Rep. Jonathan L. Jackson Buys Welltower Inc. (NYSE:WELL) Shares

Representative Jonathan L. Jackson (Democratic-Illinois) recently bought shares of Welltower Inc. (NYSE:WELL). In a filing disclosed on March 12th, the Representative disclosed that they had bought between $1,001 and $15,000 in Welltower stock on February 11th. The trade occurred in the Representative’s “MORGAN STANLEY – ROLLOVER IRA” account.

Representative Jonathan L. Jackson also recently made the following trade(s):

• Sold $50,001 – $100,000 in shares of International Business Machines (NYSE:IBM) on 2/17/2026.
• Purchased $1,001 – $15,000 in shares of Bank of New York Mellon (NYSE:BK) on 2/17/2026.
• Sold $1,001 – $15,000 in shares of International Business Machines (NYSE:IBM) on 2/17/2026.
• Purchased $50,001 – $100,000 in shares of Bank of New York Mellon (NYSE:BK) on 2/17/2026.
• Purchased $1,001 – $15,000 in shares of Citigroup (NYSE:C) on 2/11/2026.
• Sold $1,001 – $15,000 in shares of Tenet Healthcare (NYSE:THC) on 2/11/2026.
• Sold $1,001 – $15,000 in shares of Amazon.com (NASDAQ:AMZN) on 2/11/2026.
• Purchased $50,001 – $100,000 in shares of Citigroup (NYSE:C) on 2/5/2026.
• Purchased $1,001 – $15,000 in shares of Amazon.com (NASDAQ:AMZN) on 2/5/2026.
• Sold $50,001 – $100,000 in shares of Palo Alto Networks (NASDAQ:PANW) on 2/5/2026.

Welltower Price Performance

Shares of Welltower stock traded up $0.82 during trading on Wednesday, hitting $197.43. The stock had a trading volume of 984,004 shares, compared to its average volume of 3,258,864. The company has a current ratio of 3.46, a quick ratio of 3.46 and a debt-to-equity ratio of 0.45. Welltower Inc. has a 12 month low of $130.29 and a 12 month high of $216.43. The firm has a market cap of $137.76 billion, a price-to-earnings ratio of 141.30, a P/E/G ratio of 1.33 and a beta of 0.82. The business’s 50-day moving average is $199.70 and its 200 day moving average is $189.43.

Welltower (NYSE:WELL) last posted its quarterly earnings data 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. The company had revenue of $3.18 billion during the quarter, compared to analyst estimates of $2.93 billion. Welltower had a return on equity of 2.46% and a net margin of 8.64%.The firm’s quarterly revenue was up 41.3% on a year-over-year basis. During the same quarter last year, the company earned $1.13 earnings per share. Welltower has set its FY 2026 guidance at 6.090-6.25 EPS. As a group, sell-side analysts anticipate that Welltower Inc. will post 4.88 earnings per share for the current year.

Welltower Announces Dividend

The company also recently disclosed 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. The ex-dividend date of this dividend was Wednesday, February 25th. This represents a $2.96 annualized dividend and a yield of 1.5%. Welltower’s payout ratio is currently 211.43%.

Analyst Upgrades and Downgrades

Several research analysts recently issued reports on WELL shares. Jefferies Financial Group reiterated a “buy” rating and issued a $231.00 price target on shares of Welltower in a research note on Monday, December 15th. JPMorgan Chase & Co. reaffirmed a “neutral” rating and set a $205.00 price objective on shares of Welltower in a research report on Thursday, December 18th. Wells Fargo & Company increased their target price on Welltower from $200.00 to $218.00 and gave the stock an “overweight” rating in a research note on Tuesday, November 25th. Mizuho lifted their price target on Welltower from $216.00 to $231.00 and gave the stock an “outperform” rating in a research report on Wednesday, March 4th. Finally, Wall Street Zen cut shares of Welltower from a “hold” rating to a “sell” rating in a research note on Saturday, February 14th. One research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $224.71.

Institutional Trading of Welltower

Several large investors have recently bought and sold shares of WELL. Hager Investment Management Services LLC increased its stake in Welltower by 84.4% in the third quarter. Hager Investment Management Services LLC now owns 142 shares of the real estate investment trust’s stock valued at $25,000 after purchasing an additional 65 shares in the last quarter. Marquette Asset Management LLC raised its holdings in Welltower by 62.8% in the 4th quarter. Marquette Asset Management LLC now owns 153 shares of the real estate investment trust’s stock valued at $28,000 after acquiring an additional 59 shares during the period. Swiss RE Ltd. acquired a new stake in Welltower during the fourth quarter worth approximately $29,000. Financial Consulate Inc. bought a new stake in shares of Welltower during the fourth quarter worth approximately $34,000. Finally, Quarry LP acquired a new stake in Welltower during the 3rd quarter worth approximately $33,000. Institutional investors and hedge funds own 94.80% of the company’s stock.

About Representative Jackson

Jonathan Jackson (Democratic Party) is a member of the U.S. House, representing Illinois’ 1st Congressional District. He assumed office on January 3, 2023. His current term ends on January 3, 2027.

Jackson (Democratic Party) is running for re-election to the U.S. House to represent Illinois’ 1st Congressional District. He declared candidacy for the 2026 election.

Jonathan Jackson was born in Chicago, Illinois. Jackson graduated from Whitney Young High School. He earned an M.B.A. from Northwestern University. Jackson’s career experience includes working as an investment analyst and an entrepreneur.

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.