Markowski Investments Acquires Shares of 5,720 Welltower Inc. $WELL

Markowski Investments bought a new position in shares of Welltower Inc. (NYSE:WELL) during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor bought 5,720 shares of the real estate investment trust’s stock, valued at approximately $1,298,000.

Several other hedge funds also recently made changes to their positions in WELL. BlackRock Inc. lifted its holdings in shares of Welltower by 5.5% during the second quarter. BlackRock Inc. now owns 78,049,214 shares of the real estate investment trust’s stock valued at $17,714,830,000 after purchasing an additional 4,045,458 shares during the last quarter. Capital International Investors boosted its holdings in shares of Welltower by 2.0% during the 4th quarter. Capital International Investors now owns 47,431,769 shares of the real estate investment trust’s stock valued at $8,805,411,000 after acquiring an additional 915,514 shares during the last quarter. State Street Corp lifted its holdings in shares of Welltower by 1.2% during the 4th quarter. State Street Corp now owns 41,760,328 shares of the real estate investment trust’s stock valued at $7,751,134,000 after buying an additional 506,374 shares during the period. Norges Bank bought a new position in Welltower in the fourth quarter valued at about $5,466,264,000. Finally, Bank of America Corp DE grew its stake in shares of Welltower by 6.6% during the 1st quarter. Bank of America Corp DE now owns 21,750,501 shares of the real estate investment trust’s stock valued at $4,300,291,000 after purchasing an additional 1,347,243 shares during the period. 94.80% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

Several brokerages have recently weighed in on WELL. Citigroup increased their price objective on shares of Welltower from $255.00 to $275.00 and gave the stock a “buy” rating in a research note on Friday, July 31st. Royal Bank Of Canada upped their target price on shares of Welltower from $238.00 to $260.00 and gave the company an “outperform” rating in a report on Monday, August 3rd. Wells Fargo & Company increased their price target on shares of Welltower from $237.00 to $266.00 and gave the stock an “overweight” rating in a research report on Tuesday. Morgan Stanley raised their target price on Welltower from $215.00 to $251.00 and gave the stock an “overweight” rating in a report on Tuesday. Finally, UBS Group lifted their target price on Welltower from $249.00 to $271.00 and gave the company a “buy” rating in a research report on Wednesday, July 8th. Fourteen investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $251.06.

Insider Activity

In related news, Director Andrew Gundlach bought 5,000 shares of the stock in a transaction dated Tuesday, August 25th. The shares were purchased at an average price of $239.47 per share, with a total value of $1,197,350.00. Following the completion of the acquisition, the director owned 25,000 shares of the company’s stock, valued at $5,986,750. This represents a 25.00% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. 0.37% of the stock is currently owned by insiders.

Welltower Stock Down 2.1%

Shares of WELL stock opened at $236.07 on Friday. The company has a debt-to-equity ratio of 0.37, a current ratio of 3.16 and a quick ratio of 3.16. Welltower Inc. has a one year low of $163.75 and a one year high of $255.20. The company’s fifty day moving average price is $237.37 and its 200-day moving average price is $218.77. The company has a market capitalization of $170.15 billion, a price-to-earnings ratio of 108.29, a PEG ratio of 1.15 and a beta of 0.76.

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 analysts’ consensus estimates of $0.66 by ($0.05). The business had revenue of $3.54 billion for the quarter, compared to the consensus estimate of $3.40 billion. Welltower had a net margin of 12.15% and a return on equity of 3.56%. Welltower’s revenue was up 39.1% compared to the same quarter last year. During the same period in the prior year, the business earned $1.28 earnings per share. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. Sell-side analysts expect that Welltower Inc. will post 6.43 EPS for the current fiscal year.

Welltower Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, August 20th. Shareholders of record on Wednesday, August 12th were issued a dividend of $0.85 per share. This is an increase from Welltower’s previous quarterly dividend of $0.74. The ex-dividend date of this dividend was Wednesday, August 12th. This represents a $3.40 dividend on an annualized basis and a yield of 1.4%. Welltower’s payout ratio is 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.