Kestra Private Wealth Services LLC Grows Stock Position in Welltower Inc. $WELL

Kestra Private Wealth Services LLC lifted its position in shares of Welltower Inc. (NYSE:WELL) by 6.4% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 41,342 shares of the real estate investment trust’s stock after purchasing an additional 2,497 shares during the period. Kestra Private Wealth Services LLC’s holdings in Welltower were worth $8,174,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also made changes to their positions in the company. Norges Bank purchased a new position in Welltower in the fourth quarter valued at about $5,466,264,000. Cardano Risk Management B.V. raised its position in shares of Welltower by 955.3% in the 4th quarter. Cardano Risk Management B.V. now owns 9,513,540 shares of the real estate investment trust’s stock valued at $1,765,808,000 after purchasing an additional 8,612,016 shares in the last quarter. Capital World Investors raised its position in shares of Welltower by 153.0% in the 4th quarter. Capital World Investors now owns 10,744,520 shares of the real estate investment trust’s stock valued at $1,994,290,000 after purchasing an additional 6,497,258 shares in the last quarter. Vanguard Group Inc. boosted its stake in shares of Welltower by 2.9% during 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 buying an additional 2,643,088 shares during the last quarter. Finally, Capital International Investors boosted its stake in shares of Welltower by 4.1% during 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 buying an additional 1,842,934 shares during the last quarter. 94.80% of the stock is currently owned by hedge funds and other institutional investors.

Welltower Price Performance

WELL opened at $223.41 on Friday. The firm has a market cap of $157.71 billion, a price-to-earnings ratio of 110.60, a price-to-earnings-growth ratio of 1.14 and a beta of 0.79. Welltower Inc. has a fifty-two week low of $148.97 and a fifty-two week high of $224.47. The company’s 50-day moving average price is $211.52 and its 200 day moving average price is $201.85. 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 (NYSE:WELL) last issued its earnings results 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 company 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%.Welltower’s quarterly revenue was up 38.3% compared to the same quarter last year. During the same period in the previous year, the firm posted $1.20 earnings per share. 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 earnings per share for the current year.

Welltower Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Thursday, May 21st. Shareholders of record on Wednesday, May 13th were given 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 1.3%. Welltower’s dividend payout ratio (DPR) is currently 146.53%.

Wall Street Analyst Weigh In

Several research analysts have weighed in on the stock. BMO Capital Markets reissued an “outperform” rating and set a $245.00 price objective on shares of Welltower in a report on Monday, May 4th. Wells Fargo & Company increased their price target on shares of Welltower from $228.00 to $237.00 and gave the stock an “overweight” rating in a research report on Monday, June 1st. Royal Bank Of Canada reiterated an “outperform” rating and issued a $238.00 price target on shares of Welltower in a research note on Monday, June 15th. Weiss Ratings cut Welltower from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Wednesday. Finally, UBS Group increased their target price on Welltower from $240.00 to $249.00 and gave the stock a “buy” rating in a report on Monday, May 4th. Twelve investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat, Welltower presently has a consensus rating of “Moderate Buy” and an average target price of $230.25.

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.