Visionary Wealth Advisors Acquires New Holdings in Welltower Inc. $WELL

Visionary Wealth Advisors acquired a new position in Welltower Inc. (NYSE:WELL) during the second quarter, HoldingsChannel.com reports. The fund acquired 2,578 shares of the real estate investment trust’s stock, valued at approximately $585,000.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Brighton Jones LLC grew its holdings in Welltower by 7.1% in the fourth quarter. Brighton Jones LLC now owns 4,185 shares of the real estate investment trust’s stock worth $527,000 after purchasing an additional 279 shares during the last quarter. Empowered Funds LLC lifted its holdings in shares of Welltower by 31.7% during the 1st quarter. Empowered Funds LLC now owns 14,790 shares of the real estate investment trust’s stock valued at $2,266,000 after purchasing an additional 3,564 shares during the last quarter. Sivia Capital Partners LLC lifted its holdings in shares of Welltower by 7.1% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,910 shares of the real estate investment trust’s stock valued at $294,000 after purchasing an additional 127 shares during the last quarter. Baird Financial Group Inc. boosted its position in shares of Welltower by 7.3% in the 2nd quarter. Baird Financial Group Inc. now owns 10,871 shares of the real estate investment trust’s stock worth $1,671,000 after purchasing an additional 735 shares in the last quarter. Finally, NewEdge Advisors LLC boosted its position in shares of Welltower by 27.0% in the 2nd quarter. NewEdge Advisors LLC now owns 12,435 shares of the real estate investment trust’s stock worth $1,912,000 after purchasing an additional 2,641 shares in the last quarter. Hedge funds and other institutional investors own 94.80% of the company’s stock.

Welltower Price Performance

Shares of NYSE WELL opened at $240.07 on Tuesday. The stock has a market capitalization of $173.03 billion, a price-to-earnings ratio of 110.13, a price-to-earnings-growth ratio of 1.14 and a beta of 0.76. Welltower Inc. has a 52 week low of $163.75 and a 52 week high of $255.20. The firm has a 50-day simple moving average of $233.02 and a 200-day simple moving average of $216.40. 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 (NYSE:WELL) last released its quarterly earnings data on Monday, July 27th. The real estate investment trust reported $0.61 EPS 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 during the quarter, compared to analyst estimates of $3.40 billion. During the same quarter in the previous year, the company posted $1.28 EPS. The firm’s revenue was up 39.1% on a year-over-year basis. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. On average, equities analysts predict that Welltower Inc. will post 6.44 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. Investors of record on Wednesday, August 12th were given a dividend of $0.85 per share. The ex-dividend date was Wednesday, August 12th. This is a positive change from Welltower’s previous quarterly dividend of $0.74. This represents a $3.40 dividend on an annualized basis and a yield of 1.4%. Welltower’s dividend payout ratio (DPR) is 155.96%.

Analyst Upgrades and Downgrades

Several equities analysts have recently issued reports on the stock. Weiss Ratings downgraded shares of Welltower from a “buy (b-)” rating to a “hold (c+)” rating in a report on Wednesday, June 24th. Scotiabank lowered their target price 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. Citigroup boosted their target price on shares of Welltower from $255.00 to $275.00 and gave the stock a “buy” rating in a research report on Friday, July 31st. 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 note on Monday, August 3rd. Finally, UBS Group raised their price target on shares of Welltower from $249.00 to $271.00 and gave the stock a “buy” rating in a report on Wednesday, July 8th. Fourteen 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 presently has an average rating of “Moderate Buy” and a consensus target price of $246.11.

About Welltower

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.