Welltower Inc. $WELL Holdings Boosted by Values Added Financial LLC

Values Added Financial LLC raised its position in shares of Welltower Inc. (NYSE:WELL) by 14.5% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 1,652 shares of the real estate investment trust’s stock after purchasing an additional 209 shares during the quarter. Values Added Financial LLC’s holdings in Welltower were worth $254,000 at the end of the most recent quarter.

Other large investors also recently added to or reduced their stakes in the company. SouthState Corp raised its stake in Welltower by 704.8% during the 1st quarter. SouthState Corp now owns 169 shares of the real estate investment trust’s stock valued at $26,000 after purchasing an additional 148 shares during the period. Wealth Preservation Advisors LLC purchased a new stake in Welltower in the 1st quarter worth about $27,000. Harbor Capital Advisors Inc. purchased a new stake in Welltower in the 1st quarter worth about $28,000. Smallwood Wealth Investment Management LLC purchased a new stake in Welltower in the 1st quarter worth about $28,000. Finally, Hughes Financial Services LLC purchased a new stake in Welltower in the 1st quarter worth about $31,000. 94.80% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several equities research analysts recently issued reports on WELL shares. Scotiabank increased their price objective on Welltower from $181.00 to $182.00 and gave the stock an “outperform” rating in a research note on Monday. Wells Fargo & Company increased their price objective on Welltower from $175.00 to $185.00 and gave the stock an “overweight” rating in a research note on Wednesday, August 27th. Evercore ISI boosted their price target 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. Raymond James Financial restated a “strong-buy” rating on shares of Welltower in a report on Tuesday, September 2nd. Finally, KeyCorp boosted their price target on shares of Welltower from $150.00 to $200.00 and gave the company an “overweight” rating in a report on Tuesday, September 23rd. One analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, one has given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $180.69.

Welltower Trading Down 2.2%

Welltower stock opened at $169.16 on Thursday. The company’s fifty day simple moving average is $168.56 and its 200-day simple moving average is $157.14. The company has a quick ratio of 4.19, a current ratio of 4.19 and a debt-to-equity ratio of 0.44. Welltower Inc. has a 12 month low of $122.34 and a 12 month high of $180.40. The stock has a market cap of $113.14 billion, a P/E ratio of 95.57, a P/E/G ratio of 1.95 and a beta of 0.92.

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

Welltower Increases Dividend

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

Welltower Company 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.