MOR Wealth Management LLC Purchases New Holdings in Welltower Inc. $WELL

MOR Wealth Management LLC acquired a new stake in shares of Welltower Inc. (NYSE:WELL) in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 2,969 shares of the real estate investment trust’s stock, valued at approximately $674,000.

Several other hedge funds have also recently modified their holdings of WELL. Leonteq Securities AG boosted its holdings in shares of Welltower by 92.3% in the first quarter. Leonteq Securities AG now owns 125 shares of the real estate investment trust’s stock valued at $25,000 after acquiring an additional 60 shares in the last quarter. Sound Income Strategies LLC raised its stake in shares of Welltower by 124.6% during the 1st quarter. Sound Income Strategies LLC now owns 137 shares of the real estate investment trust’s stock worth $27,000 after buying an additional 76 shares in the last quarter. Kilter Group LLC purchased a new position in shares of Welltower during the 2nd quarter worth approximately $29,000. Swiss RE Ltd. acquired a new stake in shares of Welltower in the 4th quarter valued at approximately $29,000. Finally, Quarry LP acquired a new stake in shares of Welltower in the 3rd quarter valued at approximately $33,000. 94.80% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Welltower

In other Welltower news, Director Andrew Gundlach acquired 5,000 shares of the firm’s stock in a transaction that occurred on Tuesday, August 25th. The shares were acquired at an average cost of $239.47 per share, for a total transaction of $1,197,350.00. Following the transaction, the director directly owned 25,000 shares of the company’s stock, valued at approximately $5,986,750. This represents a 25.00% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link. 0.37% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

A number of brokerages recently weighed in on WELL. Scotiabank upped their price objective on Welltower from $244.00 to $251.00 and gave the stock an “outperform” rating in a report on Wednesday. Barclays raised their target price on Welltower from $254.00 to $259.00 and gave the company an “equal weight” rating in a report on Monday. Evercore restated an “outperform” rating and set a $260.00 target price on shares of Welltower in a research report on Thursday, July 30th. UBS Group upped their price target on shares of Welltower from $249.00 to $271.00 and gave the stock a “buy” rating in a research note on Wednesday, July 8th. Finally, Wells Fargo & Company increased their price target on shares of Welltower from $237.00 to $266.00 and gave the company an “overweight” rating in a report on Tuesday. Fourteen investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $251.06.

Welltower Stock Performance

NYSE WELL opened at $236.07 on Friday. Welltower Inc. has a 1-year low of $163.75 and a 1-year high of $255.20. The company has a market capitalization of $170.15 billion, a P/E ratio of 108.29, a PEG ratio of 1.15 and a beta of 0.76. The business has a 50 day moving average price of $237.37 and a 200 day moving average price of $218.77. 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 issued its quarterly earnings data 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). The firm 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 business’s revenue for the quarter was up 39.1% compared to the same quarter last year. During the same period in the prior year, the firm posted $1.28 earnings per share. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. Sell-side analysts expect that Welltower Inc. will post 6.43 EPS for the current fiscal year.

Welltower Increases Dividend

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