Welltower Inc. $WELL Stock Holdings Increased by Metis Global Partners LLC

Metis Global Partners LLC lifted its holdings in Welltower Inc. (NYSE:WELL) by 33.7% in the 3rd quarter, HoldingsChannel reports. The firm owned 179,077 shares of the real estate investment trust’s stock after purchasing an additional 45,113 shares during the quarter. Welltower makes up 0.8% of Metis Global Partners LLC’s portfolio, making the stock its 19th largest holding. Metis Global Partners LLC’s holdings in Welltower were worth $31,901,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. Norges Bank bought a new position in Welltower in the 2nd quarter valued at about $4,903,554,000. State Street Corp raised its holdings in Welltower by 4.6% during the second quarter. State Street Corp now owns 39,616,289 shares of the real estate investment trust’s stock worth $6,090,212,000 after purchasing an additional 1,740,196 shares in the last quarter. Balyasny Asset Management L.P. boosted its stake in Welltower by 241.5% during the 2nd quarter. Balyasny Asset Management L.P. now owns 1,241,145 shares of the real estate investment trust’s stock valued at $190,801,000 after purchasing an additional 877,725 shares in the last quarter. Geode Capital Management LLC increased its position in shares of Welltower by 5.1% during the 2nd 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 purchasing an additional 723,887 shares during the period. Finally, HRT Financial LP raised its stake in shares of Welltower by 327.7% in the 2nd quarter. HRT Financial LP now owns 712,929 shares of the real estate investment trust’s stock worth $109,598,000 after buying an additional 546,225 shares in the last quarter. 94.80% of the stock is owned by institutional investors and hedge funds.

Welltower Trading Up 0.2%

Welltower stock opened at $208.22 on Friday. The company has a 50 day moving average price of $189.37 and a 200 day moving average price of $181.14. The company has a debt-to-equity ratio of 0.45, a quick ratio of 5.47 and a current ratio of 3.46. Welltower Inc. has a 52 week low of $130.29 and a 52 week high of $212.62. The firm has a market capitalization of $142.91 billion, a price-to-earnings ratio of 148.73, a P/E/G ratio of 1.41 and a beta of 0.85.

Welltower (NYSE:WELL) last issued its earnings results on Tuesday, February 10th. The real estate investment trust reported $1.45 EPS for the quarter, topping the consensus estimate of $1.44 by $0.01. Welltower had a return on equity of 2.46% and a net margin of 8.64%.The business had revenue of $3.18 billion during the quarter, compared to analysts’ expectations of $2.93 billion. During the same quarter last year, the firm posted $1.13 earnings per share. Welltower’s 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. Research analysts forecast that Welltower Inc. will post 4.88 EPS for the current year.

Welltower Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Wednesday, February 25th will be given a $0.74 dividend. This represents a $2.96 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date of this dividend is Wednesday, February 25th. Welltower’s dividend payout ratio is 211.43%.

Wall Street Analyst Weigh In

A number of research analysts recently issued reports on WELL shares. Jefferies Financial Group reaffirmed a “buy” rating and set a $231.00 target price on shares of Welltower in a report on Monday, December 15th. Wells Fargo & Company lifted their price objective on shares of Welltower from $200.00 to $218.00 and gave the stock an “overweight” rating in a research note on Tuesday, November 25th. Loop Capital set a $196.00 target price on shares of Welltower in a report on Wednesday, October 29th. Cantor Fitzgerald increased their price objective on Welltower from $204.00 to $230.00 and gave the company an “overweight” rating in a research report on Thursday. Finally, UBS Group set a $240.00 target price on Welltower in a report on Thursday. One analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, two have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $207.33.

Welltower News Roundup

Here are the key news stories impacting Welltower this week:

• Positive Sentiment: Raised 2026 guidance and FFO momentum — Company raised FY‑2026 FFO guidance (FFO per share $6.09–$6.25) and highlighted accelerating FFO growth, the primary catalyst cited for the share move. Why Welltower (WELL) Is Up 12.1% After Raising 2026 Guidance And Highlighting FFO Momentum
• Positive Sentiment: Q4 results beat and same‑store NOI improvement — Q4 revenue and FFO beat estimates and same‑store NOI rose, supporting the bullish guidance outlook and underpinning near‑term cash flow expectations. Welltower’s Q4 FFO & Revenues Beat Estimates, Same Store NOI Rises
• Positive Sentiment: Analyst upgrades and higher price target — Cantor Fitzgerald raised its price target to $230 and set an overweight rating, adding upward analyst momentum that can attract flows. WELL price target raised by Cantor Fitzgerald
• Positive Sentiment: Additional buy ratings and bullish coverage — Scotiabank and other outlets highlight conviction in healthcare REITs including WELL, reinforcing positive analyst sentiment. Welltower Receives a Buy from Scotiabank
• Positive Sentiment: $5.7B in new deals and sharpened senior‑living focus — Management disclosed material acquisitions and a strategic shift toward SHOP/senior living, supporting growth and redeployment of capital. Welltower starts 2026 with $5.7B in deals, sharpened focus on senior living
• Neutral Sentiment: Quarterly dividend declared (Q: $0.74, ~1.4% yield) — Dividend supports income investors but the yield is modest relative to some REIT peers.
• Neutral Sentiment: Increased SHOP exposure — Management is expanding SHOP exposure (growth opportunity) but execution will be important; risks and timeline remain mixed. Welltower Increases Exposure to SHOP, CEO Warns It’s Harder Than It Looks
• Neutral Sentiment: Asset sales / portfolio pruning — Announced divestitures of certain nursing‑home assets (roughly $1.3B related to Integra; prior ProMedica holdings being shed) to refocus the portfolio; this improves balance‑sheet/portfolio mix but reduces exposure to lower‑margin SNF cash flow. Welltower to Divest $1.3B of Integra‑Related Nursing Home Assets
• Negative Sentiment: Execution risk flagged by management — CEO cautioned that SHOP expansion “is harder than it looks,” signaling potential execution challenges that could temper enthusiasm if growth stalls or costs rise. Welltower Increases Exposure to SHOP, CEO Warns It’s Harder Than It Looks

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.