Widmann Financial Services Inc. Increases Stock Position in Welltower Inc. $WELL

Widmann Financial Services Inc. boosted its stake in shares of Welltower Inc. (NYSE:WELL) by 242.2% in the second quarter, Holdings Channel reports. The institutional investor owned 3,521 shares of the real estate investment trust’s stock after purchasing an additional 2,492 shares during the period. Widmann Financial Services Inc.’s holdings in Welltower were worth $799,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Dimensional Fund Advisors LP grew its holdings 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 valued at $1,649,844,000 after purchasing an additional 57,938 shares during the period. Easterly Investment Partners LLC boosted its stake 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 during the last quarter. SG Americas Securities LLC increased its stake in Welltower by 331.4% in 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 acquiring an additional 862,586 shares during the last quarter. Swiss National Bank boosted its position 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 valued at $398,227,000 after acquiring an additional 181,400 shares during the last quarter. Finally, Dai ichi Life Insurance Company Ltd grew its holdings in shares of Welltower by 26.6% in the first 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 purchasing an additional 9,217 shares in the last quarter. Hedge funds and other institutional investors own 94.80% of the company’s stock.

Wall Street Analysts Forecast Growth

WELL has been the subject of a number of recent research reports. Mizuho lifted their price objective on shares of Welltower from $239.00 to $260.00 and gave the stock an “outperform” rating in a research note on Wednesday, July 22nd. Royal Bank Of Canada boosted their price objective on Welltower from $238.00 to $260.00 and gave the company an “outperform” rating in a report on Monday, August 3rd. UBS Group lifted their target price on Welltower from $249.00 to $271.00 and gave the company a “buy” rating in a research report on Wednesday, July 8th. Barclays lifted their price objective on shares of Welltower from $254.00 to $259.00 and gave the company an “equal weight” rating in a report on Monday, August 31st. Finally, Jefferies Financial Group lifted their price objective on shares of Welltower from $237.00 to $248.00 and gave the stock a “buy” rating in a research report on Tuesday, May 12th. Fourteen investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $251.06.

Welltower Stock Performance

Shares of WELL stock opened at $236.07 on Friday. The stock has a market cap of $170.15 billion, a PE ratio of 108.29, a price-to-earnings-growth ratio of 1.13 and a beta of 0.76. 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 business has a 50-day simple moving average of $237.37 and a 200-day simple moving average of $218.77. Welltower Inc. has a 52-week low of $163.75 and a 52-week high of $255.20.

Welltower (NYSE:WELL) last posted its earnings results 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 for the quarter, compared to analyst estimates of $3.40 billion. During the same quarter last year, the business earned $1.28 earnings per share. Welltower’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 expect that Welltower Inc. will post 6.43 EPS for the current 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 issued a $0.85 dividend. This is an increase from Welltower’s previous quarterly dividend of $0.74. The ex-dividend date was Wednesday, August 12th. This represents a $3.40 annualized dividend and a yield of 1.4%. Welltower’s payout ratio is presently 155.96%.

Insider Transactions at Welltower

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

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.