Welltower Inc. $WELL Stock Holdings Increased by Envestnet Portfolio Solutions Inc.

Envestnet Portfolio Solutions Inc. boosted its position in Welltower Inc. (NYSE:WELL) by 89.8% in the 4th quarter, Holdings Channel reports. The institutional investor owned 26,283 shares of the real estate investment trust’s stock after buying an additional 12,437 shares during the period. Envestnet Portfolio Solutions Inc.’s holdings in Welltower were worth $4,878,000 as of its most recent SEC filing.

Other institutional investors also recently made changes to their positions in the company. National Pension Service grew its holdings in shares of Welltower by 2.1% during the third quarter. National Pension Service now owns 1,691,931 shares of the real estate investment trust’s stock valued at $301,401,000 after purchasing an additional 34,532 shares during the last quarter. B&I Capital AG boosted its position in shares of Welltower by 5.7% during the third quarter. B&I Capital AG now owns 161,440 shares of the real estate investment trust’s stock worth $28,759,000 after buying an additional 8,650 shares during the period. GDS Wealth Management boosted its position in shares of Welltower by 13.7% during the third quarter. GDS Wealth Management now owns 63,763 shares of the real estate investment trust’s stock worth $11,359,000 after buying an additional 7,699 shares during the period. New York Life Investment Management LLC lifted its position in Welltower by 4.3% in the third quarter. New York Life Investment Management LLC now owns 97,366 shares of the real estate investment trust’s stock worth $17,345,000 after purchasing an additional 4,019 shares during the period. Finally, Mitsubishi UFJ Asset Management UK Ltd. acquired a new stake in Welltower in the third quarter worth approximately $1,781,000. 94.80% of the stock is owned by institutional investors.

Welltower Price Performance

Shares of NYSE:WELL opened at $215.67 on Friday. The company’s fifty day moving average is $207.95 and its two-hundred day moving average is $199.60. The company has a quick ratio of 4.31, a current ratio of 4.31 and a debt-to-equity ratio of 0.40. Welltower Inc. has a 12-month low of $146.65 and a 12-month high of $221.68. The company has a market cap of $152.24 billion, a P/E ratio of 106.77, a price-to-earnings-growth ratio of 1.14 and a beta of 0.83.

Welltower (NYSE:WELL) last announced its earnings results on Tuesday, April 28th. The real estate investment trust reported $1.02 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.68 by $0.34. Welltower had a net margin of 11.96% and a return on equity of 3.45%. The company had revenue of $3.35 billion for the quarter, compared to the consensus estimate of $3.12 billion. During the same period in the previous year, the business earned $1.20 EPS. The company’s revenue was up 38.3% on a year-over-year basis. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. Equities analysts expect that Welltower Inc. will post 6.28 earnings per share for the current fiscal year.

Welltower Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Thursday, May 21st. Shareholders of record on Wednesday, May 13th were paid a dividend of $0.74 per share. This represents a $2.96 annualized dividend and a yield of 1.4%. The ex-dividend date of this dividend was Wednesday, May 13th. Welltower’s payout ratio is 146.53%.

Analysts Set New Price Targets

A number of research firms have weighed in on WELL. UBS Group upped their target price on Welltower from $240.00 to $249.00 and gave the stock a “buy” rating in a research report on Monday, May 4th. Scotiabank upped their target price on Welltower from $236.00 to $248.00 and gave the stock an “outperform” rating in a research report on Thursday. Wall Street Zen upgraded Welltower from a “sell” rating to a “hold” rating in a research report on Saturday, May 2nd. Weiss Ratings downgraded Welltower from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Friday, May 15th. Finally, Jefferies Financial Group increased their price objective on Welltower from $237.00 to $248.00 and gave the company a “buy” rating in a research report on Tuesday, May 12th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $230.47.

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.