Rational Advisors Inc. Makes New $3.90 Million Investment in Welltower Inc. $WELL

Rational Advisors Inc. purchased a new position in Welltower Inc. (NYSE:WELL) in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund purchased 21,000 shares of the real estate investment trust’s stock, valued at approximately $3,898,000.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Hager Investment Management Services LLC grew its stake in Welltower by 84.4% in the 3rd quarter. Hager Investment Management Services LLC now owns 142 shares of the real estate investment trust’s stock worth $25,000 after buying an additional 65 shares in the last quarter. Marquette Asset Management LLC grew its stake in Welltower by 62.8% in the 4th quarter. Marquette Asset Management LLC now owns 153 shares of the real estate investment trust’s stock worth $28,000 after buying an additional 59 shares in the last quarter. Financial Consulate Inc. purchased a new position in Welltower in the 4th quarter worth approximately $34,000. Quarry LP purchased a new position in Welltower in the 3rd quarter worth approximately $33,000. Finally, MMA Asset Management LLC purchased a new position in Welltower in the 3rd quarter worth approximately $35,000. Hedge funds and other institutional investors own 94.80% of the company’s stock.

Welltower Trading Down 1.0%

NYSE:WELL opened at $195.37 on Wednesday. The company has a fifty day moving average of $208.37 and a 200 day moving average of $200.75. Welltower Inc. has a 52 week low of $148.60 and a 52 week high of $221.68. The company has a quick ratio of 4.31, a current ratio of 4.31 and a debt-to-equity ratio of 0.40. The firm has a market capitalization of $137.92 billion, a P/E ratio of 96.72, a P/E/G ratio of 1.02 and a beta of 0.79.

Welltower (NYSE:WELL) last posted its quarterly 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 net margin of 11.96% and a return on equity of 3.45%. The company had revenue of $3.35 billion during the quarter, compared to analyst estimates of $3.12 billion. During the same period in the prior year, the business posted $1.20 EPS. The firm’s 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. On average, research analysts predict that Welltower Inc. will post 6.32 earnings per share for the current year.

Welltower Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Thursday, May 21st. Investors of record on Wednesday, May 13th were issued a dividend of $0.74 per share. This represents a $2.96 dividend on an annualized basis and a yield of 1.5%. The ex-dividend date was Wednesday, May 13th. Welltower’s dividend payout ratio is currently 146.53%.

Wall Street Analysts Forecast Growth

WELL has been the subject of a number of research reports. Jefferies Financial Group boosted their price target on shares of Welltower from $237.00 to $248.00 and gave the stock a “buy” rating in a research note on Tuesday, May 12th. Weiss Ratings cut shares of Welltower from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Friday, May 15th. UBS Group boosted their price target on shares of Welltower from $240.00 to $249.00 and gave the stock a “buy” rating in a research note on Monday, May 4th. Wall Street Zen raised shares of Welltower from a “sell” rating to a “hold” rating in a research note on Saturday, May 2nd. Finally, Wells Fargo & Company boosted their price target on shares of Welltower from $228.00 to $237.00 and gave the stock an “overweight” rating in a research note on Monday. One equities research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and three have issued 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 $231.60.

Welltower 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.