Fox Run Management L.L.C. Makes New $961,000 Investment in Welltower Inc. $WELL

Fox Run Management L.L.C. bought a new stake in Welltower Inc. (NYSE:WELL) in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor bought 6,248 shares of the real estate investment trust’s stock, valued at approximately $961,000.

Several other institutional investors have also recently added to or reduced their stakes in the stock. SouthState Corp lifted its position in Welltower by 704.8% during the 1st quarter. SouthState Corp now owns 169 shares of the real estate investment trust’s stock worth $26,000 after acquiring an additional 148 shares during the period. Wealth Preservation Advisors LLC purchased a new stake in shares of Welltower during the first quarter worth approximately $27,000. Hughes Financial Services LLC purchased a new stake in shares of Welltower during the first quarter worth approximately $31,000. N.E.W. Advisory Services LLC acquired a new stake in shares of Welltower during the first quarter worth $32,000. Finally, WPG Advisers LLC purchased a new position in Welltower in the 1st quarter valued at $34,000. Institutional investors and hedge funds own 94.80% of the company’s stock.

Welltower Stock Performance

WELL opened at $190.53 on Friday. The stock has a market cap of $130.76 billion, a P/E ratio of 131.40, a P/E/G ratio of 1.93 and a beta of 0.92. The company has a debt-to-equity ratio of 0.43, a current ratio of 5.47 and a quick ratio of 4.19. The stock’s 50 day simple moving average is $173.59 and its 200 day simple moving average is $162.11. Welltower Inc. has a 1-year low of $123.11 and a 1-year high of $190.68.

Welltower (NYSE:WELL) last issued its quarterly earnings data on Monday, October 27th. The real estate investment trust reported $1.34 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.30 by $0.04. The firm had revenue of $2.69 billion during the quarter, compared to analysts’ expectations of $2.70 billion. Welltower had a return on equity of 2.71% and a net margin of 9.69%.Welltower’s revenue was up 30.7% on a year-over-year basis. During the same period in the previous year, the firm posted $1.11 earnings per share. Welltower has set its FY 2025 guidance at 5.240-5.300 EPS. As a group, equities analysts anticipate that Welltower Inc. will post 4.88 EPS for the current fiscal year.

Welltower Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, November 20th. Shareholders of record on Tuesday, November 11th will be given a dividend of $0.74 per share. The ex-dividend date is Monday, November 10th. This represents a $2.96 dividend on an annualized basis and a yield of 1.6%. Welltower’s payout ratio is presently 204.14%.

Analyst Upgrades and Downgrades

Several research firms recently issued reports on WELL. Evercore ISI increased their price target on shares of Welltower from $175.00 to $183.00 and gave the stock an “in-line” rating in a report on Monday, September 15th. KeyCorp boosted their target price on Welltower from $150.00 to $200.00 and gave the stock an “overweight” rating in a research report on Tuesday, September 23rd. National Bankshares set a $246.00 price target on Welltower in a report on Friday, October 17th. Loop Capital set a $196.00 price target on Welltower in a research note on Wednesday, October 29th. Finally, Scotiabank upped their price objective on Welltower from $181.00 to $182.00 and gave the stock an “outperform” rating in a report on Monday, October 6th. One analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, one has given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $187.93.

About Welltower

Welltower Inc (NYSE:WELL), a real estate investment trust (“REIT”) and S&P 500 company headquartered in Toledo, Ohio, is driving the transformation of health care infrastructure. Welltower invests with leading seniors housing operators, post-acute providers and health systems to fund the real estate infrastructure needed to scale innovative care delivery models and improve people’s wellness and overall health care experience.