United Capital Financial Advisors LLC Buys New Stake in Welltower Inc. $WELL

United Capital Financial Advisors LLC purchased a new stake in Welltower Inc. (NYSE:WELL) during the second quarter, according to its most recent filing with the SEC. The fund purchased 22,702 shares of the real estate investment trust’s stock, valued at approximately $5,153,000.

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

Analyst Ratings Changes

A number of research analysts have recently commented on WELL shares. Scotiabank lowered their target price on Welltower from $248.00 to $232.00 and set a “sector outperform” rating for the company in a research report on Thursday, June 18th. BMO Capital Markets reaffirmed an “outperform” rating and set a $245.00 price target on shares of Welltower in a research note on Monday, May 4th. Deutsche Bank Aktiengesellschaft increased their price objective on shares of Welltower from $215.00 to $265.00 and gave the company a “buy” rating in a research report on Wednesday, July 1st. Raymond James Financial started coverage on shares of Welltower in a research note on Tuesday, June 16th. They issued an “outperform” rating and a $226.00 price objective for the company. Finally, Cantor Fitzgerald upped their target price on shares of Welltower from $235.00 to $260.00 and gave the company an “overweight” rating in a research report on Friday, July 31st. Fourteen research analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $246.11.

Insider Buying and Selling

In other news, Director Andrew Gundlach purchased 5,000 shares of the business’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 acquisition, the director owned 25,000 shares of the company’s stock, valued at approximately $5,986,750. This trade represents a 25.00% increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Insiders own 0.37% of the company’s stock.

Welltower Stock Performance

NYSE:WELL opened at $237.51 on Friday. The firm has a market capitalization of $171.18 billion, a PE ratio of 108.95, a PEG ratio of 1.15 and a beta of 0.76. The stock’s fifty day moving average is $235.54 and its 200 day moving average is $217.59. Welltower Inc. has a fifty-two week low of $163.75 and a fifty-two week high of $255.20. 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 EPS for the quarter, missing the consensus estimate of $0.66 by ($0.05). Welltower had a return on equity of 3.56% and a net margin of 12.15%.The firm had revenue of $3.54 billion for the quarter, compared to analysts’ expectations of $3.40 billion. During the same period in the previous year, the firm earned $1.28 earnings per share. The firm’s quarterly 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. On average, sell-side analysts anticipate that Welltower Inc. will post 6.43 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 paid a dividend of $0.85 per share. The ex-dividend date of this dividend was Wednesday, August 12th. This represents a $3.40 dividend on an annualized basis and a dividend yield of 1.4%. This is a boost from Welltower’s previous quarterly dividend of $0.74. Welltower’s dividend payout ratio is presently 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.