Border to Coast Pensions Partnership Ltd Sells 25,000 Shares of Welltower Inc. $WELL

Key Points

• Border to Coast sold 25,000 shares of Welltower, trimming its stake by 7.7% to 300,000 shares worth about $55.78 million.
• Institutional ownership is 94.80%, with major investors like Vanguard holding roughly 89.78 million shares (~$15.99 billion) and several other firms materially increasing positions.
• Analysts have a consensus "Moderate Buy" with a $225.43 target after recent upgrades, and Welltower posted a slight EPS beat ($1.45 vs. $1.44) with revenue up 41.3% and FY2026 guidance of 6.09–6.25 EPS; the company pays a $0.74 quarterly dividend (1.4% yield).

Border to Coast Pensions Partnership Ltd cut its holdings in Welltower Inc. (NYSE:WELL - Free Report) by 7.7% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 300,000 shares of the real estate investment trust's stock after selling 25,000 shares during the period. Border to Coast Pensions Partnership Ltd's holdings in Welltower were worth $55,784,000 as of its most recent filing with the SEC.

A number of other institutional investors have also made changes to their positions in WELL. Vanguard Group Inc. increased its stake in shares of Welltower by 4.7% in the third quarter. Vanguard Group Inc. now owns 89,778,383 shares of the real estate investment trust's stock worth $15,993,121,000 after purchasing an additional 3,991,896 shares during the period. Capital World Investors increased its stake in shares of Welltower by 167.2% in the third quarter. Capital World Investors now owns 4,247,262 shares of the real estate investment trust's stock worth $756,607,000 after purchasing an additional 2,657,766 shares during the period. Capital International Investors increased its stake in shares of Welltower by 4.1% in 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 purchasing an additional 1,842,934 shares during the period. State Street Corp increased its stake in shares of Welltower by 4.1% in the third quarter. State Street Corp now owns 41,253,954 shares of the real estate investment trust's stock worth $7,348,979,000 after purchasing an additional 1,637,665 shares during the period. Finally, Alyeska Investment Group L.P. bought a new position in shares of Welltower in the third quarter worth about $98,214,000. 94.80% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

WELL has been the topic of a number of research reports. Royal Bank Of Canada boosted their target price on shares of Welltower from $207.00 to $230.00 and gave the stock an "outperform" rating in a research report on Tuesday, February 24th. JPMorgan Chase & Co. reaffirmed a "neutral" rating and set a $205.00 target price on shares of Welltower in a research report on Thursday, December 18th. UBS Group set a $240.00 target price on shares of Welltower in a research report on Thursday, February 12th. Citigroup boosted their target price on shares of Welltower from $215.00 to $245.00 and gave the stock a "buy" rating in a research report on Wednesday, February 18th. Finally, Wall Street Zen lowered shares of Welltower from a "hold" rating to a "sell" rating in a research report on Saturday, February 14th. One analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, three have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus target price of $225.43.

Welltower Trading Up 0.1%

Shares of WELL opened at $211.26 on Thursday. Welltower Inc. has a 12-month low of $141.55 and a 12-month high of $216.43. The company has a quick ratio of 3.46, a current ratio of 3.46 and a debt-to-equity ratio of 0.45. The firm has a market capitalization of $148.84 billion, a price-to-earnings ratio of 150.90, a P/E/G ratio of 1.44 and a beta of 0.83. The stock's 50-day moving average price is $204.71 and its 200 day moving average price is $193.01.

Welltower (NYSE:WELL - Get Free Report) last issued its quarterly earnings results on Tuesday, February 10th. The real estate investment trust reported $1.45 earnings per share (EPS) for the quarter, beating the consensus estimate 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 for the quarter, compared to analyst estimates of $2.93 billion. During the same period in the previous year, the company posted $1.13 earnings per share. The company'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. As a group, research analysts predict that Welltower Inc. will post 4.88 earnings per share for the current year.

Welltower Announces Dividend

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

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