E Fund Management Co. Ltd. Makes New Investment in Welltower Inc. $WELL

E Fund Management Co. Ltd. purchased a new position in Welltower Inc. (NYSE:WELL) in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 2,658 shares of the real estate investment trust’s stock, valued at approximately $603,000.

Other hedge funds also recently made changes to their positions in 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 worth $25,000 after purchasing an additional 60 shares during the period. Sound Income Strategies LLC grew its holdings in Welltower by 124.6% during the 1st quarter. Sound Income Strategies LLC now owns 137 shares of the real estate investment trust’s stock valued at $27,000 after buying an additional 76 shares in the last quarter. Swiss RE Ltd. bought a new stake in shares of Welltower during the fourth quarter valued at about $29,000. Quarry LP bought a new stake in shares of Welltower during the third quarter valued at about $33,000. Finally, Gunpowder Capital Management LLC dba Oliver Wealth Management purchased a new stake in shares of Welltower in the fourth quarter worth about $37,000. 94.80% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of equities analysts have recently commented on the stock. Deutsche Bank Aktiengesellschaft raised their price objective on shares of Welltower from $215.00 to $265.00 and gave the company a “buy” rating in a research report on Wednesday, July 1st. Citigroup raised their price target on shares of Welltower from $255.00 to $275.00 and gave the company a “buy” rating in a report on Friday, July 31st. Jefferies Financial Group boosted their price target on shares of Welltower from $237.00 to $248.00 and gave the company a “buy” rating in a research report on Tuesday, May 12th. Wells Fargo & Company upped their price target on shares of Welltower from $228.00 to $237.00 and gave the stock an “overweight” rating in a report on Monday, June 1st. Finally, Scotiabank lowered their price objective on Welltower from $248.00 to $232.00 and set a “sector outperform” rating on the stock in a research report on Thursday, June 18th. Fourteen equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat, Welltower presently has a consensus rating of “Moderate Buy” and a consensus target price of $246.11.

Welltower Price Performance

WELL opened at $237.57 on Friday. The company has a current ratio of 3.16, a quick ratio of 3.16 and a debt-to-equity ratio of 0.37. The stock has a market capitalization of $171.23 billion, a P/E ratio of 108.98, a PEG ratio of 1.13 and a beta of 0.76. The stock has a 50-day moving average price of $231.96 and a 200-day moving average price of $215.66. Welltower Inc. has a 12-month low of $163.75 and a 12-month high of $255.20.

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

Welltower Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, August 20th. Shareholders of record on Wednesday, August 12th were paid a dividend of $0.85 per share. This represents a $3.40 annualized dividend and a dividend yield of 1.4%. This is a boost from Welltower’s previous quarterly dividend of $0.74. The ex-dividend date of this dividend was Wednesday, August 12th. 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.