Capital International Inc. CA Has $121.87 Million Stock Position in Welltower Inc. $WELL

Key Points

• Capital International Inc. CA increased its stake in Welltower by 29.5% to 684,101 shares, valued at about $121.87 million, making WELL roughly 1.0% of the fund and its 25th-largest position.
• Analyst sentiment is broadly positive with a consensus rating of "Moderate Buy" and a consensus price target of $224.71, after multiple firms raised targets into the low $230s and the high $200s.
• Welltower slightly beat quarterly EPS estimates and reported revenue up 41.3% year-over-year, issued FY2026 guidance of 6.09–6.25 EPS, and declared a quarterly dividend of $0.74 (≈1.4% yield) despite a high payout ratio (~211%).

Capital International Inc. CA grew its stake in Welltower Inc. (NYSE:WELL - Free Report) by 29.5% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 684,101 shares of the real estate investment trust's stock after acquiring an additional 156,007 shares during the period. Welltower accounts for about 1.0% of Capital International Inc. CA's investment portfolio, making the stock its 25th biggest position. Capital International Inc. CA owned approximately 0.10% of Welltower worth $121,866,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors also recently modified their holdings of WELL. Brighton Jones LLC lifted its holdings in Welltower by 7.1% during the 4th quarter. Brighton Jones LLC now owns 4,185 shares of the real estate investment trust's stock worth $527,000 after buying an additional 279 shares in the last quarter. Empowered Funds LLC raised its position in shares of Welltower by 31.7% during the first quarter. Empowered Funds LLC now owns 14,790 shares of the real estate investment trust's stock worth $2,266,000 after acquiring an additional 3,564 shares during the last quarter. Sivia Capital Partners LLC lifted its stake in shares of Welltower by 7.1% during the second quarter. Sivia Capital Partners LLC now owns 1,910 shares of the real estate investment trust's stock valued at $294,000 after acquiring an additional 127 shares during the period. Savant Capital LLC lifted its stake in shares of Welltower by 8.2% during the second quarter. Savant Capital LLC now owns 10,609 shares of the real estate investment trust's stock valued at $1,631,000 after acquiring an additional 802 shares during the period. Finally, AE Wealth Management LLC boosted its holdings in Welltower by 44.6% in the second quarter. AE Wealth Management LLC now owns 3,013 shares of the real estate investment trust's stock valued at $463,000 after acquiring an additional 930 shares during the last quarter. 94.80% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

WELL has been the topic of a number of research reports. Cantor Fitzgerald upped 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. Mizuho lifted their price objective on shares of Welltower from $216.00 to $231.00 and gave the stock an "outperform" rating in a research note on Wednesday, March 4th. JPMorgan Chase & Co. reaffirmed a "neutral" rating and issued a $205.00 target price on shares of Welltower in a research note on Thursday, December 18th. Wells Fargo & Company lifted their price target on shares of Welltower from $200.00 to $218.00 and gave the stock an "overweight" rating in a research report on Tuesday, November 25th. Finally, Royal Bank Of Canada raised their price objective on Welltower from $207.00 to $230.00 and gave the stock an "outperform" rating in a research note on Tuesday, February 24th. One investment analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $224.71.

Welltower Stock Up 1.6%

Shares of WELL stock opened at $207.61 on Tuesday. Welltower Inc. has a 12-month low of $130.29 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 fifty day moving average of $195.63 and a 200-day moving average of $186.50. The company has a market capitalization of $144.86 billion, a price-to-earnings ratio of 148.29, a P/E/G ratio of 1.39 and a beta of 0.82.

Welltower (NYSE:WELL - Get Free Report) last posted its quarterly earnings data on Tuesday, February 10th. The real estate investment trust reported $1.45 EPS for the quarter, beating the consensus estimate of $1.44 by $0.01. The business had revenue of $3.18 billion for 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%. The firm's revenue was up 41.3% compared to the same quarter last year. During the same period in the previous year, the firm posted $1.13 EPS. Welltower has set its FY 2026 guidance at 6.090-6.25 EPS. As a group, equities research analysts predict that Welltower Inc. will post 4.88 earnings per share for the current fiscal year.

Welltower Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Wednesday, February 25th will be 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 is Wednesday, February 25th. Welltower's dividend payout ratio is currently 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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