Bamco Inc. NY Decreases Stock Position in Welltower Inc. $WELL

Key Points

• Bamco Inc. NY trimmed its stake in Welltower by 3.4% in Q3, selling 41,512 shares and holding 1,186,934 shares (about 0.17%) valued at roughly $211.4 million, while institutional investors now own about 94.8% of the stock.
• Analysts are growing more positive—multiple firms raised price targets (ranging into the $230–$245 area) and Welltower has a MarketBeat consensus rating of "Moderate Buy" with a consensus target price of $224.71.
• Recent quarterly results beat slightly (EPS $1.45 vs. $1.44 expected) with revenue up 41.3% year-over-year, the company set FY2026 guidance of $6.090–$6.25 EPS, and it pays a $0.74 quarterly dividend (annualized yield ~1.4% with a 211% payout ratio).

Bamco Inc. NY cut its position in Welltower Inc. (NYSE:WELL - Free Report) by 3.4% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,186,934 shares of the real estate investment trust's stock after selling 41,512 shares during the period. Bamco Inc. NY owned 0.17% of Welltower worth $211,440,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also recently made changes to their positions in WELL. Brighton Jones LLC raised its stake in Welltower by 7.1% in the 4th quarter. Brighton Jones LLC now owns 4,185 shares of the real estate investment trust's stock valued at $527,000 after purchasing an additional 279 shares during the last quarter. Empowered Funds LLC boosted its stake in Welltower by 31.7% during the 1st quarter. Empowered Funds LLC now owns 14,790 shares of the real estate investment trust's stock worth $2,266,000 after purchasing an additional 3,564 shares during the last quarter. Sivia Capital Partners LLC boosted its stake in Welltower by 7.1% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,910 shares of the real estate investment trust's stock worth $294,000 after purchasing an additional 127 shares during the last quarter. AE Wealth Management LLC grew its holdings in shares of Welltower by 44.6% during the second quarter. AE Wealth Management LLC now owns 3,013 shares of the real estate investment trust's stock worth $463,000 after buying an additional 930 shares in the last quarter. Finally, ABN Amro Investment Solutions purchased a new stake in shares of Welltower during the second quarter worth $1,588,000. 94.80% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several equities analysts have recently weighed in on WELL shares. Royal Bank Of Canada raised their price target on shares of Welltower from $207.00 to $230.00 and gave the stock an "outperform" rating in a research note on Tuesday, February 24th. UBS Group set a $240.00 price objective on shares of Welltower in a research note on Thursday, February 12th. KeyCorp increased their price objective on shares of Welltower from $210.00 to $240.00 and gave the company an "overweight" rating in a report on Tuesday, February 24th. Citigroup raised their target price on shares of Welltower from $215.00 to $245.00 and gave the stock a "buy" rating in a research note on Wednesday, February 18th. Finally, Mizuho boosted their target price on Welltower from $216.00 to $231.00 and gave the stock an "outperform" rating in a report on Wednesday, March 4th. One equities research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, Welltower has a consensus rating of "Moderate Buy" and a consensus target price of $224.71.

Welltower Trading Up 0.8%

Shares of WELL opened at $207.88 on Friday. The company has a current ratio of 3.46, a quick ratio of 3.46 and a debt-to-equity ratio of 0.45. Welltower Inc. has a 12-month low of $130.29 and a 12-month high of $216.43. The firm has a 50-day moving average price of $197.25 and a 200 day moving average price of $187.52. The firm has a market capitalization of $145.05 billion, a P/E ratio of 148.48, a P/E/G ratio of 1.42 and a beta of 0.82.

Welltower (NYSE:WELL - Get Free Report) last released its quarterly earnings data on Tuesday, February 10th. The real estate investment trust reported $1.45 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.44 by $0.01. The firm had revenue of $3.18 billion during the quarter, compared to analysts' expectations of $2.93 billion. Welltower had a net margin of 8.64% and a return on equity of 2.46%. Welltower's revenue was up 41.3% compared to the same quarter last year. During the same period last year, the business earned $1.13 earnings per share. 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 year.

Welltower Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Stockholders of record on Wednesday, February 25th were given a dividend of $0.74 per share. This represents a $2.96 annualized dividend and a dividend yield of 1.4%. The ex-dividend date of this dividend was Wednesday, February 25th. Welltower's payout ratio is presently 211.43%.

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.

Want to see what other hedge funds are holding WELL? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Welltower Inc. (NYSE:WELL - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.