M&T Bank Corp Acquires 91,034 Shares of Welltower Inc. $WELL

Key Points

• M&T Bank Corp boosted its stake in Welltower by 491.9% in Q4, buying 91,034 shares to hold 109,541 shares valued at about $19.05 million.
• Institutional investors now own 94.80% of WELL, with Vanguard, Capital World, Capital International and State Street materially increasing positions and Alyeska initiating a roughly $98.2 million stake.
• Analysts are broadly positive — the stock has a consensus "Moderate Buy" rating and a $225.43 target after several price-target raises — and Welltower posted a Q4 revenue beat (revenue +41.3% y/y), set FY2026 EPS guidance of 6.09–6.25, and pays a $0.74 quarterly dividend (≈1.4% yield).

M&T Bank Corp raised its holdings in shares of Welltower Inc. (NYSE:WELL - Free Report) by 491.9% in the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 109,541 shares of the real estate investment trust's stock after acquiring an additional 91,034 shares during the period. M&T Bank Corp's holdings in Welltower were worth $19,054,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in WELL. Vanguard Group Inc. raised its position in shares of Welltower by 4.7% during the 3rd quarter. Vanguard Group Inc. now owns 89,778,383 shares of the real estate investment trust's stock valued at $15,993,121,000 after acquiring an additional 3,991,896 shares during the last quarter. Capital World Investors raised its position in shares of Welltower by 167.2% during the 3rd quarter. Capital World Investors now owns 4,247,262 shares of the real estate investment trust's stock valued at $756,607,000 after acquiring an additional 2,657,766 shares during the last quarter. Capital International Investors raised its position in shares of Welltower by 4.1% during the 3rd quarter. Capital International Investors now owns 46,516,255 shares of the real estate investment trust's stock valued at $8,285,296,000 after acquiring an additional 1,842,934 shares during the last quarter. State Street Corp raised its position in shares of Welltower by 4.1% during the 3rd 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 acquiring an additional 1,637,665 shares during the last quarter. Finally, Alyeska Investment Group L.P. bought a new stake in shares of Welltower during the 3rd quarter valued at $98,214,000. Institutional investors own 94.80% of the company's stock.

Analysts Set New Price Targets

A number of brokerages have recently commented on WELL. Morgan Stanley upped their price target on Welltower from $200.00 to $215.00 and gave the company an "overweight" rating in a research note on Wednesday, February 18th. UBS Group set a $240.00 price target on Welltower in a research note on Thursday, February 12th. Scotiabank upped 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. Wells Fargo & Company upped their price target on Welltower from $218.00 to $228.00 and gave the company an "overweight" rating in a research note on Thursday, March 26th. Finally, Cantor Fitzgerald upped their price target on Welltower from $204.00 to $230.00 and gave the company an "overweight" rating in a research note on Thursday, February 12th. One investment analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and three have given a Hold rating to the company's stock. According to data from MarketBeat, the stock has an average rating of "Moderate Buy" and a consensus target price of $225.43.

Welltower Price Performance

WELL opened at $208.37 on Friday. The company has a quick ratio of 3.46, a current ratio of 3.46 and a debt-to-equity ratio of 0.45. Welltower Inc. has a 12 month low of $142.65 and a 12 month high of $216.43. The company has a fifty day simple moving average of $205.63 and a 200 day simple moving average of $194.19. The stock has a market cap of $146.81 billion, a P/E ratio of 148.84, a P/E/G ratio of 1.37 and a beta of 0.83.

Welltower (NYSE:WELL - Get Free Report) last posted its earnings results on Tuesday, February 10th. The real estate investment trust reported $1.45 earnings per share (EPS) for the quarter, topping 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 business had revenue of $3.18 billion during the quarter, compared to analysts' expectations of $2.93 billion. During the same period in the prior year, the business earned $1.13 EPS. Welltower's revenue for the quarter was up 41.3% compared to the same quarter last year. Welltower has set its FY 2026 guidance at 6.090-6.25 EPS. On average, research analysts expect that Welltower Inc. will post 6.24 EPS for the current year.

Welltower Announces Dividend

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

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.

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