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

Orion Porfolio Solutions LLC increased its stake in Welltower Inc. (NYSE:WELL) by 13.3% in the second quarter, Holdings Channel reports. The firm owned 24,044 shares of the real estate investment trust’s stock after purchasing an additional 2,827 shares during the period. Orion Porfolio Solutions LLC’s holdings in Welltower were worth $3,696,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors also recently bought and sold shares of the company. Wealth Preservation Advisors LLC purchased a new position in shares of Welltower in the first quarter worth $27,000. WPG Advisers LLC purchased a new stake in shares of Welltower during the first quarter valued at $34,000. Saudi Central Bank acquired a new position in shares of Welltower in the 1st quarter valued at $38,000. Truvestments Capital LLC purchased a new position in Welltower in the 1st quarter worth $41,000. Finally, Anchor Investment Management LLC acquired a new stake in Welltower during the 1st quarter worth about $46,000. Hedge funds and other institutional investors own 94.80% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms have weighed in on WELL. KeyCorp boosted their price target on Welltower from $150.00 to $200.00 and gave the company an “overweight” rating in a research note on Tuesday, September 23rd. UBS Group upped their target price on Welltower from $203.00 to $232.00 and gave the company a “buy” rating in a research report on Thursday, December 4th. Scotiabank increased their price target on shares of Welltower from $182.00 to $214.00 and gave the stock a “sector outperform” rating in a report on Thursday, November 13th. Raymond James Financial restated a “strong-buy” rating on shares of Welltower in a research note on Tuesday, September 2nd. Finally, Morgan Stanley upped their price objective on shares of Welltower from $170.00 to $200.00 and gave the company an “overweight” rating in a report on Thursday, November 20th. One analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $204.79.

Welltower Stock Down 0.6%

Shares of WELL stock opened at $189.27 on Thursday. Welltower Inc. has a twelve month low of $123.11 and a twelve month high of $209.05. The stock has a market cap of $129.90 billion, a P/E ratio of 130.53, a P/E/G ratio of 1.51 and a beta of 0.84. The stock has a 50 day moving average of $188.62 and a 200 day moving average of $171.49. The company has a current ratio of 5.47, a quick ratio of 5.47 and a debt-to-equity ratio of 0.43.

Welltower (NYSE:WELL) last released its quarterly earnings data on Monday, October 27th. The real estate investment trust reported $1.34 EPS for the quarter, topping the consensus estimate of $1.30 by $0.04. The business had revenue of $2.69 billion for the quarter, compared to analyst estimates of $2.70 billion. Welltower had a return on equity of 2.71% and a net margin of 9.69%.The business’s quarterly revenue was up 30.7% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $1.11 EPS. Welltower has set its FY 2025 guidance at 5.240-5.300 EPS. As a group, sell-side analysts expect that Welltower Inc. will post 4.88 EPS for the current year.

Welltower Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Thursday, November 20th. Investors of record on Tuesday, November 11th were given a dividend of $0.74 per share. This represents a $2.96 annualized dividend and a yield of 1.6%. The ex-dividend date was Monday, November 10th. Welltower’s dividend payout ratio (DPR) is currently 204.14%.

About Welltower

Welltower Inc (NYSE:WELL), a real estate investment trust (“REIT”) and S&P 500 company headquartered in Toledo, Ohio, is driving the transformation of health care infrastructure. Welltower invests with leading seniors housing operators, post-acute providers and health systems to fund the real estate infrastructure needed to scale innovative care delivery models and improve people’s wellness and overall health care experience.