Bull Harbor Capital LLC Takes Position in Welltower Inc. $WELL

Bull Harbor Capital LLC purchased a new position in shares of Welltower Inc. (NYSE:WELL) during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 4,028 shares of the real estate investment trust’s stock, valued at approximately $796,000.

A number of other institutional investors have also recently bought and sold shares of the business. Vanguard Group Inc. grew its position in shares of Welltower by 2.9% during the 4th quarter. Vanguard Group Inc. now owns 92,421,471 shares of the real estate investment trust’s stock worth $17,154,349,000 after purchasing an additional 2,643,088 shares in the last quarter. Capital International Investors raised its position in shares of Welltower by 2.0% in the fourth quarter. Capital International Investors now owns 47,431,769 shares of the real estate investment trust’s stock valued at $8,805,411,000 after buying an additional 915,514 shares in the last quarter. State Street Corp boosted its stake in shares of Welltower by 1.2% in the fourth quarter. State Street Corp now owns 41,760,328 shares of the real estate investment trust’s stock valued at $7,751,134,000 after buying an additional 506,374 shares during the period. Norges Bank acquired a new stake in Welltower during the fourth quarter worth approximately $5,466,264,000. Finally, Bank of America Corp DE grew its position in Welltower by 5.3% during the fourth quarter. Bank of America Corp DE now owns 20,403,258 shares of the real estate investment trust’s stock worth $3,787,049,000 after buying an additional 1,024,668 shares in the last quarter. Institutional investors own 94.80% of the company’s stock.

Key Welltower News

Here are the key news stories impacting Welltower this week:

• Positive Sentiment: Welltower reported second-quarter revenue of $3.54 billion, up 39.1% year over year and above analyst expectations. The company also posted a funds-from-operations beat, supporting its growth narrative. How Welltower’s Q2 Beat, Guidance Trim and 221st Dividend Will Impact Welltower Investors
• Positive Sentiment: Management highlighted record growth momentum and completed approximately $6.2 billion of mostly off-market acquisitions during the quarter, expanding the company’s healthcare real estate portfolio. Welltower Notches $6.2B in Acquisitions During 2Q
• Positive Sentiment: Welltower raised its dividend, marking its 221st dividend, while Scotiabank maintained a Buy rating. Brokerage consensus remains “Moderate Buy,” providing continued analyst support. Welltower Earnings Call Signals Record Growth Momentum

Analysts Set New Price Targets

Several equities analysts have weighed in on WELL shares. Scotiabank dropped their price objective on Welltower from $248.00 to $232.00 and set a “sector outperform” rating for the company in a report on Thursday, June 18th. Royal Bank Of Canada restated an “outperform” rating and issued a $238.00 price target on shares of Welltower in a research report on Monday, June 15th. UBS Group boosted their price target on Welltower from $249.00 to $271.00 and gave the company a “buy” rating in a research note on Wednesday, July 8th. BMO Capital Markets reiterated an “outperform” rating and set a $245.00 price objective on shares of Welltower in a research note on Monday, May 4th. Finally, Raymond James Financial initiated coverage on shares of Welltower in a research note on Tuesday, June 16th. They set an “outperform” rating and a $226.00 price objective on the stock. Fourteen research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat, Welltower currently has an average rating of “Moderate Buy” and an average price target of $240.17.

Welltower Stock Down 2.3%

NYSE WELL opened at $235.57 on Friday. The business has a fifty day moving average price of $223.86 and a two-hundred day moving average price of $210.60. The stock has a market capitalization of $166.29 billion, a PE ratio of 108.06, a PEG ratio of 1.18 and a beta of 0.77. Welltower Inc. has a fifty-two week low of $161.26 and a fifty-two week high of $255.20. The company has a debt-to-equity ratio of 0.37, a current ratio of 3.16 and a quick ratio of 4.31.

Welltower (NYSE:WELL) last issued its quarterly earnings results 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 business had revenue of $3.54 billion during the quarter, compared to the consensus estimate of $3.40 billion. Welltower had a net margin of 12.15% and a return on equity of 3.56%. The company’s revenue for the quarter was up 39.1% on a year-over-year basis. During the same quarter in the previous year, the business posted $1.28 EPS. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. Equities analysts expect that Welltower Inc. will post 6.36 earnings per share for the current fiscal year.

Welltower Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, August 20th. Stockholders of record on Wednesday, August 12th will be paid a $0.85 dividend. This represents a $3.40 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date is Wednesday, August 12th. This is an increase from Welltower’s previous quarterly dividend of $0.74. Welltower’s dividend payout ratio is 155.96%.

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.