Virtu Financial LLC Invests $774,000 in Welltower Inc. $WELL

Virtu Financial LLC purchased a new stake in Welltower Inc. (NYSE:WELL) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 4,171 shares of the real estate investment trust’s stock, valued at approximately $774,000.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Hager Investment Management Services LLC increased its position in Welltower by 84.4% during the 3rd quarter. Hager Investment Management Services LLC now owns 142 shares of the real estate investment trust’s stock worth $25,000 after buying an additional 65 shares during the period. Marquette Asset Management LLC boosted its position in shares of Welltower by 62.8% in the fourth quarter. Marquette Asset Management LLC now owns 153 shares of the real estate investment trust’s stock valued at $28,000 after acquiring an additional 59 shares during the period. Swiss RE Ltd. bought a new stake in shares of Welltower in the fourth quarter valued at about $29,000. Quarry LP acquired a new position in shares of Welltower in the third quarter valued at about $33,000. Finally, Financial Consulate Inc. acquired a new position in shares of Welltower in the fourth quarter valued at about $34,000. 94.80% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

WELL has been the subject of several analyst reports. KeyCorp lifted their price objective on shares of Welltower from $210.00 to $240.00 and gave the stock an “overweight” rating in a research note on Tuesday, February 24th. Citigroup increased their target price on shares of Welltower from $245.00 to $255.00 and gave the stock a “buy” rating in a research report on Tuesday, May 5th. Weiss Ratings raised shares of Welltower from a “hold (c+)” rating to a “buy (b-)” rating in a report on Tuesday, June 2nd. Jefferies Financial Group lifted their price target on shares of Welltower from $237.00 to $248.00 and gave the company a “buy” rating in a research report on Tuesday, May 12th. Finally, Raymond James Financial initiated coverage on Welltower in a research note on Tuesday, June 16th. They issued an “outperform” rating and a $226.00 price target for the company. Thirteen equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $230.25.

Welltower Stock Up 2.5%

WELL stock opened at $211.72 on Tuesday. Welltower Inc. has a 52 week low of $148.97 and a 52 week high of $221.68. The business has a 50-day simple moving average of $210.77 and a 200 day simple moving average of $201.48. The company has a quick ratio of 4.31, a current ratio of 4.31 and a debt-to-equity ratio of 0.40. The company has a market cap of $149.45 billion, a PE ratio of 104.81, a price-to-earnings-growth ratio of 1.07 and a beta of 0.79.

Welltower (NYSE:WELL) last announced its quarterly earnings data on Tuesday, April 28th. The real estate investment trust reported $1.02 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.68 by $0.34. Welltower had a net margin of 11.96% and a return on equity of 3.45%. The firm had revenue of $3.35 billion for the quarter, compared to the consensus estimate of $3.12 billion. During the same period in the prior year, the company posted $1.20 earnings per share. The business’s revenue for the quarter was up 38.3% on a year-over-year basis. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. Sell-side analysts anticipate that Welltower Inc. will post 6.32 EPS for the current fiscal year.

Welltower Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, May 21st. Investors of record on Wednesday, May 13th were paid a $0.74 dividend. This represents a $2.96 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date of this dividend was Wednesday, May 13th. Welltower’s dividend payout ratio (DPR) is 146.53%.

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.