Capital International Ltd. CA Invests $3.51 Million in Welltower Inc. $WELL

Posted by Francis Steltz on Jun 8th, 2026

Capital International Ltd. CA purchased a new stake in shares of Welltower Inc. (NYSE:WELL – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 18,909 shares of the real estate investment trust’s stock, valued at approximately $3,510,000.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Hager Investment Management Services LLC boosted its stake in Welltower by 84.4% during the third quarter. Hager Investment Management Services LLC now owns 142 shares of the real estate investment trust’s stock valued at $25,000 after buying an additional 65 shares during the last quarter. Marquette Asset Management LLC boosted its stake in Welltower by 62.8% during the fourth quarter. Marquette Asset Management LLC now owns 153 shares of the real estate investment trust’s stock valued at $28,000 after buying an additional 59 shares during the last quarter. Financial Consulate Inc. bought a new position in Welltower during the fourth quarter valued at approximately $34,000. Quarry LP bought a new position in Welltower during the third quarter valued at approximately $33,000. Finally, MMA Asset Management LLC bought a new position in Welltower during the third quarter valued at approximately $35,000. 94.80% of the stock is owned by institutional investors.

Welltower Stock Performance

Shares of NYSE:WELL opened at $207.48 on Monday. Welltower Inc. has a 52 week low of $148.60 and a 52 week high of $221.68. The stock has a market capitalization of $146.46 billion, a P/E ratio of 102.71, a PEG ratio of 1.07 and a beta of 0.79. The firm has a fifty day simple moving average of $208.77 and a two-hundred day simple moving average of $200.95. The company has a quick ratio of 4.31, a current ratio of 4.31 and a debt-to-equity ratio of 0.40.

Welltower (NYSE:WELL – Get Free Report) last issued its quarterly earnings data on Tuesday, April 28th. The real estate investment trust reported $1.02 EPS for the quarter, topping analysts’ consensus estimates of $0.68 by $0.34. Welltower had a net margin of 11.96% and a return on equity of 3.45%. The business had revenue of $3.35 billion during the quarter, compared to analysts’ expectations of $3.12 billion. During the same period last year, the company posted $1.20 EPS. The business’s revenue was up 38.3% on a year-over-year basis. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. On average, analysts expect that Welltower Inc. will post 6.32 earnings per share for the current fiscal year.

Welltower Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, May 21st. Shareholders of record on Wednesday, May 13th were paid a $0.74 dividend. This represents a $2.96 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date of this dividend was Wednesday, May 13th. Welltower’s dividend payout ratio (DPR) is presently 146.53%.

Analysts Set New Price Targets

A number of equities analysts recently commented on the company. Mizuho set a $239.00 price target on Welltower in a research note on Friday, May 22nd. Cantor Fitzgerald lifted their price objective on shares of Welltower from $204.00 to $230.00 and gave the stock an “overweight” rating in a research note on Thursday, February 12th. Wall Street Zen raised shares of Welltower from a “sell” rating to a “hold” rating in a research note on Saturday, May 2nd. UBS Group lifted their price objective on shares of Welltower from $240.00 to $249.00 and gave the stock a “buy” rating in a research note on Monday, May 4th. Finally, BMO Capital Markets reissued an “outperform” rating and issued a $245.00 price objective on shares of Welltower in a research note on Monday, May 4th. One analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $231.60.

Check Out Our Latest Report on WELL

Welltower Company Profile

(Free Report)

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.