World Investment Advisors raised its holdings in shares of Welltower Inc. (NYSE:WELL – Free Report) by 27.9% in the 4th quarter, HoldingsChannel.com reports. The fund owned 15,723 shares of the real estate investment trust’s stock after purchasing an additional 3,427 shares during the quarter. World Investment Advisors’ holdings in Welltower were worth $2,918,000 at the end of the most recent quarter.
Several other hedge funds and other institutional investors have also bought and sold shares of the company. Corient Private Wealth LLC grew its holdings in shares of Welltower by 7.8% in the 4th quarter. Corient Private Wealth LLC now owns 54,067 shares of the real estate investment trust’s stock valued at $10,040,000 after acquiring an additional 3,915 shares in the last quarter. Hsbc Holdings PLC boosted its holdings in shares of Welltower by 22.4% during the 4th quarter. Hsbc Holdings PLC now owns 2,890,794 shares of the real estate investment trust’s stock worth $536,752,000 after buying an additional 529,505 shares during the period. Gunpowder Capital Management LLC dba Oliver Wealth Management acquired a new position in Welltower in the 4th quarter valued at about $37,000. Rehmann Capital Advisory Group raised its holdings in Welltower by 18.4% in the 4th quarter. Rehmann Capital Advisory Group now owns 4,112 shares of the real estate investment trust’s stock valued at $763,000 after acquiring an additional 640 shares during the period. Finally, Reflection Asset Management acquired a new stake in Welltower during the fourth quarter worth approximately $155,000. Institutional investors own 94.80% of the company’s stock.
Analyst Upgrades and Downgrades
WELL has been the topic of several research reports. Wells Fargo & Company upped their target price on Welltower from $228.00 to $237.00 and gave the company an “overweight” rating in a research report on Monday, June 1st. KeyCorp raised their target price on shares of Welltower from $210.00 to $240.00 and gave the stock an “overweight” rating in a report on Tuesday, February 24th. Wall Street Zen raised shares of Welltower from a “sell” rating to a “hold” rating in a research note on Saturday, May 2nd. Mizuho set a $239.00 price target on Welltower in a research note on Friday, May 22nd. Finally, Royal Bank Of Canada reissued an “outperform” rating and set a $238.00 price objective on shares of Welltower in a report on Monday, June 15th. Thirteen equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat, Welltower presently has an average rating of “Moderate Buy” and a consensus price target of $230.25.
Welltower Stock Performance
Welltower stock opened at $206.73 on Friday. The business has a 50 day moving average of $210.67 and a 200-day moving average of $201.43. The company has a market capitalization of $145.93 billion, a P/E ratio of 102.34, a P/E/G ratio of 1.07 and a beta of 0.79. Welltower Inc. has a 1 year low of $148.97 and a 1 year 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 – Get Free Report) last posted its earnings results on Tuesday, April 28th. The real estate investment trust reported $1.02 EPS for the quarter, topping the consensus estimate of $0.68 by $0.34. Welltower had a net margin of 11.96% and a return on equity of 3.45%. The business had revenue of $3.35 billion for the quarter, compared to the consensus estimate of $3.12 billion. During the same period last year, the company earned $1.20 EPS. The firm’s 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. On average, equities research analysts predict that Welltower Inc. will post 6.32 earnings per share for the current year.
Welltower Announces Dividend
The firm 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. This represents a $2.96 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date was Wednesday, May 13th. Welltower’s payout ratio is 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.
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