Welltower Inc. $WELL Shares Purchased by World Investment Advisors

World Investment Advisors grew its position in shares of Welltower Inc. (NYSE:WELL) by 27.9% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 15,723 shares of the real estate investment trust’s stock after buying an additional 3,427 shares during the period. World Investment Advisors’ holdings in Welltower were worth $2,918,000 as of its most recent SEC filing.

Several other hedge funds also recently made changes to their positions in WELL. Hager Investment Management Services LLC increased its stake in Welltower by 84.4% during the third quarter. Hager Investment Management Services LLC now owns 142 shares of the real estate investment trust’s stock valued at $25,000 after purchasing an additional 65 shares during the last quarter. Marquette Asset Management LLC lifted its holdings in Welltower by 62.8% in the fourth quarter. Marquette Asset Management LLC now owns 153 shares of the real estate investment trust’s stock worth $28,000 after acquiring an additional 59 shares during the last quarter. Swiss RE Ltd. bought a new position in Welltower in the fourth quarter worth about $29,000. Quarry LP acquired a new position in Welltower in the third quarter valued at approximately $33,000. Finally, Financial Consulate Inc. bought a new position in shares of Welltower during the fourth quarter valued at approximately $34,000. Institutional investors and hedge funds own 94.80% of the company’s stock.

Welltower Stock Performance

NYSE:WELL opened at $206.73 on Friday. The company has a current ratio of 4.31, a quick ratio of 4.31 and a debt-to-equity ratio of 0.40. The firm has a market cap of $145.93 billion, a price-to-earnings ratio of 102.34, a price-to-earnings-growth ratio of 1.07 and a beta of 0.79. Welltower Inc. has a twelve month low of $148.97 and a twelve month high of $221.68. The company has a 50-day moving average of $210.67 and a 200-day moving average of $201.43.

Welltower (NYSE:WELL) last issued its quarterly earnings results on Tuesday, April 28th. The real estate investment trust reported $1.02 earnings per share for the quarter, beating analysts’ consensus estimates of $0.68 by $0.34. The business had revenue of $3.35 billion for 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 revenue for the quarter was up 38.3% compared to the same quarter last year. During the same quarter 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. 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. Investors of record on Wednesday, May 13th were paid a dividend of $0.74 per share. This represents a $2.96 annualized dividend and a yield of 1.4%. The ex-dividend date was Wednesday, May 13th. Welltower’s payout ratio is currently 146.53%.

Wall Street Analyst Weigh In

WELL has been the topic of several recent research reports. Citigroup raised their price target on Welltower from $245.00 to $255.00 and gave the stock a “buy” rating in a report on Tuesday, May 5th. Wells Fargo & Company upped their price objective on Welltower from $228.00 to $237.00 and gave the stock an “overweight” rating in a research note on Monday, June 1st. Scotiabank dropped their target price on Welltower from $248.00 to $232.00 and set a “sector outperform” rating on the stock in a research report on Thursday. UBS Group raised their target price on Welltower from $240.00 to $249.00 and gave the company a “buy” rating in a research note on Monday, May 4th. Finally, Jefferies Financial Group boosted their price target on shares of Welltower from $237.00 to $248.00 and gave the company a “buy” rating in a report on Tuesday, May 12th. Thirteen research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $230.25.

About Welltower

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.