iA Global Asset Management Inc. Buys New Shares in Welltower Inc. $WELL

Posted by Brenda Bartman on Jul 3rd, 2026

iA Global Asset Management Inc. bought a new position in shares of Welltower Inc. (NYSE:WELL – Free Report) during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor bought 12,143 shares of the real estate investment trust’s stock, valued at approximately $2,401,000.

Other large investors have also recently bought and sold shares of the company. Marquette Asset Management LLC boosted its holdings in shares of Welltower by 62.8% in the 4th quarter. Marquette Asset Management LLC now owns 153 shares of the real estate investment trust’s stock valued at $28,000 after buying an additional 59 shares during the last quarter. Swiss RE Ltd. bought a new position in Welltower during the fourth quarter worth about $29,000. Quarry LP acquired a new position in Welltower during the third quarter worth approximately $33,000. Financial Consulate Inc. acquired a new position in shares of Welltower in the fourth quarter valued at $34,000. Finally, Gunpowder Capital Management LLC dba Oliver Wealth Management acquired a new stake in shares of Welltower during the 4th quarter worth about $37,000. 94.80% of the stock is owned by institutional investors and hedge funds.

Welltower Price Performance

NYSE:WELL opened at $235.84 on Friday. Welltower Inc. has a 52 week low of $150.20 and a 52 week high of $236.06. The firm has a market cap of $166.48 billion, a price-to-earnings ratio of 116.75, a P/E/G ratio of 1.19 and a beta of 0.77. The firm’s 50-day simple moving average is $213.45 and its 200 day simple moving average is $203.18. The company has a debt-to-equity ratio of 0.40, a quick ratio of 4.31 and a current ratio of 4.31.

Welltower (NYSE:WELL – Get Free Report) last issued its quarterly earnings data on Tuesday, April 28th. The real estate investment trust reported $1.02 earnings per share for the quarter, topping the consensus estimate of $0.68 by $0.34. The business had revenue of $3.35 billion during the quarter, compared to analysts’ expectations of $3.12 billion. Welltower had a net margin of 11.96% and a return on equity of 3.45%. The business’s revenue was up 38.3% on a year-over-year basis. During the same quarter in the previous year, the company earned $1.20 EPS. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. As a group, sell-side analysts predict that Welltower Inc. will post 6.32 earnings per share for the current year.

Welltower Announces Dividend

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

Wall Street Analysts Forecast Growth

A number of research analysts recently commented on the stock. UBS Group upped their price target on shares of Welltower from $240.00 to $249.00 and gave the company a “buy” rating in a research note on Monday, May 4th. Mizuho set a $239.00 price objective on shares of Welltower in a research report on Friday, May 22nd. Weiss Ratings cut Welltower from a “buy (b-)” rating to a “hold (c+)” rating in a report on Wednesday, June 24th. Raymond James Financial initiated coverage on Welltower in a research report on Tuesday, June 16th. They issued an “outperform” rating and a $226.00 target price on the stock. Finally, Citigroup increased their target price on Welltower from $245.00 to $255.00 and gave the stock a “buy” rating in a research note on Tuesday, May 5th. Thirteen research analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to MarketBeat.com, Welltower has a consensus rating of “Moderate Buy” and a consensus target price of $232.29.

Check Out Our Latest Stock Analysis on Welltower

Welltower Profile

(Free Report)

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.