Integrity Alliance LLC. Takes Position in Welltower Inc. $WELL

Key Points

• Integrity Alliance LLC disclosed a new fourth-quarter stake in Welltower, buying 5,139 shares valued at about $954,000.
• Welltower reported strong quarterly results, with EPS of $1.02 beating estimates and revenue of $3.35 billion topping forecasts; the company also raised FY2026 EPS guidance to 6.210–6.350.
• Analyst sentiment remains positive, with several firms raising price targets and the stock carrying a Moderate Buy consensus and average target price of $231.

Integrity Alliance LLC. acquired a new stake in Welltower Inc. (NYSE:WELL - Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 5,139 shares of the real estate investment trust's stock, valued at approximately $954,000.

A number of other hedge funds also recently made changes to their positions in the business. CYBER HORNET ETFs LLC lifted its position in shares of Welltower by 3.5% in the third 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 during the last quarter. Frank Rimerman Advisors LLC lifted its position in shares of Welltower by 0.6% in the third quarter. Frank Rimerman Advisors LLC now owns 9,774 shares of the real estate investment trust's stock valued at $1,741,000 after buying an additional 55 shares during the last quarter. Onyx Bridge Wealth Group LLC lifted its position in shares of Welltower by 3.8% in the third quarter. Onyx Bridge Wealth Group LLC now owns 1,515 shares of the real estate investment trust's stock valued at $270,000 after buying an additional 56 shares during the last quarter. Verdence Capital Advisors LLC lifted its position in shares of Welltower by 4.2% in the fourth quarter. Verdence Capital Advisors LLC now owns 1,385 shares of the real estate investment trust's stock valued at $257,000 after buying an additional 56 shares during the last quarter. Finally, Wedmont Private Capital lifted its position in shares of Welltower by 0.6% in the fourth quarter. Wedmont Private Capital now owns 9,279 shares of the real estate investment trust's stock valued at $1,723,000 after buying an additional 57 shares during the last quarter. 94.80% of the stock is owned by institutional investors and hedge funds.

Welltower Price Performance

Shares of NYSE WELL opened at $210.08 on Friday. The business's 50 day moving average is $208.61 and its 200-day moving average is $200.61. Welltower Inc. has a 1-year low of $148.60 and a 1-year high of $221.68. The company has a current ratio of 4.31, a quick ratio of 4.31 and a debt-to-equity ratio of 0.40. The firm has a market cap of $148.29 billion, a P/E ratio of 104.00, a price-to-earnings-growth ratio of 1.11 and a beta of 0.83.

Welltower (NYSE:WELL - Get Free Report) last posted its quarterly earnings data on Tuesday, April 28th. The real estate investment trust reported $1.02 EPS for the quarter, topping 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 analyst estimates of $3.12 billion. During the same quarter last year, the company earned $1.20 EPS. The company's revenue was up 38.3% on a year-over-year basis. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. Equities research analysts predict that Welltower Inc. will post 6.32 earnings per share for the current year.

Welltower Dividend Announcement

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

Wall Street Analyst Weigh In

A number of analysts have recently issued reports on the company. Scotiabank raised their price objective on Welltower from $236.00 to $248.00 and gave the company an "outperform" rating in a research report on Thursday, May 21st. BMO Capital Markets reiterated an "outperform" rating and set a $245.00 target price on shares of Welltower in a research note on Monday, May 4th. Mizuho set a $239.00 target price on Welltower in a research note on Friday, May 22nd. Wall Street Zen upgraded Welltower from a "sell" rating to a "hold" rating in a research note on Saturday, May 2nd. Finally, Citigroup increased their target price on Welltower from $245.00 to $255.00 and gave the stock a "buy" rating in a research note on Tuesday, May 5th. One investment analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and a consensus price target 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.

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