Welltower Inc. $WELL Stock Position Lessened by Rhumbline Advisers

Rhumbline Advisers lowered its stake in Welltower Inc. (NYSE:WELL) by 1.4% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 1,282,552 shares of the real estate investment trust’s stock after selling 17,963 shares during the quarter. Rhumbline Advisers’ holdings in Welltower were worth $228,474,000 at the end of the most recent reporting period.

Several other large investors have also recently bought and sold shares of the stock. Frank Rimerman Advisors LLC lifted its stake in shares of Welltower by 0.6% in the 3rd quarter. Frank Rimerman Advisors LLC now owns 9,774 shares of the real estate investment trust’s stock worth $1,741,000 after acquiring an additional 55 shares during the period. Sachetta LLC raised its holdings in Welltower by 14.9% during the third quarter. Sachetta LLC now owns 448 shares of the real estate investment trust’s stock worth $80,000 after purchasing an additional 58 shares in the last quarter. PDS Planning Inc raised its holdings in Welltower by 1.4% during the third quarter. PDS Planning Inc now owns 4,326 shares of the real estate investment trust’s stock worth $771,000 after purchasing an additional 59 shares in the last quarter. Modera Wealth Management LLC lifted its position in Welltower by 3.4% in the third quarter. Modera Wealth Management LLC now owns 1,807 shares of the real estate investment trust’s stock worth $322,000 after purchasing an additional 60 shares during the period. Finally, Fidelis Capital Partners LLC boosted its stake in Welltower by 1.3% during the 3rd quarter. Fidelis Capital Partners LLC now owns 4,697 shares of the real estate investment trust’s stock valued at $837,000 after purchasing an additional 61 shares in the last quarter. Institutional investors and hedge funds own 94.80% of the company’s stock.

Key Headlines Impacting Welltower

Here are the key news stories impacting Welltower this week:

• Positive Sentiment: Company raised forward expectations and flagged stronger senior-housing demand — management said annual FFO is expected above Street estimates, citing robust demand in assisted living and senior housing, which supports growth visibility for 2026. Welltower expects annual FFO above estimates
• Positive Sentiment: Q4 results: revenue materially beat expectations ($3.18B vs ~$2.93B est.) and normalized FFO of $1.45/share slightly topped consensus; same-store NOI and seniors-housing operating metrics showed strong recovery (SSNOI +15%, SHO organic revenue +9.6%, occupancy gains). These operational improvements support rent/RevPOR leverage. Welltower Q4 Press Release
• Positive Sentiment: Management updated FY‑2026 guidance (EPS/FFO range materially above consensus), which investors are treating as a bullish signal for cash flow and valuation multiple expansion if realized. (See Reuters/PR filings above and below for detail.)
• Positive Sentiment: Dividend announced: quarterly distribution of $0.74/share (ex‑dividend Feb 25, payable Mar 10), implying a roughly 1.5% yield — supports income profile for REIT investors and signals confidence in near-term cash generation.
• Neutral Sentiment: Media coverage is mixed on the headline EPS impact — some outlets cite an EPS “miss” while others focus on FFO/revenue beats; investors should parse GAAP vs. normalized FFO metrics (normalized FFO beat modestly). Investing.com: earnings missed by $0.42 Zacks: Q4 key metrics vs estimates
• Neutral Sentiment: Corporate activity: heavy portfolio moves in Q4 — ~$13.9B of pro‑rata gross investments (including UK closings) and ~$7.5B of dispositions/payoffs — increases scale but changes portfolio mix and capital deployment profile. PR Newswire Q4 results
• Negative Sentiment: GAAP net income was low ($0.14 diluted EPS) and the company reported higher expenses in the quarter — these items weighed on some headlines and indicate near-term earnings volatility versus normalized FFO. MarketWatch: lower 4Q profit, higher expenses
• Negative Sentiment: Regulatory/transaction risk in the U.K.: an investigation was reported into a large U.K. care‑home deal that could complicate integration or approvals for recent acquisitions. This is a watch item for investors given Welltower’s recent UK activity. MSN: investigation into U.K. care-home deal

Wall Street Analyst Weigh In

WELL has been the topic of a number of research analyst reports. JPMorgan Chase & Co. reaffirmed a “neutral” rating and set a $205.00 target price on shares of Welltower in a report on Thursday, December 18th. Loop Capital set a $196.00 target price on shares of Welltower in a report on Wednesday, October 29th. Jefferies Financial Group restated a “buy” rating and set a $231.00 target price on shares of Welltower in a report on Monday, December 15th. Weiss Ratings restated a “buy (b-)” rating on shares of Welltower in a research report on Monday, December 29th. Finally, Wells Fargo & Company increased their price objective on Welltower from $200.00 to $218.00 and gave the company an “overweight” rating in a research report on Tuesday, November 25th. One research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, Welltower currently has an average rating of “Moderate Buy” and an average target price of $204.80.

Welltower Trading Up 1.8%

Welltower stock opened at $200.84 on Wednesday. Welltower Inc. has a 52 week low of $130.29 and a 52 week high of $209.05. The company has a debt-to-equity ratio of 0.43, a quick ratio of 5.47 and a current ratio of 5.47. The firm has a market capitalization of $137.84 billion, a price-to-earnings ratio of 138.51, a P/E/G ratio of 1.37 and a beta of 0.85. The company has a 50 day moving average price of $189.16 and a 200 day moving average price of $180.76.

Welltower Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Wednesday, February 25th will be given a dividend of $0.74 per share. This represents a $2.96 annualized dividend and a yield of 1.5%. The ex-dividend date of this dividend is Wednesday, February 25th. Welltower’s payout ratio is presently 204.14%.

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.