Welltower Inc. $WELL Shares Sold by Continuum Advisory LLC

Continuum Advisory LLC trimmed its position in Welltower Inc. (NYSE:WELL) by 44.8% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 3,117 shares of the real estate investment trust’s stock after selling 2,529 shares during the period. Continuum Advisory LLC’s holdings in Welltower were worth $707,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of the company. Leonteq Securities AG raised its stake in Welltower by 92.3% in the 1st quarter. Leonteq Securities AG now owns 125 shares of the real estate investment trust’s stock valued at $25,000 after purchasing an additional 60 shares during the last quarter. Kilter Group LLC acquired a new stake in Welltower during the 2nd quarter worth $29,000. 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 worth $27,000 after buying an additional 76 shares in the last quarter. Solstein Capital LLC purchased a new stake in shares of Welltower during the second quarter worth $34,000. Finally, Swiss RE Ltd. purchased a new stake in shares of Welltower during the fourth quarter worth $29,000. 94.80% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several equities analysts have recently weighed in on WELL shares. Mizuho raised their price target on shares of Welltower from $239.00 to $260.00 and gave the stock an “outperform” rating in a research note on Wednesday, July 22nd. Evercore reiterated an “outperform” rating and issued a $260.00 price objective on shares of Welltower in a report on Thursday, July 30th. Morgan Stanley raised their target price on shares of Welltower from $215.00 to $251.00 and gave the stock an “overweight” rating in a research note on Tuesday. Royal Bank Of Canada boosted their target price on Welltower from $238.00 to $260.00 and gave the stock an “outperform” rating in a report on Monday, August 3rd. Finally, KeyCorp upped their price target on Welltower from $240.00 to $275.00 and gave the company an “overweight” rating in a research report on Tuesday, August 4th. Fourteen research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $251.06.

Insider Transactions at Welltower

In other news, Director Andrew Gundlach bought 5,000 shares of the stock in a transaction that occurred on Tuesday, August 25th. The stock was bought at an average cost of $239.47 per share, for a total transaction of $1,197,350.00. Following the acquisition, the director directly owned 25,000 shares of the company’s stock, valued at $5,986,750. The trade was a 25.00% increase in their position. The purchase was disclosed in a filing with the SEC, which is available at the SEC website. Insiders own 0.37% of the company’s stock.

Welltower Stock Performance

Shares of Welltower stock opened at $236.07 on Friday. The business’s fifty day simple moving average is $237.37 and its 200-day simple moving average is $218.77. 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 cap of $170.15 billion, a PE ratio of 108.29, a price-to-earnings-growth ratio of 1.15 and a beta of 0.76. Welltower Inc. has a 52 week low of $163.75 and a 52 week high of $255.20.

Welltower (NYSE:WELL) last posted its 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 company’s quarterly revenue was up 39.1% compared to the same quarter last year. During the same period in the previous year, the company earned $1.28 EPS. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. Equities analysts forecast that Welltower Inc. will post 6.43 earnings per share for the current year.

Welltower Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, August 20th. Investors of record on Wednesday, August 12th were issued a $0.85 dividend. 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 (DPR) is presently 155.96%.

Welltower 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.