Advisors Asset Management Inc. Reduces Stock Holdings in Welltower Inc. $WELL

Advisors Asset Management Inc. reduced its stake in shares of Welltower Inc. (NYSE:WELL) by 8.2% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 58,292 shares of the real estate investment trust’s stock after selling 5,202 shares during the quarter. Advisors Asset Management Inc.’s holdings in Welltower were worth $10,384,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of the business. Frank Rimerman Advisors LLC boosted its holdings in shares of Welltower by 0.6% during 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 purchasing an additional 55 shares during the last quarter. Sachetta LLC boosted its position in shares of Welltower by 14.9% during the 3rd quarter. Sachetta LLC now owns 448 shares of the real estate investment trust’s stock worth $80,000 after purchasing an additional 58 shares during the period. PDS Planning Inc raised its holdings in shares of Welltower by 1.4% in the 3rd quarter. PDS Planning Inc now owns 4,326 shares of the real estate investment trust’s stock valued at $771,000 after buying an additional 59 shares during the period. Modera Wealth Management LLC lifted its position in shares of Welltower by 3.4% during 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 in the last quarter. Finally, Fidelis Capital Partners LLC boosted its position in Welltower by 1.3% in 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 buying an additional 61 shares during the period. 94.80% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several research firms have commented on WELL. Morgan Stanley boosted their price target on shares of Welltower from $170.00 to $200.00 and gave the stock an “overweight” rating in a report on Thursday, November 20th. Weiss Ratings restated a “buy (b-)” rating on shares of Welltower in a research note on Monday, December 29th. 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. Wall Street Zen raised Welltower from a “sell” rating to a “hold” rating in a research note on Friday, January 23rd. Finally, Loop Capital set a $196.00 price target on shares of Welltower in a report on Wednesday, October 29th. One research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $204.80.

Key Welltower News

Here are the key news stories impacting Welltower this week:

• Positive Sentiment: Company raised FY‑2026 FFO guidance to $6.09–$6.25 (well above consensus), citing stronger senior‑housing demand — a major catalyst for investor optimism. Welltower outlines 2026 FFO per share guidance
• Positive Sentiment: Q4 results showed FFO of $1.45 (beat) and revenue of $3.18B (beat); same‑store NOI growth of 15% and 20.4% SSNOI growth in the Seniors Housing Operating portfolio point to improving operations and margin expansion. Welltower Reports Fourth Quarter 2025 Results
• Positive Sentiment: Management disclosed heavy capital deployment: roughly $5.7B in new acquisitions and ~$13.9B of pro rata investments closed in Q4, while also executing $7.5B of dispositions — signaling active portfolio reshaping and growth. Welltower Surges Amid Strong Healthcare REIT Performance
• Positive Sentiment: Board announced a quarterly dividend of $0.74/share (record Feb 25, payable Mar 10), which supports income investor interest. (Company release)
• Neutral Sentiment: Welltower posted a formal business update and released the full Q4 earnings call/slides — useful for digging into guidance assumptions, SHOP strategy, and capital plan. Welltower Issues Business Update
• Neutral Sentiment: Full earnings‑call transcripts are available for deeper read on execution, leasing/occupancy trends and SHOP outlook. Welltower Q4 2025 Earnings Call Transcript
• Negative Sentiment: Management is increasing exposure to SHOP but the CEO warned execution “is harder than it looks,” highlighting operational risk as WELL scales operating assets. Welltower Increases Exposure to SHOP, CEO Warns
• Negative Sentiment: Welltower plans to divest ~$1.3B of Integra‑related nursing‑home assets (about $800M sold in 4Q), a near‑term shrinkage of that exposure that could reflect portfolio repricing or operational reprioritization. Welltower to Divest Integra‑Related Nursing Home Assets
• Negative Sentiment: Media reported an investigation into a UK care‑home deal tied to a US buyer (coverage of a £6B takeover), which could pose regulatory or reputational risk for transactions in that market. Investigation into UK care‑home deal

Welltower Price Performance

Welltower stock opened at $208.03 on Thursday. The business’s 50 day simple moving average is $189.28 and its 200 day simple moving average is $180.96. Welltower Inc. has a 12 month low of $130.29 and a 12 month high of $212.62. The company has a market cap of $142.77 billion, a price-to-earnings ratio of 148.59, a PEG ratio of 1.39 and a beta of 0.85. The company has a current ratio of 5.47, a quick ratio of 5.47 and a debt-to-equity ratio of 0.43.

Welltower (NYSE:WELL) last issued its earnings results on Tuesday, February 10th. The real estate investment trust reported $1.45 earnings per share for the quarter, topping analysts’ consensus estimates of $1.44 by $0.01. The firm 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 2.56%. The company’s quarterly revenue was up 41.3% on a year-over-year basis. During the same quarter last year, the business earned $1.13 earnings per share. Welltower has set its FY 2026 guidance at 6.090-6.25 EPS. Sell-side analysts forecast that Welltower Inc. will post 4.88 EPS for the current year.

Welltower Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Wednesday, February 25th will be given 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 is Wednesday, February 25th. Welltower’s payout ratio is 211.43%.

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.