Welltower Inc. $WELL Shares Bought by World Investment Advisors

World Investment Advisors raised its stake in Welltower Inc. (NYSE:WELL) by 15.4% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 18,152 shares of the real estate investment trust’s stock after buying an additional 2,429 shares during the period. World Investment Advisors’ holdings in Welltower were worth $3,589,000 at the end of the most recent reporting period.

Other institutional investors have also modified their holdings of the company. Leonteq Securities AG increased its stake in Welltower by 92.3% in the 1st quarter. Leonteq Securities AG now owns 125 shares of the real estate investment trust’s stock valued at $25,000 after purchasing an additional 60 shares in the last quarter. Sound Income Strategies LLC boosted its position in Welltower by 124.6% during the first quarter. Sound Income Strategies LLC now owns 137 shares of the real estate investment trust’s stock worth $27,000 after purchasing an additional 76 shares in the last quarter. Marquette Asset Management LLC boosted its position in Welltower by 62.8% during the fourth 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. Swiss RE Ltd. acquired a new stake in Welltower in the fourth quarter valued at $29,000. Finally, Quarry LP acquired a new stake in Welltower in the third quarter valued at $33,000. Hedge funds and other institutional investors own 94.80% of the company’s stock.

Welltower Stock Down 0.1%

Shares of NYSE:WELL opened at $235.84 on Monday. 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 52-week low of $150.20 and a 52-week high of $236.06. The stock’s fifty day simple moving average is $214.18 and its 200-day simple moving average is $203.50. The company has a market capitalization of $166.48 billion, a P/E ratio of 116.75, a P/E/G ratio of 1.22 and a beta of 0.77.

Welltower (NYSE:WELL) last posted its quarterly earnings data on Tuesday, April 28th. The real estate investment trust reported $1.02 EPS for the quarter, topping analysts’ consensus estimates of $0.68 by $0.34. Welltower had a return on equity of 3.45% and a net margin of 11.96%.The firm had revenue of $3.35 billion during the quarter, compared to analysts’ expectations of $3.12 billion. During the same quarter last year, the business posted $1.20 EPS. The firm’s quarterly revenue was up 38.3% compared to the same quarter last year. 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 earnings per share for the current fiscal year.

Welltower Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Thursday, May 21st. Stockholders of record on Wednesday, May 13th were issued a dividend of $0.74 per share. The ex-dividend date was Wednesday, May 13th. This represents a $2.96 dividend on an annualized basis and a dividend yield of 1.3%. Welltower’s payout ratio is 146.53%.

Analyst Upgrades and Downgrades

WELL has been the subject of several research reports. Citigroup lifted their price target on Welltower from $245.00 to $255.00 and gave the stock a “buy” rating in a research note on Tuesday, May 5th. Raymond James Financial started coverage on shares of Welltower in a research note on Tuesday, June 16th. They issued an “outperform” rating and a $226.00 price objective on the stock. UBS Group raised their target price on shares of Welltower from $240.00 to $249.00 and gave the company a “buy” rating in a report on Monday, May 4th. Deutsche Bank Aktiengesellschaft lifted their target price on shares of Welltower from $215.00 to $265.00 and gave the stock a “buy” rating in a research report on Wednesday, July 1st. Finally, Mizuho set a $239.00 price target on shares of Welltower in a report on Friday, May 22nd. Thirteen equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat, Welltower presently has a consensus rating of “Moderate Buy” and a consensus price target of $232.29.

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.