Welltower Inc. $WELL Shares Bought by New Age Alpha Advisors LLC

New Age Alpha Advisors LLC grew its stake in Welltower Inc. (NYSE:WELL) by 7.8% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 107,982 shares of the real estate investment trust’s stock after buying an additional 7,809 shares during the quarter. Welltower accounts for about 0.8% of New Age Alpha Advisors LLC’s portfolio, making the stock its 12th largest holding. New Age Alpha Advisors LLC’s holdings in Welltower were worth $19,236,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds have also recently modified their holdings of the company. Hager Investment Management Services LLC raised its position in Welltower by 84.4% during the third quarter. Hager Investment Management Services LLC now owns 142 shares of the real estate investment trust’s stock valued at $25,000 after acquiring an additional 65 shares in the last quarter. MMA Asset Management LLC purchased a new stake in Welltower in the 3rd quarter worth approximately $35,000. Global Wealth Strategies & Associates acquired a new stake in shares of Welltower during the 3rd quarter worth approximately $36,000. Newbridge Financial Services Group Inc. lifted its stake in shares of Welltower by 39.5% in the 2nd quarter. Newbridge Financial Services Group Inc. now owns 307 shares of the real estate investment trust’s stock valued at $47,000 after purchasing an additional 87 shares during the period. Finally, Y.D. More Investments Ltd lifted its stake in shares of Welltower by 585.7% in the 3rd quarter. Y.D. More Investments Ltd now owns 288 shares of the real estate investment trust’s stock valued at $51,000 after purchasing an additional 246 shares during the period. Hedge funds and other institutional investors own 94.80% of the company’s stock.

Welltower Stock Down 0.5%

Shares of WELL opened at $207.40 on Friday. The stock has a 50 day moving average price of $193.31 and a 200 day moving average price of $184.54. Welltower Inc. has a one year low of $130.29 and a one year high of $216.43. The company has a debt-to-equity ratio of 0.45, a quick ratio of 3.46 and a current ratio of 3.46. The stock has a market capitalization of $144.71 billion, a price-to-earnings ratio of 148.15, a PEG ratio of 1.43 and a beta of 0.85.

Welltower (NYSE:WELL) last announced its quarterly earnings data on Tuesday, February 10th. The real estate investment trust reported $1.45 earnings per share for the quarter, beating analysts’ consensus estimates of $1.44 by $0.01. Welltower had a return on equity of 2.46% and a net margin of 8.64%.The company had revenue of $3.18 billion for the quarter, compared to analyst estimates of $2.93 billion. During the same quarter last year, the firm posted $1.13 EPS. The firm’s revenue for the quarter was up 41.3% on a year-over-year basis. Welltower has set its FY 2026 guidance at 6.090-6.25 EPS. Equities research analysts forecast that Welltower Inc. will post 4.88 earnings per share for the current fiscal year.

Welltower Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Wednesday, February 25th will be given a dividend of $0.74 per share. The ex-dividend date is Wednesday, February 25th. This represents a $2.96 dividend on an annualized basis and a yield of 1.4%. Welltower’s payout ratio is presently 211.43%.

Analyst Ratings Changes

WELL has been the topic of several analyst reports. Cantor Fitzgerald raised their price target 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. Wells Fargo & Company raised their target price on Welltower from $200.00 to $218.00 and gave the company an “overweight” rating in a research report on Tuesday, November 25th. Morgan Stanley lifted their price target on Welltower from $200.00 to $215.00 and gave the company an “overweight” rating in a research note on Wednesday, February 18th. UBS Group set a $240.00 price target on Welltower in a research report on Thursday, February 12th. Finally, JPMorgan Chase & Co. reissued a “neutral” rating and issued a $205.00 price objective on shares of Welltower in a report on Thursday, December 18th. One equities research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Welltower currently has an average rating of “Moderate Buy” and a consensus target price of $218.79.

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.