Welltower Inc. $WELL Stake Increased by Metis Global Partners LLC

Metis Global Partners LLC boosted its stake in Welltower Inc. (NYSE:WELL) by 33.7% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 179,077 shares of the real estate investment trust’s stock after acquiring an additional 45,113 shares during the period. Welltower accounts for 0.8% of Metis Global Partners LLC’s portfolio, making the stock its 19th largest position. Metis Global Partners LLC’s holdings in Welltower were worth $31,901,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also recently added to or reduced their stakes in the company. State Street Corp increased its position 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 worth $6,090,212,000 after purchasing an additional 1,740,196 shares during the last quarter. Norges Bank acquired a new position in Welltower in the second quarter worth about $4,903,554,000. Geode Capital Management LLC grew its stake in Welltower by 5.1% in 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 in the last quarter. JPMorgan Chase & Co. increased its holdings in Welltower by 1.9% in the second 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. raised its stake in Welltower by 5.4% during the second 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 in the last quarter. 94.80% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

Several research analysts have recently commented on WELL shares. Loop Capital set a $196.00 target price on Welltower in a research report on Wednesday, October 29th. Wells Fargo & Company raised their price objective on Welltower from $200.00 to $218.00 and gave the stock an “overweight” rating in a research note on Tuesday, November 25th. KeyCorp reiterated an “overweight” rating on shares of Welltower in a research note on Wednesday. UBS Group set a $240.00 target price on shares of Welltower in a report on Thursday. Finally, Morgan Stanley raised their price target on shares of Welltower from $170.00 to $200.00 and gave the stock an “overweight” rating in a research report on Thursday, November 20th. One research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, two have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $207.33.

More Welltower News

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 Price Performance

Shares of WELL opened at $208.22 on Friday. Welltower Inc. has a 12 month low of $130.29 and a 12 month high of $212.62. The company has a debt-to-equity ratio of 0.45, a current ratio of 3.46 and a quick ratio of 5.47. The stock has a fifty day moving average price of $189.37 and a 200 day moving average price of $181.14. The company has a market cap of $142.91 billion, a P/E ratio of 148.73, a PEG ratio of 1.41 and a beta of 0.85.

Welltower (NYSE:WELL) last announced its quarterly earnings results on Tuesday, February 10th. The real estate investment trust reported $1.45 earnings per share (EPS) for the quarter, beating 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 during the quarter, compared to the consensus estimate of $2.93 billion. During the same quarter in the previous year, the company posted $1.13 earnings per share. The company’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. On average, research analysts forecast that Welltower Inc. will post 4.88 earnings per share for the current year.

Welltower Dividend Announcement

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