8,302 Shares in Welltower Inc. $WELL Bought by IPG Investment Advisors LLC

IPG Investment Advisors LLC acquired a new stake in shares of Welltower Inc. (NYSE:WELL) in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 8,302 shares of the real estate investment trust’s stock, valued at approximately $1,884,000.

A number of other large investors have also recently made changes to their positions in the business. Leonteq Securities AG lifted its holdings in shares of Welltower by 92.3% in the 1st 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 during the last quarter. Kilter Group LLC purchased a new stake in Welltower during the second quarter valued at approximately $29,000. Sound Income Strategies LLC raised its position in Welltower by 124.6% during the first 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 period. Solstein Capital LLC bought a new stake in shares of Welltower in the 2nd quarter valued at approximately $34,000. Finally, Swiss RE Ltd. purchased a new position in shares of Welltower in the 4th quarter worth approximately $29,000. 94.80% of the stock is currently owned by institutional investors.

Insider Activity at Welltower

In other Welltower news, Director Andrew Gundlach acquired 5,000 shares of the firm’s stock in a transaction dated 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 acquisition, the director owned 25,000 shares in the company, valued at approximately $5,986,750. This trade represents a 25.00% increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Corporate insiders own 0.37% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have recently weighed in on the company. Evercore reissued an “outperform” rating and set a $260.00 target price on shares of Welltower in a research report on Thursday, July 30th. Weiss Ratings lowered shares of Welltower from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Wednesday, June 24th. UBS Group boosted their price objective on shares of Welltower from $249.00 to $271.00 and gave the company a “buy” rating in a research report on Wednesday, July 8th. Barclays lifted their target price on Welltower from $254.00 to $259.00 and gave the stock an “equal weight” rating in a research report on Monday, August 31st. Finally, Royal Bank Of Canada lifted their price target on shares of Welltower from $238.00 to $260.00 and gave the company an “outperform” rating in a research note on Monday, August 3rd. Fourteen equities research 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, Welltower currently has an average rating of “Moderate Buy” and an average price target of $251.06.

Welltower Stock Down 0.5%

Shares of NYSE WELL opened at $236.15 on Thursday. The company has a current ratio of 3.16, a quick ratio of 3.16 and a debt-to-equity ratio of 0.37. The stock has a market capitalization of $170.20 billion, a PE ratio of 108.33, a price-to-earnings-growth ratio of 1.14 and a beta of 0.76. The stock’s fifty day simple moving average is $237.86 and its two-hundred day simple moving average is $219.37. Welltower Inc. has a 12-month low of $163.75 and a 12-month high of $255.20.

Welltower (NYSE:WELL) last released its quarterly earnings results 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 company 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 company’s revenue was up 39.1% on a year-over-year basis. During the same period in the previous year, the firm posted $1.28 earnings per share. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. As a group, analysts expect that Welltower Inc. will post 6.43 EPS for the current fiscal year.

Welltower Increases Dividend

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

About Welltower

Welltower Inc is a real estate investment trust (REIT) that owns, operates and finances healthcare-related real estate. The company focuses on properties that support healthcare delivery and services, including senior housing communities, outpatient medical facilities and post-acute care properties.

Welltower partners with healthcare providers, senior housing operators and other service providers to develop and manage facilities designed to serve aging populations and patients requiring ongoing or specialized care.