New Age Alpha Advisors LLC Has $18.13 Million Holdings in Welltower Inc. $WELL

New Age Alpha Advisors LLC lowered its stake in Welltower Inc. (NYSE:WELL) by 9.5% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 97,675 shares of the real estate investment trust’s stock after selling 10,307 shares during the period. Welltower makes up approximately 0.8% of New Age Alpha Advisors LLC’s holdings, making the stock its 13th biggest position. New Age Alpha Advisors LLC’s holdings in Welltower were worth $18,129,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in WELL. Brighton Jones LLC lifted its position in shares of Welltower by 7.1% in the fourth quarter. Brighton Jones LLC now owns 4,185 shares of the real estate investment trust’s stock worth $527,000 after buying an additional 279 shares during the last quarter. Empowered Funds LLC lifted its position in shares of Welltower by 31.7% in the first quarter. Empowered Funds LLC now owns 14,790 shares of the real estate investment trust’s stock worth $2,266,000 after buying an additional 3,564 shares during the last quarter. Sivia Capital Partners LLC lifted its position in shares of Welltower by 7.1% in the second quarter. Sivia Capital Partners LLC now owns 1,910 shares of the real estate investment trust’s stock worth $294,000 after buying an additional 127 shares during the last quarter. Baird Financial Group Inc. lifted its position in shares of Welltower by 7.3% in the second quarter. Baird Financial Group Inc. now owns 10,871 shares of the real estate investment trust’s stock worth $1,671,000 after buying an additional 735 shares during the last quarter. Finally, NewEdge Advisors LLC lifted its position in shares of Welltower by 27.0% in the second quarter. NewEdge Advisors LLC now owns 12,435 shares of the real estate investment trust’s stock worth $1,912,000 after buying an additional 2,641 shares during the last quarter. Institutional investors and hedge funds own 94.80% of the company’s stock.

Welltower Trading Up 0.1%

Welltower stock opened at $216.31 on Monday. The business has a 50 day moving average price of $208.17 and a two-hundred day moving average price of $199.83. The company has a quick ratio of 4.31, a current ratio of 4.31 and a debt-to-equity ratio of 0.40. The stock has a market cap of $152.70 billion, a price-to-earnings ratio of 107.09, a price-to-earnings-growth ratio of 1.13 and a beta of 0.83. Welltower Inc. has a 12 month low of $147.49 and a 12 month high of $221.68.

Welltower (NYSE:WELL) last posted its quarterly earnings results on Tuesday, April 28th. The real estate investment trust reported $1.02 EPS for the quarter, beating the consensus estimate of $0.68 by $0.34. The firm had revenue of $3.35 billion during 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 company’s revenue for the quarter was up 38.3% on a year-over-year basis. During the same quarter in the prior year, the firm posted $1.20 EPS. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. As a group, equities analysts forecast that Welltower Inc. will post 6.28 EPS for the current year.

Welltower Dividend Announcement

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

Analyst Upgrades and Downgrades

A number of analysts have weighed in on WELL shares. Mizuho set a $239.00 price target on Welltower in a research report on Friday. Cantor Fitzgerald boosted their price target on Welltower from $204.00 to $230.00 and gave the stock an “overweight” rating in a research report on Thursday, February 12th. Weiss Ratings cut Welltower from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Friday, May 15th. Citigroup boosted their price target on Welltower from $245.00 to $255.00 and gave the stock a “buy” rating in a research report on Tuesday, May 5th. Finally, Royal Bank Of Canada boosted their price objective 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, eleven have given a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $231.00.

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.