Welltower Inc. $WELL Shares Purchased by World Investment Advisors

World Investment Advisors raised its stake in shares of Welltower Inc. (NYSE:WELL) by 27.9% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 15,723 shares of the real estate investment trust’s stock after buying an additional 3,427 shares during the quarter. World Investment Advisors’ holdings in Welltower were worth $2,918,000 at the end of the most recent reporting period.

Other large investors have also recently bought and sold shares of the company. Hager Investment Management Services LLC grew its holdings in Welltower by 84.4% during the 3rd quarter. Hager Investment Management Services LLC now owns 142 shares of the real estate investment trust’s stock valued at $25,000 after buying an additional 65 shares during the last quarter. Marquette Asset Management LLC grew its holdings in Welltower by 62.8% during the 4th quarter. Marquette Asset Management LLC now owns 153 shares of the real estate investment trust’s stock valued at $28,000 after buying an additional 59 shares during the last quarter. Financial Consulate Inc. acquired a new stake in Welltower during the 4th quarter valued at $34,000. Quarry LP acquired a new stake in Welltower during the 3rd quarter valued at $33,000. Finally, MMA Asset Management LLC acquired a new stake in Welltower during the 3rd quarter valued at $35,000. Institutional investors and hedge funds own 94.80% of the company’s stock.

Analyst Ratings Changes

A number of brokerages have commented on WELL. Cantor Fitzgerald increased their target price on Welltower from $204.00 to $230.00 and gave the company an “overweight” rating in a report on Thursday, February 12th. Mizuho raised their price objective on Welltower from $216.00 to $231.00 and gave the stock an “outperform” rating in a report on Wednesday, March 4th. Jefferies Financial Group lifted their price objective on Welltower from $237.00 to $248.00 and gave the company a “buy” rating in a research report on Tuesday. KeyCorp lifted their price objective on Welltower from $210.00 to $240.00 and gave the company an “overweight” rating in a research report on Tuesday, February 24th. Finally, Weiss Ratings raised Welltower from a “hold (c)” rating to a “buy (b-)” rating in a research report on Friday, May 1st. One investment analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, Welltower has an average rating of “Moderate Buy” and a consensus target price of $229.67.

Welltower Price Performance

Shares of NYSE:WELL opened at $213.65 on Friday. The company has a market cap of $150.82 billion, a P/E ratio of 105.77, a P/E/G ratio of 1.13 and a beta of 0.83. The company has a quick ratio of 4.31, a current ratio of 4.31 and a debt-to-equity ratio of 0.40. Welltower Inc. has a 52 week low of $146.50 and a 52 week high of $221.68. The business has a fifty day simple moving average of $207.16 and a 200-day simple moving average of $198.47.

Welltower (NYSE:WELL) last announced its quarterly earnings data on Tuesday, April 28th. The real estate investment trust reported $1.02 EPS for the quarter, beating analysts’ consensus estimates of $0.68 by $0.34. The business had revenue of $3.35 billion during the quarter, compared to the consensus estimate 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% on a year-over-year basis. During the same quarter in the previous year, the business earned $1.20 earnings per share. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. Equities research analysts forecast that Welltower Inc. will post 6.29 EPS for the current year.

Welltower Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, May 21st. Investors of record on Wednesday, May 13th will be issued a $0.74 dividend. The ex-dividend date is Wednesday, May 13th. This represents a $2.96 dividend on an annualized basis and a yield of 1.4%. Welltower’s dividend payout ratio (DPR) is presently 146.53%.

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.