Comprehensive Money Management Services LLC Invests $890,000 in Welltower Inc. $WELL

Comprehensive Money Management Services LLC bought a new position in shares of Welltower Inc. (NYSE:WELL) in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 3,921 shares of the real estate investment trust’s stock, valued at approximately $890,000.

Several other institutional investors also recently bought and sold shares of WELL. Empowered Funds LLC bought a new stake in Welltower in the 2nd quarter valued at $12,992,000. United Capital Financial Advisors LLC bought a new position in shares of Welltower during the 2nd quarter valued at about $5,153,000. Equitable Holdings Inc. purchased a new position in shares of Welltower during the second quarter valued at about $1,721,000. Centaurus Financial Inc. purchased a new position in shares of Welltower during the second quarter valued at about $3,736,000. Finally, Brasada Capital Management LP bought a new stake in shares of Welltower in the second quarter worth about $7,743,000. 94.80% of the stock is owned by hedge funds and other institutional investors.

Welltower Stock Performance

NYSE:WELL opened at $239.42 on Friday. The stock’s fifty day moving average is $234.93 and its 200 day moving average is $217.45. Welltower Inc. has a fifty-two week low of $163.75 and a fifty-two week high of $255.20. The firm has a market capitalization of $172.56 billion, a PE ratio of 109.82, a PEG ratio of 1.16 and a beta of 0.76. The company has a debt-to-equity ratio of 0.37, a quick ratio of 3.16 and a current ratio of 3.16.

Welltower (NYSE:WELL) last posted its quarterly earnings data 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 firm had revenue of $3.54 billion for the quarter, compared to analysts’ expectations of $3.40 billion. During the same period in the previous year, the firm earned $1.28 earnings per share. The firm’s quarterly revenue was up 39.1% compared to the same quarter last year. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. On average, sell-side analysts anticipate that Welltower Inc. will post 6.43 earnings per share for the current year.

Welltower Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, August 20th. Investors of record on Wednesday, August 12th were paid a dividend of $0.85 per share. The ex-dividend date of this dividend was Wednesday, August 12th. This represents a $3.40 dividend on an annualized basis and a dividend yield of 1.4%. This is a boost from Welltower’s previous quarterly dividend of $0.74. Welltower’s dividend payout ratio is presently 155.96%.

Analyst Ratings Changes

A number of brokerages recently commented on WELL. Barclays began coverage on Welltower in a research note on Tuesday, July 7th. They set an “equal weight” rating and a $254.00 price target for the company. Wall Street Zen upgraded Welltower from a “sell” rating to a “hold” rating in a research report on Saturday, May 2nd. Evercore restated an “outperform” rating and issued a $260.00 price target on shares of Welltower in a research report on Thursday, July 30th. Jefferies Financial Group upped their price target on shares of Welltower from $237.00 to $248.00 and gave the company a “buy” rating in a research note on Tuesday, May 12th. Finally, 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. Fourteen analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $246.11.

Insider Activity at Welltower

In other news, Director Andrew Gundlach purchased 5,000 shares of the business’s stock in a transaction that occurred on Tuesday, August 25th. The shares were bought at an average cost of $239.47 per share, for a total transaction of $1,197,350.00. Following the acquisition, the director owned 25,000 shares of the company’s stock, valued at approximately $5,986,750. This trade represents a 25.00% increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Corporate insiders own 0.37% of the company’s stock.

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.