Brasada Capital Management LP Makes New $7.74 Million Investment in Welltower Inc. $WELL

Brasada Capital Management LP acquired a new stake in Welltower Inc. (NYSE:WELL) in the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor acquired 34,114 shares of the real estate investment trust’s stock, valued at approximately $7,743,000.

Several other large investors have also recently made changes to their positions in WELL. Coastal Bridge Advisors LLC purchased a new position in shares of Welltower in the 2nd quarter worth about $575,000. Jefferies Financial Group Inc. purchased a new stake in Welltower during the second quarter worth about $32,435,000. Public Employees Retirement System of Ohio purchased a new stake in Welltower during the second quarter worth about $244,144,000. MASTERINVEST Kapitalanlage GmbH purchased a new stake in Welltower during the second quarter worth about $3,898,000. Finally, Proficio Capital Partners LLC bought a new stake in Welltower in the second quarter worth about $1,104,000. 94.80% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of research firms have weighed in on WELL. BMO Capital Markets reiterated an “outperform” rating and issued a $245.00 target price on shares of Welltower in a research note on Monday, May 4th. Cantor Fitzgerald raised their price target on shares of Welltower from $235.00 to $260.00 and gave the stock an “overweight” rating in a research note on Friday, July 31st. Wells Fargo & Company lifted their price target on shares of Welltower from $228.00 to $237.00 and gave the stock an “overweight” rating in a report on Monday, June 1st. KeyCorp upped their price objective on Welltower from $240.00 to $275.00 and gave the company an “overweight” rating in a research note on Tuesday, August 4th. Finally, Royal Bank Of Canada increased their price objective on Welltower from $238.00 to $260.00 and gave the company an “outperform” rating in a report on Monday, August 3rd. Fourteen equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to MarketBeat, Welltower has an average rating of “Moderate Buy” and a consensus target price of $246.11.

Insider Transactions at Welltower

In related news, Director Andrew Gundlach bought 5,000 shares of the company’s stock in a transaction on Tuesday, August 25th. The shares were purchased at an average price of $239.47 per share, for a total transaction of $1,197,350.00. Following the completion of the transaction, the director directly owned 25,000 shares in the company, valued at approximately $5,986,750. The trade was a 25.00% increase in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. 0.37% of the stock is owned by insiders.

Welltower Price Performance

NYSE WELL opened at $239.42 on Friday. 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 company has a market cap of $172.56 billion, a PE ratio of 109.82, a price-to-earnings-growth ratio of 1.16 and a beta of 0.76. Welltower Inc. has a 52 week low of $163.75 and a 52 week high of $255.20. The firm’s 50-day simple moving average is $234.93 and its two-hundred day simple moving average is $217.45.

Welltower (NYSE:WELL) last posted its earnings results 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). The business had revenue of $3.54 billion during the quarter, compared to analysts’ expectations of $3.40 billion. Welltower had a return on equity of 3.56% and a net margin of 12.15%.Welltower’s revenue for the quarter was up 39.1% on a year-over-year basis. During the same quarter in the previous year, the business earned $1.28 EPS. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. Research analysts predict that Welltower Inc. will post 6.43 earnings per share for the current year.

Welltower Increases Dividend

The firm 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 represents a $3.40 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date of this dividend was Wednesday, August 12th. This is a positive change from Welltower’s previous quarterly dividend of $0.74. Welltower’s payout ratio is presently 155.96%.

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.