Transamerica Financial Advisors LLC Acquires Shares of 56,980 Welltower Inc. $WELL

Key Points

• Transamerica Financial Advisors acquired 56,980 Welltower shares worth approximately $12.9 million, making the REIT 1.1% of its portfolio. Institutional investors collectively own 94.8% of Welltower.
• Analysts maintain a generally positive outlook, with 14 Buy ratings and three Holds producing a “Moderate Buy” consensus and an average price target of $246.11.
• Welltower’s revenue rose 39.1% year over year to $3.54 billion, though quarterly EPS of $0.61 missed estimates. The company also increased its quarterly dividend to $0.85, or $3.40 annually.

Transamerica Financial Advisors LLC acquired a new stake in Welltower Inc. (NYSE:WELL - Free Report) during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 56,980 shares of the real estate investment trust's stock, valued at approximately $12,933,000. Welltower makes up 1.1% of Transamerica Financial Advisors LLC's investment portfolio, making the stock its 18th biggest position.

A number of other institutional investors and hedge funds have also recently modified their holdings of WELL. Leonteq Securities AG lifted its holdings 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 buying an additional 60 shares during the last quarter. Sound Income Strategies LLC lifted its stake in Welltower by 124.6% during the first quarter. Sound Income Strategies LLC now owns 137 shares of the real estate investment trust's stock worth $27,000 after purchasing an additional 76 shares during the last quarter. Kilter Group LLC purchased a new stake in Welltower during the second quarter worth approximately $29,000. Swiss RE Ltd. acquired a new position in Welltower in the fourth quarter valued at approximately $29,000. Finally, Quarry LP acquired a new position in Welltower in the third quarter valued at approximately $33,000. Institutional investors and hedge funds own 94.80% of the company's stock.

Wall Street Analysts Forecast Growth

A number of analysts have weighed in on WELL shares. Raymond James Financial initiated coverage on shares of Welltower in a report on Tuesday, June 16th. They set an "outperform" rating and a $226.00 price objective on the stock. Jefferies Financial Group increased their target price on shares of Welltower from $237.00 to $248.00 and gave the company a "buy" rating in a research report on Tuesday, May 12th. Weiss Ratings downgraded shares of Welltower from a "buy (b-)" rating to a "hold (c+)" rating in a research report on Wednesday, June 24th. 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 research note on Wednesday, July 8th. Finally, BMO Capital Markets reissued an "outperform" rating and issued a $245.00 price target on shares of Welltower in a research report on Monday, May 4th. Fourteen investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and a consensus price target of $246.11.

Welltower Price Performance

WELL stock opened at $241.81 on Thursday. The company has a current ratio of 3.16, a quick ratio of 3.16 and a debt-to-equity ratio of 0.37. The company has a market capitalization of $174.28 billion, a P/E ratio of 110.92, a PEG ratio of 1.15 and a beta of 0.76. The business has a 50 day simple moving average of $234.27 and a 200-day simple moving average of $217.15. Welltower Inc. has a twelve month low of $163.75 and a twelve month 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 analysts' consensus estimates of $0.66 by ($0.05). Welltower had a net margin of 12.15% and a return on equity of 3.56%. The business had revenue of $3.54 billion during the quarter, compared to analyst estimates of $3.40 billion. During the same period in the previous year, the firm earned $1.28 earnings per share. The business's revenue was up 39.1% compared to the same quarter last year. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. As a group, equities analysts anticipate that Welltower Inc. will post 6.44 EPS for the current year.

Welltower Increases Dividend

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

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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