Integrity Alliance LLC. Makes New $954,000 Investment in Welltower Inc. $WELL

Integrity Alliance LLC. acquired a new position in shares of Welltower Inc. (NYSE:WELL) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 5,139 shares of the real estate investment trust’s stock, valued at approximately $954,000.

Other hedge funds have also recently added to or reduced their stakes in the company. Vanguard Group Inc. increased its stake 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 purchasing an additional 2,643,088 shares during the last quarter. Capital International Investors increased its stake in shares of Welltower by 4.1% in the 3rd quarter. Capital International Investors now owns 46,516,255 shares of the real estate investment trust’s stock valued at $8,285,296,000 after purchasing an additional 1,842,934 shares during the last quarter. State Street Corp increased its stake in shares of Welltower by 4.1% in the 3rd quarter. State Street Corp now owns 41,253,954 shares of the real estate investment trust’s stock valued at $7,348,979,000 after purchasing an additional 1,637,665 shares during the last quarter. Bank of America Corp DE increased its stake in shares of Welltower by 1.9% in the 3rd quarter. Bank of America Corp DE now owns 19,378,590 shares of the real estate investment trust’s stock valued at $3,452,102,000 after purchasing an additional 367,463 shares during the last quarter. Finally, Northern Trust Corp increased its stake in shares of Welltower by 3.2% in the 3rd quarter. Northern Trust Corp now owns 9,106,068 shares of the real estate investment trust’s stock valued at $1,622,155,000 after purchasing an additional 282,881 shares during the last quarter. Institutional investors own 94.80% of the company’s stock.

Analyst Ratings Changes

Several brokerages have recently issued reports on WELL. BMO Capital Markets reiterated an “outperform” rating and issued a $245.00 price target on shares of Welltower in a research note on Monday, May 4th. Weiss Ratings lowered Welltower from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Friday, May 15th. Jefferies Financial Group lifted their price target on Welltower from $237.00 to $248.00 and gave the company a “buy” rating in a research note on Tuesday, May 12th. Mizuho set a $239.00 price target on Welltower in a research note on Friday, May 22nd. Finally, Cantor Fitzgerald lifted their price target on Welltower from $204.00 to $230.00 and gave the company an “overweight” rating in a research note on Thursday, February 12th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $231.00.

Welltower Trading Down 1.9%

NYSE WELL opened at $210.08 on Friday. 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 twelve month low of $148.60 and a twelve month high of $221.68. The company has a market cap of $148.29 billion, a price-to-earnings ratio of 104.00, a price-to-earnings-growth ratio of 1.11 and a beta of 0.83. The business’s fifty day moving average is $208.61 and its 200 day moving average is $200.61.

Welltower (NYSE:WELL) last released its quarterly earnings data on Tuesday, April 28th. The real estate investment trust reported $1.02 earnings per share for the quarter, beating the consensus estimate of $0.68 by $0.34. Welltower had a return on equity of 3.45% and a net margin of 11.96%.The company had revenue of $3.35 billion for the quarter, compared to the consensus estimate of $3.12 billion. During the same quarter last year, the business posted $1.20 EPS. Welltower’s revenue for the quarter was up 38.3% on a year-over-year basis. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. As a group, sell-side analysts expect that Welltower Inc. will post 6.32 EPS for the current fiscal year.

Welltower Announces Dividend

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