United Capital Financial Advisors LLC Makes New $5.15 Million Investment in Welltower Inc. $WELL

United Capital Financial Advisors LLC bought a new position in shares of Welltower Inc. (NYSE:WELL) in the 2nd quarter, HoldingsChannel.com reports. The institutional investor bought 22,702 shares of the real estate investment trust’s stock, valued at approximately $5,153,000.

A number of other large investors have also recently made changes to their positions in the stock. Dimensional Fund Advisors LP boosted 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 purchasing an additional 57,938 shares during the period. Easterly Investment Partners LLC lifted its stake in shares of Welltower by 184.9% in the fourth quarter. Easterly Investment Partners LLC now owns 92,403 shares of the real estate investment trust’s stock worth $17,151,000 after buying an additional 59,967 shares during the last quarter. SG Americas Securities LLC boosted its holdings in shares of Welltower by 331.4% during the 1st 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 period. Swiss National Bank boosted its holdings in shares of Welltower by 9.9% during the 1st 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 period. Finally, Dai ichi Life Insurance Company Ltd grew its stake in Welltower by 26.6% in the 1st quarter. Dai ichi Life Insurance Company Ltd now owns 43,932 shares of the real estate investment trust’s stock valued at $8,686,000 after buying an additional 9,217 shares during the last quarter. 94.80% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In other news, Director Andrew Gundlach bought 5,000 shares of Welltower stock in a transaction dated Tuesday, August 25th. The shares were bought at an average price of $239.47 per share, for a total transaction of $1,197,350.00. Following the purchase, the director owned 25,000 shares of the company’s stock, valued at approximately $5,986,750. This trade represents a 25.00% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Insiders own 0.37% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts have weighed in on WELL shares. Mizuho boosted their target price on shares of Welltower from $239.00 to $260.00 and gave the stock an “outperform” rating in a research report on Wednesday, July 22nd. Royal Bank Of Canada raised their price objective on Welltower from $238.00 to $260.00 and gave the stock an “outperform” rating in a research report on Monday, August 3rd. KeyCorp boosted their price objective on Welltower from $240.00 to $275.00 and gave the company an “overweight” rating in a research report on Tuesday, August 4th. Jefferies Financial Group upped their target price on Welltower from $237.00 to $248.00 and gave the company a “buy” rating in a research note on Tuesday, May 12th. Finally, Wells Fargo & Company raised their target price on Welltower from $228.00 to $237.00 and gave the stock an “overweight” rating in a research report on Monday, June 1st. Fourteen investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $246.11.

Welltower Stock Down 0.9%

NYSE WELL opened at $237.51 on Friday. Welltower Inc. has a 1-year low of $163.75 and a 1-year high of $255.20. The company has a market capitalization of $171.18 billion, a price-to-earnings ratio of 108.95, a PEG ratio of 1.15 and a beta of 0.76. The stock’s 50 day moving average is $235.54 and its two-hundred day moving average is $217.59. The company has a current ratio of 3.16, a quick ratio of 3.16 and a debt-to-equity ratio of 0.37.

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

Welltower Increases Dividend

The business also recently disclosed 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. The ex-dividend date of this dividend was Wednesday, August 12th. This is a boost from Welltower’s previous quarterly dividend of $0.74. This represents a $3.40 dividend on an annualized basis and a dividend yield of 1.4%. Welltower’s dividend payout ratio (DPR) is 155.96%.

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.