Pictet Asset Management Holding SA Buys 57,747 Shares of Welltower Inc. $WELL

Key Points

• Pictet Asset Management increased its Welltower stake by 7.3%, buying 57,747 shares in Q4 to hold 850,826 shares worth about $157.93 million (≈0.12% of the company).
• Institutional investors own 94.80% of Welltower, with large holders such as Vanguard, Capital International and State Street all adding shares in recent quarters.
• Analysts have a consensus rating of "Moderate Buy" with a consensus price target of $225.43; recent quarterly results slightly beat EPS expectations and management set FY2026 guidance of 6.09–6.25 EPS.

Pictet Asset Management Holding SA increased its stake in shares of Welltower Inc. (NYSE:WELL - Free Report) by 7.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 850,826 shares of the real estate investment trust's stock after buying an additional 57,747 shares during the quarter. Pictet Asset Management Holding SA owned 0.12% of Welltower worth $157,931,000 at the end of the most recent quarter.

Several other institutional investors have also bought and sold shares of the stock. Vanguard Group Inc. grew its holdings in Welltower by 2.9% during the fourth quarter. Vanguard Group Inc. now owns 92,421,471 shares of the real estate investment trust's stock worth $17,154,349,000 after buying an additional 2,643,088 shares in the last quarter. Capital International Investors grew its stake in Welltower by 4.1% in 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 purchasing an additional 1,842,934 shares during the period. State Street Corp grew its stake in Welltower by 4.1% in 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 purchasing an additional 1,637,665 shares during the period. Bank of America Corp DE grew its stake in Welltower by 1.9% in the 3rd quarter. Bank of America Corp DE now owns 19,378,590 shares of the real estate investment trust's stock valued at $3,452,102,000 after purchasing an additional 367,463 shares during the period. Finally, Northern Trust Corp grew its stake in Welltower by 3.2% in the 3rd quarter. Northern Trust Corp now owns 9,106,068 shares of the real estate investment trust's stock valued at $1,622,155,000 after purchasing an additional 282,881 shares during the period. Institutional investors own 94.80% of the company's stock.

Analyst Ratings Changes

A number of research analysts have issued reports on the company. Citigroup upped their price objective on Welltower from $215.00 to $245.00 and gave the company a "buy" rating in a research note on Wednesday, February 18th. Weiss Ratings downgraded Welltower from a "buy (b-)" rating to a "hold (c)" rating in a research note on Tuesday, February 17th. Mizuho upped their price objective on Welltower from $216.00 to $231.00 and gave the company an "outperform" rating in a research note on Wednesday, March 4th. Morgan Stanley upped their price target on Welltower from $200.00 to $215.00 and gave the company an "overweight" rating in a research report on Wednesday, February 18th. Finally, UBS Group set a $240.00 price target on Welltower in a research report on Thursday, February 12th. One equities research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus price target of $225.43.

Welltower Stock Up 0.7%

Shares of NYSE WELL opened at $210.26 on Tuesday. Welltower Inc. has a one year low of $142.65 and a one year high of $216.43. The company has a debt-to-equity ratio of 0.45, a current ratio of 3.46 and a quick ratio of 3.46. The business's fifty day moving average price is $205.60 and its 200-day moving average price is $195.07. The stock has a market capitalization of $148.14 billion, a PE ratio of 150.19, a P/E/G ratio of 1.43 and a beta of 0.83.

Welltower (NYSE:WELL - Get Free Report) last issued its quarterly earnings results on Tuesday, February 10th. The real estate investment trust reported $1.45 EPS 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 for the quarter, compared to analysts' expectations of $2.93 billion. During the same quarter in the prior year, the firm earned $1.13 EPS. The business'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, equities research analysts anticipate that Welltower Inc. will post 6.24 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 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 dividend payout ratio is currently 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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