New York State Teachers Retirement System Purchases 8,964 Shares of Welltower Inc. $WELL

New York State Teachers Retirement System increased its holdings in shares of Welltower Inc. (NYSE:WELL) by 1.9% in the 4th quarter, HoldingsChannel.com reports. The firm owned 475,523 shares of the real estate investment trust’s stock after acquiring an additional 8,964 shares during the period. New York State Teachers Retirement System’s holdings in Welltower were worth $88,262,000 at the end of the most recent reporting period.

Other institutional investors also recently bought and sold shares of the company. Vanguard Group Inc. grew its position in shares of Welltower by 2.9% during the fourth quarter. Vanguard Group Inc. now owns 92,421,471 shares of the real estate investment trust’s stock valued at $17,154,349,000 after purchasing an additional 2,643,088 shares in the last quarter. Capital International Investors increased its stake in Welltower by 4.1% during the third quarter. Capital International Investors now owns 46,516,255 shares of the real estate investment trust’s stock worth $8,285,296,000 after acquiring an additional 1,842,934 shares during the last quarter. State Street Corp raised its position in Welltower by 4.1% during the third quarter. State Street Corp now owns 41,253,954 shares of the real estate investment trust’s stock valued at $7,348,979,000 after purchasing an additional 1,637,665 shares during the period. Bank of America Corp DE lifted its stake in shares of Welltower by 1.9% in the 3rd quarter. Bank of America Corp DE now owns 19,378,590 shares of the real estate investment trust’s stock valued at $3,452,102,000 after purchasing an additional 367,463 shares during the last quarter. Finally, Northern Trust Corp boosted its holdings in shares of Welltower by 3.2% in the 3rd quarter. Northern Trust Corp now owns 9,106,068 shares of the real estate investment trust’s stock worth $1,622,155,000 after purchasing an additional 282,881 shares during the period. 94.80% of the stock is owned by hedge funds and other institutional investors.

Welltower Stock Performance

Shares of Welltower stock opened at $217.82 on Friday. The company has a market capitalization of $153.46 billion, a PE ratio of 107.83, a P/E/G ratio of 1.10 and a beta of 0.83. The company has a 50-day simple moving average of $205.83 and a two-hundred day simple moving average of $195.68. Welltower Inc. has a one year low of $142.65 and a one year high of $219.59. The company has a debt-to-equity ratio of 0.40, a quick ratio of 3.46 and a current ratio of 4.31.

Welltower (NYSE:WELL) last issued its quarterly earnings data on Tuesday, April 28th. The real estate investment trust reported $1.02 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.68 by $0.34. The firm had revenue of $3.35 billion for the quarter, compared to the consensus estimate of $3.12 billion. Welltower had a net margin of 11.96% and a return on equity of 3.45%. The company’s quarterly revenue was up 38.3% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.20 EPS. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. Research analysts expect that Welltower Inc. will post 6.29 EPS for the current fiscal year.

Welltower Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, May 21st. Stockholders of record on Wednesday, May 13th will be given a $0.74 dividend. The ex-dividend date of this dividend is Wednesday, May 13th. This represents a $2.96 dividend on an annualized basis and a dividend yield of 1.4%. Welltower’s dividend payout ratio (DPR) is presently 211.43%.

Welltower News Summary

Here are the key news stories impacting Welltower this week:

• Positive Sentiment: Q1 operating results and FFO beat expectations: senior-housing NOI surged, occupancy trends improved and operating leverage boosted results, prompting an upward revision to 2026 outlook. Welltower’s Q1 FFO Beat Estimates on Strong SHO NOI Growth
• Positive Sentiment: Company set 2026 normalized FFO guidance of $6.21–$6.35 and said it will accelerate a ~$10.5B investment pace — a growth signal that supports higher future cash flow expectations. Welltower outlines 2026 normalized FFO of $6.21-$6.35 while accelerating $10.5B investment pace
• Positive Sentiment: Management describes senior-housing net operating income as “historic” and says the development/purchase pipeline remains robust; management is also leaning into SHOP growth and data science to capture demand tailwinds. Welltower sees historic senior housing net operating income; pipeline remains ‘robust’
• Neutral Sentiment: Board declared a quarterly dividend of $0.74 per share (annualized yield ~1.4%); payout is supportive but modest versus total return expectations for growth investors.
• Negative Sentiment: The company filed to register additional shares to enhance capital flexibility — a move investors often view as potential future dilution (though it also increases funding optionality for acquisitions). Welltower Registers Additional Shares to Enhance Capital Flexibility

Analyst Upgrades and Downgrades

Several equities analysts have recently commented on WELL shares. Scotiabank raised their price target on Welltower from $214.00 to $236.00 and gave the company a “sector outperform” rating in a research note on Monday, March 2nd. Royal Bank Of Canada increased their target price on shares of Welltower from $207.00 to $230.00 and gave the stock an “outperform” rating in a report on Tuesday, February 24th. Cantor Fitzgerald raised their target price on shares of Welltower from $204.00 to $230.00 and gave the company an “overweight” rating in a research report on Thursday, February 12th. Morgan Stanley upped their price target on shares of Welltower from $200.00 to $215.00 and gave the stock an “overweight” rating in a research report on Wednesday, February 18th. Finally, Mizuho increased their price objective on shares of Welltower from $216.00 to $231.00 and gave the company an “outperform” rating in a research note on Wednesday, March 4th. One analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat.com, Welltower currently has an average rating of “Moderate Buy” and an average price target of $225.43.

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.