Duff & Phelps Investment Management Co. Has $446.07 Million Stake in Welltower Inc. $WELL

Duff & Phelps Investment Management Co. lessened its stake in shares of Welltower Inc. (NYSE:WELL) by 0.2% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 2,504,032 shares of the real estate investment trust’s stock after selling 5,605 shares during the quarter. Welltower comprises about 5.1% of Duff & Phelps Investment Management Co.’s investment portfolio, making the stock its biggest holding. Duff & Phelps Investment Management Co.’s holdings in Welltower were worth $446,068,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in WELL. Frank Rimerman Advisors LLC lifted its position in 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 worth $1,741,000 after purchasing an additional 55 shares during the period. Onyx Bridge Wealth Group LLC increased its position 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 valued at $270,000 after purchasing an additional 56 shares during the period. Sachetta LLC raised its stake in shares of Welltower by 14.9% in the 3rd quarter. Sachetta LLC now owns 448 shares of the real estate investment trust’s stock worth $80,000 after buying an additional 58 shares in the last quarter. PDS Planning Inc raised its stake in shares of Welltower by 1.4% in the 3rd quarter. PDS Planning Inc now owns 4,326 shares of the real estate investment trust’s stock worth $771,000 after buying an additional 59 shares in the last quarter. Finally, Modera Wealth Management LLC lifted its holdings in shares of Welltower by 3.4% in the third quarter. Modera Wealth Management LLC now owns 1,807 shares of the real estate investment trust’s stock valued at $322,000 after buying an additional 60 shares during the period. Institutional investors own 94.80% of the company’s stock.

Welltower Stock Performance

Shares of NYSE WELL opened at $205.24 on Thursday. The stock’s fifty day simple moving average is $196.42 and its 200 day simple moving average is $186.94. The stock has a market capitalization of $143.20 billion, a price-to-earnings ratio of 146.60, a PEG ratio of 1.42 and a beta of 0.82. 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.

Welltower (NYSE:WELL) last announced its earnings results on Tuesday, February 10th. The real estate investment trust reported $1.45 EPS for the quarter, beating the consensus estimate of $1.44 by $0.01. Welltower had a return on equity of 2.46% and a net margin of 8.64%.The business had revenue of $3.18 billion during the quarter, compared to the consensus estimate of $2.93 billion. During the same period in the prior year, the business posted $1.13 earnings per share. Welltower’s revenue was up 41.3% compared to the same quarter last year. Welltower has set its FY 2026 guidance at 6.090-6.25 EPS. As a group, sell-side analysts forecast that Welltower Inc. will post 4.88 earnings per share for the current fiscal year.

Welltower Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, March 10th. Shareholders of record on Wednesday, February 25th were issued a $0.74 dividend. This represents a $2.96 annualized dividend and a dividend yield of 1.4%. The ex-dividend date was Wednesday, February 25th. Welltower’s dividend payout ratio (DPR) is presently 211.43%.

Analysts Set New Price Targets

Several brokerages recently weighed in on WELL. UBS Group set a $240.00 target price on Welltower in a research note on Thursday, February 12th. Wells Fargo & Company upped their price target on shares of Welltower from $200.00 to $218.00 and gave the company an “overweight” rating in a report on Tuesday, November 25th. Morgan Stanley lifted their price objective on shares of Welltower from $200.00 to $215.00 and gave the stock an “overweight” rating in a research note on Wednesday, February 18th. Scotiabank boosted their target price on shares of Welltower from $214.00 to $236.00 and gave the stock a “sector outperform” rating in a report on Monday, March 2nd. Finally, Royal Bank Of Canada increased their target price on shares of Welltower from $207.00 to $230.00 and gave the company an “outperform” rating in a research note on Tuesday, February 24th. One equities research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, Welltower has an average rating of “Moderate Buy” and an average target price of $224.71.

About Welltower

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.