Markowski Investments Takes $1.30 Million Position in Welltower Inc. $WELL

Key Points

• Markowski Investments initiated a $1.30 million position in Welltower during the second quarter by purchasing 5,720 shares. Institutional investors collectively own 94.8% of the REIT.
• Welltower reported quarterly revenue of $3.54 billion, up 39.1% year over year, but earnings per share of $0.61 missed estimates of $0.66. Shares opened at $236.07, near the middle of their 52-week range.
• The company increased its quarterly dividend to $0.85 per share, or $3.40 annually, yielding approximately 1.4%. Analysts maintain a “Moderate Buy” consensus with an average price target of $251.06.

Markowski Investments purchased a new position in shares of Welltower Inc. (NYSE:WELL - Free Report) in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 5,720 shares of the real estate investment trust's stock, valued at approximately $1,298,000.

Other large investors have also bought and sold shares of the company. Revolve Wealth Partners LLC raised its holdings in shares of Welltower by 3.3% in the second quarter. Revolve Wealth Partners LLC now owns 1,392 shares of the real estate investment trust's stock valued at $316,000 after purchasing an additional 45 shares during the last quarter. Family Wealth Partners LLC boosted its holdings in Welltower by 1.3% during the second quarter. Family Wealth Partners LLC now owns 3,678 shares of the real estate investment trust's stock worth $835,000 after purchasing an additional 48 shares during the last quarter. Natural Investments LLC grew its position in Welltower by 3.0% in the 2nd quarter. Natural Investments LLC now owns 1,673 shares of the real estate investment trust's stock worth $379,000 after purchasing an additional 48 shares in the last quarter. Summit Securities Group LLC grew its position in Welltower by 42.6% in the 2nd quarter. Summit Securities Group LLC now owns 164 shares of the real estate investment trust's stock worth $37,000 after purchasing an additional 49 shares in the last quarter. Finally, Parkside Financial Bank & Trust grew its position in Welltower by 2.5% in the 4th quarter. Parkside Financial Bank & Trust now owns 1,977 shares of the real estate investment trust's stock worth $367,000 after purchasing an additional 49 shares in the last quarter. 94.80% of the stock is currently owned by institutional investors.

Welltower Stock Performance

Shares of WELL opened at $236.07 on Friday. Welltower Inc. has a 52-week low of $163.75 and a 52-week high of $255.20. The stock's 50-day simple moving average is $237.37 and its 200 day simple moving average is $218.77. The company has a debt-to-equity ratio of 0.37, a quick ratio of 3.16 and a current ratio of 3.16. The stock has a market capitalization of $170.15 billion, a price-to-earnings ratio of 108.29, a price-to-earnings-growth ratio of 1.15 and a beta of 0.76.

Welltower (NYSE:WELL - Get Free Report) last issued its quarterly earnings data 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 firm had revenue of $3.54 billion for the quarter, compared to analysts' expectations 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% on a year-over-year basis. During the same period in the prior year, the firm posted $1.28 EPS. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. Research analysts forecast that Welltower Inc. will post 6.43 EPS for the current fiscal 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 dividend of $0.85 per share. The ex-dividend date of this dividend was Wednesday, August 12th. This represents a $3.40 dividend on an annualized basis and a dividend yield of 1.4%. This is a positive change from Welltower's previous quarterly dividend of $0.74. Welltower's payout ratio is 155.96%.

Analysts Set New Price Targets

Several equities analysts have commented on WELL shares. Mizuho lifted their target price on shares of Welltower from $239.00 to $260.00 and gave the stock an "outperform" rating in a research report on Wednesday, July 22nd. Evercore reiterated an "outperform" rating and set a $260.00 price target on shares of Welltower in a report on Thursday, July 30th. Scotiabank upped their price objective on Welltower from $244.00 to $251.00 and gave the company an "outperform" rating in a research note on Wednesday. Morgan Stanley lifted their target price on Welltower from $215.00 to $251.00 and gave the stock an "overweight" rating in a research note on Tuesday. Finally, Barclays raised their price objective on shares of Welltower from $254.00 to $259.00 and gave the stock an "equal weight" rating in a report on Monday. Fourteen research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat.com, Welltower has an average rating of "Moderate Buy" and an average price target of $251.06.

Insider Transactions at Welltower

In other Welltower news, Director Andrew Gundlach acquired 5,000 shares of the stock in a transaction dated Tuesday, August 25th. The stock was purchased at an average cost of $239.47 per share, for a total transaction of $1,197,350.00. Following the acquisition, the director owned 25,000 shares in the company, valued at $5,986,750. The trade was a 25.00% increase in their position. The acquisition was disclosed in a legal filing with the SEC, which is available at this link. 0.37% of the stock is currently owned by corporate insiders.

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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