Jones Financial Companies Lllp Buys Shares of 4,616 Welltower Inc. $WELL

Jones Financial Companies Lllp purchased a new stake in Welltower Inc. (NYSE:WELL) during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm purchased 4,616 shares of the real estate investment trust’s stock, valued at approximately $1,048,000.

A number of other institutional investors also recently modified their holdings of WELL. Leonteq Securities AG grew its position in Welltower by 92.3% in the first quarter. Leonteq Securities AG now owns 125 shares of the real estate investment trust’s stock valued at $25,000 after acquiring an additional 60 shares during the last quarter. Sound Income Strategies LLC lifted 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 acquiring an additional 76 shares during the last quarter. Kilter Group LLC bought a new position in shares of Welltower in the second quarter worth about $29,000. Swiss RE Ltd. acquired a new stake in shares of Welltower in the 4th quarter valued at approximately $29,000. Finally, Quarry LP acquired a new stake in shares of Welltower in the 3rd quarter valued at approximately $33,000. Institutional investors and hedge funds own 94.80% of the company’s stock.

Wall Street Analyst Weigh In

WELL has been the subject of a number of research analyst reports. Raymond James Financial initiated coverage on shares of Welltower in a research report on Tuesday, June 16th. They set an “outperform” rating and a $226.00 price objective for the company. KeyCorp raised their target price on shares of Welltower from $240.00 to $275.00 and gave the company an “overweight” rating in a research report on Tuesday, August 4th. Jefferies Financial Group boosted their target price on shares of Welltower from $237.00 to $248.00 and gave the stock a “buy” rating in a research note on Tuesday, May 12th. 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 for the company. Finally, Wall Street Zen raised Welltower from a “sell” rating to a “hold” rating in a report on Saturday, May 2nd. 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.com, Welltower currently has a consensus rating of “Moderate Buy” and a consensus price target of $246.11.

Welltower Stock Up 0.4%

Shares of NYSE WELL opened at $240.07 on Tuesday. The company has a 50 day simple moving average of $233.02 and a 200 day simple moving average of $216.40. The firm has a market cap of $173.03 billion, a PE ratio of 110.13, a price-to-earnings-growth ratio of 1.14 and a beta of 0.76. Welltower Inc. has a 1 year low of $163.75 and a 1 year high of $255.20. The company has a debt-to-equity ratio of 0.37, a current ratio of 3.16 and a quick ratio of 3.16.

Welltower (NYSE:WELL) last posted its 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 business had revenue of $3.54 billion for the quarter, compared to analyst estimates of $3.40 billion. During the same quarter in the prior year, the business earned $1.28 earnings per share. The firm’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. On average, research analysts forecast that Welltower Inc. will post 6.44 EPS for the current year.

Welltower Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, August 20th. Investors of record on Wednesday, August 12th were paid a $0.85 dividend. This is a positive change 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 was Wednesday, August 12th. Welltower’s payout ratio is presently 155.96%.

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.