Welltower Inc. $WELL Shares Purchased by World Investment Advisors

World Investment Advisors boosted its position in Welltower Inc. (NYSE:WELLFree Report) by 27.9% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 15,723 shares of the real estate investment trust’s stock after acquiring an additional 3,427 shares during the quarter. World Investment Advisors’ holdings in Welltower were worth $2,918,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in WELL. National Pension Service raised its position in Welltower by 2.1% in the third quarter. National Pension Service now owns 1,691,931 shares of the real estate investment trust’s stock valued at $301,401,000 after purchasing an additional 34,532 shares during the period. B&I Capital AG raised its position in Welltower by 5.7% in the third quarter. B&I Capital AG now owns 161,440 shares of the real estate investment trust’s stock valued at $28,759,000 after purchasing an additional 8,650 shares during the period. GDS Wealth Management raised its position in Welltower by 13.7% in the third quarter. GDS Wealth Management now owns 63,763 shares of the real estate investment trust’s stock valued at $11,359,000 after purchasing an additional 7,699 shares during the period. New York Life Investment Management LLC raised its position in Welltower by 4.3% in the third quarter. New York Life Investment Management LLC now owns 97,366 shares of the real estate investment trust’s stock valued at $17,345,000 after purchasing an additional 4,019 shares during the period. Finally, Mitsubishi UFJ Asset Management UK Ltd. purchased a new position in Welltower in the third quarter valued at about $1,781,000. Institutional investors and hedge funds own 94.80% of the company’s stock.

Welltower Stock Down 1.9%

Shares of NYSE WELL opened at $213.65 on Friday. Welltower Inc. has a 1 year low of $146.50 and a 1 year high of $221.68. The firm has a market cap of $150.82 billion, a price-to-earnings ratio of 105.77, a PEG ratio of 1.13 and a beta of 0.83. The company has a debt-to-equity ratio of 0.40, a quick ratio of 4.31 and a current ratio of 4.31. The stock’s 50-day simple moving average is $207.16 and its 200-day simple moving average is $198.47.

Welltower (NYSE:WELLGet Free Report) last announced its earnings results on Tuesday, April 28th. The real estate investment trust reported $1.02 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.68 by $0.34. Welltower had a return on equity of 3.45% and a net margin of 11.96%.The business had revenue of $3.35 billion for the quarter, compared to analyst estimates of $3.12 billion. During the same period in the previous year, the company earned $1.20 earnings per share. The company’s revenue for the quarter was up 38.3% compared to the same quarter last year. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. As a group, equities analysts anticipate that Welltower Inc. will post 6.29 earnings per share for the current fiscal year.

Welltower Announces Dividend

The company also recently disclosed 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. This represents a $2.96 annualized dividend and a yield of 1.4%. The ex-dividend date of this dividend is Wednesday, May 13th. Welltower’s payout ratio is currently 146.53%.

Analysts Set New Price Targets

Several research analysts have commented on the company. UBS Group raised their price objective on Welltower from $240.00 to $249.00 and gave the company a “buy” rating in a research report on Monday, May 4th. Wall Street Zen raised Welltower from a “sell” rating to a “hold” rating in a research report on Saturday, May 2nd. Weiss Ratings raised Welltower from a “hold (c)” rating to a “buy (b-)” rating in a research report on Friday, May 1st. BMO Capital Markets reissued an “outperform” rating and issued a $245.00 price objective on shares of Welltower in a research report on Monday, May 4th. Finally, Royal Bank Of Canada lifted their target price on Welltower from $230.00 to $238.00 and gave the stock an “outperform” rating in a research report on Monday, May 4th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat, Welltower has an average rating of “Moderate Buy” and an average price target of $229.67.

Read Our Latest Research Report on WELL

About Welltower

(Free Report)

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.

Further Reading

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Institutional Ownership by Quarter for Welltower (NYSE:WELL)

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