Fairfield Financial Advisors LTD Grows Position in Welltower Inc. $WELL

Fairfield Financial Advisors LTD grew its stake in Welltower Inc. (NYSE:WELL) by 7.3% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 35,458 shares of the real estate investment trust’s stock after purchasing an additional 2,406 shares during the period. Welltower comprises approximately 2.1% of Fairfield Financial Advisors LTD’s investment portfolio, making the stock its 14th largest holding. Fairfield Financial Advisors LTD’s holdings in Welltower were worth $6,581,000 at the end of the most recent reporting period.

Several other hedge funds have also bought and sold shares of WELL. National Pension Service grew its holdings in shares of Welltower by 2.1% during the 3rd quarter. National Pension Service now owns 1,691,931 shares of the real estate investment trust’s stock worth $301,401,000 after purchasing an additional 34,532 shares during the period. B&I Capital AG grew its holdings in shares of Welltower by 5.7% during the 3rd quarter. B&I Capital AG now owns 161,440 shares of the real estate investment trust’s stock worth $28,759,000 after purchasing an additional 8,650 shares during the period. GDS Wealth Management grew its holdings in shares of Welltower by 13.7% during the 3rd quarter. GDS Wealth Management now owns 63,763 shares of the real estate investment trust’s stock worth $11,359,000 after purchasing an additional 7,699 shares during the period. New York Life Investment Management LLC lifted its position in Welltower by 4.3% during the 3rd quarter. New York Life Investment Management LLC now owns 97,366 shares of the real estate investment trust’s stock worth $17,345,000 after acquiring an additional 4,019 shares in the last quarter. Finally, Benchmark Investment Advisors LLC acquired a new position in Welltower during the 3rd quarter worth approximately $901,000. Hedge funds and other institutional investors own 94.80% of the company’s stock.

Welltower Stock Performance

Shares of WELL opened at $217.15 on Tuesday. The business’s 50 day moving average is $205.83 and its two-hundred day moving average is $196.07. Welltower Inc. has a 52-week low of $142.65 and a 52-week high of $219.59. The firm has a market cap of $153.29 billion, a price-to-earnings ratio of 107.50, a PEG ratio of 1.13 and a beta of 0.83. The company has a quick ratio of 4.31, a current ratio of 4.31 and a debt-to-equity ratio of 0.40.

Welltower (NYSE:WELL) last announced its earnings results on Tuesday, April 28th. The real estate investment trust reported $1.02 earnings per share (EPS) for the quarter, beating 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 analyst estimates of $3.12 billion. During the same period in the prior year, the company posted $1.20 EPS. Welltower’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. Analysts forecast that Welltower Inc. will post 6.29 EPS for the current fiscal year.

Welltower Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, May 21st. Investors of record on Wednesday, May 13th will be given a dividend of $0.74 per share. This represents a $2.96 annualized dividend and a dividend yield of 1.4%. The ex-dividend date of this dividend is Wednesday, May 13th. Welltower’s dividend payout ratio is currently 146.53%.

Wall Street Analysts Forecast Growth

Several equities analysts recently commented on WELL shares. BMO Capital Markets reissued an “outperform” rating and set a $245.00 price target on shares of Welltower in a research report on Monday. Scotiabank boosted their price target on Welltower from $214.00 to $236.00 and gave the stock a “sector outperform” rating in a research report on Monday, March 2nd. Royal Bank Of Canada boosted their price target on Welltower from $230.00 to $238.00 and gave the stock an “outperform” rating in a research report on Monday. Citigroup boosted their price target on Welltower from $215.00 to $245.00 and gave the stock a “buy” rating in a research report on Wednesday, February 18th. Finally, Wells Fargo & Company boosted their price target on Welltower from $218.00 to $228.00 and gave the stock an “overweight” rating in a research report on Thursday, March 26th. One research analyst has rated the stock with a Strong Buy rating, twelve have given 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 an average target price of $227.87.

Welltower Company Profile

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.