Cibc World Market Inc. Increases Stock Holdings in Welltower Inc. $WELL

Cibc World Market Inc. lifted its stake in shares of Welltower Inc. (NYSE:WELL) by 10.6% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 281,761 shares of the real estate investment trust’s stock after buying an additional 27,082 shares during the quarter. Cibc World Market Inc.’s holdings in Welltower were worth $50,193,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. MMA Asset Management LLC acquired a new position in Welltower during the third quarter worth approximately $35,000. Global Wealth Strategies & Associates acquired a new position in Welltower in the third quarter valued at $36,000. Newbridge Financial Services Group Inc. raised its holdings in shares of Welltower by 39.5% in the second quarter. Newbridge Financial Services Group Inc. now owns 307 shares of the real estate investment trust’s stock valued at $47,000 after buying an additional 87 shares during the last quarter. Copia Wealth Management purchased a new position in shares of Welltower during the second quarter worth about $51,000. Finally, Collier Financial acquired a new position in Welltower in the 3rd quarter valued at about $54,000. 94.80% of the stock is currently owned by institutional investors and hedge funds.

More 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 Stock Up 3.6%

WELL opened at $208.03 on Thursday. The firm has a market cap of $142.77 billion, a P/E ratio of 148.59, a PEG ratio of 1.39 and a beta of 0.85. The business’s fifty day simple moving average is $189.28 and its 200 day simple moving average is $180.96. Welltower Inc. has a 52 week low of $130.29 and a 52 week high of $212.62. The company has a quick ratio of 5.47, a current ratio of 5.47 and a debt-to-equity ratio of 0.43.

Welltower (NYSE:WELL) last released its earnings results on Tuesday, February 10th. The real estate investment trust reported $1.45 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.44 by $0.01. The company had revenue of $3.18 billion for 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 firm’s quarterly revenue was up 41.3% on a year-over-year basis. During the same period in the prior year, the firm earned $1.13 EPS. Welltower has set its FY 2026 guidance at 6.090-6.25 EPS. As a group, equities research analysts anticipate that Welltower Inc. will post 4.88 EPS for the current fiscal year.

Welltower Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Wednesday, February 25th will be paid a $0.74 dividend. This represents a $2.96 annualized dividend and a yield of 1.4%. The ex-dividend date is Wednesday, February 25th. Welltower’s dividend payout ratio is presently 211.43%.

Analyst Ratings Changes

WELL has been the topic of several recent research reports. JPMorgan Chase & Co. reissued a “neutral” rating and issued a $205.00 price objective on shares of Welltower in a research note on Thursday, December 18th. Cantor Fitzgerald reissued an “overweight” rating and set a $204.00 price target on shares of Welltower in a report on Monday, January 5th. Loop Capital set a $196.00 price objective on shares of Welltower in a research report on Wednesday, October 29th. Morgan Stanley boosted their target price on Welltower from $170.00 to $200.00 and gave the stock an “overweight” rating in a research report on Thursday, November 20th. Finally, National Bank Financial set a $246.00 target price on Welltower in a research note on Friday, October 17th. One research 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, the company has a consensus rating of “Moderate Buy” and a consensus target price of $204.80.

Welltower 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.