Rational Advisors Inc. Makes New Investment in Welltower Inc. $WELL

Rational Advisors Inc. acquired a new position in Welltower Inc. (NYSE:WELL) in the 4th quarter, Holdings Channel reports. The firm acquired 21,000 shares of the real estate investment trust’s stock, valued at approximately $3,898,000.

Other institutional investors have also added to or reduced their stakes in the company. Hager Investment Management Services LLC raised its holdings in Welltower by 84.4% in the 3rd quarter. Hager Investment Management Services LLC now owns 142 shares of the real estate investment trust’s stock worth $25,000 after purchasing an additional 65 shares in the last quarter. Marquette Asset Management LLC raised its holdings in Welltower by 62.8% in the 4th quarter. Marquette Asset Management LLC now owns 153 shares of the real estate investment trust’s stock worth $28,000 after purchasing an additional 59 shares in the last quarter. Financial Consulate Inc. bought a new position in Welltower in the 4th quarter worth $34,000. Quarry LP bought a new position in Welltower in the 3rd quarter worth $33,000. Finally, MMA Asset Management LLC bought a new position in Welltower in the 3rd quarter worth $35,000. 94.80% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

Several research analysts have commented on the stock. Wall Street Zen upgraded shares of Welltower from a “sell” rating to a “hold” rating in a report on Saturday, May 2nd. Royal Bank Of Canada upped their price objective on shares of Welltower from $230.00 to $238.00 and gave the stock an “outperform” rating in a report on Monday, May 4th. Morgan Stanley upped their target price on shares of Welltower from $200.00 to $215.00 and gave the stock an “overweight” rating in a research report on Wednesday, February 18th. BMO Capital Markets reaffirmed an “outperform” rating and issued a $245.00 target price on shares of Welltower in a research report on Monday, May 4th. Finally, Wells Fargo & Company upped their target price on shares of Welltower from $228.00 to $237.00 and gave the stock an “overweight” rating in a research report on Monday. One analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat, Welltower presently has an average rating of “Moderate Buy” and an average price target of $231.60.

Welltower Stock Down 1.0%

NYSE:WELL opened at $195.37 on Wednesday. The firm’s 50-day moving average price is $208.37 and its 200-day moving average price is $200.75. The company has a market capitalization of $137.92 billion, a PE ratio of 96.72, a P/E/G ratio of 1.02 and a beta of 0.79. The company has a debt-to-equity ratio of 0.40, a current ratio of 4.31 and a quick ratio of 4.31. Welltower Inc. has a 1-year low of $148.60 and a 1-year high of $221.68.

Welltower (NYSE:WELL) last released its earnings results on Tuesday, April 28th. The real estate investment trust reported $1.02 earnings per share for the quarter, topping analysts’ consensus estimates of $0.68 by $0.34. The firm had revenue of $3.35 billion for the quarter, compared to the consensus estimate of $3.12 billion. Welltower had a net margin of 11.96% and a return on equity of 3.45%. The company’s revenue was up 38.3% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.20 EPS. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. On average, equities analysts predict that Welltower Inc. will post 6.32 EPS for the current fiscal year.

Welltower Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, May 21st. Stockholders 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 dividend on an annualized basis and a dividend yield of 1.5%. Welltower’s dividend payout ratio is currently 146.53%.

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.