HighTower Advisors LLC Has $17.82 Million Stake in Welltower Inc. $WELL

HighTower Advisors LLC increased its holdings in Welltower Inc. (NYSE:WELL) by 2.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 95,990 shares of the real estate investment trust’s stock after buying an additional 2,561 shares during the period. HighTower Advisors LLC’s holdings in Welltower were worth $17,817,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. Vanguard Group Inc. raised its position in shares of Welltower by 2.9% in the fourth quarter. Vanguard Group Inc. now owns 92,421,471 shares of the real estate investment trust’s stock valued at $17,154,349,000 after buying an additional 2,643,088 shares in the last quarter. Capital International Investors raised its position in shares of Welltower by 4.1% in the third 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 in the last quarter. State Street Corp raised its position in shares of Welltower by 4.1% in the third 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 in the last quarter. Bank of America Corp DE raised its position in shares of Welltower by 1.9% in the third quarter. Bank of America Corp DE now owns 19,378,590 shares of the real estate investment trust’s stock valued at $3,452,102,000 after buying an additional 367,463 shares in the last quarter. Finally, Northern Trust Corp raised its position in shares of Welltower by 3.2% in the third quarter. Northern Trust Corp now owns 9,106,068 shares of the real estate investment trust’s stock valued at $1,622,155,000 after buying an additional 282,881 shares in the last quarter. 94.80% of the stock is currently owned by institutional investors and hedge funds.

Welltower Stock Performance

Shares of Welltower stock opened at $216.31 on Friday. 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 Inc. has a twelve month low of $147.49 and a twelve month high of $221.68. The stock has a market cap of $152.70 billion, a price-to-earnings ratio of 107.09, a P/E/G ratio of 1.13 and a beta of 0.83. The company’s fifty day moving average is $208.17 and its 200 day moving average is $199.71.

Welltower (NYSE:WELL) last issued its quarterly earnings data on Tuesday, April 28th. The real estate investment trust reported $1.02 earnings per share for the quarter, topping the consensus estimate 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 for the quarter, compared to analysts’ expectations of $3.12 billion. During the same quarter in the previous year, the firm posted $1.20 earnings per share. Welltower’s revenue for the quarter was up 38.3% on a year-over-year basis. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. Sell-side analysts forecast that Welltower Inc. will post 6.28 EPS for the current year.

Welltower Dividend Announcement

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

Analyst Ratings Changes

WELL has been the subject of a number of analyst reports. Cantor Fitzgerald lifted 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. KeyCorp lifted their price target 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. Wall Street Zen upgraded shares of Welltower from a “sell” rating to a “hold” rating in a research report on Saturday, May 2nd. Wells Fargo & Company lifted their price target on shares of Welltower from $218.00 to $228.00 and gave the company an “overweight” rating in a research report on Thursday, March 26th. Finally, Morgan Stanley boosted 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 equities research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $231.00.

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.