Orion Porfolio Solutions LLC Raises Stake in Welltower Inc. $WELL

Orion Porfolio Solutions LLC increased its holdings in Welltower Inc. (NYSE:WELL) by 17.2% during the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 28,189 shares of the real estate investment trust’s stock after buying an additional 4,145 shares during the period. Orion Porfolio Solutions LLC’s holdings in Welltower were worth $5,022,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors also recently bought and sold shares of WELL. Norges Bank purchased a new stake in shares of Welltower in the 2nd quarter valued at $4,903,554,000. Vanguard Group Inc. raised its holdings in shares of Welltower by 4.7% during the third quarter. Vanguard Group Inc. now owns 89,778,383 shares of the real estate investment trust’s stock worth $15,993,121,000 after purchasing an additional 3,991,896 shares during the last quarter. State Street Corp raised its holdings in shares of Welltower by 4.6% during the second quarter. State Street Corp now owns 39,616,289 shares of the real estate investment trust’s stock worth $6,090,212,000 after purchasing an additional 1,740,196 shares during the last quarter. Balyasny Asset Management L.P. lifted its position in Welltower by 241.5% during the second quarter. Balyasny Asset Management L.P. now owns 1,241,145 shares of the real estate investment trust’s stock valued at $190,801,000 after purchasing an additional 877,725 shares during the period. Finally, Geode Capital Management LLC lifted its position in Welltower by 5.1% during the second quarter. Geode Capital Management LLC now owns 15,012,454 shares of the real estate investment trust’s stock valued at $2,303,484,000 after purchasing an additional 723,887 shares during the period. 94.80% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

WELL has been the topic of several analyst reports. UBS Group set a $240.00 price target on Welltower in a research report on Thursday, February 12th. Mizuho boosted their price objective on Welltower from $216.00 to $231.00 and gave the company an “outperform” rating in a report on Wednesday. Cantor Fitzgerald upped their target price on Welltower from $204.00 to $230.00 and gave the stock an “overweight” rating in a research note on Thursday, February 12th. Jefferies Financial Group reaffirmed a “buy” rating and set a $231.00 target price on shares of Welltower in a report on Monday, December 15th. Finally, Wells Fargo & Company lifted their price target on Welltower from $200.00 to $218.00 and gave the company an “overweight” rating in a research report on Tuesday, November 25th. One 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 assigned a Sell rating to the stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $224.71.

Welltower Stock Down 0.5%

WELL stock opened at $204.09 on Friday. The firm has a market cap of $142.40 billion, a PE ratio of 145.78, a P/E/G ratio of 1.39 and a beta of 0.82. The company has a debt-to-equity ratio of 0.45, a quick ratio of 3.46 and a current ratio of 3.46. The firm’s fifty day moving average is $195.27 and its 200 day moving average is $186.07. Welltower Inc. has a one year low of $130.29 and a one year high of $216.43.

Welltower (NYSE:WELL) last released its quarterly earnings data 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 company 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 firm’s revenue for the quarter was up 41.3% on a year-over-year basis. During the same quarter in the previous year, the company earned $1.13 earnings per share. Welltower has set its FY 2026 guidance at 6.090-6.25 EPS. On average, research analysts forecast that Welltower Inc. will post 4.88 EPS for the current year.

Welltower Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Wednesday, February 25th will be paid a $0.74 dividend. This represents a $2.96 annualized dividend and a dividend yield of 1.5%. The ex-dividend date is Wednesday, February 25th. Welltower’s payout ratio is currently 211.43%.

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.