Welltower Inc. $WELL Shares Purchased by Vanguard Personalized Indexing Management LLC

Vanguard Personalized Indexing Management LLC increased its holdings in shares of Welltower Inc. (NYSE:WELL) by 15.6% in the second quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 75,888 shares of the real estate investment trust’s stock after purchasing an additional 10,269 shares during the quarter. Vanguard Personalized Indexing Management LLC’s holdings in Welltower were worth $11,668,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also recently bought and sold shares of WELL. Good Life Advisors LLC boosted its stake in shares of Welltower by 1.2% during 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 buying an additional 69 shares during the last quarter. Rise Advisors LLC boosted its stake in shares of Welltower by 23.3% during the 1st quarter. Rise Advisors LLC now owns 365 shares of the real estate investment trust’s stock valued at $56,000 after buying an additional 69 shares during the last quarter. Sound View Wealth Advisors Group LLC boosted its stake in shares of Welltower by 2.0% during 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 buying an additional 73 shares during the last quarter. SJS Investment Consulting Inc. boosted its stake 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 during the last quarter. Finally, Premier Path Wealth Partners LLC boosted its stake in shares of Welltower by 1.8% during the 1st quarter. Premier Path Wealth Partners LLC now owns 4,427 shares of the real estate investment trust’s stock valued at $678,000 after buying an additional 77 shares during the last quarter. Institutional investors and hedge funds own 94.80% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts recently issued reports on the company. UBS Group assumed coverage on Welltower in a research report on Friday, September 19th. They set a “buy” rating and a $195.00 price target on the stock. Scotiabank upped their price target on Welltower from $181.00 to $182.00 and gave the company an “outperform” rating in a research report on Monday, October 6th. Raymond James Financial reissued a “strong-buy” rating on shares of Welltower in a research report on Tuesday, September 2nd. Wells Fargo & Company upped their price target on Welltower from $175.00 to $185.00 and gave the company an “overweight” rating in a research report on Wednesday, August 27th. Finally, KeyCorp upped their price target on Welltower from $150.00 to $200.00 and gave the company an “overweight” rating in a research report on Tuesday, September 23rd. One investment analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $180.69.

Welltower Stock Performance

WELL stock opened at $165.84 on Monday. The company has a debt-to-equity ratio of 0.44, a quick ratio of 4.19 and a current ratio of 4.19. The stock has a market capitalization of $110.92 billion, a price-to-earnings ratio of 93.70, a PEG ratio of 1.87 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 stock’s fifty day moving average is $168.59 and its two-hundred day moving average is $157.48.

Welltower (NYSE:WELL) last posted its 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. The company had revenue of $2.55 billion for the quarter, compared to analysts’ expectations of $2.49 billion. Welltower had a return on equity of 3.38% and a net margin of 12.18%.The firm’s quarterly revenue was up 39.6% compared to the same quarter last year. During the same period last year, the business posted $1.05 earnings per share. Welltower has set its FY 2025 guidance at 5.060-5.14 EPS. On average, research analysts predict that Welltower Inc. will post 4.88 EPS for the current year.

Welltower Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, August 21st. Shareholders of record on Tuesday, August 12th were paid 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 dividend on an annualized basis and a yield of 1.8%. Welltower’s dividend payout ratio (DPR) is 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.