California State Teachers Retirement System Has $204.69 Million Holdings in Welltower Inc. $WELL

California State Teachers Retirement System lessened its position in shares of Welltower Inc. (NYSE:WELL) by 0.7% in the first quarter, Holdings Channel.com reports. The institutional investor owned 1,035,323 shares of the real estate investment trust’s stock after selling 7,043 shares during the period. California State Teachers Retirement System’s holdings in Welltower were worth $204,694,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Vanguard Group Inc. grew its holdings in Welltower by 2.9% during the 4th quarter. Vanguard Group Inc. now owns 92,421,471 shares of the real estate investment trust’s stock worth $17,154,349,000 after acquiring an additional 2,643,088 shares during the period. Capital International Investors lifted its stake in shares of Welltower by 2.0% in the 4th quarter. Capital International Investors now owns 47,431,769 shares of the real estate investment trust’s stock valued at $8,805,411,000 after purchasing an additional 915,514 shares during the period. State Street Corp lifted its stake in shares of Welltower by 1.2% in the 4th quarter. State Street Corp now owns 41,760,328 shares of the real estate investment trust’s stock valued at $7,751,134,000 after purchasing an additional 506,374 shares during the period. Norges Bank bought a new stake in shares of Welltower during the 4th quarter valued at about $5,466,264,000. Finally, Bank of America Corp DE boosted its position in shares of Welltower by 5.3% during the 4th quarter. Bank of America Corp DE now owns 20,403,258 shares of the real estate investment trust’s stock valued at $3,787,049,000 after purchasing an additional 1,024,668 shares in the last quarter. Institutional investors and hedge funds own 94.80% of the company’s stock.

More Welltower News

Here are the key news stories impacting Welltower this week:

• Positive Sentiment: Welltower reported second-quarter normalized funds from operations (FFO) of $1.60 per share, up 25% year over year and above the $1.55 consensus estimate. Total portfolio same-store net operating income (SSNOI) increased 15.5%, led by 20.5% growth in its Seniors Housing Operating portfolio. Welltower Reports Second Quarter 2026 Results
• Positive Sentiment: Management raised its fiscal 2026 EPS guidance to $6.36-$6.44, above the $6.32 analyst consensus. Strong occupancy gains, higher revenue per occupied room and continued seniors-housing acquisitions support the improved outlook. Welltower’s Q2 FFO Beat Estimates on Strong SHO NOI Growth
• Positive Sentiment: The quarterly dividend was increased 14.9% to $0.85 per share, payable August 20 to shareholders of record August 12. The increase signals management’s confidence in cash-flow growth, although the indicated yield remains relatively modest at about 1.4%.
• Neutral Sentiment: Revenue reached $3.54 billion, beating the $3.40 billion estimate and rising 39.1% year over year. The growth reflects Welltower’s expanding portfolio and investment activity, but investors will monitor whether acquisitions translate into sustained FFO growth.
• Negative Sentiment: Reported net income was $0.61 per diluted share, below the $0.66 consensus estimate and down from $1.28 a year earlier. The earnings miss may be weighing on the shares despite the FFO beat and stronger guidance. Welltower Earnings Report
• Negative Sentiment: At roughly 121 times earnings and near its 52-week high, Welltower’s valuation leaves limited room for disappointment, making the GAAP EPS shortfall a more significant near-term concern.

Welltower Stock Performance

Shares of Welltower stock opened at $243.88 on Wednesday. Welltower Inc. has a one year low of $160.51 and a one year high of $255.20. The firm has a market capitalization of $172.16 billion, a price-to-earnings ratio of 111.87, a PEG ratio of 1.22 and a beta of 0.77. The business has a 50-day simple moving average of $223.01 and a 200 day simple moving average of $209.87. The company has a debt-to-equity ratio of 0.40, a current ratio of 4.31 and a quick ratio of 4.31.

Welltower (NYSE:WELL) last posted its quarterly earnings results on Monday, July 27th. The real estate investment trust reported $0.61 earnings per share for the quarter, missing analysts’ consensus estimates of $0.66 by ($0.05). The firm had revenue of $3.54 billion for the quarter, compared to analyst estimates of $3.40 billion. Welltower had a return on equity of 3.67% and a net margin of 12.15%.The firm’s quarterly revenue was up 39.1% compared to the same quarter last year. During the same period last year, the company posted $1.28 earnings per share. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. On average, research analysts anticipate that Welltower Inc. will post 6.32 earnings per share for the current fiscal year.

Welltower Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, August 20th. Stockholders of record on Wednesday, August 12th will be given a dividend of $0.85 per share. The ex-dividend date of this dividend is Wednesday, August 12th. This is a positive change 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%. Welltower’s payout ratio is currently 146.53%.

Analyst Upgrades and Downgrades

Several research firms recently commented on WELL. Barclays assumed coverage on Welltower in a research note on Tuesday, July 7th. They set an “equal weight” rating and a $254.00 target price for the company. Raymond James Financial initiated coverage on Welltower in a report on Tuesday, June 16th. They set an “outperform” rating and a $226.00 price target on the stock. Citigroup increased their price target on Welltower from $245.00 to $255.00 and gave the stock a “buy” rating in a report on Tuesday, May 5th. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $238.00 price objective on shares of Welltower in a research report on Monday, June 15th. Finally, BMO Capital Markets reiterated an “outperform” rating and set a $245.00 target price on shares of Welltower in a research report on Monday, May 4th. Thirteen research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $235.89.

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.