Welltower Inc. $WELL Shares Bought by World Investment Advisors

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

Several other hedge funds have also made changes to their positions in WELL. Leonteq Securities AG grew its holdings 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 buying an additional 60 shares during the period. Sound Income Strategies LLC increased its stake in shares of Welltower by 124.6% during the 1st quarter. Sound Income Strategies LLC now owns 137 shares of the real estate investment trust’s stock valued at $27,000 after acquiring an additional 76 shares during the last quarter. Marquette Asset Management LLC lifted its holdings in shares of Welltower by 62.8% during the 4th 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 period. Swiss RE Ltd. purchased a new position in shares of Welltower during the 4th quarter worth about $29,000. Finally, Financial Consulate Inc. purchased a new position in shares of Welltower during the 4th quarter worth about $34,000. Institutional investors and hedge funds own 94.80% of the company’s stock.

Welltower Stock Down 0.1%

Shares of NYSE WELL opened at $235.84 on Monday. The stock has a fifty day moving average price of $214.18 and a 200 day moving average price of $203.50. The company has a current ratio of 4.31, a quick ratio of 4.31 and a debt-to-equity ratio of 0.40. Welltower Inc. has a 12-month low of $150.20 and a 12-month high of $236.06. The company has a market cap 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 issued 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 company had revenue of $3.35 billion for the quarter, compared to analysts’ expectations of $3.12 billion. During the same quarter in the previous year, the firm posted $1.20 earnings per share. The firm’s quarterly revenue was up 38.3% on a year-over-year basis. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. Research analysts anticipate that Welltower Inc. will post 6.32 EPS for the current fiscal year.

Welltower Announces Dividend

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

Wall Street Analysts Forecast Growth

WELL has been the subject of a number of recent analyst reports. Deutsche Bank Aktiengesellschaft boosted their target price on shares of Welltower from $215.00 to $265.00 and gave the company a “buy” rating in a report on Wednesday, July 1st. Wall Street Zen upgraded shares of Welltower from a “sell” rating to a “hold” rating in a report on Saturday, May 2nd. Mizuho set a $239.00 price objective on shares of Welltower in a research note on Friday, May 22nd. Weiss Ratings downgraded Welltower from a “buy (b-)” rating to a “hold (c+)” rating in a report on Wednesday, June 24th. Finally, Jefferies Financial Group increased their target price on Welltower from $237.00 to $248.00 and gave the stock a “buy” rating in a research report on Tuesday, May 12th. Thirteen equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $232.29.

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.