New Age Alpha Advisors LLC Increases Position in Welltower Inc. $WELL

New Age Alpha Advisors LLC increased its stake in shares of Welltower Inc. (NYSE:WELL) by 7.8% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 107,982 shares of the real estate investment trust’s stock after purchasing an additional 7,809 shares during the quarter. Welltower makes up 0.8% of New Age Alpha Advisors LLC’s holdings, making the stock its 12th largest position. New Age Alpha Advisors LLC’s holdings in Welltower were worth $19,236,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors also recently added to or reduced their stakes in the stock. APG Asset Management N.V. lifted its position in shares of Welltower by 8.7% during the third quarter. APG Asset Management N.V. now owns 383,510 shares of the real estate investment trust’s stock valued at $68,318,000 after buying an additional 30,654 shares during the last quarter. Aprio Wealth Management LLC purchased a new position in shares of Welltower in the 3rd quarter worth approximately $361,000. APG Asset Management US Inc. raised its stake in shares of Welltower by 4.7% during the 3rd quarter. APG Asset Management US Inc. now owns 1,592,764 shares of the real estate investment trust’s stock worth $285,710,000 after acquiring an additional 71,080 shares in the last quarter. Rafferty Asset Management LLC lifted its position in Welltower by 5.8% during the third quarter. Rafferty Asset Management LLC now owns 83,296 shares of the real estate investment trust’s stock valued at $14,838,000 after acquiring an additional 4,564 shares during the last quarter. Finally, American Century Companies Inc. lifted its position in Welltower by 17.2% during the third quarter. American Century Companies Inc. now owns 1,249,320 shares of the real estate investment trust’s stock valued at $222,554,000 after acquiring an additional 183,552 shares during the last quarter. Institutional investors own 94.80% of the company’s stock.

Welltower Trading Down 0.5%

Shares of NYSE:WELL opened at $207.40 on Friday. The company has a quick ratio of 3.46, a current ratio of 3.46 and a debt-to-equity ratio of 0.45. Welltower Inc. has a 52-week low of $130.29 and a 52-week high of $216.43. The stock has a market cap of $144.71 billion, a price-to-earnings ratio of 148.15, a PEG ratio of 1.43 and a beta of 0.85. The business has a 50-day moving average price of $193.31 and a 200-day moving average price of $184.54.

Welltower (NYSE:WELL) last issued its earnings results on Tuesday, February 10th. The real estate investment trust reported $1.45 EPS 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 firm had revenue of $3.18 billion for the quarter, compared to analyst estimates of $2.93 billion. During the same quarter in the prior year, the firm earned $1.13 earnings per share. Welltower’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 analysts predict that Welltower Inc. will post 4.88 EPS for the current year.

Welltower Announces Dividend

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

Wall Street Analyst Weigh In

Several equities analysts have issued reports on WELL shares. Jefferies Financial Group reaffirmed a “buy” rating and issued a $231.00 price target on shares of Welltower in a report on Monday, December 15th. Royal Bank Of Canada raised their price objective on Welltower from $207.00 to $230.00 and gave the stock an “outperform” rating in a research report on Tuesday. Scotiabank upped their target price on Welltower from $182.00 to $214.00 and gave the company a “sector outperform” rating in a research report on Thursday, November 13th. UBS Group set a $240.00 price target on Welltower in a research note on Thursday, February 12th. Finally, KeyCorp raised their price target on Welltower from $210.00 to $240.00 and gave the stock an “overweight” rating in a report on Tuesday. One investment analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, three have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $218.79.

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.