Welltower Inc. $WELL Stock Position Increased by American National Bank & Trust

Key Points

• American National Bank & Trust increased its stake in Welltower by 275.7% in Q4 to 7,071 shares (about $1.31M), contributing to heavy institutional ownership of the stock (94.8%).
• Analysts have been raising targets and ratings—several firms upgraded to overweight/outperform and the consensus is a Moderate Buy with an average price target of $225.43 (individual targets range up to $240).
• Welltower slightly beat EPS expectations and reported revenue up 41.3% YoY, set FY2026 guidance of $6.09–$6.25 EPS, and currently trades near $202 with a high P/E (~144) while paying a $0.74 quarterly dividend (1.5% yield, DPR ~211%).

American National Bank & Trust boosted its position in shares of Welltower Inc. (NYSE:WELL - Free Report) by 275.7% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 7,071 shares of the real estate investment trust's stock after buying an additional 5,189 shares during the quarter. American National Bank & Trust's holdings in Welltower were worth $1,312,000 at the end of the most recent quarter.

Other hedge funds have also recently bought and sold shares of the company. Thurston Springer Miller Herd & Titak Inc. lifted its stake in Welltower by 2,929.4% during the fourth quarter. Thurston Springer Miller Herd & Titak Inc. now owns 1,030 shares of the real estate investment trust's stock valued at $191,000 after purchasing an additional 996 shares during the last quarter. SteelPeak Wealth LLC boosted its stake in Welltower by 21.8% in the 4th quarter. SteelPeak Wealth LLC now owns 21,115 shares of the real estate investment trust's stock worth $3,919,000 after purchasing an additional 3,785 shares during the period. Harbor Capital Advisors Inc. lifted its holdings in shares of Welltower by 379.1% in the fourth quarter. Harbor Capital Advisors Inc. now owns 757 shares of the real estate investment trust's stock valued at $141,000 after purchasing an additional 599 shares in the last quarter. Park Edge Advisors LLC acquired a new stake in shares of Welltower in the fourth quarter worth $974,000. Finally, Perigon Wealth Management LLC grew its holdings in shares of Welltower by 7.3% during the fourth quarter. Perigon Wealth Management LLC now owns 6,601 shares of the real estate investment trust's stock valued at $1,225,000 after buying an additional 450 shares in the last quarter. 94.80% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of research analysts recently commented on WELL shares. Cantor Fitzgerald boosted their price objective 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 raised their price target on Welltower from $216.00 to $231.00 and gave the stock an "outperform" rating in a research note on Wednesday, March 4th. Morgan Stanley boosted their target price on shares of Welltower from $200.00 to $215.00 and gave the stock an "overweight" rating in a research report on Wednesday, February 18th. UBS Group set a $240.00 price target on Welltower in a research note on Thursday, February 12th. Finally, Royal Bank Of Canada increased their price target on Welltower from $207.00 to $230.00 and gave the company an "outperform" rating in a report on Tuesday, February 24th. One investment analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, Welltower currently has a consensus rating of "Moderate Buy" and an average price target of $225.43.

Welltower Stock Down 0.1%

Shares of WELL opened at $202.19 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. The company has a 50-day moving average price of $201.41 and a two-hundred day moving average price of $190.77. The stock has a market cap of $141.08 billion, a price-to-earnings ratio of 144.42, a P/E/G ratio of 1.38 and a beta of 0.83. Welltower Inc. has a 12 month low of $130.29 and a 12 month high of $216.43.

Welltower (NYSE:WELL - Get Free Report) last released its quarterly earnings data on Tuesday, February 10th. The real estate investment trust reported $1.45 earnings per share 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 company had revenue of $3.18 billion for the quarter, compared to analyst estimates of $2.93 billion. During the same period in the prior year, the company posted $1.13 EPS. The company's 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. Equities analysts predict that Welltower Inc. will post 4.88 EPS for the current fiscal year.

Welltower Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, March 10th. Investors of record on Wednesday, February 25th were given a dividend of $0.74 per share. The ex-dividend date was Wednesday, February 25th. This represents a $2.96 dividend on an annualized basis and a dividend yield of 1.5%. Welltower's dividend payout ratio (DPR) 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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