2,534 Shares in Welltower Inc. $WELL Bought by Coastal Bridge Advisors LLC

Coastal Bridge Advisors LLC purchased a new stake in Welltower Inc. (NYSE:WELL) in the second quarter, HoldingsChannel reports. The institutional investor purchased 2,534 shares of the real estate investment trust’s stock, valued at approximately $575,000.

Several other large investors also recently bought and sold shares of WELL. Jefferies Financial Group Inc. purchased a new position in shares of Welltower during the second quarter worth about $32,435,000. Public Employees Retirement System of Ohio purchased a new stake in shares of Welltower in the 2nd quarter valued at about $244,144,000. MASTERINVEST Kapitalanlage GmbH purchased a new stake in shares of Welltower in the 2nd quarter valued at about $3,898,000. Proficio Capital Partners LLC acquired a new stake in shares of Welltower in the 2nd quarter valued at about $1,104,000. Finally, Pure Financial Advisors LLC acquired a new stake in shares of Welltower in the 2nd quarter valued at about $471,000. Institutional investors and hedge funds own 94.80% of the company’s stock.

Wall Street Analyst Weigh In

WELL has been the topic of several research analyst reports. Mizuho lifted their price target on Welltower from $239.00 to $260.00 and gave the stock an “outperform” rating in a research report on Wednesday, July 22nd. Wall Street Zen upgraded shares of Welltower from a “sell” rating to a “hold” rating in a research report on Saturday, May 2nd. Weiss Ratings cut shares of Welltower from a “buy (b-)” rating to a “hold (c+)” rating in a report on Wednesday, June 24th. Royal Bank Of Canada upped their price target on shares of Welltower from $238.00 to $260.00 and gave the company an “outperform” rating in a research report on Monday, August 3rd. Finally, Scotiabank decreased their price target on shares of Welltower from $248.00 to $232.00 and set a “sector outperform” rating for the company in a research note on Thursday, June 18th. Fourteen equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat, Welltower has a consensus rating of “Moderate Buy” and a consensus price target of $246.11.

Welltower Stock Down 0.9%

WELL opened at $237.51 on Friday. The business has a 50 day moving average price of $235.54 and a two-hundred day moving average price of $217.59. The company has a quick ratio of 3.16, a current ratio of 3.16 and a debt-to-equity ratio of 0.37. The company has a market cap of $171.18 billion, a PE ratio of 108.95, a P/E/G ratio of 1.15 and a beta of 0.76. Welltower Inc. has a 52 week low of $163.75 and a 52 week high of $255.20.

Welltower (NYSE:WELL) last announced its earnings results on Monday, July 27th. The real estate investment trust reported $0.61 earnings per share for the quarter, missing the consensus estimate of $0.66 by ($0.05). The company had revenue of $3.54 billion during the quarter, compared to analysts’ expectations of $3.40 billion. Welltower had a net margin of 12.15% and a return on equity of 3.56%. The company’s revenue for the quarter was up 39.1% compared to the same quarter last year. During the same quarter last year, the business posted $1.28 earnings per share. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. As a group, research analysts anticipate that Welltower Inc. will post 6.43 EPS for the current year.

Welltower Increases Dividend

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

Insiders Place Their Bets

In other news, Director Andrew Gundlach acquired 5,000 shares of the company’s stock in a transaction on Tuesday, August 25th. The shares were bought at an average cost of $239.47 per share, with a total value of $1,197,350.00. Following the purchase, the director owned 25,000 shares of the company’s stock, valued at $5,986,750. This represents a 25.00% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. 0.37% of the stock is currently owned by company insiders.

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.