Callan Family Office LLC Invests $6.96 Million in Welltower Inc. $WELL

Callan Family Office LLC acquired a new position in Welltower Inc. (NYSE:WELL) during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm acquired 30,679 shares of the real estate investment trust’s stock, valued at approximately $6,963,000.

Several other large investors also recently added to or reduced their stakes in the business. Dimensional Fund Advisors LP raised its position in shares of Welltower by 0.7% during 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 in the last quarter. Easterly Investment Partners LLC grew its position in Welltower by 184.9% in the fourth quarter. Easterly Investment Partners LLC now owns 92,403 shares of the real estate investment trust’s stock worth $17,151,000 after acquiring an additional 59,967 shares in the last quarter. SG Americas Securities LLC grew its position in Welltower by 331.4% in the first quarter. SG Americas Securities LLC now owns 1,122,894 shares of the real estate investment trust’s stock worth $222,007,000 after acquiring an additional 862,586 shares in the last quarter. Swiss National Bank increased its stake in Welltower by 9.9% in 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 acquiring an additional 181,400 shares during the last quarter. Finally, Dai ichi Life Insurance Company Ltd increased its stake in Welltower by 26.6% in the first quarter. Dai ichi Life Insurance Company Ltd now owns 43,932 shares of the real estate investment trust’s stock valued at $8,686,000 after acquiring an additional 9,217 shares during the last quarter. Institutional investors own 94.80% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts have issued reports on the company. Mizuho lifted their price target on Welltower from $239.00 to $260.00 and gave the stock an “outperform” rating in a research note on Wednesday, July 22nd. KeyCorp upped their price objective on Welltower from $240.00 to $275.00 and gave the stock an “overweight” rating in a report on Tuesday, August 4th. Jefferies Financial Group increased their price objective on Welltower from $237.00 to $248.00 and gave the company a “buy” rating in a research report on Tuesday, May 12th. UBS Group raised their price objective on Welltower from $249.00 to $271.00 and gave the company a “buy” rating in a report on Wednesday, July 8th. Finally, Royal Bank Of Canada boosted their target price on Welltower from $238.00 to $260.00 and gave the stock an “outperform” rating in a research report on Monday, August 3rd. Fourteen investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to MarketBeat, Welltower currently has a consensus rating of “Moderate Buy” and a consensus target price of $246.11.

Welltower Stock Performance

NYSE WELL opened at $239.95 on Friday. The company has a 50-day simple moving average of $232.48 and a two-hundred day simple moving average of $215.83. Welltower Inc. has a 12-month low of $163.75 and a 12-month high of $255.20. The firm has a market cap of $172.94 billion, a price-to-earnings ratio of 110.07, a PEG ratio of 1.14 and a beta of 0.76. The company has a quick ratio of 3.16, a current ratio of 3.16 and a debt-to-equity ratio of 0.37.

Welltower (NYSE:WELL) last released its earnings results 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 during the quarter, compared to the consensus estimate of $3.40 billion. During the same period last year, the firm posted $1.28 EPS. The company’s revenue was up 39.1% on a year-over-year basis. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. On average, equities analysts forecast that Welltower Inc. will post 6.44 EPS 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. The ex-dividend date was Wednesday, August 12th. This represents a $3.40 dividend on an annualized basis and a yield of 1.4%. This is an increase from Welltower’s previous quarterly dividend of $0.74. Welltower’s dividend payout ratio (DPR) is currently 155.96%.

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.