Jones Financial Companies Lllp Invests $1.05 Million in Welltower Inc. $WELL

Jones Financial Companies Lllp acquired a new position in Welltower Inc. (NYSE:WELL) during the second quarter, HoldingsChannel.com reports. The fund acquired 4,616 shares of the real estate investment trust’s stock, valued at approximately $1,048,000.

Several other institutional investors have also added to or reduced their stakes in WELL. Leonteq Securities AG raised its holdings in Welltower by 92.3% during the 1st quarter. Leonteq Securities AG now owns 125 shares of the real estate investment trust’s stock worth $25,000 after purchasing an additional 60 shares during the last quarter. Kilter Group LLC bought a new stake in shares of Welltower in the 2nd quarter valued at $29,000. Sound Income Strategies LLC boosted its stake in shares of Welltower by 124.6% in 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 last quarter. Solstein Capital LLC bought a new stake in shares of Welltower in the 2nd quarter valued at $34,000. Finally, Swiss RE Ltd. acquired a new stake in shares of Welltower during the fourth quarter worth $29,000. 94.80% of the stock is currently owned by institutional investors.

Welltower Stock Up 0.4%

WELL stock opened at $240.07 on Tuesday. The stock’s 50 day simple moving average is $233.02 and its 200 day simple moving average is $216.40. The company has a market cap of $173.03 billion, a P/E ratio of 110.13, a price-to-earnings-growth ratio of 1.14 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 Inc. has a fifty-two week low of $163.75 and a fifty-two week high of $255.20.

Welltower (NYSE:WELL) last announced its quarterly earnings data 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). The firm 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 company’s revenue was up 39.1% on a year-over-year basis. During the same period last year, the business posted $1.28 EPS. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. On average, research analysts expect that Welltower Inc. will post 6.44 earnings per share for the current fiscal year.

Welltower Increases Dividend

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

Analyst Ratings Changes

A number of equities analysts recently weighed in on WELL shares. Deutsche Bank Aktiengesellschaft lifted their target price on shares of Welltower from $215.00 to $265.00 and gave the stock a “buy” rating in a research note on Wednesday, July 1st. Scotiabank decreased their price target on Welltower from $248.00 to $232.00 and set a “sector outperform” rating for the company in a report on Thursday, June 18th. Cantor Fitzgerald lifted their price objective on Welltower from $235.00 to $260.00 and gave the stock an “overweight” rating in a research report on Friday, July 31st. Raymond James Financial began coverage on Welltower in a research note on Tuesday, June 16th. They issued an “outperform” rating and a $226.00 price objective on the stock. Finally, Mizuho upped their target price on Welltower from $239.00 to $260.00 and gave the company an “outperform” rating in a research report on Wednesday, July 22nd. Fourteen analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat, Welltower presently has a consensus 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.