Welltower Inc. $WELL Shares Acquired by Inspire Investing LLC

Inspire Investing LLC grew its stake in Welltower Inc. (NYSE:WELL) by 13.5% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 69,259 shares of the real estate investment trust’s stock after buying an additional 8,218 shares during the quarter. Welltower accounts for about 1.2% of Inspire Investing LLC’s portfolio, making the stock its 9th largest holding. Inspire Investing LLC’s holdings in Welltower were worth $12,855,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also modified their holdings of the stock. Vanguard Group Inc. lifted its holdings in shares of Welltower by 2.9% in the 4th quarter. Vanguard Group Inc. now owns 92,421,471 shares of the real estate investment trust’s stock valued at $17,154,349,000 after buying an additional 2,643,088 shares during the period. Capital International Investors increased its stake in shares of Welltower by 2.0% in the 4th quarter. Capital International Investors now owns 47,431,769 shares of the real estate investment trust’s stock valued at $8,805,411,000 after purchasing an additional 915,514 shares in the last quarter. State Street Corp increased its stake in shares of Welltower by 1.2% in the 4th quarter. State Street Corp now owns 41,760,328 shares of the real estate investment trust’s stock valued at $7,751,134,000 after purchasing an additional 506,374 shares in the last quarter. Norges Bank purchased a new position in shares of Welltower in the 4th quarter valued at about $5,466,264,000. Finally, Bank of America Corp DE increased its stake in shares of Welltower by 5.3% in the 4th quarter. Bank of America Corp DE now owns 20,403,258 shares of the real estate investment trust’s stock valued at $3,787,049,000 after purchasing an additional 1,024,668 shares in the last quarter. Institutional investors and hedge funds own 94.80% of the company’s stock.

Analyst Ratings Changes

Several equities analysts recently weighed in on WELL shares. BMO Capital Markets restated an “outperform” rating and issued a $245.00 price target on shares of Welltower in a research note on Monday, May 4th. Morgan Stanley lifted their price target on Welltower from $200.00 to $215.00 and gave the company an “overweight” rating in a research note on Wednesday, February 18th. Wells Fargo & Company lifted their price target on Welltower from $228.00 to $237.00 and gave the company an “overweight” rating in a research note on Monday, June 1st. Wall Street Zen upgraded Welltower from a “sell” rating to a “hold” rating in a research note on Saturday, May 2nd. Finally, Raymond James Financial initiated coverage on Welltower in a research note on Tuesday. They set an “outperform” rating and a $226.00 price objective for the company. Thirteen research analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $231.25.

Welltower Trading Down 3.2%

Shares of Welltower stock opened at $206.65 on Thursday. The stock has a market cap of $145.88 billion, a P/E ratio of 102.30, a P/E/G ratio of 1.10 and a beta of 0.79. The stock’s 50 day simple moving average is $210.53 and its 200-day simple moving average is $201.41. Welltower Inc. has a 1-year low of $148.97 and a 1-year high of $221.68. The company has a debt-to-equity ratio of 0.40, a current ratio of 4.31 and a quick ratio of 4.31.

Welltower (NYSE:WELL) last issued its earnings results on Tuesday, April 28th. The real estate investment trust reported $1.02 earnings per share for the quarter, topping the consensus estimate of $0.68 by $0.34. The business had revenue of $3.35 billion for the quarter, compared to analysts’ expectations of $3.12 billion. Welltower had a return on equity of 3.45% and a net margin of 11.96%.The business’s revenue for the quarter was up 38.3% compared to the same quarter last year. During the same period in the previous year, the firm posted $1.20 EPS. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. Analysts predict that Welltower Inc. will post 6.32 EPS for the current fiscal year.

Welltower Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Thursday, May 21st. Stockholders of record on Wednesday, May 13th were issued a dividend of $0.74 per share. This represents a $2.96 annualized dividend and a dividend yield of 1.4%. The ex-dividend date was Wednesday, May 13th. Welltower’s payout ratio is currently 146.53%.

Welltower Company 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.