Welltower Inc. $WELL Shares Newly Bought by QP Wealth Management LLC

QP Wealth Management LLC purchased a new position in Welltower Inc. (NYSE:WELL) in the third quarter, HoldingsChannel reports. The institutional investor purchased 5,854 shares of the real estate investment trust’s stock, valued at approximately $1,348,000. Welltower makes up about 2.0% of QP Wealth Management LLC’s holdings, making the stock its 17th largest position.

Other institutional investors and hedge funds have also made changes to their positions in the company. Physician Wealth Advisors Inc. boosted its holdings in shares of Welltower by 6.0% in the 3rd quarter. Physician Wealth Advisors Inc. now owns 917 shares of the real estate investment trust’s stock valued at $211,000 after acquiring an additional 52 shares during the last quarter. Nisa Investment Advisors LLC increased its stake in shares of Welltower by 1.5% in the third quarter. Nisa Investment Advisors LLC now owns 167,393 shares of the real estate investment trust’s stock worth $38,541,000 after acquiring an additional 2,445 shares during the period. Diversify Advisory Services LLC raised its holdings in shares of Welltower by 8.4% during the third quarter. Diversify Advisory Services LLC now owns 1,703 shares of the real estate investment trust’s stock worth $399,000 after purchasing an additional 132 shares during the last quarter. Cypress Capital LLC purchased a new position in shares of Welltower during the third quarter worth $201,000. Finally, Sumitomo Mitsui DS Asset Management Company Ltd lifted its position in Welltower by 4.4% during the third quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 295,818 shares of the real estate investment trust’s stock valued at $68,109,000 after purchasing an additional 12,520 shares during the period. 94.80% of the stock is currently owned by institutional investors and hedge funds.

Welltower Stock Up 1.9%

WELL stock opened at $237.99 on Wednesday. The company has a current ratio of 3.16, a quick ratio of 3.16 and a debt-to-equity ratio of 0.37. The firm has a 50-day moving average of $233.71 and a two-hundred day moving average of $224.81. Welltower Inc. has a 12 month low of $173.13 and a 12 month high of $255.20. The company has a market cap of $171.53 billion, a price-to-earnings ratio of 109.17, a PEG ratio of 1.12 and a beta of 0.75.

Welltower (NYSE:WELL) last posted its quarterly earnings results on Monday, July 27th. The real estate investment trust reported $0.61 EPS for the quarter, missing the consensus estimate of $0.66 by ($0.05). The company had revenue of $3.54 billion for the quarter, compared to analysts’ expectations of $3.40 billion. Welltower had a return on equity of 3.56% and a net margin of 12.15%. The firm’s revenue was up 39.1% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.28 EPS. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. As a group, analysts forecast that Welltower Inc. will post 6.43 earnings per share for the current fiscal year.

Welltower Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, August 20th. Shareholders of record on Wednesday, August 12th were given a $0.85 dividend. The ex-dividend date of this dividend was Wednesday, August 12th. This is a positive change from Welltower’s previous quarterly dividend of $0.74. This represents a $3.40 dividend on an annualized basis and a yield of 1.4%. Welltower’s dividend payout ratio is presently 155.96%.

Analyst Ratings Changes

Several brokerages have recently issued reports on WELL. BMO Capital Markets boosted their price objective on Welltower from $245.00 to $265.00 and gave the company an “outperform” rating in a report on Monday, August 3rd. Mizuho lifted their price target on Welltower from $239.00 to $260.00 and gave the company an “outperform” rating in a research report on Wednesday, July 22nd. Cantor Fitzgerald lifted their price target on Welltower from $235.00 to $260.00 and gave the company an “overweight” rating in a research report on Friday, July 31st. Royal Bank Of Canada boosted their price target on Welltower from $238.00 to $260.00 and gave the company an “outperform” rating in a report on Monday, August 3rd. Finally, Weiss Ratings raised shares of Welltower from a “hold (c+)” rating to a “buy (b-)” rating in a report on Thursday, October 8th. Two research analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat, Welltower currently has an average rating of “Moderate Buy” and a consensus target price of $255.86.

Insider Transactions at Welltower

In other news, Director Andrew Gundlach acquired 5,000 shares of the business’s stock in a transaction that occurred on Wednesday, August 26th. The shares were purchased at an average price of $242.06 per share, for a total transaction of $1,210,300.00. Following the acquisition, the director owned 30,000 shares of the company’s stock, valued at $7,261,800. This represents a 20.00% increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Purchased indirectly through two trusts. The transaction was executed in multiple trades at prices ranging from $241.59 to $242.59. The reported $242.06 price is the weighted-average purchase price. 0.37% of the stock is currently owned by insiders.

Welltower Profile

Welltower Inc (NYSE: WELL) is a healthcare-focused real estate investment trust that owns, develops, and manages properties used to provide healthcare and related services. Its portfolio is centered on senior housing communities, outpatient medical facilities, and post-acute care properties, including assets operated by healthcare providers and senior living companies.

The company’s senior housing investments support independent living, assisted living, and memory care services. Its outpatient medical properties accommodate physicians, clinics, and other healthcare providers, while its broader healthcare real estate portfolio is designed to serve demand for care delivered outside traditional hospitals.