QP Wealth Management LLC Makes New Investment in Welltower Inc. $WELL

Key Points

• QP Wealth Management LLC purchased 5,854 Welltower shares worth approximately $1.35 million during the third quarter, making WELL about 2% of its portfolio. Institutional investors collectively own 94.8% of the stock.
• Welltower reported quarterly revenue of $3.54 billion, up 39.1% year over year, but its $0.61 EPS fell short of the $0.66 analyst consensus. The company raised its quarterly dividend to $0.85, equivalent to a 1.4% annualized yield.
• Analyst sentiment remains positive, with the stock carrying a “Moderate Buy” consensus rating and an average price target of $255.86. Shares opened at $237.99, near their 52-week high of $255.20.

QP Wealth Management LLC purchased a new position in shares of Welltower Inc. (NYSE:WELL - Free Report) during the 3rd quarter, according to its most recent 13F filing with the SEC. The firm purchased 5,854 shares of the real estate investment trust's stock, valued at approximately $1,348,000. Welltower comprises approximately 2.0% of QP Wealth Management LLC's portfolio, making the stock its 17th biggest holding.

Other large investors have also bought and sold shares of the company. Leonteq Securities AG lifted its holdings in Welltower by 92.3% in the 1st quarter. Leonteq Securities AG now owns 125 shares of the real estate investment trust's stock worth $25,000 after buying an additional 60 shares during the period. Kilter Group LLC purchased a new position in shares of Welltower during the second quarter valued at approximately $29,000. Sound Income Strategies LLC increased its stake 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 valued at $27,000 after buying an additional 76 shares during the period. Solstein Capital LLC purchased a new position in shares of Welltower during the second quarter valued at approximately $34,000. Finally, Summit Securities Group LLC raised its holdings in shares of Welltower by 42.6% during the second quarter. Summit Securities Group LLC now owns 164 shares of the real estate investment trust's stock valued at $37,000 after acquiring an additional 49 shares in the last quarter. 94.80% of the stock is owned by hedge funds and other institutional investors.

Welltower Stock Performance

Shares of NYSE WELL opened at $237.99 on Wednesday. The firm's 50-day moving average price is $233.71 and its 200-day moving average price is $224.81. 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 company has a market cap of $171.53 billion, a PE ratio of 109.17, a PEG ratio of 1.12 and a beta of 0.75. Welltower Inc. has a 52-week low of $173.13 and a 52-week high of $255.20.

Welltower (NYSE:WELL - Get Free Report) last posted its earnings results on Monday, July 27th. The real estate investment trust reported $0.61 earnings per share for the quarter, missing analysts' consensus estimates of $0.66 by ($0.05). The firm 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 firm's revenue was up 39.1% compared to the same quarter last year. During the same period in the prior year, the company posted $1.28 EPS. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. As a group, analysts anticipate that Welltower Inc. will post 6.43 EPS for the current year.

Welltower Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, August 20th. Investors of record on Wednesday, August 12th were given a $0.85 dividend. This is an increase from Welltower's previous quarterly dividend of $0.74. This represents a $3.40 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date was Wednesday, August 12th. Welltower's dividend payout ratio (DPR) is presently 155.96%.

Insider Buying and Selling

In other Welltower news, Director Andrew Gundlach acquired 5,000 shares of the company's stock in a transaction on Wednesday, August 26th. The stock was acquired at an average cost of $242.06 per share, with a total value of $1,210,300.00. Following the purchase, the director directly owned 30,000 shares of the company's stock, valued at approximately $7,261,800. This represents a 20.00% increase in their position. The purchase was disclosed in a document filed with the SEC, which is available through this hyperlink. Purchased indirectly through two trusts. The transaction was executed in multiple trades at prices ranging from $241.59 to $242.59. The reported $242.06 price is the weighted-average purchase price. Insiders own 0.37% of the company's stock.

Wall Street Analyst Weigh In

WELL has been the topic of several recent analyst reports. BNP Paribas Exane lifted their price target on shares of Welltower from $238.00 to $272.00 and gave the company an "outperform" rating in a report on Tuesday, July 28th. Deutsche Bank Aktiengesellschaft boosted their price objective on shares of Welltower from $215.00 to $265.00 and gave the company a "buy" rating in a research report on Wednesday, July 1st. Morgan Stanley upped their price objective on shares of Welltower from $215.00 to $251.00 and gave the stock an "overweight" rating in a report on Tuesday, September 1st. Citigroup raised their target price on shares of Welltower from $255.00 to $275.00 and gave the stock a "buy" rating in a research report on Friday, July 31st. Finally, Jefferies Financial Group raised shares of Welltower to a "strong-buy" rating in a research report on Friday, September 25th. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat.com, Welltower presently has an average rating of "Moderate Buy" and an average price target of $255.86.

Welltower Company Profile

Welltower Inc NYSE: WELL is a healthcare-focused real estate investment trust that owns, develops, and manages properties used to provide healthcare and related services. Its portfolio is centered on senior housing communities, outpatient medical facilities, and post-acute care properties, including assets operated by healthcare providers and senior living companies.

The company's senior housing investments support independent living, assisted living, and memory care services. Its outpatient medical properties accommodate physicians, clinics, and other healthcare providers, while its broader healthcare real estate portfolio is designed to serve demand for care delivered outside traditional hospitals.

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