Vise Technologies Inc. Purchases Shares of 78,142 Welltower Inc. $WELL

Vise Technologies Inc. bought a new stake in Welltower Inc. (NYSE:WELL) in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 78,142 shares of the real estate investment trust’s stock, valued at approximately $17,736,000.

A number of other hedge funds have also recently modified their holdings of the stock. Leonteq Securities AG boosted 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 valued at $25,000 after acquiring an additional 60 shares in the last quarter. Sound Income Strategies LLC increased its position in shares of Welltower by 124.6% during the first 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. Swiss RE Ltd. purchased a new stake in shares of Welltower in the 4th quarter valued at about $29,000. Quarry LP purchased a new stake in shares of Welltower in the 3rd quarter valued at about $33,000. Finally, Gunpowder Capital Management LLC dba Oliver Wealth Management acquired a new stake in shares of Welltower in the 4th quarter valued at about $37,000. 94.80% of the stock is owned by hedge funds and other institutional investors.

Welltower Stock Performance

NYSE WELL opened at $237.57 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. Welltower Inc. has a 52-week low of $163.75 and a 52-week high of $255.20. The business’s 50-day moving average price is $231.96 and its 200 day moving average price is $215.66. The firm has a market cap of $171.23 billion, a P/E ratio of 108.98, a P/E/G ratio of 1.13 and a beta of 0.76.

Welltower (NYSE:WELL) last issued its quarterly earnings results on Monday, July 27th. The real estate investment trust reported $0.61 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.66 by ($0.05). The company had revenue of $3.54 billion during the quarter, compared to analyst estimates of $3.40 billion. Welltower had a net margin of 12.15% and a return on equity of 3.56%. The business’s revenue was up 39.1% on a year-over-year basis. During the same quarter last year, the firm earned $1.28 EPS. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. On average, equities research analysts expect that Welltower Inc. will post 6.44 earnings per share for the current year.

Welltower Increases Dividend

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

Analyst Upgrades and Downgrades

WELL has been the topic of a number of research reports. 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 on the stock. Weiss Ratings downgraded Welltower from a “buy (b-)” rating to a “hold (c+)” rating in a report on Wednesday, June 24th. Cantor Fitzgerald raised their target price on shares of Welltower from $235.00 to $260.00 and gave the stock an “overweight” rating in a research report on Friday, July 31st. KeyCorp raised their target price on shares of Welltower from $240.00 to $275.00 and gave the stock an “overweight” rating in a research report on Tuesday, August 4th. Finally, Royal Bank Of Canada lifted their target price on shares of Welltower from $238.00 to $260.00 and gave the company an “outperform” rating in a report on Monday, August 3rd. Fourteen investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $246.11.

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.