23,666 Shares in Welltower Inc. $WELL Acquired by D L Carlson Investment Group Inc.

D L Carlson Investment Group Inc. purchased a new position in shares of Welltower Inc. (NYSE:WELL) in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 23,666 shares of the real estate investment trust’s stock, valued at approximately $5,371,000. Welltower makes up 0.9% of D L Carlson Investment Group Inc.’s portfolio, making the stock its 27th largest position.

A number of other large investors also recently modified their holdings of WELL. Leonteq Securities AG grew its stake 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 raised its stake in Welltower by 124.6% in the first quarter. Sound Income Strategies LLC now owns 137 shares of the real estate investment trust’s stock valued at $27,000 after buying an additional 76 shares in the last quarter. Swiss RE Ltd. acquired a new stake in Welltower in the fourth quarter valued at $29,000. Quarry LP purchased a new stake in Welltower during the 3rd quarter worth about $33,000. Finally, Gunpowder Capital Management LLC dba Oliver Wealth Management purchased a new stake in Welltower during the 4th quarter worth about $37,000. 94.80% of the stock is owned by hedge funds and other institutional investors.

Welltower Trading Up 0.8%

NYSE WELL opened at $237.57 on Friday. The firm has a market cap of $171.23 billion, a PE ratio of 108.98, a P/E/G ratio of 1.13 and a beta of 0.76. Welltower Inc. has a one year low of $163.75 and a one year high of $255.20. The firm’s fifty day moving average is $231.96 and its two-hundred day moving average is $215.66. The company has a debt-to-equity ratio of 0.37, a quick ratio of 3.16 and a current ratio of 3.16.

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 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 period in the previous year, the business posted $1.28 earnings per share. The firm’s revenue was up 39.1% compared to the same quarter last year. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. Analysts expect that Welltower Inc. will post 6.44 earnings per share for the current year.

Welltower Increases Dividend

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

Analysts Set New Price Targets

A number of research firms have recently commented on WELL. Jefferies Financial Group increased their price objective on Welltower from $237.00 to $248.00 and gave the company a “buy” rating in a report on Tuesday, May 12th. UBS Group boosted their target price on Welltower from $249.00 to $271.00 and gave the stock a “buy” rating in a research note on Wednesday, July 8th. KeyCorp upped their price target on Welltower from $240.00 to $275.00 and gave the company an “overweight” rating in a report on Tuesday, August 4th. Citigroup increased their price target on shares of Welltower from $255.00 to $275.00 and gave the company a “buy” rating in a research note on Friday, July 31st. Finally, Royal Bank Of Canada boosted their price objective on shares of Welltower from $238.00 to $260.00 and gave the stock an “outperform” rating in a research report on Monday, August 3rd. Fourteen research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat.com, Welltower currently has an average rating of “Moderate Buy” and a consensus price target of $246.11.

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.