BSW Wealth Partners Boosts Stake in Welltower Inc. $WELL

BSW Wealth Partners lifted its stake in shares of Welltower Inc. (NYSE:WELL) by 2.5% in the second quarter, according to its most recent filing with the SEC. The fund owned 4,777 shares of the real estate investment trust’s stock after acquiring an additional 116 shares during the period. BSW Wealth Partners’ holdings in Welltower were worth $734,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in the company. Good Life Advisors LLC lifted its stake in shares of Welltower by 1.2% in the 1st quarter. Good Life Advisors LLC now owns 5,744 shares of the real estate investment trust’s stock valued at $880,000 after purchasing an additional 69 shares during the period. Rise Advisors LLC raised its holdings in Welltower by 23.3% in the first quarter. Rise Advisors LLC now owns 365 shares of the real estate investment trust’s stock worth $56,000 after purchasing an additional 69 shares in the last quarter. Sivia Capital Partners LLC raised its holdings in Welltower by 4.3% in the first quarter. Sivia Capital Partners LLC now owns 1,783 shares of the real estate investment trust’s stock worth $273,000 after purchasing an additional 73 shares in the last quarter. Sound View Wealth Advisors Group LLC lifted its position in Welltower by 2.0% during the first quarter. Sound View Wealth Advisors Group LLC now owns 3,644 shares of the real estate investment trust’s stock valued at $558,000 after buying an additional 73 shares during the period. Finally, SJS Investment Consulting Inc. boosted its holdings in shares of Welltower by 7.8% during the 2nd quarter. SJS Investment Consulting Inc. now owns 1,009 shares of the real estate investment trust’s stock valued at $155,000 after buying an additional 73 shares in the last quarter. Institutional investors own 94.80% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts recently issued reports on the stock. Scotiabank increased their price target on shares of Welltower from $172.00 to $181.00 and gave the stock an “outperform” rating in a research note on Thursday, August 28th. Raymond James Financial reaffirmed a “strong-buy” rating on shares of Welltower in a research note on Tuesday, September 2nd. Cantor Fitzgerald started coverage on shares of Welltower in a report on Wednesday. They set an “overweight” rating and a $195.00 target price for the company. UBS Group started coverage on Welltower in a research note on Friday, September 19th. They issued a “buy” rating and a $195.00 price target on the stock. Finally, Evercore ISI lifted their price objective on Welltower from $175.00 to $183.00 and gave the company an “in-line” rating in a research note on Monday, September 15th. One research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $180.62.

Welltower Price Performance

Shares of WELL opened at $179.52 on Thursday. Welltower Inc. has a twelve month low of $122.34 and a twelve month high of $180.40. The company has a market capitalization of $120.07 billion, a P/E ratio of 101.42, a price-to-earnings-growth ratio of 2.01 and a beta of 0.92. The firm has a 50 day moving average of $167.49 and a 200 day moving average of $156.30. The company has a quick ratio of 4.19, a current ratio of 4.19 and a debt-to-equity ratio of 0.44.

Welltower (NYSE:WELL) last announced its quarterly earnings results on Monday, July 28th. The real estate investment trust reported $1.28 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.22 by $0.06. Welltower had a return on equity of 3.38% and a net margin of 12.18%.The firm had revenue of $2.55 billion for the quarter, compared to the consensus estimate of $2.49 billion. During the same period in the prior year, the company posted $1.05 earnings per share. The company’s quarterly revenue was up 39.6% on a year-over-year basis. Welltower has set its FY 2025 guidance at 5.060-5.14 EPS. As a group, equities research analysts anticipate that Welltower Inc. will post 4.88 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 21st. Stockholders of record on Tuesday, August 12th were issued a dividend of $0.74 per share. This represents a $2.96 annualized dividend and a dividend yield of 1.6%. The ex-dividend date of this dividend was Tuesday, August 12th. This is a positive change from Welltower’s previous quarterly dividend of $0.67. Welltower’s payout ratio is currently 167.23%.

Welltower Profile

Welltower Inc (NYSE:WELL), a real estate investment trust (“REIT”) and S&P 500 company headquartered in Toledo, Ohio, is driving the transformation of health care infrastructure. Welltower invests with leading seniors housing operators, post-acute providers and health systems to fund the real estate infrastructure needed to scale innovative care delivery models and improve people’s wellness and overall health care experience.