Rep. Jonathan L. Jackson Purchases Shares of Welltower Inc. (NYSE:WELL)

Representative Jonathan L. Jackson (Democratic-Illinois) recently bought shares of Welltower Inc. (NYSE:WELL). In a filing disclosed on March 12th, the Representative disclosed that they had bought between $1,001 and $15,000 in Welltower stock on February 11th. The trade occurred in the Representative’s “MORGAN STANLEY – ROLLOVER IRA” account.

Representative Jonathan L. Jackson also recently made the following trade(s):

• Sold $50,001 – $100,000 in shares of International Business Machines (NYSE:IBM) on 2/17/2026.
• Purchased $1,001 – $15,000 in shares of Bank of New York Mellon (NYSE:BK) on 2/17/2026.
• Sold $1,001 – $15,000 in shares of International Business Machines (NYSE:IBM) on 2/17/2026.
• Purchased $50,001 – $100,000 in shares of Bank of New York Mellon (NYSE:BK) on 2/17/2026.
• Purchased $1,001 – $15,000 in shares of Citigroup (NYSE:C) on 2/11/2026.
• Sold $1,001 – $15,000 in shares of Tenet Healthcare (NYSE:THC) on 2/11/2026.
• Sold $1,001 – $15,000 in shares of Amazon.com (NASDAQ:AMZN) on 2/11/2026.
• Purchased $50,001 – $100,000 in shares of Citigroup (NYSE:C) on 2/5/2026.
• Purchased $1,001 – $15,000 in shares of Amazon.com (NASDAQ:AMZN) on 2/5/2026.
• Sold $50,001 – $100,000 in shares of Palo Alto Networks (NASDAQ:PANW) on 2/5/2026.

Welltower Trading Up 0.4%

WELL stock traded up $0.70 during trading on Wednesday, reaching $197.31. The company had a trading volume of 409,025 shares, compared to its average volume of 3,247,471. Welltower Inc. has a 52 week low of $130.29 and a 52 week high of $216.43. The company has a market cap of $137.67 billion, a P/E ratio of 140.94, a PEG ratio of 1.33 and a beta of 0.82. The business has a 50 day moving average of $199.70 and a 200 day moving average of $189.43. The company has a debt-to-equity ratio of 0.45, a current ratio of 3.46 and a quick ratio of 3.46.

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 the consensus estimate of $1.44 by $0.01. Welltower had a return on equity of 2.46% and a net margin of 8.64%.The business had revenue of $3.18 billion for the quarter, compared to analysts’ expectations of $2.93 billion. During the same period in the previous year, the firm posted $1.13 EPS. The business’s revenue was up 41.3% on a year-over-year basis. Welltower has set its FY 2026 guidance at 6.090-6.25 EPS. As a group, sell-side analysts forecast that Welltower Inc. will post 4.88 earnings per share for the current fiscal year.

Welltower Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Investors of record on Wednesday, February 25th were given a dividend of $0.74 per share. The ex-dividend date was Wednesday, February 25th. This represents a $2.96 annualized dividend and a dividend yield of 1.5%. Welltower’s payout ratio is currently 211.43%.

Wall Street Analyst Weigh In

Several equities research analysts recently weighed in on WELL shares. Jefferies Financial Group restated a “buy” rating and set a $231.00 price target on shares of Welltower in a research report on Monday, December 15th. Mizuho increased their price objective on Welltower from $216.00 to $231.00 and gave the stock an “outperform” rating in a report on Wednesday, March 4th. JPMorgan Chase & Co. reissued a “neutral” rating and set a $205.00 price objective on shares of Welltower in a research report on Thursday, December 18th. KeyCorp upped their target price on shares of Welltower from $210.00 to $240.00 and gave the stock an “overweight” rating in a research report on Tuesday, February 24th. Finally, Cantor Fitzgerald increased their price target on shares of Welltower from $204.00 to $230.00 and gave the stock an “overweight” rating in a research note on Thursday, February 12th. One equities research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, Welltower currently has a consensus rating of “Moderate Buy” and an average price target of $224.71.

Institutional Trading of Welltower

Several hedge funds and other institutional investors have recently made changes to their positions in the stock. Norges Bank bought a new stake in Welltower in the second quarter worth $4,903,554,000. Cardano Risk Management B.V. increased its holdings in shares of Welltower by 955.3% during the fourth quarter. Cardano Risk Management B.V. now owns 9,513,540 shares of the real estate investment trust’s stock valued at $1,765,808,000 after acquiring an additional 8,612,016 shares in the last quarter. Capital World Investors raised its position in shares of Welltower by 153.0% in the 4th quarter. Capital World Investors now owns 10,744,520 shares of the real estate investment trust’s stock worth $1,994,290,000 after purchasing an additional 6,497,258 shares during the last quarter. Vanguard Group Inc. raised its position in shares of Welltower by 4.7% in the 3rd quarter. Vanguard Group Inc. now owns 89,778,383 shares of the real estate investment trust’s stock worth $15,993,121,000 after purchasing an additional 3,991,896 shares during the last quarter. Finally, Capital International Investors boosted its stake in Welltower by 4.1% in the 3rd quarter. Capital International Investors now owns 46,516,255 shares of the real estate investment trust’s stock worth $8,285,296,000 after purchasing an additional 1,842,934 shares in the last quarter. Hedge funds and other institutional investors own 94.80% of the company’s stock.

About Representative Jackson

Jonathan Jackson (Democratic Party) is a member of the U.S. House, representing Illinois’ 1st Congressional District. He assumed office on January 3, 2023. His current term ends on January 3, 2027.

Jackson (Democratic Party) is running for re-election to the U.S. House to represent Illinois’ 1st Congressional District. He declared candidacy for the 2026 election.

Jonathan Jackson was born in Chicago, Illinois. Jackson graduated from Whitney Young High School. He earned an M.B.A. from Northwestern University. Jackson’s career experience includes working as an investment analyst and an entrepreneur.

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.