Visionary Wealth Advisors Buys New Shares in Welltower Inc. $WELL

Visionary Wealth Advisors bought a new position in Welltower Inc. (NYSE:WELL) in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor bought 2,578 shares of the real estate investment trust’s stock, valued at approximately $585,000.

A number of other institutional investors have also bought and sold shares of the business. Brighton Jones LLC grew its position in shares of Welltower by 7.1% during the fourth quarter. Brighton Jones LLC now owns 4,185 shares of the real estate investment trust’s stock worth $527,000 after purchasing an additional 279 shares in the last quarter. Empowered Funds LLC lifted its holdings in Welltower by 31.7% in the 1st quarter. Empowered Funds LLC now owns 14,790 shares of the real estate investment trust’s stock worth $2,266,000 after purchasing an additional 3,564 shares in the last quarter. Sivia Capital Partners LLC lifted its holdings in Welltower by 7.1% in the 2nd quarter. Sivia Capital Partners LLC now owns 1,910 shares of the real estate investment trust’s stock worth $294,000 after purchasing an additional 127 shares in the last quarter. Baird Financial Group Inc. boosted its stake in Welltower by 7.3% in the 2nd quarter. Baird Financial Group Inc. now owns 10,871 shares of the real estate investment trust’s stock worth $1,671,000 after purchasing an additional 735 shares during the period. Finally, NewEdge Advisors LLC boosted its stake in Welltower by 27.0% in the 2nd quarter. NewEdge Advisors LLC now owns 12,435 shares of the real estate investment trust’s stock worth $1,912,000 after purchasing an additional 2,641 shares during the period. Hedge funds and other institutional investors own 94.80% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts have recently issued reports on the stock. Scotiabank reduced their price objective on shares of Welltower from $248.00 to $232.00 and set a “sector outperform” rating on the stock in a research report on Thursday, June 18th. BMO Capital Markets restated an “outperform” rating and set a $245.00 target price on shares of Welltower in a research report on Monday, May 4th. Wells Fargo & Company raised their target price on shares of Welltower from $228.00 to $237.00 and gave the company an “overweight” rating in a research note on Monday, June 1st. KeyCorp lifted their price target on shares of Welltower from $240.00 to $275.00 and gave the company an “overweight” rating in a report on Tuesday, August 4th. Finally, Weiss Ratings cut shares of Welltower from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Wednesday, June 24th. Fourteen investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $246.11.

Welltower Stock Performance

NYSE WELL opened at $240.07 on Tuesday. The business’s 50 day moving average price is $233.02 and its 200-day moving average price is $216.40. Welltower Inc. has a fifty-two week low of $163.75 and a fifty-two week high of $255.20. The company has a market cap of $173.03 billion, a P/E ratio of 110.13, a P/E/G ratio of 1.14 and a beta of 0.76. 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 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 analysts’ consensus estimates of $0.66 by ($0.05). The company had revenue of $3.54 billion during the quarter, compared to the consensus estimate of $3.40 billion. Welltower had a return on equity of 3.56% and a net margin of 12.15%.The firm’s quarterly revenue was up 39.1% compared to the same quarter last year. During the same quarter in the prior year, the business earned $1.28 earnings per share. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. Sell-side analysts predict that Welltower Inc. will post 6.44 earnings per share for the current year.

Welltower Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, August 20th. Shareholders of record on Wednesday, August 12th were paid a $0.85 dividend. The ex-dividend date was Wednesday, August 12th. This is a positive change from Welltower’s previous quarterly dividend of $0.74. This represents a $3.40 dividend on an annualized basis and a yield of 1.4%. Welltower’s payout ratio is 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.