Welltower Inc. $WELL Shares Acquired by ING Groep NV

ING Groep NV lifted its holdings in Welltower Inc. (NYSE:WELL) by 19.9% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 37,812 shares of the real estate investment trust’s stock after buying an additional 6,270 shares during the quarter. ING Groep NV’s holdings in Welltower were worth $6,736,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the business. National Pension Service grew its position in Welltower by 2.1% during the third quarter. National Pension Service now owns 1,691,931 shares of the real estate investment trust’s stock worth $301,401,000 after buying an additional 34,532 shares during the period. B&I Capital AG boosted its stake in shares of Welltower by 5.7% during the 3rd quarter. B&I Capital AG now owns 161,440 shares of the real estate investment trust’s stock worth $28,759,000 after acquiring an additional 8,650 shares in the last quarter. Candriam S.C.A. grew its holdings in shares of Welltower by 2.6% in the 2nd quarter. Candriam S.C.A. now owns 416,674 shares of the real estate investment trust’s stock worth $64,058,000 after acquiring an additional 10,584 shares during the period. GDS Wealth Management increased its stake in Welltower by 13.7% in the 3rd quarter. GDS Wealth Management now owns 63,763 shares of the real estate investment trust’s stock valued at $11,359,000 after purchasing an additional 7,699 shares in the last quarter. Finally, State Street Corp raised its holdings in Welltower by 4.6% during the second 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. Institutional investors and hedge funds own 94.80% of the company’s stock.

Welltower News Roundup

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

Analyst Upgrades and Downgrades

Several analysts have weighed in on the company. Jefferies Financial Group reissued a “buy” rating and issued a $231.00 target price on shares of Welltower in a report on Monday, December 15th. KeyCorp reissued an “overweight” rating on shares of Welltower in a research note on Wednesday. Cantor Fitzgerald lifted their target price on shares of Welltower from $204.00 to $230.00 and gave the stock an “overweight” rating in a research report on Thursday. Wall Street Zen raised shares of Welltower from a “sell” rating to a “hold” rating in a report on Friday, January 23rd. Finally, UBS Group set a $240.00 price objective on shares of Welltower in a research note on Thursday. One investment analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, Welltower presently has a consensus rating of “Moderate Buy” and an average target price of $207.33.

Welltower Price Performance

NYSE: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 firm has a market cap of $142.91 billion, a price-to-earnings ratio of 148.73, a price-to-earnings-growth ratio of 1.41 and a beta of 0.85. The company’s 50-day moving average is $189.37 and its two-hundred day moving average is $181.14. The company has a current ratio of 3.46, a quick ratio of 5.47 and a debt-to-equity ratio of 0.45.

Welltower (NYSE:WELL) last posted its quarterly earnings data on Tuesday, February 10th. The real estate investment trust reported $1.45 earnings per share for the quarter, beating analysts’ consensus estimates of $1.44 by $0.01. The business had revenue of $3.18 billion during the quarter, compared to analyst estimates of $2.93 billion. Welltower had a net margin of 8.64% and a return on equity of 2.46%. The company’s revenue was up 41.3% on a year-over-year basis. During the same quarter in the previous year, the business posted $1.13 earnings per share. Welltower has set its FY 2026 guidance at 6.090-6.25 EPS. Research analysts expect that Welltower Inc. will post 4.88 EPS for the current year.

Welltower Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Wednesday, February 25th will be paid a dividend of $0.74 per share. This represents a $2.96 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date of this dividend is Wednesday, February 25th. Welltower’s dividend payout ratio is currently 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.