IPG Investment Advisors LLC Takes Position in Welltower Inc. $WELL

IPG Investment Advisors LLC bought a new position in shares of Welltower Inc. (NYSE:WELL) during the 2nd quarter, HoldingsChannel.com reports. The fund bought 8,302 shares of the real estate investment trust’s stock, valued at approximately $1,884,000.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Leonteq Securities AG boosted 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 buying an additional 60 shares during the last quarter. Sound Income Strategies LLC boosted its position in Welltower by 124.6% in the 1st quarter. Sound Income Strategies LLC now owns 137 shares of the real estate investment trust’s stock worth $27,000 after purchasing an additional 76 shares in the last quarter. Kilter Group LLC acquired a new position in shares of Welltower in the 2nd quarter valued at $29,000. Swiss RE Ltd. purchased a new stake in Welltower during the fourth quarter worth $29,000. Finally, Quarry LP acquired a new stake in Welltower during the third quarter valued at $33,000. Hedge funds and other institutional investors own 94.80% of the company’s stock.

Insiders Place Their Bets

In related news, Director Andrew Gundlach bought 5,000 shares of the company’s stock in a transaction on Tuesday, August 25th. The stock was bought at an average cost of $239.47 per share, for a total transaction of $1,197,350.00. Following the acquisition, the director directly owned 25,000 shares in the company, valued at $5,986,750. This represents a 25.00% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Company insiders own 0.37% of the company’s stock.

Welltower Trading Down 0.5%

Shares of WELL opened at $236.15 on Thursday. The firm’s fifty day moving average is $237.86 and its two-hundred day moving average is $219.37. The stock has a market cap of $170.20 billion, a PE ratio of 108.33, a price-to-earnings-growth ratio of 1.14 and a beta of 0.76. The company has a quick ratio of 3.16, a current ratio of 3.16 and a debt-to-equity ratio of 0.37. Welltower Inc. has a 52-week low of $163.75 and a 52-week 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 earnings per share for the quarter, missing analysts’ consensus estimates of $0.66 by ($0.05). The business had revenue of $3.54 billion for the quarter, compared to analyst estimates of $3.40 billion. Welltower had a return on equity of 3.56% and a net margin of 12.15%.The business’s revenue was up 39.1% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.28 earnings per share. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. Research analysts forecast that Welltower Inc. will post 6.43 earnings per share for the current fiscal year.

Welltower Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, August 20th. Investors of record on Wednesday, August 12th were given a dividend of $0.85 per share. The ex-dividend date was Wednesday, August 12th. This is a positive change from Welltower’s previous quarterly dividend of $0.74. This represents a $3.40 dividend on an annualized basis and a yield of 1.4%. Welltower’s dividend payout ratio (DPR) is 155.96%.

Wall Street Analyst Weigh In

A number of research analysts have weighed in on WELL shares. Barclays upped their price objective on shares of Welltower from $254.00 to $259.00 and gave the stock an “equal weight” rating in a research report on Monday, August 31st. Weiss Ratings downgraded Welltower from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Wednesday, June 24th. UBS Group lifted their price target on shares of Welltower from $249.00 to $271.00 and gave the company a “buy” rating in a research note on Wednesday, July 8th. Mizuho upped their price objective on shares of Welltower from $239.00 to $260.00 and gave the stock an “outperform” rating in a research report on Wednesday, July 22nd. Finally, Evercore reiterated an “outperform” rating and issued a $260.00 target price on shares of Welltower in a research report on Thursday, July 30th. Fourteen equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat, Welltower has an average rating of “Moderate Buy” and an average target price of $251.06.

Welltower Company Profile

Welltower Inc is a real estate investment trust (REIT) that owns, operates and finances healthcare-related real estate. The company focuses on properties that support healthcare delivery and services, including senior housing communities, outpatient medical facilities and post-acute care properties.

Welltower partners with healthcare providers, senior housing operators and other service providers to develop and manage facilities designed to serve aging populations and patients requiring ongoing or specialized care.