Mission Financial Group LLC Invests $502,000 in Welltower Inc. $WELL

Mission Financial Group LLC purchased a new stake in Welltower Inc. (NYSE:WELL) in the 2nd quarter, according to its most recent disclosure with the SEC. The fund purchased 2,211 shares of the real estate investment trust’s stock, valued at approximately $502,000.

Other institutional investors have also modified their holdings of the company. Leonteq Securities AG lifted its holdings in Welltower by 92.3% in the first quarter. Leonteq Securities AG now owns 125 shares of the real estate investment trust’s stock worth $25,000 after acquiring an additional 60 shares during the last quarter. Kilter Group LLC bought a new position in shares of Welltower during the second quarter valued at approximately $29,000. Sound Income Strategies LLC raised its position in shares of Welltower by 124.6% during the 1st quarter. Sound Income Strategies LLC now owns 137 shares of the real estate investment trust’s stock worth $27,000 after purchasing an additional 76 shares during the period. Swiss RE Ltd. acquired a new stake in shares of Welltower during the 4th quarter worth approximately $29,000. Finally, Summit Securities Group LLC lifted its holdings in shares of Welltower by 42.6% in the 2nd quarter. Summit Securities Group LLC now owns 164 shares of the real estate investment trust’s stock worth $37,000 after purchasing an additional 49 shares during the last quarter. Institutional investors own 94.80% of the company’s stock.

Welltower Trading Up 0.3%

Shares of WELL stock opened at $239.95 on Monday. Welltower Inc. has a 1 year low of $163.75 and a 1 year high of $255.20. The firm has a market capitalization of $172.94 billion, a PE ratio of 110.07, a price-to-earnings-growth ratio of 1.14 and a beta of 0.76. The stock has a fifty day moving average of $232.48 and a two-hundred day moving average of $216.03. 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 issued its quarterly 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 period last year, the business posted $1.28 earnings per share. Welltower’s revenue for the quarter was up 39.1% on a year-over-year basis. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. As a group, research analysts expect that Welltower Inc. will post 6.44 EPS for the current year.

Welltower Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, August 20th. Shareholders of record on Wednesday, August 12th were given a dividend of $0.85 per share. This is a positive change from Welltower’s previous quarterly dividend of $0.74. The ex-dividend date was Wednesday, August 12th. This represents a $3.40 dividend on an annualized basis and a dividend yield of 1.4%. Welltower’s payout ratio is presently 155.96%.

Analysts Set New Price Targets

A number of research analysts recently issued reports on WELL shares. Scotiabank reduced their price objective on Welltower from $248.00 to $232.00 and set a “sector outperform” rating for the company in a research report on Thursday, June 18th. Royal Bank Of Canada increased their target price on Welltower from $238.00 to $260.00 and gave the stock an “outperform” rating in a research report on Monday, August 3rd. Wells Fargo & Company raised their target price on Welltower from $228.00 to $237.00 and gave the company an “overweight” rating in a research note on Monday, June 1st. UBS Group boosted their price target on shares of Welltower from $249.00 to $271.00 and gave the company a “buy” rating in a report on Wednesday, July 8th. Finally, Citigroup upped their price target 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. Fourteen analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat, Welltower currently has a consensus rating of “Moderate Buy” and a consensus price target 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.