West Family Investments Inc. Takes Position in Welltower Inc. $WELL

West Family Investments Inc. bought a new stake in Welltower Inc. (NYSE:WELL) during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm bought 2,569 shares of the real estate investment trust’s stock, valued at approximately $583,000.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Dimensional Fund Advisors LP raised its position in Welltower by 0.7% in the 1st quarter. Dimensional Fund Advisors LP now owns 8,345,022 shares of the real estate investment trust’s stock valued at $1,649,844,000 after buying an additional 57,938 shares during the last quarter. KLP Kapitalforvaltning AS boosted its holdings in Welltower by 21.2% during the fourth quarter. KLP Kapitalforvaltning AS now owns 291,146 shares of the real estate investment trust’s stock worth $54,040,000 after purchasing an additional 50,900 shares during the last quarter. Easterly Investment Partners LLC increased its stake in Welltower by 184.9% in the 4th quarter. Easterly Investment Partners LLC now owns 92,403 shares of the real estate investment trust’s stock valued at $17,151,000 after buying an additional 59,967 shares during the last quarter. SG Americas Securities LLC lifted its position in Welltower by 331.4% during the 1st quarter. SG Americas Securities LLC now owns 1,122,894 shares of the real estate investment trust’s stock worth $222,007,000 after buying an additional 862,586 shares in the last quarter. Finally, Swiss National Bank boosted its position in Welltower by 9.9% during the first quarter. Swiss National Bank now owns 2,014,200 shares of the real estate investment trust’s stock valued at $398,227,000 after purchasing an additional 181,400 shares during the last quarter. Institutional investors own 94.80% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts have issued reports on WELL shares. Weiss Ratings lowered Welltower from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Wednesday, June 24th. Deutsche Bank Aktiengesellschaft upped their price target on shares of Welltower from $215.00 to $265.00 and gave the stock a “buy” rating in a report on Wednesday, July 1st. Evercore reiterated an “outperform” rating and issued a $260.00 target price on shares of Welltower in a report on Thursday, July 30th. Raymond James Financial began coverage on shares of Welltower in a research note on Tuesday, June 16th. They set an “outperform” rating and a $226.00 target price for the company. Finally, KeyCorp lifted their price objective on 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’s stock. Based on data from MarketBeat, Welltower currently has an average rating of “Moderate Buy” and an average price target of $246.11.

Welltower Stock Up 0.1%

WELL opened at $235.59 on Thursday. The company has a debt-to-equity ratio of 0.37, a current ratio of 3.16 and a quick ratio of 3.16. The firm has a market capitalization of $169.80 billion, a P/E ratio of 108.07, a PEG ratio of 1.13 and a beta of 0.76. The company’s 50-day moving average is $231.43 and its 200 day moving average is $215.31. Welltower Inc. has a fifty-two week low of $163.75 and a fifty-two week high of $255.20.

Welltower (NYSE:WELL) last posted its quarterly earnings data on Monday, July 27th. The real estate investment trust reported $0.61 earnings per share for the quarter, missing analysts’ consensus estimates of $0.66 by ($0.05). Welltower had a net margin of 12.15% and a return on equity of 3.56%. The company had revenue of $3.54 billion for the quarter, compared to the consensus estimate of $3.40 billion. During the same period last year, the business earned $1.28 EPS. 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. Research analysts expect that Welltower Inc. will post 6.44 earnings per share for the current fiscal year.

Welltower Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, August 20th. Stockholders of record on Wednesday, August 12th will be given a $0.85 dividend. This represents a $3.40 annualized dividend and a dividend yield of 1.4%. This is a positive change from Welltower’s previous quarterly dividend of $0.74. The ex-dividend date is Wednesday, August 12th. Welltower’s dividend payout ratio (DPR) is 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.