BNP Paribas Financial Markets Has $141.44 Million Stock Holdings in Welltower Inc. $WELL

Key Points

• BNP Paribas Financial Markets boosted its stake in Welltower by 49.4% in Q3 to 793,961 shares, now owning about $141.44 million of the REIT; overall institutional and hedge fund ownership stands at 94.8%.
• Welltower slightly beat quarterly EPS estimates ($1.45 vs. $1.44) and reported revenue of $3.18 billion, up 41.3% year-over-year, with FY2026 guidance of 6.09–6.25 EPS and a consensus analyst rating of “Moderate Buy” (average target $224.71).
• The company pays a quarterly dividend of $0.74 (annualized $2.96, yield 1.4%), but its payout ratio is high at 211.43%, signaling potential sustainability concerns.

BNP Paribas Financial Markets lifted its holdings in shares of Welltower Inc. (NYSE:WELL - Free Report) by 49.4% in the third quarter, according to its most recent filing with the SEC. The firm owned 793,961 shares of the real estate investment trust's stock after acquiring an additional 262,383 shares during the period. BNP Paribas Financial Markets owned approximately 0.12% of Welltower worth $141,436,000 as of its most recent filing with the SEC.

Several other institutional investors have also made changes to their positions in WELL. Hager Investment Management Services LLC raised its position in Welltower by 84.4% in the third quarter. Hager Investment Management Services LLC now owns 142 shares of the real estate investment trust's stock worth $25,000 after purchasing an additional 65 shares in the last quarter. MMA Asset Management LLC acquired a new stake in Welltower during the third quarter valued at approximately $35,000. Global Wealth Strategies & Associates acquired a new stake in Welltower during the third quarter valued at approximately $36,000. Newbridge Financial Services Group Inc. grew its stake in shares of Welltower by 39.5% in the 2nd quarter. Newbridge Financial Services Group Inc. now owns 307 shares of the real estate investment trust's stock valued at $47,000 after purchasing an additional 87 shares during the period. Finally, Y.D. More Investments Ltd grew its stake in shares of Welltower by 585.7% in the 3rd quarter. Y.D. More Investments Ltd now owns 288 shares of the real estate investment trust's stock valued at $51,000 after purchasing an additional 246 shares during the period. 94.80% of the stock is currently owned by institutional investors and hedge funds.

Welltower Stock Down 1.2%

Shares of WELL opened at $205.24 on Thursday. The company has a market capitalization of $143.20 billion, a P/E ratio of 146.60, a PEG ratio of 1.42 and a beta of 0.82. Welltower Inc. has a one year low of $130.29 and a one year high of $216.43. The business's 50 day simple moving average is $196.42 and its 200-day simple moving average is $186.94. The company has a debt-to-equity ratio of 0.45, a current ratio of 3.46 and a quick ratio of 3.46.

Welltower (NYSE:WELL - Get Free Report) last released its quarterly earnings results on Tuesday, February 10th. The real estate investment trust reported $1.45 earnings per share for the quarter, beating analysts' consensus estimates of $1.44 by $0.01. Welltower had a return on equity of 2.46% and a net margin of 8.64%.The firm had revenue of $3.18 billion during the quarter, compared to analysts' expectations of $2.93 billion. During the same period last year, the firm posted $1.13 EPS. The business's revenue was up 41.3% on a year-over-year basis. Welltower has set its FY 2026 guidance at 6.090-6.25 EPS. As a group, sell-side analysts predict that Welltower Inc. will post 4.88 EPS for the current fiscal year.

Welltower Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Investors of record on Wednesday, February 25th were issued 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, February 25th. Welltower's payout ratio is currently 211.43%.

Analysts Set New Price Targets

Several equities analysts recently commented on WELL shares. Wells Fargo & Company raised their target price on Welltower from $200.00 to $218.00 and gave the stock an "overweight" rating in a research report on Tuesday, November 25th. Scotiabank increased their price objective on Welltower from $214.00 to $236.00 and gave the stock a "sector outperform" rating in a research note on Monday, March 2nd. JPMorgan Chase & Co. reiterated a "neutral" rating and set a $205.00 price objective on shares of Welltower in a research note on Thursday, December 18th. Cantor Fitzgerald boosted their target price on shares of Welltower from $204.00 to $230.00 and gave the company an "overweight" rating in a research note on Thursday, February 12th. Finally, Royal Bank Of Canada upped 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. One investment analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average price target of $224.71.

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.

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