D L Carlson Investment Group Inc. Buys Shares of 23,666 Welltower Inc. $WELL

D L Carlson Investment Group Inc. purchased a new stake in shares of Welltower Inc. (NYSE:WELL) in the second quarter, HoldingsChannel.com reports. The fund purchased 23,666 shares of the real estate investment trust’s stock, valued at approximately $5,371,000. Welltower comprises 0.9% of D L Carlson Investment Group Inc.’s investment portfolio, making the stock its 27th largest holding.

Other institutional investors have also modified their holdings of the company. Dimensional Fund Advisors LP increased its holdings in Welltower by 0.7% during the 1st quarter. Dimensional Fund Advisors LP now owns 8,345,022 shares of the real estate investment trust’s stock valued at $1,649,844,000 after acquiring an additional 57,938 shares in the last quarter. Easterly Investment Partners LLC raised its position in Welltower by 184.9% during the fourth quarter. Easterly Investment Partners LLC now owns 92,403 shares of the real estate investment trust’s stock worth $17,151,000 after acquiring an additional 59,967 shares during the last quarter. SG Americas Securities LLC lifted its holdings in shares of Welltower by 331.4% in the first quarter. SG Americas Securities LLC now owns 1,122,894 shares of the real estate investment trust’s stock valued at $222,007,000 after purchasing an additional 862,586 shares in the last quarter. Swiss National Bank lifted its holdings in shares of Welltower by 9.9% in the first quarter. Swiss National Bank now owns 2,014,200 shares of the real estate investment trust’s stock valued at $398,227,000 after purchasing an additional 181,400 shares in the last quarter. Finally, Dai ichi Life Insurance Company Ltd grew its position in shares of Welltower by 26.6% in the first quarter. Dai ichi Life Insurance Company Ltd now owns 43,932 shares of the real estate investment trust’s stock valued at $8,686,000 after purchasing an additional 9,217 shares during the last quarter. Hedge funds and other institutional investors own 94.80% of the company’s stock.

Welltower Stock Performance

Shares of NYSE WELL opened at $237.57 on Friday. The company has a market cap of $171.23 billion, a PE ratio of 108.98, a price-to-earnings-growth ratio of 1.13 and a beta of 0.76. Welltower Inc. has a 12 month low of $163.75 and a 12 month high of $255.20. The company has a debt-to-equity ratio of 0.37, a current ratio of 3.16 and a quick ratio of 3.16. The company has a 50-day simple moving average of $231.96 and a 200-day simple moving average of $215.66.

Welltower (NYSE:WELL) last posted its quarterly earnings data on Monday, July 27th. The real estate investment trust reported $0.61 earnings per share for the quarter, missing analysts’ consensus estimates of $0.66 by ($0.05). The firm had revenue of $3.54 billion during the quarter, compared to analyst estimates of $3.40 billion. Welltower had a net margin of 12.15% and a return on equity of 3.56%. The business’s quarterly revenue was up 39.1% on a year-over-year basis. During the same period in the prior year, the firm earned $1.28 EPS. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. On average, equities analysts anticipate that Welltower Inc. will post 6.44 earnings per share for the current year.

Welltower Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, August 20th. Shareholders of record on Wednesday, August 12th were issued a $0.85 dividend. 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 yield of 1.4%. Welltower’s payout ratio is presently 155.96%.

Wall Street Analysts Forecast Growth

WELL has been the subject of a number of recent research reports. Cantor Fitzgerald raised their price objective on shares of Welltower from $235.00 to $260.00 and gave the stock an “overweight” rating in a research note on Friday, July 31st. Evercore reaffirmed an “outperform” rating and issued a $260.00 target price on shares of Welltower in a research note on Thursday, July 30th. Jefferies Financial Group increased their target price on Welltower from $237.00 to $248.00 and gave the company a “buy” rating in a report on Tuesday, May 12th. UBS Group raised their price target on Welltower from $249.00 to $271.00 and gave the stock a “buy” rating in a research report on Wednesday, July 8th. Finally, Citigroup boosted their price target on Welltower from $255.00 to $275.00 and gave the stock a “buy” rating in a report on Friday, July 31st. Fourteen analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat, Welltower currently has a consensus rating of “Moderate Buy” and an average price target of $246.11.

Welltower Company 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.