Welltower Inc. $WELL Shares Acquired by Bank of America Corp DE

Bank of America Corp DE raised its holdings in shares of Welltower Inc. (NYSE:WELL) by 6.6% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 21,750,501 shares of the real estate investment trust’s stock after acquiring an additional 1,347,243 shares during the quarter. Bank of America Corp DE’s holdings in Welltower were worth $4,300,291,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds also recently modified their holdings of the business. Vanguard Group Inc. lifted its holdings in Welltower by 2.9% in the 4th quarter. Vanguard Group Inc. now owns 92,421,471 shares of the real estate investment trust’s stock valued at $17,154,349,000 after purchasing an additional 2,643,088 shares in the last quarter. Capital International Investors boosted its position in Welltower by 2.0% during the fourth quarter. Capital International Investors now owns 47,431,769 shares of the real estate investment trust’s stock worth $8,805,411,000 after acquiring an additional 915,514 shares during the last quarter. State Street Corp grew its stake in 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 worth $7,751,134,000 after acquiring an additional 506,374 shares during the period. Norges Bank acquired a new position in Welltower in the 4th quarter valued at $5,466,264,000. Finally, Geode Capital Management LLC lifted its stake in shares of Welltower by 4.8% during the 4th quarter. Geode Capital Management LLC now owns 17,007,371 shares of the real estate investment trust’s stock worth $3,155,047,000 after purchasing an additional 774,692 shares during the period. Hedge funds and other institutional investors own 94.80% of the company’s stock.

Key Headlines Impacting Welltower

Here are the key news stories impacting Welltower this week:

• Positive Sentiment: Q2 operating performance exceeded expectations. Welltower’s second-quarter normalized FFO beat analyst estimates, supported by 20.5% same-store net operating income growth in its seniors housing operating portfolio. The results helped drive an improved 2026 outlook. Welltower’s Q2 FFO Beat Estimates on Strong SHO NOI Growth
• Positive Sentiment: Large acquisitions expand the seniors housing platform. Welltower completed approximately $6.2 billion of acquisitions during the quarter, mostly through off-market transactions. The purchases may support future growth and reinforce the company’s focus on senior housing, although they also increase capital deployment. Welltower Notches $6.2B in Acquisitions During 2Q, Mostly Off-Market
• Positive Sentiment: Dividend increased. Welltower raised its quarterly dividend to $0.85 per share from $0.74, a 14.9% increase. The dividend is payable August 20 to shareholders of record August 12, providing a signal of management’s confidence in cash-flow growth.
• Positive Sentiment: Analyst support remains favorable. Scotiabank maintained its Buy rating, while other analysts argued that the stock could have additional upside despite trading near its 52-week high. Scotiabank Keeps Their Buy Rating on Welltower
• Neutral Sentiment: Valuation is limiting enthusiasm. Analysts continue to debate Welltower’s fair value after its strong rally. With a high earnings multiple, further gains may depend on continued FFO growth and favorable financing conditions. Welltower at 52-Week Highs—But Analysts Believe There’s More to Come
• Negative Sentiment: Interest-rate and inflation concerns remain headwinds. Higher rates can pressure REIT valuations and borrowing costs, while inflation could raise operating expenses. These risks appear to be offsetting some of the benefit from the earnings beat and higher guidance.

Welltower Stock Down 1.1%

WELL stock opened at $240.82 on Thursday. The firm’s 50-day simple moving average is $223.46 and its 200 day simple moving average is $210.25. Welltower Inc. has a fifty-two week low of $161.26 and a fifty-two week high of $255.20. The stock has a market cap of $169.99 billion, a PE ratio of 110.47, a price-to-earnings-growth ratio of 1.19 and a beta of 0.77. The company has a quick ratio of 4.31, a current ratio of 3.16 and a debt-to-equity ratio of 0.37.

Welltower (NYSE:WELL) last issued 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). Welltower had a return on equity of 3.56% and a net margin of 12.15%.The company had revenue of $3.54 billion during the quarter, compared to analyst estimates of $3.40 billion. During the same period in the prior year, the company posted $1.28 earnings per share. The company’s revenue was up 39.1% on a year-over-year basis. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. As a group, sell-side analysts predict that Welltower Inc. will post 6.36 EPS for the current year.

Welltower Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, August 20th. Investors of record on Wednesday, August 12th will be issued a dividend of $0.85 per share. This is a positive change from Welltower’s previous quarterly dividend of $0.74. This represents a $3.40 annualized dividend and a dividend yield of 1.4%. The ex-dividend date is Wednesday, August 12th. Welltower’s dividend payout ratio is 146.53%.

Analyst Upgrades and Downgrades

Several research firms have commented on WELL. Barclays began coverage on Welltower in a report on Tuesday, July 7th. They issued an “equal weight” rating and a $254.00 price target for the company. UBS Group raised their target price on shares of Welltower from $249.00 to $271.00 and gave the stock a “buy” rating in a research report on Wednesday, July 8th. Deutsche Bank Aktiengesellschaft increased their price target on shares of Welltower from $215.00 to $265.00 and gave the stock a “buy” rating in a research note on Wednesday, July 1st. Mizuho lifted their price target on shares of Welltower from $239.00 to $260.00 and gave the company an “outperform” rating in a report on Wednesday, July 22nd. Finally, BMO Capital Markets reissued an “outperform” rating and set a $245.00 price objective on shares of Welltower in a research note on Monday, May 4th. Thirteen analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat, the company currently has a consensus 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.