve Wealth Partners LLC now owns 1,392 shares of the real estate investment trust’s stock valued at $316,000 after purchasing an additional 45 shares during the period. Contravisory Investment Management Inc. grew its holdings in Welltower by 2.2% during the second quarter. Contravisory Investment Management Inc. now owns 11,263 shares of the real estate investment trust’s stock valued at $2,556,000 after purchasing an additional 246 shares during the period. Sapient Capital LLC acquired a new position in Welltower during the second quarter valued at approximately $1,117,000. Finally, Allied Private Wealth LLC bought a new stake in Welltower in the second quarter valued at approximately $41,000. Institutional investors own 94.80% of the company’s stock.

Welltower Trading Down 0.8%

Shares of Welltower stock opened at $235.12 on Tuesday. Welltower Inc. has a 1 year low of $161.26 and a 1 year high of $255.20. The firm has a market capitalization of $169.46 billion, a PE ratio of 107.85, a price-to-earnings-growth ratio of 1.14 and a beta of 0.76. The company has a current ratio of 3.16, a quick ratio of 3.16 and a debt-to-equity ratio of 0.37. The firm’s 50 day moving average is $227.19 and its 200 day moving average is $212.88.

Welltower (NYSE:WELL) last posted its earnings results on Monday, July 27th. The real estate investment trust reported $0.61 EPS for the quarter, missing the consensus estimate of $0.66 by ($0.05). The business had revenue of $3.54 billion for the quarter, compared to analyst estimates of $3.40 billion. Welltower had a return on equity of 3.56% and a net margin of 12.15%.The firm’s quarterly revenue was up 39.1% on a year-over-year basis. During the same quarter in the prior year, the business earned $1.28 earnings per share. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. Equities research analysts forecast that Welltower Inc. will post 6.43 earnings per share for the current fiscal year.

Welltower Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, August 20th. Shareholders of record on Wednesday, August 12th will be issued a $0.85 dividend. The ex-dividend date is Wednesday, August 12th. This is an increase from Welltower’s previous quarterly dividend of $0.74. This represents a $3.40 dividend on an annualized basis and a yield of 1.4%. Welltower’s dividend payout ratio is presently 135.78%.

Analyst Ratings Changes

A number of equities analysts have recently weighed in on WELL shares. Mizuho lifted their price target on shares of Welltower from $239.00 to $260.00 and gave the stock an “outperform” rating in a research report on Wednesday, July 22nd. Jefferies Financial Group raised their target price on shares of Welltower from $237.00 to $248.00 and gave the stock a “buy” rating in a report on Tuesday, May 12th. UBS Group upped their price objective on Welltower from $249.00 to $271.00 and gave the stock a “buy” rating in a research report on Wednesday, July 8th. Cantor Fitzgerald raised their target price on shares of Welltower from $235.00 to $260.00 and gave the company an “overweight” rating in a research report on Friday, July 31st. Finally, Deutsche Bank Aktiengesellschaft boosted their price target on Welltower from $215.00 to $265.00 and gave the stock a “buy” rating in a research report on Wednesday, July 1st. Fourteen analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $246.11.

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.