Braun Stacey Associates Inc. Sells 5,158 Shares of Welltower Inc. $WELL

Braun Stacey Associates Inc. reduced its stake in Welltower Inc. (NYSE:WELL) by 2.3% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 216,915 shares of the real estate investment trust’s stock after selling 5,158 shares during the period. Welltower makes up 1.4% of Braun Stacey Associates Inc.’s portfolio, making the stock its 18th biggest position. Braun Stacey Associates Inc.’s holdings in Welltower were worth $49,233,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Revolve Wealth Partners LLC raised its position in shares of 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 purchasing an additional 45 shares during the last quarter. Family Wealth Partners LLC grew its position 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 purchasing an additional 48 shares during the last quarter. Summit Securities Group LLC increased 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 purchasing an additional 49 shares in the last quarter. Parkside Financial Bank & Trust increased its stake in Welltower by 2.5% during 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 purchasing an additional 49 shares in the last quarter. Finally, Parallel Advisors LLC raised its holdings in Welltower by 0.7% in the first quarter. Parallel Advisors LLC now owns 7,161 shares of the real estate investment trust’s stock worth $1,416,000 after buying an additional 50 shares during the last quarter. 94.80% of the stock is currently owned by institutional investors.

Insider Activity at Welltower

In other Welltower news, Director Andrew Gundlach purchased 5,000 shares of Welltower stock in a transaction dated Tuesday, August 25th. The stock was purchased at an average price of $239.47 per share, with a total value of $1,197,350.00. Following the transaction, the director directly owned 25,000 shares of the company’s stock, valued at $5,986,750. This trade represents a 25.00% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. 0.37% of the stock is owned by insiders.

Analyst Ratings Changes

Several research analysts have recently issued reports on the stock. Evercore reiterated an “outperform” rating and issued a $260.00 target price on shares of Welltower in a research note on Thursday, July 30th. Wells Fargo & Company raised their price target on shares of Welltower from $228.00 to $237.00 and gave the company an “overweight” rating in a research report on Monday, June 1st. Cantor Fitzgerald boosted their price objective on shares of Welltower from $235.00 to $260.00 and gave the stock an “overweight” rating in a report on Friday, July 31st. KeyCorp upped their price objective on Welltower from $240.00 to $275.00 and gave the company an “overweight” rating in a research report on Tuesday, August 4th. Finally, Royal Bank Of Canada increased their target price on Welltower from $238.00 to $260.00 and gave the company an “outperform” rating in a research note on Monday, August 3rd. Fourteen analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat, Welltower has a consensus rating of “Moderate Buy” and an average target price of $246.11.

Welltower Price Performance

NYSE WELL opened at $237.51 on Friday. The stock has a market capitalization of $171.18 billion, a price-to-earnings ratio of 108.95, a PEG ratio of 1.15 and a beta of 0.76. Welltower Inc. has a 1-year low of $163.75 and a 1-year high of $255.20. The company has a debt-to-equity ratio of 0.37, a current ratio of 3.16 and a quick ratio of 3.16. The business’s fifty day moving average price is $235.54 and its 200-day moving average price is $217.59.

Welltower (NYSE:WELL) last issued its quarterly earnings data on Monday, July 27th. The real estate investment trust reported $0.61 EPS for the quarter, missing the consensus estimate of $0.66 by ($0.05). The firm had revenue of $3.54 billion during the quarter, compared to the consensus estimate of $3.40 billion. Welltower had a return on equity of 3.56% and a net margin of 12.15%.The business’s revenue was up 39.1% on a year-over-year basis. During the same period in the previous year, the firm earned $1.28 EPS. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. On average, equities analysts predict that Welltower Inc. will post 6.43 earnings per share for the current year.

Welltower Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, August 20th. Shareholders of record on Wednesday, August 12th were paid a dividend of $0.85 per share. 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 is presently 155.96%.

Welltower Company 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.