Portfolio Design Labs LLC Invests $4.67 Million in Welltower Inc. $WELL

Portfolio Design Labs LLC bought a new position in Welltower Inc. (NYSE:WELL) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 20,560 shares of the real estate investment trust’s stock, valued at approximately $4,667,000. Welltower comprises about 0.8% of Portfolio Design Labs LLC’s investment portfolio, making the stock its 26th largest position.

A number of other institutional investors have also modified their holdings of WELL. Ninepoint Partners LP acquired a new stake in Welltower during the second quarter valued at approximately $333,000. Advisors Capital Management LLC acquired a new position in shares of Welltower in the 2nd quarter worth approximately $504,000. PCM Encore LLC bought a new stake in shares of Welltower in the 2nd quarter valued at approximately $441,000. Vise Technologies Inc. bought a new stake in shares of Welltower in the 2nd quarter valued at approximately $17,736,000. Finally, OVERSEA CHINESE BANKING Corp Ltd acquired a new stake in shares of Welltower during the 2nd quarter valued at approximately $22,989,000. Institutional investors and hedge funds own 94.80% of the company’s stock.

Welltower Stock Up 0.8%

Welltower stock opened at $237.57 on Friday. The stock has a market cap of $171.23 billion, a price-to-earnings ratio of 108.98, a PEG ratio of 1.13 and a beta of 0.76. The company has a current ratio of 3.16, a quick ratio of 3.16 and a debt-to-equity ratio of 0.37. The company’s 50-day moving average price is $231.96 and its two-hundred day moving average price is $215.66. Welltower Inc. has a 52 week low of $163.75 and a 52 week high of $255.20.

Welltower (NYSE:WELL) last issued its quarterly 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). Welltower had a net margin of 12.15% and a return on equity of 3.56%. The firm had revenue of $3.54 billion for the quarter, compared to the consensus estimate of $3.40 billion. During the same period in the previous year, the business posted $1.28 earnings per share. The business’s revenue for the quarter was up 39.1% compared to the same quarter last year. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. On average, analysts expect that Welltower Inc. will post 6.44 EPS for the current fiscal year.

Welltower Increases Dividend

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

Wall Street Analysts Forecast Growth

A number of research analysts have recently issued reports on WELL shares. BMO Capital Markets restated an “outperform” rating and issued a $245.00 price target on shares of Welltower in a research report on Monday, May 4th. Wall Street Zen raised shares of Welltower from a “sell” rating to a “hold” rating in a research report on Saturday, May 2nd. UBS Group increased their price objective on shares of Welltower from $249.00 to $271.00 and gave the stock a “buy” rating in a research note on Wednesday, July 8th. Royal Bank Of Canada raised their target price on shares of Welltower from $238.00 to $260.00 and gave the stock an “outperform” rating in a report on Monday, August 3rd. Finally, Mizuho lifted their target price on 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 given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $246.11.

Welltower 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.