Mosaic Family Wealth Partners LLC Has $477,000 Stake in Welltower Inc. $WELL

Mosaic Family Wealth Partners LLC boosted its position in Welltower Inc. (NYSE:WELL) by 24.0% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 3,100 shares of the real estate investment trust’s stock after purchasing an additional 600 shares during the period. Mosaic Family Wealth Partners LLC’s holdings in Welltower were worth $477,000 at the end of the most recent quarter.

Several other large investors have also recently bought and sold shares of the company. Wellington Management Group LLP grew its holdings in shares of Welltower by 14.0% during the first quarter. Wellington Management Group LLP now owns 21,289,684 shares of the real estate investment trust’s stock worth $3,261,792,000 after purchasing an additional 2,614,562 shares during the last quarter. Geode Capital Management LLC raised its holdings in Welltower by 5.1% in the 2nd quarter. Geode Capital Management LLC now owns 15,012,454 shares of the real estate investment trust’s stock valued at $2,303,484,000 after buying an additional 723,887 shares during the last quarter. Price T Rowe Associates Inc. MD boosted its position in Welltower by 41.6% during the 1st quarter. Price T Rowe Associates Inc. MD now owns 8,923,852 shares of the real estate investment trust’s stock worth $1,367,226,000 after buying an additional 2,622,384 shares during the period. Northern Trust Corp grew its holdings in Welltower by 0.4% during the 1st quarter. Northern Trust Corp now owns 8,467,221 shares of the real estate investment trust’s stock worth $1,297,263,000 after acquiring an additional 36,725 shares during the last quarter. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its stake in shares of Welltower by 7.0% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 8,164,840 shares of the real estate investment trust’s stock valued at $1,250,935,000 after acquiring an additional 532,135 shares during the last quarter. 94.80% of the stock is currently owned by institutional investors.

Welltower Price Performance

Shares of NYSE WELL opened at $193.86 on Monday. The firm has a market capitalization of $133.05 billion, a P/E ratio of 133.69, a P/E/G ratio of 1.93 and a beta of 0.92. The firm’s 50-day moving average price is $176.02 and its 200-day moving average price is $163.71. The company has a current ratio of 5.47, a quick ratio of 4.19 and a debt-to-equity ratio of 0.43. Welltower Inc. has a 1-year low of $123.11 and a 1-year high of $194.83.

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

Welltower Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, November 20th. Stockholders of record on Tuesday, November 11th will be given a dividend of $0.74 per share. This represents a $2.96 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date of this dividend is Monday, November 10th. Welltower’s dividend payout ratio is presently 204.14%.

Wall Street Analysts Forecast Growth

WELL has been the subject of a number of recent research reports. Wells Fargo & Company increased their price objective on Welltower from $185.00 to $200.00 and gave the company an “overweight” rating in a report on Tuesday, October 21st. Loop Capital set a $196.00 price objective on Welltower in a research report on Wednesday, October 29th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Welltower in a research note on Thursday. KeyCorp increased their target price on shares of Welltower from $150.00 to $200.00 and gave the company an “overweight” rating in a research report on Tuesday, September 23rd. Finally, Evercore ISI boosted their price target on shares of Welltower from $175.00 to $183.00 and gave the stock an “in-line” rating in a research report on Monday, September 15th. One research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Welltower has an average rating of “Moderate Buy” and a consensus price target of $190.07.

Welltower Profile

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.