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

Comprehensive Money Management Services LLC purchased a new position in shares of Welltower Inc. (NYSE:WELL) in the second quarter, Holdings Channel.com reports. The institutional investor purchased 3,921 shares of the real estate investment trust’s stock, valued at approximately $890,000.

Other large investors also recently bought and sold shares of the company. Leonteq Securities AG increased 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 purchasing an additional 60 shares during the period. Kilter Group LLC bought a new position in shares of Welltower in the second quarter worth about $29,000. Sound Income Strategies LLC increased its stake in Welltower by 124.6% in the 1st quarter. Sound Income Strategies LLC now owns 137 shares of the real estate investment trust’s stock worth $27,000 after buying an additional 76 shares during the period. Solstein Capital LLC purchased a new position in Welltower in the 2nd quarter worth about $34,000. Finally, Swiss RE Ltd. bought a new stake in Welltower during the 4th quarter valued at about $29,000. Hedge funds and other institutional investors own 94.80% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts have issued reports on the stock. KeyCorp boosted their price objective on shares of Welltower from $240.00 to $275.00 and gave the company an “overweight” rating in a research report on Tuesday, August 4th. Deutsche Bank Aktiengesellschaft lifted their price target on shares of Welltower from $215.00 to $265.00 and gave the company a “buy” rating in a research note on Wednesday, July 1st. UBS Group increased their price objective on Welltower from $249.00 to $271.00 and gave the stock a “buy” rating in a research note on Wednesday, July 8th. Jefferies Financial Group lifted their target price on Welltower from $237.00 to $248.00 and gave the company a “buy” rating in a research report on Tuesday, May 12th. Finally, Mizuho increased their price target on Welltower from $239.00 to $260.00 and gave the stock an “outperform” rating in a research report on Wednesday, July 22nd. Fourteen investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $246.11.

Welltower Stock Down 0.9%

Welltower stock opened at $239.42 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. The firm has a market cap of $172.56 billion, a P/E ratio of 109.82, a P/E/G ratio of 1.16 and a beta of 0.76. The business has a fifty day moving average of $234.93 and a two-hundred day moving average of $217.45. Welltower Inc. has a twelve month low of $163.75 and a twelve month high of $255.20.

Welltower (NYSE:WELL) last issued its quarterly earnings data on Monday, July 27th. The real estate investment trust reported $0.61 earnings per share for the quarter, missing analysts’ consensus estimates of $0.66 by ($0.05). Welltower had a return on equity of 3.56% and a net margin of 12.15%.The company had revenue of $3.54 billion for the quarter, compared to analysts’ expectations of $3.40 billion. During the same quarter last year, the company earned $1.28 earnings per share. The company’s revenue for the quarter 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, analysts forecast that Welltower Inc. will post 6.43 earnings per share for the current fiscal year.

Welltower Increases Dividend

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

Insider Activity

In other news, Director Andrew Gundlach acquired 5,000 shares of Welltower stock in a transaction that occurred on Tuesday, August 25th. The stock was purchased at an average price of $239.47 per share, for a total transaction of $1,197,350.00. Following the purchase, the director directly owned 25,000 shares in the company, valued at $5,986,750. The trade was a 25.00% increase in their position. The purchase was disclosed in a document filed with the SEC, which can be accessed through this link. 0.37% of the stock is currently owned by insiders.

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.