Welltower Inc. $WELL Stock Position Raised by Advisors Preferred LLC

Key Points

• Advisors Preferred LLC raised its stake in Welltower by 396.3% in Q4 to 25,486 shares (worth $4.76M), and institutional investors now own about 94.8% of the company's stock with several large funds (Vanguard, Capital World, Capital International, State Street) also increasing positions.
• Multiple analysts have raised price targets (Citigroup to $245, Cantor Fitzgerald to $230, Scotiabank to $236, Morgan Stanley to $215), leaving a consensus rating of Moderate Buy and a consensus target price of $225.43.
• Welltower beat Q results with EPS $1.02 vs. $0.68 and revenue up 38.3% to $3.35B, set FY2026 guidance of 6.21–6.35 EPS, and declared a quarterly dividend of $0.74 (annualized yield ~1.4%).

Advisors Preferred LLC lifted its position in Welltower Inc. (NYSE:WELL - Free Report) by 396.3% in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 25,486 shares of the real estate investment trust's stock after acquiring an additional 20,351 shares during the quarter. Advisors Preferred LLC's holdings in Welltower were worth $4,764,000 as of its most recent filing with the SEC.

Several other hedge funds have also made changes to their positions in WELL. Vanguard Group Inc. lifted its position in shares of Welltower by 4.7% in the 3rd quarter. Vanguard Group Inc. now owns 89,778,383 shares of the real estate investment trust's stock valued at $15,993,121,000 after acquiring an additional 3,991,896 shares in the last quarter. Capital World Investors lifted its position in shares of Welltower by 167.2% in the 3rd quarter. Capital World Investors now owns 4,247,262 shares of the real estate investment trust's stock valued at $756,607,000 after acquiring an additional 2,657,766 shares in the last quarter. Capital International Investors lifted its position in shares of Welltower by 4.1% in the 3rd 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 acquiring an additional 1,842,934 shares in the last quarter. State Street Corp lifted its position in shares of Welltower by 4.1% in the 3rd 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 acquiring an additional 1,637,665 shares in the last quarter. Finally, Alyeska Investment Group L.P. acquired a new position in Welltower in the 3rd quarter valued at approximately $98,214,000. Hedge funds and other institutional investors own 94.80% of the company's stock.

Analyst Ratings Changes

Several research firms have weighed in on WELL. Citigroup upped their price objective 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. Cantor Fitzgerald upped their price objective on shares of Welltower from $204.00 to $230.00 and gave the company an "overweight" rating in a research note on Thursday, February 12th. Scotiabank upped their price objective on shares of Welltower from $214.00 to $236.00 and gave the company a "sector outperform" rating in a research note on Monday, March 2nd. UBS Group set a $240.00 price objective on shares of Welltower in a research note on Thursday, February 12th. Finally, Morgan Stanley upped their price objective on shares of Welltower from $200.00 to $215.00 and gave the company an "overweight" rating in a research note on Wednesday, February 18th. One investment analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have issued a Hold rating to the company's stock. According to data from MarketBeat, the company presently has an average rating of "Moderate Buy" and a consensus target price of $225.43.

Welltower Stock Up 0.1%

Welltower stock opened at $217.08 on Monday. The firm has a market cap of $153.24 billion, a PE ratio of 107.46, a P/E/G ratio of 1.13 and a beta of 0.83. The company has a debt-to-equity ratio of 0.40, a quick ratio of 4.31 and a current ratio of 4.31. The firm's 50 day moving average price is $205.83 and its two-hundred day moving average price is $196.07. Welltower Inc. has a twelve month low of $142.65 and a twelve month high of $219.59.

Welltower (NYSE:WELL - Get Free Report) last announced its quarterly earnings results on Tuesday, April 28th. The real estate investment trust reported $1.02 EPS 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 analyst estimates of $3.12 billion. During the same quarter in the prior year, the business posted $1.20 EPS. Welltower's quarterly revenue was up 38.3% on a year-over-year basis. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. On average, research analysts predict that Welltower Inc. will post 6.29 EPS for the current fiscal year.

Welltower Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, May 21st. Stockholders of record on Wednesday, May 13th will be paid a dividend of $0.74 per share. The ex-dividend date is Wednesday, May 13th. This represents a $2.96 annualized dividend and a dividend yield of 1.4%. Welltower's dividend payout ratio is 146.53%.

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.

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