Gallagher Fiduciary Advisors LLC Invests $881,000 in Welltower Inc. $WELL

Gallagher Fiduciary Advisors LLC acquired a new position in shares of Welltower Inc. (NYSE:WELL) in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 3,881 shares of the real estate investment trust’s stock, valued at approximately $881,000.

A number of other institutional investors have also recently bought and sold shares of WELL. Dimensional Fund Advisors LP increased its position in Welltower by 0.7% during the first 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 last quarter. Easterly Investment Partners LLC raised its holdings 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 valued at $17,151,000 after buying an additional 59,967 shares in the last quarter. SG Americas Securities LLC lifted its position in shares of Welltower by 331.4% in the first quarter. SG Americas Securities LLC now owns 1,122,894 shares of the real estate investment trust’s stock worth $222,007,000 after buying an additional 862,586 shares during the last quarter. Swiss National Bank lifted its position 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 buying an additional 181,400 shares during the last quarter. Finally, Dai ichi Life Insurance Company Ltd boosted its stake in shares of Welltower by 26.6% during 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 acquiring an additional 9,217 shares in the last quarter. Institutional investors and hedge funds own 94.80% of the company’s stock.

Analyst Ratings Changes

A number of brokerages have recently commented on WELL. Evercore reissued an “outperform” rating and set a $260.00 price objective on shares of Welltower in a report on Thursday, July 30th. Citigroup upped their target price on Welltower from $255.00 to $275.00 and gave the stock a “buy” rating in a research report on Friday, July 31st. Weiss Ratings downgraded Welltower from a “buy (b-)” rating to a “hold (c+)” rating in a report on Wednesday, June 24th. BMO Capital Markets reissued an “outperform” rating and issued a $245.00 price target on shares of Welltower in a research report on Monday, May 4th. Finally, Wall Street Zen upgraded shares of Welltower from a “sell” rating to a “hold” rating in a research note on Saturday, May 2nd. Fourteen research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat.com, Welltower has a consensus rating of “Moderate Buy” and a consensus price target of $246.11.

Welltower Price Performance

Shares of NYSE:WELL opened at $241.33 on Wednesday. The company has a market cap of $173.94 billion, a price-to-earnings ratio of 110.70, a PEG ratio of 1.15 and a beta of 0.76. The business has a 50 day moving average price of $233.57 and a 200 day moving average price of $216.79. The company has a quick ratio of 3.16, a current ratio of 3.16 and a debt-to-equity ratio of 0.37. Welltower Inc. has a twelve month low of $163.75 and a twelve month high of $255.20.

Welltower (NYSE:WELL) last issued its quarterly 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). Welltower had a return on equity of 3.56% and a net margin of 12.15%.The business had revenue of $3.54 billion during the quarter, compared to the consensus estimate of $3.40 billion. During the same period in the prior year, the firm earned $1.28 earnings per share. The business’s quarterly revenue was up 39.1% on a year-over-year basis. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. Research analysts predict that Welltower Inc. will post 6.44 earnings per share for the current year.

Welltower Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, August 20th. Investors of record on Wednesday, August 12th were given a dividend of $0.85 per share. This represents a $3.40 dividend on an annualized basis and a yield of 1.4%. This is an increase from Welltower’s previous quarterly dividend of $0.74. The ex-dividend date of this dividend was Wednesday, August 12th. Welltower’s payout ratio is presently 155.96%.

Welltower 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.