Pacer Advisors Inc. Raises Position in Welltower Inc. $WELL

Pacer Advisors Inc. boosted its stake in shares of Welltower Inc. (NYSE:WELL) by 10.0% during the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 58,697 shares of the real estate investment trust’s stock after buying an additional 5,344 shares during the period. Pacer Advisors Inc.’s holdings in Welltower were worth $10,895,000 at the end of the most recent quarter.

Other institutional investors also recently bought and sold shares of the company. Brighton Jones LLC lifted its holdings in shares of Welltower by 7.1% in the 4th quarter. Brighton Jones LLC now owns 4,185 shares of the real estate investment trust’s stock worth $527,000 after acquiring an additional 279 shares during the last quarter. Empowered Funds LLC lifted its stake in Welltower by 31.7% in the first quarter. Empowered Funds LLC now owns 14,790 shares of the real estate investment trust’s stock worth $2,266,000 after purchasing an additional 3,564 shares during the last quarter. Sivia Capital Partners LLC boosted its position in shares of Welltower by 7.1% during the second 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 during the period. Baird Financial Group Inc. boosted its position in shares of Welltower by 7.3% during the second quarter. Baird Financial Group Inc. now owns 10,871 shares of the real estate investment trust’s stock valued at $1,671,000 after buying an additional 735 shares during the period. Finally, NewEdge Advisors LLC boosted its position in shares of Welltower by 27.0% during the second quarter. NewEdge Advisors LLC now owns 12,435 shares of the real estate investment trust’s stock valued at $1,912,000 after buying an additional 2,641 shares during the period. 94.80% of the stock is currently owned by institutional investors.

Welltower Trading Up 0.0%

NYSE WELL opened at $206.73 on Monday. The company has a debt-to-equity ratio of 0.40, a quick ratio of 4.31 and a current ratio of 4.31. The company has a market capitalization of $145.93 billion, a price-to-earnings ratio of 102.34, a price-to-earnings-growth ratio of 1.07 and a beta of 0.79. The company’s 50-day simple moving average is $210.67 and its two-hundred day simple moving average is $201.42. Welltower Inc. has a one year low of $148.97 and a one year high of $221.68.

Welltower (NYSE:WELL) last posted its quarterly earnings results on Tuesday, April 28th. The real estate investment trust reported $1.02 EPS for the quarter, beating the consensus estimate of $0.68 by $0.34. Welltower had a net margin of 11.96% and a return on equity of 3.45%. The business had revenue of $3.35 billion during the quarter, compared to analyst estimates of $3.12 billion. During the same quarter in the previous year, the business posted $1.20 EPS. The company’s quarterly revenue was up 38.3% compared to the same quarter last year. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. Equities analysts forecast that Welltower Inc. will post 6.32 EPS for the current fiscal year.

Welltower Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, May 21st. Investors of record on Wednesday, May 13th were paid a $0.74 dividend. The ex-dividend date of this dividend was Wednesday, May 13th. This represents a $2.96 dividend on an annualized basis and a yield of 1.4%. Welltower’s payout ratio is 146.53%.

Analyst Upgrades and Downgrades

WELL has been the topic of several recent analyst reports. Jefferies Financial Group increased their price target on Welltower from $237.00 to $248.00 and gave the stock a “buy” rating in a report on Tuesday, May 12th. Wells Fargo & Company boosted their price objective on Welltower from $228.00 to $237.00 and gave the company an “overweight” rating in a report on Monday, June 1st. Raymond James Financial initiated coverage on Welltower in a research report on Tuesday, June 16th. They issued an “outperform” rating and a $226.00 price objective on the stock. BMO Capital Markets reiterated an “outperform” rating and issued a $245.00 target price on shares of Welltower in a research note on Monday, May 4th. Finally, Mizuho set a $239.00 target price on Welltower in a research report on Friday, May 22nd. Thirteen investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $230.25.

Welltower Company 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.