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

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

Several other institutional investors and hedge funds have also recently made changes to their positions in WELL. Leonteq Securities AG lifted its stake in Welltower by 92.3% in the first quarter. Leonteq Securities AG now owns 125 shares of the real estate investment trust’s stock worth $25,000 after acquiring an additional 60 shares during the period. Sound Income Strategies LLC increased its position in Welltower by 124.6% during the 1st quarter. Sound Income Strategies LLC now owns 137 shares of the real estate investment trust’s stock valued at $27,000 after purchasing an additional 76 shares during the period. Marquette Asset Management LLC increased its position in Welltower by 62.8% during the 4th quarter. Marquette Asset Management LLC now owns 153 shares of the real estate investment trust’s stock valued at $28,000 after purchasing an additional 59 shares during the period. Swiss RE Ltd. bought a new stake in shares of Welltower in the 4th quarter valued at about $29,000. Finally, Financial Consulate Inc. bought a new stake in shares of Welltower in the 4th quarter valued at about $34,000. 94.80% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently weighed in on WELL shares. Jefferies Financial Group upped their price target on shares of Welltower from $237.00 to $248.00 and gave the stock a “buy” rating in a research report on Tuesday, May 12th. Wells Fargo & Company lifted their price objective on shares of Welltower from $228.00 to $237.00 and gave the company an “overweight” rating in a report on Monday, June 1st. Royal Bank Of Canada reissued an “outperform” rating and issued a $238.00 price objective on shares of Welltower in a research note on Monday, June 15th. Weiss Ratings lowered Welltower from a “buy (b-)” rating to a “hold (c+)” rating in a report on Wednesday, June 24th. Finally, Evercore reaffirmed an “outperform” rating and set a $260.00 target price on shares of Welltower in a research report on Thursday. Fourteen investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $242.94.

Welltower Stock Performance

Shares of Welltower stock opened at $235.99 on Friday. The company has a market capitalization of $170.09 billion, a PE ratio of 108.25, a P/E/G ratio of 1.14 and a beta of 0.77. The company has a debt-to-equity ratio of 0.37, a quick ratio of 4.31 and a current ratio of 3.16. The company has a 50-day simple moving average of $224.25 and a two-hundred day simple moving average of $210.78. Welltower Inc. has a one year low of $161.26 and a one year high of $255.20.

Welltower (NYSE:WELL) last released 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 net margin of 12.15% and a return on equity of 3.56%. 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 company posted $1.28 earnings per share. The business’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. Research analysts expect that Welltower Inc. will post 6.4 EPS for the current fiscal year.

Welltower Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, August 20th. Investors of record on Wednesday, August 12th will be given a dividend of $0.85 per share. The ex-dividend date of this dividend is 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 is currently 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.