Varma Mutual Pension Insurance Co Buys 10,800 Shares of Welltower Inc. $WELL

Varma Mutual Pension Insurance Co boosted its stake in Welltower Inc. (NYSE:WELL) by 8.6% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 136,776 shares of the real estate investment trust’s stock after purchasing an additional 10,800 shares during the quarter. Varma Mutual Pension Insurance Co’s holdings in Welltower were worth $24,365,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also added to or reduced their stakes in WELL. State Street Corp lifted its holdings in shares of Welltower by 4.6% in the second quarter. State Street Corp now owns 39,616,289 shares of the real estate investment trust’s stock worth $6,090,212,000 after buying an additional 1,740,196 shares in the last quarter. Norges Bank bought a new stake in Welltower during the 2nd quarter worth approximately $4,903,554,000. Geode Capital Management LLC lifted its stake in Welltower by 5.1% in the 2nd quarter. Geode Capital Management LLC now owns 15,012,454 shares of the real estate investment trust’s stock worth $2,303,484,000 after purchasing an additional 723,887 shares in the last quarter. JPMorgan Chase & Co. lifted its stake in Welltower by 1.9% in the 2nd quarter. JPMorgan Chase & Co. now owns 7,898,391 shares of the real estate investment trust’s stock worth $1,214,232,000 after purchasing an additional 149,724 shares in the last quarter. Finally, Charles Schwab Investment Management Inc. boosted its holdings in Welltower by 5.4% in the 2nd quarter. Charles Schwab Investment Management Inc. now owns 7,329,291 shares of the real estate investment trust’s stock valued at $1,126,732,000 after purchasing an additional 372,697 shares during the period. Hedge funds and other institutional investors own 94.80% of the company’s stock.

Key Welltower News

Here are the key news stories impacting Welltower this week:

• Positive Sentiment: Management issued FY‑2026 FFO/earnings guidance of $6.09–$6.25 per share, well above prior consensus, implying meaningful upside to estimates and supporting valuation expectations. Welltower expects annual FFO above estimates on stronger senior-housing demand
• Positive Sentiment: Q4 operating results showed normalized FFO of $1.45 (beat) and revenue of $3.18B (beat), with same‑store NOI up ~15% driven by a 20% lift in the Seniors Housing Operating portfolio — evidence of improving operations and pricing power. Welltower Reports Fourth Quarter 2025 Results
• Positive Sentiment: Company disclosed heavy capital activity: ~$5.7B of new deals to start 2026, $13.9B of pro rata investments closed in Q4 and $7.5B of dispositions/loan payoffs — signaling active capital recycling into higher‑return senior housing. Welltower starts 2026 with $5.7B in deals, sharpened focus on senior living
• Positive Sentiment: Welltower is divesting nursing‑home (Integra‑related) assets — announcing ~$1.3B to be sold (with ~$800M closed in 4Q) — consistent with repositioning toward higher‑growth SHOP assets and de‑risking the portfolio. ‘Rip the Band-Aid’: Welltower to Divest $1.3B of Integra-Related Nursing Home Assets, $800M Sold in 4Q
• Neutral Sentiment: The board declared a quarterly dividend of $0.74 (annualized yield ~1.4%); stable but modest yield versus peers — relevant for income investors but unlikely to materially change valuation.
• Negative Sentiment: Management flagged execution risk on SHOP expansion — CEO warned the operating business is “harder than it looks,” highlighting operational challenges as Welltower increases SHOP exposure. Welltower Increases Exposure to SHOP, CEO Warns It’s Harder Than It Looks
• Negative Sentiment: Some headlines noted GAAP/profit metrics were weaker (higher expenses and lower reported net income), which investors should monitor if margin pressure persists. Welltower Posts Lower 4Q Profit, Higher Expenses

Welltower Price Performance

Shares of Welltower stock opened at $208.03 on Thursday. The firm has a market capitalization of $142.77 billion, a PE ratio of 148.59, a price-to-earnings-growth 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 Inc. has a 12 month low of $130.29 and a 12 month high of $212.62. The business’s 50-day moving average price is $189.28 and its 200-day moving average price is $180.96.

Welltower (NYSE:WELL) last released 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. Welltower had a return on equity of 2.56% 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 quarter in the previous year, the company posted $1.13 EPS. Welltower’s quarterly revenue was up 41.3% compared to the same quarter last year. 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 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 issued a dividend of $0.74 per share. The ex-dividend date of this dividend is Wednesday, February 25th. This represents a $2.96 annualized dividend and a dividend yield of 1.4%. Welltower’s dividend payout ratio (DPR) is currently 211.43%.

Wall Street Analyst Weigh In

Several research firms have recently weighed in on WELL. JPMorgan Chase & Co. reaffirmed a “neutral” rating and issued a $205.00 price target on shares of Welltower in a report on Thursday, December 18th. Cantor Fitzgerald restated an “overweight” rating and issued a $204.00 target price on shares of Welltower in a research note on Monday, January 5th. KeyCorp reiterated an “overweight” rating on shares of Welltower in a research report on Wednesday. UBS Group reissued a “buy” rating on shares of Welltower in a report on Wednesday. Finally, Scotiabank upped their price objective on shares of Welltower from $182.00 to $214.00 and gave the stock a “sector outperform” rating in a research report on Thursday, November 13th. One analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, two have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, Welltower presently has an average rating of “Moderate Buy” and an average price target of $204.80.

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.