Gateway Wealth Partners LLC Invests $430,000 in Welltower Inc. $WELL

Gateway Wealth Partners LLC bought a new stake in shares of Welltower Inc. (NYSE:WELL) during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 2,176 shares of the real estate investment trust’s stock, valued at approximately $430,000.

A number of other institutional investors have also recently made changes to their positions in the business. KLP Kapitalforvaltning AS raised its holdings in Welltower by 21.2% during the 4th quarter. KLP Kapitalforvaltning AS now owns 291,146 shares of the real estate investment trust’s stock valued at $54,040,000 after buying an additional 50,900 shares during the period. Dimensional Fund Advisors LP boosted its stake in Welltower by 0.7% during the first quarter. Dimensional Fund Advisors LP now owns 8,345,022 shares of the real estate investment trust’s stock worth $1,649,844,000 after buying an additional 57,938 shares during the period. Easterly Investment Partners LLC boosted its stake in Welltower by 184.9% during the fourth quarter. Easterly Investment Partners LLC now owns 92,403 shares of the real estate investment trust’s stock worth $17,151,000 after buying an additional 59,967 shares during the period. Park Edge Advisors LLC purchased a new position in Welltower during the fourth quarter worth $974,000. Finally, SG Americas Securities LLC increased its position in Welltower by 331.4% during the first quarter. SG Americas Securities LLC now owns 1,122,894 shares of the real estate investment trust’s stock valued at $222,007,000 after acquiring an additional 862,586 shares during the last quarter. Institutional investors own 94.80% of the company’s stock.

Analyst Upgrades and Downgrades

WELL has been the topic of several recent analyst reports. Royal Bank Of Canada reissued an “outperform” rating and issued a $238.00 target price on shares of Welltower in a research note on Monday, June 15th. Evercore reaffirmed an “outperform” rating and set a $260.00 price target on shares of Welltower in a research note on Thursday. Barclays started coverage on shares of Welltower in a report on Tuesday, July 7th. They set an “equal weight” rating and a $254.00 price target on the stock. Wells Fargo & Company increased their price objective on shares of Welltower from $228.00 to $237.00 and gave the stock an “overweight” rating in a research report on Monday, June 1st. Finally, Wall Street Zen raised shares of Welltower from a “sell” rating to a “hold” rating in a research report on Saturday, May 2nd. 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.com, the company has an average rating of “Moderate Buy” and a consensus price target of $242.94.

Welltower Stock Up 0.2%

Shares of WELL opened at $235.99 on Friday. The firm has a fifty day moving average price of $224.25 and a 200-day moving average price of $210.78. The company has a current ratio of 3.16, a quick ratio of 4.31 and a debt-to-equity ratio of 0.37. The firm has a market capitalization of $170.09 billion, a P/E ratio of 108.25, a P/E/G ratio of 1.14 and a beta of 0.77. Welltower Inc. has a 12-month low of $161.26 and a 12-month high of $255.20.

Welltower (NYSE:WELL) last posted its quarterly earnings results on Monday, July 27th. The real estate investment trust reported $0.61 EPS 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 company had revenue of $3.54 billion during the quarter, compared to analysts’ expectations of $3.40 billion. During the same period in the prior year, the business earned $1.28 EPS. The company’s quarterly revenue was up 39.1% on a year-over-year basis. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. Equities research analysts expect that Welltower Inc. will post 6.4 earnings per share for the current year.

Welltower Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, August 20th. Stockholders of record on Wednesday, August 12th will be paid a dividend of $0.85 per share. This is a boost from Welltower’s previous quarterly dividend of $0.74. This represents a $3.40 annualized dividend and a dividend yield of 1.4%. The ex-dividend date of this dividend is Wednesday, August 12th. Welltower’s payout ratio is presently 135.78%.

Welltower 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.