Vise Technologies Inc. Invests $17.74 Million in Welltower Inc. $WELL

Vise Technologies Inc. bought a new stake in Welltower Inc. (NYSE:WELL) during the 2nd quarter, HoldingsChannel reports. The fund bought 78,142 shares of the real estate investment trust’s stock, valued at approximately $17,736,000.

Several other hedge funds and other institutional investors have also made changes to their positions in the company. Leonteq Securities AG raised its holdings in Welltower by 92.3% during the first quarter. Leonteq Securities AG now owns 125 shares of the real estate investment trust’s stock worth $25,000 after purchasing an additional 60 shares in the last quarter. Sound Income Strategies LLC lifted its position in Welltower by 124.6% in the first quarter. Sound Income Strategies LLC now owns 137 shares of the real estate investment trust’s stock valued at $27,000 after purchasing an additional 76 shares during the period. Swiss RE Ltd. purchased a new stake in Welltower in the 4th quarter valued at approximately $29,000. Summit Securities Group LLC boosted its holdings in Welltower by 42.6% in the 2nd quarter. Summit Securities Group LLC now owns 164 shares of the real estate investment trust’s stock valued at $37,000 after purchasing an additional 49 shares in the last quarter. Finally, Allied Private Wealth LLC acquired a new position in Welltower during the 2nd quarter worth approximately $41,000. Hedge funds and other institutional investors own 94.80% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages have recently issued reports on WELL. KeyCorp increased their target price on Welltower from $240.00 to $275.00 and gave the stock an “overweight” rating in a research note on Tuesday, August 4th. Weiss Ratings downgraded Welltower from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Wednesday, June 24th. Jefferies Financial Group upped their price objective on Welltower from $237.00 to $248.00 and gave the stock a “buy” rating in a report on Tuesday, May 12th. Cantor Fitzgerald upped their price objective on Welltower from $235.00 to $260.00 and gave the stock an “overweight” rating in a report on Friday, July 31st. Finally, Mizuho increased their price objective on Welltower from $239.00 to $260.00 and gave the stock an “outperform” rating in a research report on Wednesday, July 22nd. Fourteen analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $246.11.

Welltower Stock Up 0.8%

Welltower stock opened at $237.57 on Friday. Welltower Inc. has a fifty-two week low of $163.75 and a fifty-two week high of $255.20. The firm has a market capitalization of $171.23 billion, a price-to-earnings ratio of 108.98, a price-to-earnings-growth ratio of 1.13 and a beta of 0.76. The stock’s fifty day moving average is $231.96 and its two-hundred day moving average is $215.66. The company has a debt-to-equity ratio of 0.37, a quick ratio of 3.16 and a current ratio of 3.16.

Welltower (NYSE:WELL) last released its quarterly earnings results on Monday, July 27th. The real estate investment trust reported $0.61 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.66 by ($0.05). Welltower had a return on equity of 3.56% and a net margin of 12.15%.The firm had revenue of $3.54 billion for the quarter, compared to analyst estimates of $3.40 billion. During the same period last year, the firm earned $1.28 EPS. The company’s quarterly revenue was up 39.1% compared to the same quarter last year. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. Analysts predict that Welltower Inc. will post 6.44 EPS for the current fiscal year.

Welltower Increases Dividend

The firm 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 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 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.