KMG Fiduciary Partners LLC Has $7.48 Million Stock Holdings in Welltower Inc. $WELL

KMG Fiduciary Partners LLC trimmed its stake in shares of Welltower Inc. (NYSE:WELL) by 7.2% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 32,947 shares of the real estate investment trust’s stock after selling 2,558 shares during the quarter. KMG Fiduciary Partners LLC’s holdings in Welltower were worth $7,478,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors also recently modified their holdings of the company. Leonteq Securities AG boosted its stake in Welltower by 92.3% in the 1st quarter. Leonteq Securities AG now owns 125 shares of the real estate investment trust’s stock valued at $25,000 after buying an additional 60 shares in the last quarter. Sound Income Strategies LLC lifted its holdings in shares of Welltower by 124.6% during the first quarter. Sound Income Strategies LLC now owns 137 shares of the real estate investment trust’s stock valued at $27,000 after acquiring an additional 76 shares during the period. Swiss RE Ltd. acquired a new stake in shares of Welltower in the 4th quarter valued at $29,000. Allied Private Wealth LLC acquired a new stake in shares of Welltower in the 2nd quarter valued at $41,000. Finally, Quarry LP bought a new stake in shares of Welltower in the 3rd quarter worth about $33,000. 94.80% of the stock is currently owned by institutional investors.

Welltower Stock Performance

WELL stock opened at $235.12 on Tuesday. The company has a 50 day moving average price of $227.19 and a 200 day moving average price of $212.88. Welltower Inc. has a fifty-two week low of $161.26 and a fifty-two week high of $255.20. The company has a debt-to-equity ratio of 0.37, a current ratio of 3.16 and a quick ratio of 3.16. The stock has a market capitalization of $169.46 billion, a PE ratio of 107.85, a price-to-earnings-growth ratio of 1.14 and a beta of 0.76.

Welltower (NYSE:WELL) last announced 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). The firm had revenue of $3.54 billion during the quarter, compared to the consensus estimate of $3.40 billion. Welltower had a net margin of 12.15% and a return on equity of 3.56%. The firm’s quarterly revenue was up 39.1% on a year-over-year basis. During the same quarter in the previous year, the business posted $1.28 earnings per share. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. Analysts forecast that Welltower Inc. will post 6.43 EPS for the current year.

Welltower Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, August 20th. Shareholders of record on Wednesday, August 12th will be issued a dividend of $0.85 per share. The ex-dividend date of this dividend is Wednesday, August 12th. 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. Welltower’s dividend payout ratio (DPR) is presently 135.78%.

Analyst Ratings Changes

Several equities analysts recently issued reports on WELL shares. Jefferies Financial Group lifted their price target on shares of Welltower from $237.00 to $248.00 and gave the company a “buy” rating in a report on Tuesday, May 12th. Mizuho upped 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 raised their price objective on shares of Welltower from $238.00 to $260.00 and gave the stock an “outperform” rating in a report on Monday, August 3rd. BMO Capital Markets reiterated an “outperform” rating and issued a $245.00 target price on shares of Welltower in a research note on Monday, May 4th. Finally, Evercore reissued an “outperform” rating and issued a $260.00 target price on shares of Welltower in a report on Thursday, July 30th. Fourteen investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price 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.