4,360 Shares in Welltower Inc. $WELL Bought by Capital Square LLC

Capital Square LLC purchased a new stake in Welltower Inc. (NYSE:WELL) in the second quarter, HoldingsChannel.com reports. The fund purchased 4,360 shares of the real estate investment trust’s stock, valued at approximately $1,010,000.

Several other institutional investors and hedge funds have also bought and sold shares of the company. Brighton Jones LLC grew its stake in Welltower by 7.1% during the fourth quarter. Brighton Jones LLC now owns 4,185 shares of the real estate investment trust’s stock worth $527,000 after buying an additional 279 shares in the last quarter. Empowered Funds LLC raised its position in shares of Welltower by 31.7% in the 1st quarter. Empowered Funds LLC now owns 14,790 shares of the real estate investment trust’s stock valued at $2,266,000 after buying an additional 3,564 shares in the last quarter. Sivia Capital Partners LLC raised its position in shares of Welltower by 7.1% in the 2nd quarter. Sivia Capital Partners LLC now owns 1,910 shares of the real estate investment trust’s stock valued at $294,000 after buying an additional 127 shares in the last quarter. Baird Financial Group Inc. lifted its holdings in shares of Welltower by 7.3% during the 2nd quarter. Baird Financial Group Inc. now owns 10,871 shares of the real estate investment trust’s stock worth $1,671,000 after acquiring an additional 735 shares during the period. Finally, NewEdge Advisors LLC lifted its holdings in shares of Welltower by 27.0% during the 2nd quarter. NewEdge Advisors LLC now owns 12,435 shares of the real estate investment trust’s stock worth $1,912,000 after acquiring an additional 2,641 shares during the period. Institutional investors own 94.80% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts recently issued reports on the stock. Cantor Fitzgerald lifted their price objective on shares of Welltower from $235.00 to $260.00 and gave the company an “overweight” rating in a research note on Friday, July 31st. KeyCorp upped their target price on Welltower from $240.00 to $275.00 and gave the stock an “overweight” rating in a research note on Tuesday, August 4th. Royal Bank Of Canada raised their target price on Welltower from $238.00 to $260.00 and gave the company an “outperform” rating in a report on Monday, August 3rd. Raymond James Financial initiated coverage on Welltower in a report on Tuesday, June 16th. They set an “outperform” rating and a $226.00 price target for the company. Finally, Citigroup upped their price objective on Welltower from $255.00 to $275.00 and gave the stock a “buy” rating in a research report on Friday, July 31st. Fourteen equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $246.11.

Welltower Stock Performance

Shares of Welltower stock opened at $239.95 on Monday. The company’s 50 day moving average price is $232.48 and its two-hundred day moving average price is $216.03. The firm has a market capitalization of $172.94 billion, a P/E ratio of 110.07, a P/E/G ratio of 1.14 and a beta of 0.76. Welltower Inc. has a fifty-two week low of $163.75 and a fifty-two week high of $255.20. The company has a debt-to-equity ratio of 0.37, a current ratio of 3.16 and a quick ratio of 3.16.

Welltower (NYSE:WELL) last announced its quarterly earnings results on Monday, July 27th. The real estate investment trust reported $0.61 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.66 by ($0.05). Welltower had a return on equity of 3.56% and a net margin of 12.15%.The company had revenue of $3.54 billion for the quarter, compared to analyst estimates of $3.40 billion. During the same quarter last year, the company posted $1.28 earnings per share. The firm’s quarterly revenue was up 39.1% on a year-over-year basis. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. On average, equities analysts forecast that Welltower Inc. will post 6.44 earnings per share for the current fiscal year.

Welltower Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, August 20th. Shareholders of record on Wednesday, August 12th were issued a $0.85 dividend. This represents a $3.40 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date of this dividend was Wednesday, August 12th. This is a boost from Welltower’s previous quarterly dividend of $0.74. Welltower’s payout ratio is currently 155.96%.

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.