Caprock Group LLC Takes Position in Welltower Inc. $WELL

Caprock Group LLC purchased a new position in shares of Welltower Inc. (NYSE:WELL) during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 16,948 shares of the real estate investment trust’s stock, valued at approximately $2,852,000.

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. MMA Asset Management LLC acquired a new position in Welltower during the 3rd quarter worth about $35,000. Global Wealth Strategies & Associates acquired a new position in shares of Welltower in the third quarter worth approximately $36,000. Collier Financial acquired a new position in shares of Welltower in the third quarter worth approximately $54,000. Newbridge Financial Services Group Inc. boosted its holdings in 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 acquiring an additional 87 shares during the last quarter. Finally, City Holding Co. acquired a new stake in Welltower during the 3rd quarter valued at approximately $59,000. 94.80% of the stock is currently owned by institutional investors and hedge funds.

Welltower Trading Up 0.2%

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 company has a current ratio of 3.46, a quick ratio of 5.47 and a debt-to-equity ratio of 0.45. The stock has a market capitalization of $142.91 billion, a price-to-earnings ratio of 148.73, a PEG ratio of 1.41 and a beta of 0.85. The firm has a fifty day simple moving average of $189.37 and a two-hundred day simple moving average of $181.14.

Welltower (NYSE:WELL) last issued its earnings results on Tuesday, February 10th. The real estate investment trust reported $1.45 EPS 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 company had revenue of $3.18 billion during the quarter, compared to the consensus estimate of $2.93 billion. During the same period last year, the business posted $1.13 EPS. The firm’s revenue for the quarter was up 41.3% compared to the same quarter last year. Welltower has set its FY 2026 guidance at 6.090-6.25 EPS. Analysts expect that Welltower Inc. will post 4.88 EPS for the current fiscal year.

Welltower Announces Dividend

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

Trending Headlines about Welltower

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

Wall Street Analyst Weigh In

WELL has been the topic of a number of recent analyst reports. Wells Fargo & Company boosted their price target on shares of Welltower from $200.00 to $218.00 and gave the stock an “overweight” rating in a research report on Tuesday, November 25th. KeyCorp reissued an “overweight” rating on shares of Welltower in a research note on Wednesday. Cantor Fitzgerald upped their price target on shares of Welltower from $204.00 to $230.00 and gave the company an “overweight” rating in a research report on Thursday. Loop Capital set a $196.00 price target on Welltower in a report on Wednesday, October 29th. Finally, National Bank Financial set a $246.00 price objective 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 given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, Welltower presently has a consensus rating of “Moderate Buy” and a consensus price target of $207.33.

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.