Welltower Inc. $WELL Stock Position Lowered by New Age Alpha Advisors LLC

New Age Alpha Advisors LLC lessened its position in Welltower Inc. (NYSE:WELL) by 9.5% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 97,675 shares of the real estate investment trust’s stock after selling 10,307 shares during the period. Welltower makes up 0.8% of New Age Alpha Advisors LLC’s holdings, making the stock its 13th largest position. New Age Alpha Advisors LLC’s holdings in Welltower were worth $18,129,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently modified their holdings of WELL. Hager Investment Management Services LLC raised its position in shares of 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 worth $25,000 after purchasing an additional 65 shares during the period. Marquette Asset Management LLC raised its position in shares of Welltower by 62.8% during the fourth quarter. Marquette Asset Management LLC now owns 153 shares of the real estate investment trust’s stock worth $28,000 after purchasing an additional 59 shares during the period. Financial Consulate Inc. acquired a new stake in shares of Welltower during the fourth quarter worth $34,000. Quarry LP acquired a new stake in shares of Welltower during the third quarter worth $33,000. Finally, MMA Asset Management LLC acquired a new stake in shares of Welltower during the third quarter worth $35,000. Institutional investors own 94.80% of the company’s stock.

Welltower Stock Performance

Shares of NYSE WELL opened at $216.31 on Monday. The business’s 50-day moving average price is $208.17 and its two-hundred day moving average price is $199.83. 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 Inc. has a one year low of $147.49 and a one year high of $221.68. The company has a market capitalization of $152.70 billion, a P/E ratio of 107.09, a price-to-earnings-growth ratio of 1.13 and a beta of 0.83.

Welltower (NYSE:WELL) last issued its earnings results on Tuesday, April 28th. The real estate investment trust reported $1.02 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 firm had revenue of $3.35 billion for the quarter, compared to the consensus estimate of $3.12 billion. During the same quarter in the previous year, the company posted $1.20 earnings per share. The business’s quarterly 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. Analysts anticipate that Welltower Inc. will post 6.28 earnings per share for the current fiscal year.

Welltower Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, May 21st. Shareholders of record on Wednesday, May 13th were paid a $0.74 dividend. The ex-dividend date was Wednesday, May 13th. This represents a $2.96 dividend on an annualized basis and a yield of 1.4%. Welltower’s payout ratio is 146.53%.

Wall Street Analyst Weigh In

A number of equities research analysts have recently issued reports on the company. Weiss Ratings lowered Welltower from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Friday, May 15th. Jefferies Financial Group boosted their target price on Welltower from $237.00 to $248.00 and gave the stock a “buy” rating in a research report on Tuesday, May 12th. Wells Fargo & Company boosted their target price on Welltower from $218.00 to $228.00 and gave the stock an “overweight” rating in a research report on Thursday, March 26th. BMO Capital Markets reaffirmed an “outperform” rating and set a $245.00 target price on shares of Welltower in a research report on Monday, May 4th. Finally, Citigroup boosted their target price on Welltower from $245.00 to $255.00 and gave the stock a “buy” rating in a research report on Tuesday, May 5th. One research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $231.00.

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.