57,241 Shares in Welltower Inc. $WELL Bought by Empowered Funds LLC

Empowered Funds LLC purchased a new stake in Welltower Inc. (NYSE:WELL) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 57,241 shares of the real estate investment trust’s stock, valued at approximately $12,992,000.

A number of other hedge funds and other institutional investors have also modified their holdings of the stock. Leonteq Securities AG boosted its position in shares of Welltower by 92.3% in the first quarter. Leonteq Securities AG now owns 125 shares of the real estate investment trust’s stock worth $25,000 after buying an additional 60 shares during the period. Kilter Group LLC acquired a new position in shares of Welltower in the 2nd quarter valued at about $29,000. Sound Income Strategies LLC lifted its position in shares of Welltower by 124.6% in the first quarter. Sound Income Strategies LLC now owns 137 shares of the real estate investment trust’s stock worth $27,000 after purchasing an additional 76 shares in the last quarter. Solstein Capital LLC purchased a new stake in shares of Welltower in the second quarter worth approximately $34,000. Finally, Swiss RE Ltd. acquired a new stake in shares of Welltower during the fourth quarter worth approximately $29,000. 94.80% of the stock is currently owned by institutional investors.

Welltower Stock Performance

WELL stock opened at $237.51 on Friday. 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 capitalization of $171.18 billion, a price-to-earnings ratio of 108.95, a P/E/G ratio of 1.15 and a beta of 0.76. Welltower Inc. has a 12 month low of $163.75 and a 12 month high of $255.20. The firm has a 50 day moving average of $235.54 and a two-hundred day moving average of $217.59.

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

Welltower Increases Dividend

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

Insiders Place Their Bets

In related news, Director Andrew Gundlach purchased 5,000 shares of Welltower stock in a transaction on Tuesday, August 25th. The stock was bought at an average price of $239.47 per share, with a total value of $1,197,350.00. Following the completion of the transaction, the director directly owned 25,000 shares of the company’s stock, valued at approximately $5,986,750. This represents a 25.00% increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. 0.37% of the stock is currently owned by company insiders.

Analyst Ratings Changes

WELL has been the topic of a number of research analyst reports. Citigroup boosted their price objective on shares of Welltower from $255.00 to $275.00 and gave the company a “buy” rating in a research report on Friday, July 31st. Evercore reissued an “outperform” rating and set a $260.00 target price on shares of Welltower in a research note on Thursday, July 30th. Raymond James Financial assumed coverage on shares of Welltower in a report on Tuesday, June 16th. They set an “outperform” rating and a $226.00 price target on the stock. UBS Group upped their price target on shares of Welltower from $249.00 to $271.00 and gave the stock a “buy” rating in a research note on Wednesday, July 8th. Finally, Barclays assumed coverage on Welltower in a report on Tuesday, July 7th. They set an “equal weight” rating and a $254.00 price objective for the company. Fourteen equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $246.11.

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.