Welltower Inc. $WELL Position Boosted by Widmann Financial Services Inc.

Widmann Financial Services Inc. boosted its holdings in Welltower Inc. (NYSE:WELL) by 242.2% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 3,521 shares of the real estate investment trust’s stock after acquiring an additional 2,492 shares during the quarter. Widmann Financial Services Inc.’s holdings in Welltower were worth $799,000 at the end of the most recent quarter.

Other large investors have also recently added to or reduced their stakes in the company. Dimensional Fund Advisors LP raised its holdings in 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 worth $1,649,844,000 after buying an additional 57,938 shares during the period. Easterly Investment Partners LLC boosted its position in Welltower by 184.9% during 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 purchasing an additional 59,967 shares during the period. SG Americas Securities LLC grew its stake in Welltower by 331.4% in the 1st quarter. SG Americas Securities LLC now owns 1,122,894 shares of the real estate investment trust’s stock valued at $222,007,000 after buying an additional 862,586 shares during the last quarter. Swiss National Bank increased its stake in shares of 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 worth $398,227,000 after purchasing an additional 181,400 shares during the period. Finally, Dai ichi Life Insurance Company Ltd increased its position in Welltower by 26.6% in the 1st quarter. Dai ichi Life Insurance Company Ltd now owns 43,932 shares of the real estate investment trust’s stock worth $8,686,000 after buying an additional 9,217 shares during the period. 94.80% of the stock is currently owned by institutional investors and hedge funds.

Welltower Stock Performance

NYSE WELL opened at $236.07 on Friday. 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 Inc. has a fifty-two week low of $163.75 and a fifty-two week high of $255.20. The firm’s fifty day moving average price is $237.37 and its two-hundred day moving average price is $218.77. The stock has a market cap of $170.15 billion, a PE ratio of 108.29, a PEG ratio of 1.13 and a beta of 0.76.

Welltower (NYSE:WELL) last released its 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 business had revenue of $3.54 billion for the quarter, compared to analyst estimates of $3.40 billion. Welltower had a return on equity of 3.56% and a net margin of 12.15%.The company’s revenue for the quarter was up 39.1% on a year-over-year basis. During the same period in the prior year, the business earned $1.28 EPS. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. On average, equities analysts expect that Welltower Inc. will post 6.43 EPS for the current fiscal year.

Welltower Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, August 20th. Stockholders of record on Wednesday, August 12th were given a dividend of $0.85 per share. This is a boost from Welltower’s previous quarterly dividend of $0.74. This represents a $3.40 annualized dividend and a dividend yield of 1.4%. The ex-dividend date was Wednesday, August 12th. Welltower’s dividend payout ratio (DPR) is currently 155.96%.

Insider Buying and Selling

In related news, Director Andrew Gundlach acquired 5,000 shares of the firm’s stock in a transaction that occurred on Tuesday, August 25th. The shares were bought at an average cost of $239.47 per share, for a total transaction of $1,197,350.00. Following the completion of the transaction, the director owned 25,000 shares in the company, valued at approximately $5,986,750. This trade represents a 25.00% increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. 0.37% of the stock is currently owned by insiders.

Analyst Ratings Changes

WELL has been the topic of several recent research reports. Barclays lifted their price objective on Welltower from $254.00 to $259.00 and gave the stock an “equal weight” rating in a report on Monday, August 31st. Citigroup upped their target price on shares of Welltower from $255.00 to $275.00 and gave the company a “buy” rating in a research report on Friday, July 31st. Scotiabank raised their target price on Welltower from $244.00 to $251.00 and gave the stock an “outperform” rating in a report on Wednesday. Royal Bank Of Canada boosted their price objective on Welltower from $238.00 to $260.00 and gave the company an “outperform” rating in a research report on Monday, August 3rd. Finally, UBS Group increased their price objective on Welltower from $249.00 to $271.00 and gave the stock a “buy” rating in a report on Wednesday, July 8th. Fourteen research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $251.06.

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.