180,953 Shares in Welltower Inc. $WELL Bought by Eversept Partners LP

Eversept Partners LP acquired a new position in shares of Welltower Inc. (NYSE:WELL) in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 180,953 shares of the real estate investment trust’s stock, valued at approximately $35,776,000. Welltower makes up approximately 1.9% of Eversept Partners LP’s holdings, making the stock its 14th biggest position.

A number of other hedge funds and other institutional investors have also modified their holdings of WELL. Norges Bank purchased a new stake in shares of Welltower during the 4th quarter worth $5,466,264,000. Cardano Risk Management B.V. increased its holdings in Welltower by 955.3% in 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 buying an additional 8,612,016 shares during the last quarter. Capital World Investors raised its stake in Welltower by 153.0% in the fourth quarter. Capital World Investors now owns 10,744,520 shares of the real estate investment trust’s stock valued at $1,994,290,000 after buying an additional 6,497,258 shares in the last quarter. Vanguard Group Inc. raised its stake in Welltower by 2.9% in the fourth 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 buying an additional 2,643,088 shares in the last quarter. Finally, Price T Rowe Associates Inc. MD lifted its holdings in Welltower by 11.5% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 16,826,035 shares of the real estate investment trust’s stock worth $3,123,082,000 after buying an additional 1,734,922 shares during the last quarter. 94.80% of the stock is currently owned by institutional investors and hedge funds.

Welltower Stock Down 1.3%

Welltower stock opened at $248.80 on Tuesday. Welltower Inc. has a fifty-two week low of $158.24 and a fifty-two week high of $252.94. The company has a debt-to-equity ratio of 0.40, a quick ratio of 4.31 and a current ratio of 4.31. The company has a market capitalization of $175.63 billion, a P/E ratio of 123.17, a PEG ratio of 1.24 and a beta of 0.77. The stock has a 50-day simple moving average of $222.48 and a 200-day simple moving average of $209.46.

Welltower (NYSE:WELL) last announced its earnings results on Tuesday, April 28th. The real estate investment trust reported $1.02 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.68 by $0.34. The firm had revenue of $3.35 billion during the quarter, compared to analysts’ expectations of $3.12 billion. Welltower had a return on equity of 3.45% and a net margin of 11.96%.The business’s revenue was up 38.3% on a year-over-year basis. During the same period in the prior year, the firm earned $1.20 EPS. Equities research analysts expect that Welltower Inc. will post 6.32 earnings per share for the current year.

Welltower Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, August 20th. Shareholders of record on Wednesday, August 12th will be paid a $0.85 dividend. This is an increase from Welltower’s previous quarterly dividend of $0.74. This represents a $3.40 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date is Wednesday, August 12th. Welltower’s dividend payout ratio (DPR) is presently 146.53%.

Analysts Set New Price Targets

A number of research analysts have recently commented on the company. Barclays started coverage on Welltower in a report on Tuesday, July 7th. They issued an “equal weight” rating and a $254.00 price objective on the stock. Raymond James Financial started coverage on shares of Welltower in a research note on Tuesday, June 16th. They issued an “outperform” rating and a $226.00 price target on the stock. Wells Fargo & Company raised their price objective on shares of Welltower from $228.00 to $237.00 and gave the stock an “overweight” rating in a report on Monday, June 1st. UBS Group boosted their price objective 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. Finally, Royal Bank Of Canada restated an “outperform” rating and issued a $238.00 target price on shares of Welltower in a report on Monday, June 15th. Thirteen research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, Welltower presently has a consensus rating of “Moderate Buy” and a consensus target price of $235.89.

Welltower News Roundup

Here are the key news stories impacting Welltower this week:

• Positive Sentiment: Normalized funds from operations (FFO) rose 25% year over year to $1.60 per share, exceeding the $1.55 analyst consensus. Revenue of $3.54 billion also surpassed estimates of $3.40 billion. Welltower Surpasses Q2 FFO and Revenue Estimates
• Positive Sentiment: Operating momentum was particularly strong in senior housing: portfolio same-store net operating income increased 15.5%, including 20.5% growth in the Seniors Housing Operating portfolio. Organic same-store revenue grew 9.2%, supported by higher occupancy and revenue per occupied room. Welltower Reports Second Quarter 2026 Results
• Positive Sentiment: Welltower raised its fiscal 2026 EPS guidance to $6.36–$6.44, above the $6.32 consensus estimate. The company also announced a dividend increase, adding to the appeal for income-oriented investors. Welltower Trades Up After Q2 Earnings Beat
• Positive Sentiment: Management reported $15.5 billion of pro rata gross investments closed or under contract year to date, signaling aggressive expansion and confidence in demand for senior housing and wellness properties. Welltower Issues Business Update
• Neutral Sentiment: Reported GAAP earnings of $0.61 per diluted share missed the $0.64 consensus, although the FFO measure most closely followed for REIT valuation exceeded expectations. Stocks Making the Biggest Moves After Hours
• Negative Sentiment: Valuation remains a risk. At roughly 123 times earnings and near its 52-week high, critics argue WELL already prices in substantial future growth, leaving the stock vulnerable to multiple compression if operating growth slows or interest rates remain elevated. Welltower Valuation Analysis

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.