Benjamin Edwards Inc. Acquires 5,455 Shares of Welltower Inc. $WELL

Benjamin Edwards Inc. increased its stake in shares of Welltower Inc. (NYSE:WELL) by 28.4% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 24,629 shares of the real estate investment trust’s stock after buying an additional 5,455 shares during the period. Benjamin Edwards Inc.’s holdings in Welltower were worth $5,591,000 at the end of the most recent quarter.

A number of other hedge funds have also recently added to or reduced their stakes in the stock. Leonteq Securities AG grew its stake in shares of Welltower by 92.3% during the first quarter. Leonteq Securities AG now owns 125 shares of the real estate investment trust’s stock valued at $25,000 after purchasing an additional 60 shares during the last quarter. Sound Income Strategies LLC increased its holdings in shares of 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 in the last quarter. Kilter Group LLC bought a new position in Welltower in the 2nd quarter worth approximately $29,000. Swiss RE Ltd. bought a new position in Welltower in the 4th quarter worth approximately $29,000. Finally, Quarry LP acquired a new position in Welltower during the 3rd quarter worth $33,000. Institutional investors own 94.80% of the company’s stock.

Insider Buying and Selling at Welltower

In related news, Director Andrew Gundlach acquired 5,000 shares of the business’s stock in a transaction that occurred on Tuesday, August 25th. The shares were acquired at an average cost of $239.47 per share, with a total value of $1,197,350.00. Following the transaction, the director owned 25,000 shares of the company’s stock, valued at $5,986,750. The trade was a 25.00% increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. 0.37% of the stock is owned by company insiders.

Welltower Stock Performance

Shares of WELL stock opened at $237.51 on Monday. 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 cap of $171.18 billion, a PE ratio of 108.95, a price-to-earnings-growth ratio of 1.14 and a beta of 0.76. The stock has a 50-day moving average of $235.54 and a 200-day moving average of $217.73. Welltower Inc. has a one year low of $163.75 and a one year high of $255.20.

Welltower (NYSE:WELL) last released its quarterly earnings data on Monday, July 27th. The real estate investment trust reported $0.61 earnings per share 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 the consensus estimate of $3.40 billion. During the same period in the previous year, the business earned $1.28 EPS. The firm’s 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. As a group, sell-side analysts expect that Welltower Inc. will post 6.43 earnings per share for the current year.

Welltower Increases Dividend

The business 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 dividend payout ratio is 155.96%.

Analyst Upgrades and Downgrades

A number of research analysts have commented on the company. UBS Group increased their price objective on Welltower from $249.00 to $271.00 and gave the company a “buy” rating in a research report on Wednesday, July 8th. Jefferies Financial Group upped their price target on Welltower from $237.00 to $248.00 and gave the company a “buy” rating in a research note on Tuesday, May 12th. KeyCorp raised their price target on Welltower from $240.00 to $275.00 and gave the company an “overweight” rating in a report on Tuesday, August 4th. Scotiabank lowered 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. Finally, Weiss Ratings cut Welltower from a “buy (b-)” rating to a “hold (c+)” rating in a report on Wednesday, June 24th. Fourteen investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat.com, the stock currently has a consensus 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.