Independent Advisor Alliance Grows Stock Holdings in Welltower Inc. $WELL

Independent Advisor Alliance boosted its stake in Welltower Inc. (NYSE:WELL) by 24.5% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 14,228 shares of the real estate investment trust’s stock after acquiring an additional 2,802 shares during the period. Independent Advisor Alliance’s holdings in Welltower were worth $2,641,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Brighton Jones LLC raised its holdings in shares of Welltower by 7.1% in the fourth quarter. Brighton Jones LLC now owns 4,185 shares of the real estate investment trust’s stock valued at $527,000 after buying an additional 279 shares during the last quarter. Empowered Funds LLC raised its holdings in shares of Welltower by 31.7% in the first quarter. Empowered Funds LLC now owns 14,790 shares of the real estate investment trust’s stock valued at $2,266,000 after buying an additional 3,564 shares during the last quarter. Sivia Capital Partners LLC raised its holdings in shares of Welltower by 7.1% in the second quarter. Sivia Capital Partners LLC now owns 1,910 shares of the real estate investment trust’s stock valued at $294,000 after buying an additional 127 shares during the last quarter. Baird Financial Group Inc. raised its holdings in shares of Welltower by 7.3% in the second quarter. Baird Financial Group Inc. now owns 10,871 shares of the real estate investment trust’s stock valued at $1,671,000 after buying an additional 735 shares during the last quarter. Finally, NewEdge Advisors LLC raised its holdings in shares of Welltower by 27.0% in the second quarter. NewEdge Advisors LLC now owns 12,435 shares of the real estate investment trust’s stock valued at $1,912,000 after buying an additional 2,641 shares during the last quarter. 94.80% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of research analysts have recently issued reports on the stock. Royal Bank Of Canada boosted their price target on shares of Welltower from $230.00 to $238.00 and gave the stock an “outperform” rating in a research note on Monday, May 4th. KeyCorp boosted their price target on shares of Welltower from $210.00 to $240.00 and gave the stock an “overweight” rating in a research note on Tuesday, February 24th. Wall Street Zen upgraded shares of Welltower from a “sell” rating to a “hold” rating in a research note on Saturday, May 2nd. Wells Fargo & Company boosted their price target on shares of Welltower from $218.00 to $228.00 and gave the stock an “overweight” rating in a research note on Thursday, March 26th. Finally, UBS Group boosted their price target on shares of Welltower from $240.00 to $249.00 and gave the stock a “buy” rating in a research note on Monday, May 4th. One research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $229.67.

Welltower Stock Down 1.1%

WELL stock opened at $217.75 on Friday. The company’s 50 day simple moving average is $207.02 and its 200-day simple moving average is $198.36. The firm has a market capitalization of $153.71 billion, a PE ratio of 107.80, a P/E/G ratio of 1.15 and a beta of 0.83. Welltower Inc. has a 12 month low of $143.78 and a 12 month high of $221.68. 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 (NYSE:WELL) last announced its quarterly earnings data on Tuesday, April 28th. The real estate investment trust reported $1.02 earnings per share (EPS) for the quarter, beating the consensus estimate 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 net margin of 11.96% and a return on equity of 3.45%. The company’s quarterly revenue was up 38.3% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $1.20 earnings per share. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. Equities analysts expect that Welltower Inc. will post 6.29 earnings per share for the current fiscal year.

Welltower Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, May 21st. Stockholders of record on Wednesday, May 13th will be paid a $0.74 dividend. This represents a $2.96 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date of this dividend is Wednesday, May 13th. Welltower’s dividend payout ratio (DPR) is currently 146.53%.

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.