Capital Square LLC Takes Position in Welltower Inc. $WELL

Capital Square LLC acquired a new position in shares of Welltower Inc. (NYSE:WELL) during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 4,360 shares of the real estate investment trust’s stock, valued at approximately $1,010,000.

Other institutional investors and hedge funds also recently modified their holdings of the company. Meiji Yasuda Asset Management Co Ltd. bought a new stake in Welltower in the second quarter valued at approximately $9,523,000. Mission Financial Group LLC acquired a new stake in Welltower during the 2nd quarter valued at $502,000. Burk Holdings LLC acquired a new stake in Welltower during the 2nd quarter valued at $99,000. Benchmark Investment Advisors LLC bought a new position in Welltower during the second quarter worth $1,148,000. Finally, LM Advisors LLC bought a new position in Welltower during the second quarter worth $205,000. 94.80% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of analysts have recently issued reports on WELL shares. Royal Bank Of Canada raised their target price on shares of Welltower from $238.00 to $260.00 and gave the stock an “outperform” rating in a research note on Monday, August 3rd. Wall Street Zen raised shares of Welltower from a “sell” rating to a “hold” rating in a report on Saturday, May 2nd. Evercore restated an “outperform” rating and set a $260.00 price objective on shares of Welltower in a research report on Thursday, July 30th. UBS Group boosted their price objective on Welltower from $249.00 to $271.00 and gave the stock a “buy” rating in a report on Wednesday, July 8th. Finally, Weiss Ratings downgraded Welltower from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Wednesday, June 24th. Fourteen investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $246.11.

Welltower Price Performance

Shares of Welltower stock opened at $239.95 on Monday. The company has a quick ratio of 3.16, a current ratio of 3.16 and a debt-to-equity ratio of 0.37. The stock has a market capitalization of $172.94 billion, a price-to-earnings ratio of 110.07, a price-to-earnings-growth ratio of 1.14 and a beta of 0.76. Welltower Inc. has a twelve month low of $163.75 and a twelve month high of $255.20. The company has a 50-day simple moving average of $232.48 and a two-hundred day simple moving average of $216.03.

Welltower (NYSE:WELL) last announced its earnings results on Monday, July 27th. The real estate investment trust reported $0.61 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.66 by ($0.05). Welltower had a return on equity of 3.56% and a net margin of 12.15%.The business had revenue of $3.54 billion for the quarter, compared to analyst estimates of $3.40 billion. During the same quarter in the previous year, the company earned $1.28 EPS. The business’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. Analysts forecast that Welltower Inc. will post 6.44 EPS for the current year.

Welltower Increases Dividend

The business also recently disclosed 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 is a boost 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 yield of 1.4%. Welltower’s dividend payout ratio is 155.96%.

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.