HighTower Advisors LLC Has $21.65 Million Stock Position in Welltower Inc. $WELL

Key Points

• HighTower Advisors reduced its Welltower stake by 5.4% in the second quarter, selling 5,420 shares and retaining 95,382 shares valued at approximately $21.65 million. Institutional investors collectively own 94.8% of Welltower.
• Welltower reported quarterly revenue of $3.54 billion, exceeding estimates, though adjusted earnings per share of $0.61 fell short of the $0.66 consensus. Revenue increased 39.1% year over year, and the company provided full-year 2026 EPS guidance of $6.36–$6.44.
• The REIT raised its quarterly dividend from $0.74 to $0.85 per share, or $3.40 annually, representing a 1.4% yield. Analysts maintain a “Moderate Buy” consensus, with an average price target of $246.11 versus the reported share price of $235.55.

HighTower Advisors LLC cut its stake in shares of Welltower Inc. (NYSE:WELL - Free Report) by 5.4% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 95,382 shares of the real estate investment trust's stock after selling 5,420 shares during the period. HighTower Advisors LLC's holdings in Welltower were worth $21,649,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of WELL. Leonteq Securities AG grew its position in Welltower by 92.3% during the 1st quarter. Leonteq Securities AG now owns 125 shares of the real estate investment trust's stock worth $25,000 after acquiring an additional 60 shares during the last quarter. Sound Income Strategies LLC raised its position in Welltower by 124.6% in the first quarter. Sound Income Strategies LLC now owns 137 shares of the real estate investment trust's stock valued at $27,000 after purchasing an additional 76 shares during the last quarter. Swiss RE Ltd. bought a new position in Welltower in the fourth quarter valued at about $29,000. Quarry LP bought a new position in Welltower in the third quarter valued at about $33,000. Finally, Gunpowder Capital Management LLC dba Oliver Wealth Management acquired a new stake in shares of Welltower during the fourth quarter valued at about $37,000. 94.80% of the stock is currently owned by institutional investors.

Welltower Price Performance

Shares of WELL opened at $235.55 on Friday. The business has a 50-day moving average of $229.65 and a 200-day moving average of $214.01. 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 company has a market capitalization of $169.77 billion, a price-to-earnings ratio of 108.05, a price-to-earnings-growth ratio of 1.13 and a beta of 0.76. Welltower Inc. has a 1 year low of $161.26 and a 1 year high of $255.20.

Welltower (NYSE:WELL - Get Free Report) last announced its 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 during 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%. The business's revenue was up 39.1% on a year-over-year basis. During the same quarter in the previous year, the company earned $1.28 earnings per share. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. As a group, equities research analysts anticipate that Welltower Inc. will post 6.43 earnings per share for the current year.

Welltower Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, August 20th. Shareholders of record on Wednesday, August 12th will be given a dividend of $0.85 per share. This represents a $3.40 dividend on an annualized basis and a yield of 1.4%. This is an increase from Welltower's previous quarterly dividend of $0.74. The ex-dividend date of this dividend is Wednesday, August 12th. Welltower's payout ratio is currently 155.96%.

Wall Street Analysts Forecast Growth

Several research firms have recently issued reports on WELL. Jefferies Financial Group upped their price objective on Welltower from $237.00 to $248.00 and gave the company a "buy" rating in a research note on Tuesday, May 12th. Wells Fargo & Company boosted their target price on shares of Welltower from $228.00 to $237.00 and gave the stock an "overweight" rating in a report on Monday, June 1st. Wall Street Zen upgraded shares of Welltower from a "sell" rating to a "hold" rating in a research report on Saturday, May 2nd. Raymond James Financial began coverage on shares of Welltower in a research note on Tuesday, June 16th. They set an "outperform" rating and a $226.00 price target for the company. Finally, UBS Group lifted their price target on shares of Welltower from $249.00 to $271.00 and gave the stock a "buy" rating in a report on Wednesday, July 8th. Fourteen analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat.com, the company currently 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.

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