Van Hulzen Asset Management LLC Makes New Investment in Welltower Inc. $WELL

Van Hulzen Asset Management LLC purchased a new stake in shares of Welltower Inc. (NYSE:WELL) during the second quarter, HoldingsChannel.com reports. The institutional investor purchased 3,596 shares of the real estate investment trust’s stock, valued at approximately $816,000.

Several other institutional investors also recently modified their holdings of WELL. Fiduciary Financial Advisors bought a new stake in Welltower in the 2nd quarter worth about $81,000. L2 Asset Management LLC bought a new position in Welltower during the 2nd quarter valued at about $916,000. Cetera Trust Company N.A bought a new position in Welltower during the 2nd quarter valued at about $452,000. Aberdeen Wealth Management LLC purchased a new stake in shares of Welltower during the 2nd quarter valued at about $306,000. Finally, Visionary Wealth Advisors purchased a new stake in shares of Welltower during the 2nd quarter valued at about $585,000. 94.80% of the stock is owned by hedge funds and other institutional investors.

Welltower Price Performance

NYSE WELL opened at $240.07 on Tuesday. The company has a 50-day moving average price of $233.02 and a 200-day moving average price of $216.40. Welltower Inc. has a 52 week low of $163.75 and a 52 week high of $255.20. The company has a quick ratio of 3.16, a current ratio of 3.16 and a debt-to-equity ratio of 0.37. The firm has a market capitalization of $173.03 billion, a P/E ratio of 110.13, a PEG ratio of 1.14 and a beta of 0.76.

Welltower (NYSE:WELL) last posted its quarterly earnings data on Monday, July 27th. The real estate investment trust reported $0.61 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.66 by ($0.05). The business had revenue of $3.54 billion during 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 business’s quarterly revenue was up 39.1% compared to the same quarter last year. During the same period in the previous year, the business posted $1.28 EPS. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. Equities research 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. Stockholders of record on Wednesday, August 12th were paid a dividend of $0.85 per share. The ex-dividend date was Wednesday, August 12th. This represents a $3.40 annualized dividend and a dividend yield of 1.4%. This is a boost from Welltower’s previous quarterly dividend of $0.74. Welltower’s dividend payout ratio is 155.96%.

Analyst Upgrades and Downgrades

Several research firms have recently weighed in on WELL. Citigroup boosted their price objective on shares of Welltower from $255.00 to $275.00 and gave the company a “buy” rating in a report on Friday, July 31st. UBS Group raised their target price on shares of Welltower from $249.00 to $271.00 and gave the stock a “buy” rating in a report on Wednesday, July 8th. Jefferies Financial Group lifted their target price on shares of Welltower from $237.00 to $248.00 and gave the stock a “buy” rating in a research report on Tuesday, May 12th. Scotiabank decreased their target price on shares of Welltower from $248.00 to $232.00 and set a “sector outperform” rating for the company in a research note on Thursday, June 18th. Finally, Cantor Fitzgerald increased their price target on Welltower from $235.00 to $260.00 and gave the company an “overweight” rating in a report on Friday, July 31st. Fourteen equities research 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.com, Welltower presently has an average rating of “Moderate Buy” and a consensus target price of $246.11.

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.