Global Retirement Partners LLC Invests $3.29 Million in Welltower Inc. $WELL

Global Retirement Partners LLC bought a new position in shares of Welltower Inc. (NYSE:WELL) in the second quarter, Holdings Channel.com reports. The institutional investor bought 14,473 shares of the real estate investment trust’s stock, valued at approximately $3,285,000.

Other large investors have also recently bought and sold shares of the company. Revolve Wealth Partners LLC increased its holdings in Welltower by 3.3% in the 2nd quarter. Revolve Wealth Partners LLC now owns 1,392 shares of the real estate investment trust’s stock worth $316,000 after buying an additional 45 shares during the period. Family Wealth Partners LLC lifted its stake in Welltower by 1.3% during the 2nd quarter. Family Wealth Partners LLC now owns 3,678 shares of the real estate investment trust’s stock valued at $835,000 after acquiring an additional 48 shares during the period. Summit Securities Group LLC lifted its stake in Welltower by 42.6% during the 2nd quarter. Summit Securities Group LLC now owns 164 shares of the real estate investment trust’s stock valued at $37,000 after acquiring an additional 49 shares during the period. Parkside Financial Bank & Trust boosted its holdings in shares of Welltower by 2.5% in the 4th quarter. Parkside Financial Bank & Trust now owns 1,977 shares of the real estate investment trust’s stock valued at $367,000 after acquiring an additional 49 shares during the last quarter. Finally, Parallel Advisors LLC boosted its holdings in shares of Welltower by 0.7% in the 1st quarter. Parallel Advisors LLC now owns 7,161 shares of the real estate investment trust’s stock valued at $1,416,000 after acquiring an additional 50 shares during the last quarter. Hedge funds and other institutional investors own 94.80% of the company’s stock.

Welltower Trading Up 0.0%

WELL stock opened at $235.55 on Monday. The company’s 50-day simple moving average is $229.65 and its 200-day simple moving average is $214.23. 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 $161.26 and a 52-week high of $255.20. The firm has a market cap of $169.77 billion, a P/E ratio of 108.05, a PEG ratio of 1.13 and a beta of 0.76.

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 analysts’ consensus estimates of $0.66 by ($0.05). Welltower had a net margin of 12.15% and a return on equity of 3.56%. The business had revenue of $3.54 billion for the quarter, compared to analyst estimates of $3.40 billion. During the same quarter last year, the business earned $1.28 earnings per share. Welltower’s revenue was up 39.1% on a year-over-year basis. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. As a group, equities analysts forecast that Welltower Inc. will post 6.43 EPS for the current fiscal year.

Welltower Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, August 20th. Shareholders of record on Wednesday, August 12th will be issued a $0.85 dividend. The ex-dividend date of this dividend is Wednesday, August 12th. This is an increase from Welltower’s previous quarterly dividend of $0.74. This represents a $3.40 annualized dividend and a yield of 1.4%. Welltower’s dividend payout ratio is 155.96%.

Analysts Set New Price Targets

A number of research firms recently issued reports on WELL. Evercore restated an “outperform” rating and set a $260.00 target price on shares of Welltower in a research report on Thursday, July 30th. UBS Group increased their price target on Welltower from $249.00 to $271.00 and gave the stock a “buy” rating in a research report on Wednesday, July 8th. Jefferies Financial Group lifted their price objective on Welltower from $237.00 to $248.00 and gave the company a “buy” rating in a research note on Tuesday, May 12th. Scotiabank decreased their price objective on Welltower from $248.00 to $232.00 and set a “sector outperform” rating for the company in a report on Thursday, June 18th. Finally, Cantor Fitzgerald upped their target price on Welltower from $235.00 to $260.00 and gave the stock an “overweight” rating in a research note on Friday, July 31st. Fourteen equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $246.11.

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.