Sapient Capital LLC Acquires New Stake in Welltower Inc. $WELL

Sapient Capital LLC bought a new position in shares of Welltower Inc. (NYSE:WELL) during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor bought 4,922 shares of the real estate investment trust’s stock, valued at approximately $1,117,000.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the company. Leonteq Securities AG lifted its position in shares of Welltower by 92.3% during the first quarter. Leonteq Securities AG now owns 125 shares of the real estate investment trust’s stock worth $25,000 after purchasing an additional 60 shares in the last quarter. Sound Income Strategies LLC increased its stake in 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 during the period. Swiss RE Ltd. purchased a new position in Welltower in the 4th quarter valued at approximately $29,000. Allied Private Wealth LLC acquired a new position in shares of Welltower in the second quarter worth $41,000. Finally, Quarry LP acquired a new position in shares of Welltower in the third quarter worth $33,000. 94.80% of the stock is currently owned by hedge funds and other institutional investors.

Welltower Trading Down 0.8%

NYSE WELL opened at $235.12 on Tuesday. The firm has a market cap of $169.46 billion, a PE ratio of 107.85, a P/E/G ratio of 1.14 and a beta of 0.76. The company has a debt-to-equity ratio of 0.37, a quick ratio of 3.16 and a current ratio of 3.16. The firm’s fifty day moving average is $227.19 and its two-hundred day moving average is $212.88. Welltower Inc. has a one year low of $161.26 and a one year high of $255.20.

Welltower (NYSE:WELL) last released its quarterly 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 company had revenue of $3.54 billion for the quarter, compared to analysts’ expectations of $3.40 billion. Welltower had a return on equity of 3.56% and a net margin of 12.15%.Welltower’s revenue for the quarter was up 39.1% compared to the same quarter last year. During the same quarter last year, the company earned $1.28 EPS. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. Analysts expect that Welltower Inc. will post 6.43 earnings per share for the current year.

Welltower Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, August 20th. Investors of record on Wednesday, August 12th will be given 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 payout ratio is 135.78%.

Wall Street Analyst Weigh In

A number of analysts have recently weighed in on the company. Wells Fargo & Company upped their price objective on Welltower from $228.00 to $237.00 and gave the stock an “overweight” rating in a research report on Monday, June 1st. Mizuho upped their price target on Welltower from $239.00 to $260.00 and gave the stock an “outperform” rating in a report on Wednesday, July 22nd. Barclays began coverage on shares of Welltower in a research note on Tuesday, July 7th. They set an “equal weight” rating and a $254.00 target price on the stock. Deutsche Bank Aktiengesellschaft raised 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. Finally, KeyCorp lifted their price objective on shares of Welltower from $240.00 to $275.00 and gave the stock an “overweight” rating in a research report on Tuesday, August 4th. Fourteen equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price 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.