Orion Porfolio Solutions LLC Buys 4,145 Shares of Welltower Inc. $WELL

Orion Porfolio Solutions LLC boosted its stake in shares of Welltower Inc. (NYSE:WELL) by 17.2% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 28,189 shares of the real estate investment trust’s stock after purchasing an additional 4,145 shares during the quarter. 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 (SEC).

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Vanguard Group Inc. boosted its holdings 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 buying an additional 3,991,896 shares in the last quarter. State Street Corp raised its stake in shares of Welltower by 4.6% during the 2nd quarter. State Street Corp now owns 39,616,289 shares of the real estate investment trust’s stock worth $6,090,212,000 after acquiring an additional 1,740,196 shares in the last quarter. Norges Bank purchased a new stake in Welltower during the second quarter valued at approximately $4,903,554,000. 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 acquiring an additional 723,887 shares during the last quarter. Finally, JPMorgan Chase & Co. boosted its stake in Welltower by 1.9% in the second quarter. JPMorgan Chase & Co. now owns 7,898,391 shares of the real estate investment trust’s stock valued at $1,214,232,000 after acquiring an additional 149,724 shares in the last quarter. Hedge funds and other institutional investors own 94.80% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have issued reports on the stock. Jefferies Financial Group reaffirmed a “buy” rating and issued a $231.00 price target on shares of Welltower in a report on Monday, December 15th. KeyCorp increased their price objective on Welltower from $210.00 to $240.00 and gave the company an “overweight” rating in a report on Tuesday, February 24th. Weiss Ratings downgraded Welltower from a “buy (b-)” rating to a “hold (c)” rating in a research note on Tuesday, February 17th. Wells Fargo & Company upped their target price on Welltower from $200.00 to $218.00 and gave the company an “overweight” rating in a research report on Tuesday, November 25th. Finally, Wall Street Zen cut Welltower from a “hold” rating to a “sell” rating in a research note on Saturday, February 14th. 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 given a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $224.71.

Welltower Trading Down 0.5%

NYSE WELL opened at $204.09 on Friday. Welltower Inc. has a 12-month low of $130.29 and a 12-month high of $216.43. The company has a fifty day simple moving average of $195.27 and a two-hundred day simple moving average of $186.07. The company has a current ratio of 3.46, a quick ratio of 3.46 and a debt-to-equity ratio of 0.45. The stock has a market cap of $142.40 billion, a P/E ratio of 145.78, a P/E/G ratio of 1.39 and a beta of 0.82.

Welltower (NYSE:WELL) last announced 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. Welltower had a net margin of 8.64% and a return on equity of 2.46%. The firm had revenue of $3.18 billion for the quarter, compared to analyst estimates of $2.93 billion. During the same period in the previous year, the company earned $1.13 earnings per share. The business’s quarterly 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. On average, analysts forecast that Welltower Inc. will post 4.88 earnings per share for the current year.

Welltower Announces Dividend

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

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.