Portfolio Design Labs LLC Takes Position in Welltower Inc. $WELL

Portfolio Design Labs LLC acquired a new position in shares of Welltower Inc. (NYSE:WELL) during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 20,560 shares of the real estate investment trust’s stock, valued at approximately $4,667,000. Welltower accounts for approximately 0.8% of Portfolio Design Labs LLC’s portfolio, making the stock its 26th largest position.

Several other large investors have also recently bought and sold shares of WELL. Brighton Jones LLC increased its holdings in shares of Welltower by 7.1% in the 4th quarter. Brighton Jones LLC now owns 4,185 shares of the real estate investment trust’s stock valued at $527,000 after purchasing an additional 279 shares in the last quarter. Empowered Funds LLC boosted its holdings in Welltower by 31.7% during the first quarter. Empowered Funds LLC now owns 14,790 shares of the real estate investment trust’s stock worth $2,266,000 after buying an additional 3,564 shares in the last quarter. Sivia Capital Partners LLC boosted its holdings in Welltower by 7.1% during the second quarter. Sivia Capital Partners LLC now owns 1,910 shares of the real estate investment trust’s stock worth $294,000 after buying an additional 127 shares in the last quarter. Baird Financial Group Inc. grew its position in Welltower by 7.3% during the second quarter. Baird Financial Group Inc. now owns 10,871 shares of the real estate investment trust’s stock worth $1,671,000 after buying an additional 735 shares during the period. Finally, NewEdge Advisors LLC grew its position in Welltower by 27.0% during the second quarter. NewEdge Advisors LLC now owns 12,435 shares of the real estate investment trust’s stock worth $1,912,000 after buying an additional 2,641 shares during the period. Hedge funds and other institutional investors own 94.80% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts recently issued reports on the company. Weiss Ratings cut Welltower from a “buy (b-)” rating to a “hold (c+)” rating in a report on Wednesday, June 24th. Jefferies Financial Group raised their price target on Welltower from $237.00 to $248.00 and gave the company a “buy” rating in a research report on Tuesday, May 12th. UBS Group lifted their price target on Welltower from $249.00 to $271.00 and gave the stock a “buy” rating in a research note on Wednesday, July 8th. Cantor Fitzgerald boosted their price objective on shares of Welltower from $235.00 to $260.00 and gave the stock an “overweight” rating in a research report on Friday, July 31st. Finally, Mizuho increased their price objective on shares of Welltower from $239.00 to $260.00 and gave the company an “outperform” rating in a research note on Wednesday, July 22nd. Fourteen equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat.com, Welltower presently has an average rating of “Moderate Buy” and an average price target of $246.11.

Welltower Trading Up 0.8%

Shares of Welltower stock opened at $237.57 on Friday. Welltower Inc. has a fifty-two week low of $163.75 and a fifty-two week high of $255.20. The business’s fifty day moving average is $231.96 and its two-hundred day moving average is $215.66. The company has a quick ratio of 3.16, a current ratio of 3.16 and a debt-to-equity ratio of 0.37. The firm has a market cap of $171.23 billion, a PE ratio of 108.98, a P/E/G ratio of 1.13 and a beta of 0.76.

Welltower (NYSE:WELL) last released its earnings results on Monday, July 27th. The real estate investment trust reported $0.61 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.66 by ($0.05). The company had revenue of $3.54 billion during the quarter, compared to analysts’ expectations of $3.40 billion. Welltower had a net margin of 12.15% and a return on equity of 3.56%. Welltower’s revenue for the quarter was up 39.1% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.28 earnings per share. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. Analysts anticipate that Welltower Inc. will post 6.44 earnings per share for the current year.

Welltower Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, August 20th. Shareholders of record on Wednesday, August 12th were paid a dividend of $0.85 per share. This is a boost from Welltower’s previous quarterly dividend of $0.74. This represents a $3.40 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date was Wednesday, August 12th. Welltower’s payout ratio is presently 155.96%.

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.