Sapient Capital LLC Takes Position in Welltower Inc. $WELL

Key Points

• Sapient Capital LLC initiated a Welltower position by purchasing 4,922 shares worth approximately $1.12 million. Institutional investors collectively own 94.8% of the REIT.
• Welltower reported quarterly revenue of $3.54 billion, up 39.1% year over year, but adjusted earnings of $0.61 per share missed estimates of $0.66.
• The company raised its quarterly dividend to $0.85 per share, while analysts maintain a generally positive outlook with a “Moderate Buy” consensus and an average price target of $246.11.

Sapient Capital LLC purchased a new stake in Welltower Inc. (NYSE:WELL - Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased 4,922 shares of the real estate investment trust's stock, valued at approximately $1,117,000.

A number of other large investors also recently bought and sold shares of WELL. Leonteq Securities AG grew its holdings in Welltower by 92.3% in the first 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 period. Sound Income Strategies LLC raised its stake in shares of Welltower by 124.6% during the 1st 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 during the period. Swiss RE Ltd. purchased a new position in shares of Welltower during the 4th quarter valued at approximately $29,000. Quarry LP purchased a new position in shares of Welltower during the 3rd quarter valued at approximately $33,000. Finally, Gunpowder Capital Management LLC dba Oliver Wealth Management purchased a new position in shares of Welltower during the 4th quarter valued at approximately $37,000. Institutional investors and hedge funds own 94.80% of the company's stock.

Welltower Stock Performance

Shares of Welltower stock opened at $235.12 on Tuesday. 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 business's 50 day moving average price is $227.19 and its 200 day moving average price is $212.88. The company has a market cap of $169.46 billion, a price-to-earnings ratio of 107.85, a PEG ratio of 1.14 and a beta of 0.76. Welltower Inc. has a one year low of $161.26 and a one year high of $255.20.

Welltower (NYSE:WELL - Get Free Report) last announced its quarterly earnings data on Monday, July 27th. The real estate investment trust reported $0.61 earnings per share (EPS) 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 analysts' expectations of $3.40 billion. Welltower had a net margin of 12.15% and a return on equity of 3.56%. The company's revenue for the quarter 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. On average, research analysts predict that Welltower Inc. will post 6.43 EPS for the current year.

Welltower Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, August 20th. Investors of record on Wednesday, August 12th will be given a $0.85 dividend. The ex-dividend date is Wednesday, August 12th. This is a positive change from Welltower's previous quarterly dividend of $0.74. This represents a $3.40 annualized dividend and a yield of 1.4%. Welltower's dividend payout ratio (DPR) is currently 135.78%.

Wall Street Analysts Forecast Growth

WELL has been the subject of several recent analyst reports. Royal Bank Of Canada boosted their price target on shares of Welltower from $238.00 to $260.00 and gave the stock an "outperform" rating in a report on Monday, August 3rd. Jefferies Financial Group increased their price objective on shares of Welltower from $237.00 to $248.00 and gave the company a "buy" rating in a report on Tuesday, May 12th. Raymond James Financial started coverage on shares of Welltower in a research report on Tuesday, June 16th. They issued an "outperform" rating and a $226.00 target price on the stock. Citigroup boosted their target price 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. Finally, Wells Fargo & Company upped their price target on shares of Welltower from $228.00 to $237.00 and gave the stock an "overweight" rating in a research report on Monday, June 1st. Fourteen research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to MarketBeat, the company currently has an average rating of "Moderate Buy" and an average target price of $246.11.

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.

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