Sigma Planning Corp Boosts Position in Welltower Inc. $WELL

Sigma Planning Corp raised its position in Welltower Inc. (NYSE:WELL) by 76.3% during the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 8,574 shares of the real estate investment trust’s stock after acquiring an additional 3,710 shares during the quarter. Sigma Planning Corp’s holdings in Welltower were worth $1,695,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also bought and sold shares of WELL. Leonteq Securities AG grew its stake in shares of Welltower by 92.3% during the 1st 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 period. Sound Income Strategies LLC boosted 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 worth $27,000 after buying an additional 76 shares during the last quarter. Marquette Asset Management LLC grew its position in Welltower by 62.8% during the fourth quarter. Marquette Asset Management LLC now owns 153 shares of the real estate investment trust’s stock valued at $28,000 after buying an additional 59 shares during the period. Swiss RE Ltd. bought a new stake in Welltower during the fourth quarter valued at approximately $29,000. Finally, Quarry LP purchased a new stake in Welltower during the third quarter valued at approximately $33,000. 94.80% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several research analysts have recently weighed in on the stock. Mizuho set a $239.00 price target on shares of Welltower in a research note on Friday, May 22nd. 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 note on Thursday, June 18th. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $238.00 target price on shares of Welltower in a report on Monday, June 15th. BMO Capital Markets reiterated an “outperform” rating and set a $245.00 target price on shares of Welltower in a research report on Monday, May 4th. Finally, Weiss Ratings cut Welltower from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Wednesday, June 24th. Thirteen investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $234.72.

Welltower Trading Up 0.8%

Shares of Welltower stock opened at $243.39 on Friday. The company has a market capitalization of $171.81 billion, a P/E ratio of 120.49, a P/E/G ratio of 1.19 and a beta of 0.77. The company has a debt-to-equity ratio of 0.40, a quick ratio of 4.31 and a current ratio of 4.31. The company has a fifty day moving average of $218.71 and a 200 day moving average of $206.74. Welltower Inc. has a fifty-two week low of $156.96 and a fifty-two week high of $246.43.

Welltower (NYSE:WELL) last posted its quarterly earnings results on Tuesday, April 28th. The real estate investment trust reported $1.02 EPS for the quarter, beating analysts’ consensus estimates of $0.68 by $0.34. The business had revenue of $3.35 billion for the quarter, compared to analysts’ expectations of $3.12 billion. Welltower had a return on equity of 3.45% and a net margin of 11.96%.The business’s quarterly revenue was up 38.3% on a year-over-year basis. During the same period last year, the firm earned $1.20 earnings per share. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. On average, sell-side analysts anticipate that Welltower Inc. will post 6.32 earnings per share for the current fiscal year.

Welltower Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, May 21st. Investors of record on Wednesday, May 13th were paid a dividend of $0.74 per share. This represents a $2.96 annualized dividend and a yield of 1.2%. The ex-dividend date of this dividend was Wednesday, May 13th. Welltower’s dividend payout ratio (DPR) is presently 146.53%.

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.