Vanguard Personalized Indexing Management LLC Boosts Holdings in Welltower Inc. $WELL

Vanguard Personalized Indexing Management LLC boosted its position in shares of Welltower Inc. (NYSE:WELL) by 8.2% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 84,237 shares of the real estate investment trust’s stock after buying an additional 6,384 shares during the quarter. Vanguard Personalized Indexing Management LLC’s holdings in Welltower were worth $15,635,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds also recently bought and sold shares of the company. Parkside Financial Bank & Trust boosted its stake in Welltower by 2.5% during the fourth quarter. Parkside Financial Bank & Trust now owns 1,977 shares of the real estate investment trust’s stock worth $367,000 after buying an additional 49 shares during the period. KCM Investment Advisors LLC lifted its position in shares of Welltower by 3.2% during the fourth quarter. KCM Investment Advisors LLC now owns 1,678 shares of the real estate investment trust’s stock worth $311,000 after purchasing an additional 52 shares during the last quarter. CYBER HORNET ETFs LLC lifted its position in shares of Welltower by 3.5% during the third quarter. CYBER HORNET ETFs LLC now owns 1,582 shares of the real estate investment trust’s stock worth $282,000 after purchasing an additional 53 shares during the last quarter. Verdence Capital Advisors LLC lifted its position in shares of Welltower by 4.2% during the fourth quarter. Verdence Capital Advisors LLC now owns 1,385 shares of the real estate investment trust’s stock worth $257,000 after purchasing an additional 56 shares during the last quarter. Finally, Wedmont Private Capital lifted its position in shares of Welltower by 0.6% during the fourth quarter. Wedmont Private Capital now owns 9,279 shares of the real estate investment trust’s stock worth $1,723,000 after purchasing an additional 57 shares during the last quarter. 94.80% of the stock is owned by hedge funds and other institutional investors.

Welltower Stock Performance

WELL stock opened at $213.96 on Monday. The company has a debt-to-equity ratio of 0.40, a current ratio of 4.31 and a quick ratio of 4.31. The business has a 50-day moving average price of $209.96 and a 200 day moving average price of $201.29. The company has a market capitalization of $151.03 billion, a P/E ratio of 105.92, a PEG ratio of 1.11 and a beta of 0.79. Welltower Inc. has a 1-year low of $148.97 and a 1-year high of $221.68.

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. The firm 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 firm’s quarterly revenue was up 38.3% on a year-over-year basis. During the same period in the previous year, the company posted $1.20 earnings per share. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. As a group, equities research analysts forecast 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 $0.74 dividend. 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 presently 146.53%.

Analyst Ratings Changes

WELL has been the subject of several research analyst reports. Mizuho set a $239.00 target price on Welltower in a research report on Friday, May 22nd. Wall Street Zen upgraded Welltower from a “sell” rating to a “hold” rating in a research report on Saturday, May 2nd. KeyCorp lifted their target price on Welltower from $210.00 to $240.00 and gave the stock an “overweight” rating in a research report on Tuesday, February 24th. UBS Group lifted their target price on Welltower from $240.00 to $249.00 and gave the stock a “buy” rating in a research report on Monday, May 4th. Finally, Wells Fargo & Company lifted their target price on Welltower from $228.00 to $237.00 and gave the stock an “overweight” rating in a research report on Monday, June 1st. One equities research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat, Welltower has an average rating of “Moderate Buy” and an average price target of $231.60.

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.