Welltower Inc. $WELL Shares Purchased by Chicago Partners Investment Group LLC

Chicago Partners Investment Group LLC boosted its holdings in Welltower Inc. (NYSE:WELL) by 8.6% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 1,521 shares of the real estate investment trust’s stock after acquiring an additional 120 shares during the period. Chicago Partners Investment Group LLC’s holdings in Welltower were worth $246,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also recently added to or reduced their stakes in the business. Cornerstone Wealth Group LLC grew its stake in Welltower by 4.7% in the 2nd quarter. Cornerstone Wealth Group LLC now owns 1,460 shares of the real estate investment trust’s stock valued at $225,000 after acquiring an additional 66 shares during the last quarter. Rise Advisors LLC grew its stake in Welltower by 23.3% in the 1st quarter. Rise Advisors LLC now owns 365 shares of the real estate investment trust’s stock valued at $56,000 after acquiring an additional 69 shares during the last quarter. Sound View Wealth Advisors Group LLC grew its stake in Welltower by 2.0% in the 1st 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 acquiring an additional 73 shares during the last quarter. SJS Investment Consulting Inc. grew its stake in Welltower by 7.8% in 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 acquiring an additional 73 shares during the last quarter. Finally, Catalyst Financial Partners LLC grew its stake in Welltower by 4.3% in the 1st quarter. Catalyst Financial Partners LLC now owns 1,854 shares of the real estate investment trust’s stock valued at $284,000 after acquiring an additional 77 shares during the last quarter. 94.80% of the stock is owned by institutional investors and hedge funds.

Welltower Trading Up 1.1%

Shares of WELL stock opened at $178.04 on Friday. The firm has a market cap of $119.08 billion, a P/E ratio of 100.59, a PEG ratio of 1.97 and a beta of 0.92. Welltower Inc. has a 1-year low of $123.11 and a 1-year high of $180.40. The company has a debt-to-equity ratio of 0.44, a current ratio of 4.19 and a quick ratio of 4.19. The firm’s 50-day simple moving average is $170.05 and its 200-day simple moving average is $159.14.

Welltower (NYSE:WELL) last announced its quarterly earnings data on Monday, July 28th. The real estate investment trust reported $1.28 earnings per share for the quarter, topping the consensus estimate of $1.22 by $0.06. The business had revenue of $2.55 billion for the quarter, compared to analyst estimates of $2.49 billion. Welltower had a net margin of 12.18% and a return on equity of 3.38%. The company’s revenue was up 39.6% on a year-over-year basis. During the same period in the prior year, the firm posted $1.05 EPS. Welltower has set its FY 2025 guidance at 5.060-5.14 EPS. As a group, equities analysts forecast that Welltower Inc. will post 4.88 EPS for the current year.

Welltower Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, August 21st. Investors of record on Tuesday, August 12th were issued a $0.74 dividend. The ex-dividend date was Tuesday, August 12th. This is a positive change from Welltower’s previous quarterly dividend of $0.67. This represents a $2.96 annualized dividend and a yield of 1.7%. Welltower’s payout ratio is 167.23%.

Wall Street Analyst Weigh In

A number of equities research analysts recently commented on WELL shares. UBS Group initiated coverage on shares of Welltower in a research note on Friday, September 19th. They issued a “buy” rating and a $195.00 price objective on the stock. Weiss Ratings restated a “buy (b)” rating on shares of Welltower in a report on Friday. Wells Fargo & Company upped their target price on shares of Welltower from $185.00 to $200.00 and gave the company an “overweight” rating in a report on Tuesday. Evercore ISI upped their target price on shares of Welltower from $175.00 to $183.00 and gave the company an “in-line” rating in a report on Monday, September 15th. Finally, Cantor Fitzgerald initiated coverage on shares of Welltower in a report on Wednesday, October 1st. They issued an “overweight” rating and a $195.00 target price on the stock. One equities research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, one has given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $186.43.

About Welltower

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.