Retirement Systems of Alabama Boosts Stock Position in Welltower Inc. $WELL

Retirement Systems of Alabama lifted its stake in Welltower Inc. (NYSE:WELL) by 6.7% in the 4th quarter, Holdings Channel.com reports. The firm owned 529,557 shares of the real estate investment trust’s stock after purchasing an additional 33,271 shares during the period. Retirement Systems of Alabama’s holdings in Welltower were worth $98,291,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. CYBER HORNET ETFs LLC grew its holdings in Welltower by 3.5% in the 3rd quarter. CYBER HORNET ETFs LLC now owns 1,582 shares of the real estate investment trust’s stock valued at $282,000 after buying an additional 53 shares in the last quarter. Frank Rimerman Advisors LLC increased its stake in shares of Welltower by 0.6% in the 3rd quarter. Frank Rimerman Advisors LLC now owns 9,774 shares of the real estate investment trust’s stock worth $1,741,000 after acquiring an additional 55 shares during the last quarter. Onyx Bridge Wealth Group LLC raised its holdings in shares of Welltower by 3.8% during the 3rd quarter. Onyx Bridge Wealth Group LLC now owns 1,515 shares of the real estate investment trust’s stock worth $270,000 after acquiring an additional 56 shares during the period. Wedmont Private Capital raised its holdings in shares of Welltower by 0.6% during the 4th quarter. Wedmont Private Capital now owns 9,279 shares of the real estate investment trust’s stock worth $1,723,000 after acquiring an additional 57 shares during the period. Finally, Sachetta LLC boosted its position in shares of Welltower by 14.9% during the 3rd quarter. Sachetta LLC now owns 448 shares of the real estate investment trust’s stock valued at $80,000 after acquiring an additional 58 shares during the last quarter. Hedge funds and other institutional investors own 94.80% of the company’s stock.

Welltower Trading Down 0.3%

NYSE WELL opened at $195.19 on Tuesday. The firm’s 50-day moving average is $200.17 and its two-hundred day moving average is $190.19. Welltower Inc. has a 12 month low of $130.29 and a 12 month high of $216.43. The company has a debt-to-equity ratio of 0.45, a current ratio of 3.46 and a quick ratio of 3.46. The stock has a market capitalization of $136.19 billion, a P/E ratio of 139.42, a PEG ratio of 1.34 and a beta of 0.82.

Welltower (NYSE:WELL) last announced its quarterly earnings results 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. The business had revenue of $3.18 billion during the quarter, compared to analysts’ expectations of $2.93 billion. Welltower had a net margin of 8.64% and a return on equity of 2.46%. The business’s revenue for the quarter was up 41.3% on a year-over-year basis. During the same period last year, the business earned $1.13 earnings per share. Welltower has set its FY 2026 guidance at 6.090-6.25 EPS. On average, sell-side analysts anticipate that Welltower Inc. will post 4.88 earnings per share for the current year.

Welltower Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, March 10th. Shareholders of record on Wednesday, February 25th were given a $0.74 dividend. The ex-dividend date of this dividend was Wednesday, February 25th. This represents a $2.96 dividend on an annualized basis and a yield of 1.5%. Welltower’s payout ratio is presently 211.43%.

Analyst Ratings Changes

Several equities research analysts recently issued reports on WELL shares. Wall Street Zen cut shares of Welltower from a “hold” rating to a “sell” rating in a research report on Saturday, February 14th. Citigroup increased their price target on shares of Welltower from $215.00 to $245.00 and gave the company a “buy” rating in a research note on Wednesday, February 18th. Morgan Stanley raised their price target on shares of Welltower from $200.00 to $215.00 and gave the stock an “overweight” rating in a report on Wednesday, February 18th. 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. Finally, UBS Group set a $240.00 price objective on Welltower in a report on Thursday, February 12th. One 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 given a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $225.43.

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.