Fig Financial Advisory Services Inc. ADV Has $2.35 Million Stock Position in Welltower Inc. $WELL

Fig Financial Advisory Services Inc. ADV increased its stake in Welltower Inc. (NYSE:WELL) by 63.2% during the second quarter, HoldingsChannel reports. The firm owned 10,365 shares of the real estate investment trust’s stock after acquiring an additional 4,012 shares during the period. Welltower accounts for approximately 1.4% of Fig Financial Advisory Services Inc. ADV’s holdings, making the stock its 15th biggest position. Fig Financial Advisory Services Inc. ADV’s holdings in Welltower were worth $2,353,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also made changes to their positions in the company. Leonteq Securities AG boosted its position in shares of Welltower by 92.3% in the first quarter. Leonteq Securities AG now owns 125 shares of the real estate investment trust’s stock worth $25,000 after buying an additional 60 shares during the period. Sound Income Strategies LLC grew its holdings in shares of Welltower by 124.6% during the first quarter. Sound Income Strategies LLC now owns 137 shares of the real estate investment trust’s stock valued at $27,000 after buying an additional 76 shares in the last quarter. Swiss RE Ltd. acquired a new position in Welltower during the fourth quarter valued at $29,000. Quarry LP purchased a new stake in Welltower in the 3rd quarter worth about $33,000. Finally, Gunpowder Capital Management LLC dba Oliver Wealth Management acquired a new stake in Welltower during the 4th quarter worth about $37,000. Hedge funds and other institutional investors own 94.80% of the company’s stock.

Analyst Ratings Changes

WELL has been the subject of a number of research analyst reports. Royal Bank Of Canada increased their price target on shares of Welltower from $238.00 to $260.00 and gave the stock an “outperform” rating in a research report on Monday, August 3rd. Evercore reiterated an “outperform” rating and issued a $260.00 price objective on shares of Welltower in a research note on Thursday, July 30th. Raymond James Financial assumed coverage on shares of Welltower in a research report on Tuesday, June 16th. They issued an “outperform” rating and a $226.00 target price for the company. Scotiabank reduced their price target on Welltower from $248.00 to $232.00 and set a “sector outperform” rating for the company in a report on Thursday, June 18th. Finally, Wells Fargo & Company boosted their price objective on shares of Welltower from $228.00 to $237.00 and gave the stock an “overweight” rating in a research note on Monday, June 1st. Fourteen analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $246.11.

Welltower Stock Up 0.0%

Shares of WELL stock opened at $235.38 on Wednesday. Welltower Inc. has a one year low of $162.29 and a one year 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 stock has a fifty day moving average price of $230.95 and a 200 day moving average price of $214.96. The stock has a market cap of $169.65 billion, a P/E ratio of 107.97, a price-to-earnings-growth ratio of 1.13 and a beta of 0.76.

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

Welltower Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, August 20th. Investors of record on Wednesday, August 12th will be paid a $0.85 dividend. The ex-dividend date of this dividend is Wednesday, August 12th. This is an increase 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 payout ratio is presently 155.96%.

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.