Welltower Inc. $WELL Shares Bought by Independent Advisor Alliance

Independent Advisor Alliance grew its stake in shares of Welltower Inc. (NYSE:WELL) by 24.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor 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 at the end of the most recent quarter.

Several other hedge funds also recently added to or reduced their stakes in the stock. Vanguard Group Inc. boosted its holdings in shares of Welltower by 4.7% in the 3rd quarter. Vanguard Group Inc. now owns 89,778,383 shares of the real estate investment trust’s stock valued at $15,993,121,000 after buying an additional 3,991,896 shares during the period. Capital World Investors boosted its holdings in shares of Welltower by 167.2% in the 3rd quarter. Capital World Investors now owns 4,247,262 shares of the real estate investment trust’s stock valued at $756,607,000 after buying an additional 2,657,766 shares during the period. Capital International Investors boosted its holdings in shares of Welltower by 4.1% in the 3rd quarter. Capital International Investors now owns 46,516,255 shares of the real estate investment trust’s stock valued at $8,285,296,000 after buying an additional 1,842,934 shares during the period. State Street Corp boosted its holdings in shares of Welltower by 4.1% in the 3rd quarter. State Street Corp now owns 41,253,954 shares of the real estate investment trust’s stock valued at $7,348,979,000 after buying an additional 1,637,665 shares during the period. Finally, Alyeska Investment Group L.P. acquired a new position in shares of Welltower in the 3rd quarter valued at about $98,214,000. 94.80% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several analysts recently weighed in on WELL shares. Citigroup lifted their price objective on shares of Welltower from $245.00 to $255.00 and gave the company a “buy” rating in a research report on Tuesday, May 5th. KeyCorp lifted their price objective on shares of Welltower from $210.00 to $240.00 and gave the company an “overweight” rating in a research report on Tuesday, February 24th. BMO Capital Markets reiterated an “outperform” rating and issued a $245.00 price objective on shares of Welltower in a research report on Monday, May 4th. Cantor Fitzgerald lifted their price objective on shares of Welltower from $204.00 to $230.00 and gave the company an “overweight” rating in a research report on Thursday, February 12th. Finally, Morgan Stanley lifted their price objective on shares of Welltower from $200.00 to $215.00 and gave the company an “overweight” rating in a research report on Wednesday, February 18th. One research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat, Welltower has a consensus rating of “Moderate Buy” and an average price target of $229.67.

Welltower Stock Down 1.1%

WELL stock opened at $217.75 on Friday. Welltower Inc. has a 52 week low of $143.78 and a 52 week high of $221.68. The company has a market capitalization of $153.71 billion, a price-to-earnings ratio of 107.80, a price-to-earnings-growth ratio of 1.15 and a beta of 0.83. The firm’s 50-day moving average is $207.02 and its two-hundred day moving average is $198.36. 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 (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, topping the consensus estimate of $0.68 by $0.34. The company had revenue of $3.35 billion for 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% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.20 EPS. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. On average, analysts forecast that Welltower Inc. will post 6.29 earnings per share for the current fiscal year.

Welltower Announces Dividend

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

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.