Savvy Advisors Inc. Grows Stock Holdings in Welltower Inc. $WELL

Savvy Advisors Inc. boosted its stake in Welltower Inc. (NYSE:WELL) by 110.9% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 8,111 shares of the real estate investment trust’s stock after acquiring an additional 4,265 shares during the period. Savvy Advisors Inc.’s holdings in Welltower were worth $1,445,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the stock. State Street Corp grew its stake in shares of Welltower by 4.6% in the 2nd quarter. State Street Corp now owns 39,616,289 shares of the real estate investment trust’s stock valued at $6,090,212,000 after purchasing an additional 1,740,196 shares during the last quarter. Norges Bank purchased a new stake in shares of Welltower during the second quarter worth approximately $4,903,554,000. Geode Capital Management LLC lifted its holdings in shares of Welltower by 5.1% during the second quarter. Geode Capital Management LLC now owns 15,012,454 shares of the real estate investment trust’s stock worth $2,303,484,000 after purchasing an additional 723,887 shares during the period. JPMorgan Chase & Co. grew its position in Welltower by 1.9% in the 2nd quarter. JPMorgan Chase & Co. now owns 7,898,391 shares of the real estate investment trust’s stock valued at $1,214,232,000 after buying an additional 149,724 shares during the last quarter. Finally, Charles Schwab Investment Management Inc. increased its stake in Welltower by 5.4% in the 2nd quarter. Charles Schwab Investment Management Inc. now owns 7,329,291 shares of the real estate investment trust’s stock valued at $1,126,732,000 after buying an additional 372,697 shares during the period. 94.80% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of equities analysts have commented on WELL shares. Loop Capital set a $196.00 price objective on shares of Welltower in a research report on Wednesday, October 29th. JPMorgan Chase & Co. reiterated a “neutral” rating and set a $205.00 price target on shares of Welltower in a research note on Thursday, December 18th. UBS Group set a $240.00 price target on shares of Welltower in a report on Thursday. Scotiabank lifted their price objective on Welltower from $182.00 to $214.00 and gave the company a “sector outperform” rating in a report on Thursday, November 13th. Finally, Morgan Stanley boosted their target price on Welltower from $170.00 to $200.00 and gave the stock an “overweight” rating in a research report on Thursday, November 20th. 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 issued a Sell rating to the stock. According to data from MarketBeat, Welltower has a consensus rating of “Moderate Buy” and a consensus target price of $207.33.

Key Headlines Impacting Welltower

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 Stock Performance

Shares of WELL opened at $208.22 on Friday. The company has a quick ratio of 5.47, a current ratio of 3.46 and a debt-to-equity ratio of 0.45. Welltower Inc. has a 52-week low of $130.29 and a 52-week high of $212.62. The company has a 50-day simple moving average of $189.37 and a 200-day simple moving average of $181.14. The company has a market capitalization of $142.91 billion, a PE 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 earnings per share for the quarter, topping the consensus estimate of $1.44 by $0.01. Welltower had a net margin of 8.64% and a return on equity of 2.46%. The company had revenue of $3.18 billion for the quarter, compared to analyst estimates of $2.93 billion. During the same period in the prior year, the business posted $1.13 earnings per share. The firm’s revenue for the quarter was up 41.3% compared to the same quarter last year. Welltower has set its FY 2026 guidance at 6.090-6.25 EPS. Equities research analysts predict that Welltower Inc. will post 4.88 earnings per share for the current fiscal year.

Welltower Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Wednesday, February 25th will be paid a $0.74 dividend. This represents a $2.96 annualized dividend and a yield of 1.4%. The ex-dividend date of this dividend is Wednesday, February 25th. Welltower’s dividend payout ratio (DPR) is presently 211.43%.

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.