Bull Harbor Capital LLC Purchases Shares of 4,028 Welltower Inc. $WELL

Bull Harbor Capital LLC acquired a new position in shares of Welltower Inc. (NYSE:WELL) during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 4,028 shares of the real estate investment trust’s stock, valued at approximately $796,000.

Several other large investors also recently made changes to their positions in the stock. Brighton Jones LLC grew its stake in shares of Welltower by 7.1% in the fourth quarter. Brighton Jones LLC now owns 4,185 shares of the real estate investment trust’s stock valued at $527,000 after buying an additional 279 shares in the last quarter. Empowered Funds LLC raised its position in Welltower by 31.7% during the first quarter. Empowered Funds LLC now owns 14,790 shares of the real estate investment trust’s stock worth $2,266,000 after acquiring an additional 3,564 shares in the last quarter. Sivia Capital Partners LLC raised its position in Welltower by 7.1% during the second quarter. Sivia Capital Partners LLC now owns 1,910 shares of the real estate investment trust’s stock worth $294,000 after acquiring an additional 127 shares in the last quarter. Baird Financial Group Inc. lifted its stake in Welltower by 7.3% in the second quarter. Baird Financial Group Inc. now owns 10,871 shares of the real estate investment trust’s stock valued at $1,671,000 after acquiring an additional 735 shares during the last quarter. Finally, NewEdge Advisors LLC lifted its stake in Welltower by 27.0% in the second quarter. NewEdge Advisors LLC now owns 12,435 shares of the real estate investment trust’s stock valued at $1,912,000 after acquiring an additional 2,641 shares during the last quarter. Institutional investors and hedge funds own 94.80% of the company’s stock.

Key Stories Impacting Welltower

Here are the key news stories impacting Welltower this week:

• Positive Sentiment: Welltower reported second-quarter revenue of $3.54 billion, up 39.1% year over year and above analyst expectations. The company also posted a funds-from-operations beat, supporting its growth narrative. How Welltower’s Q2 Beat, Guidance Trim and 221st Dividend Will Impact Welltower Investors
• Positive Sentiment: Management highlighted record growth momentum and completed approximately $6.2 billion of mostly off-market acquisitions during the quarter, expanding the company’s healthcare real estate portfolio. Welltower Notches $6.2B in Acquisitions During 2Q
• Positive Sentiment: Welltower raised its dividend, marking its 221st dividend, while Scotiabank maintained a Buy rating. Brokerage consensus remains “Moderate Buy,” providing continued analyst support. Welltower Earnings Call Signals Record Growth Momentum

Wall Street Analysts Forecast Growth

WELL has been the topic of a number of research analyst reports. Barclays began coverage on shares of Welltower in a report on Tuesday, July 7th. They issued an “equal weight” rating and a $254.00 target price on the stock. Mizuho lifted their price target on Welltower from $239.00 to $260.00 and gave the stock an “outperform” rating in a report on Wednesday, July 22nd. Jefferies Financial Group boosted their price target on Welltower from $237.00 to $248.00 and gave the stock a “buy” rating in a research report on Tuesday, May 12th. Weiss Ratings lowered Welltower from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Wednesday, June 24th. Finally, Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $238.00 price objective on shares of Welltower in a research report on Monday, June 15th. Fourteen investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $240.17.

Welltower Stock Performance

NYSE WELL opened at $235.57 on Friday. The stock has a market cap of $166.29 billion, a PE ratio of 108.06, a P/E/G ratio of 1.18 and a beta of 0.77. The company has a debt-to-equity ratio of 0.37, a quick ratio of 4.31 and a current ratio of 3.16. The firm has a 50-day moving average of $223.86 and a 200-day moving average of $210.60. Welltower Inc. has a 52-week low of $161.26 and a 52-week high of $255.20.

Welltower (NYSE:WELL) last announced its quarterly earnings results on Monday, July 27th. The real estate investment trust reported $0.61 EPS for the quarter, missing analysts’ consensus estimates of $0.66 by ($0.05). The company 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 firm’s quarterly revenue was up 39.1% on a year-over-year basis. During the same quarter last year, the company posted $1.28 EPS. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. On average, sell-side analysts anticipate that Welltower Inc. will post 6.36 EPS for the current year.

Welltower Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, August 20th. Stockholders of record on Wednesday, August 12th will be paid a dividend of $0.85 per share. This represents a $3.40 dividend on an annualized basis and a dividend yield of 1.4%. This is an increase from Welltower’s previous quarterly dividend of $0.74. The ex-dividend date is Wednesday, August 12th. Welltower’s dividend payout ratio is 155.96%.

About Welltower

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.