Invesco Ltd. Sells 289,551 Shares of Welltower Inc. $WELL

Key Points

• Invesco trimmed its stake in Welltower by 4.0% in the third quarter, selling 289,551 shares and now holding 7,006,045 shares (about 1.02% of the company) valued at roughly $1.248 billion.
• Welltower beat quarterly estimates with $1.45 EPS (vs. $1.44 consensus) and revenue of $3.18 billion (vs. $2.93 billion), with revenue up 41.3% year‑over‑year and FY2026 guidance set at 6.090–6.25 EPS.
• The company declared a quarterly dividend of $0.74 per share (paid March 10), equivalent to $2.96 annually and a 1.4% yield, while its dividend payout ratio stands at 211.43%.

Invesco Ltd. trimmed its position in Welltower Inc. (NYSE:WELL - Free Report) by 4.0% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 7,006,045 shares of the real estate investment trust's stock after selling 289,551 shares during the quarter. Invesco Ltd. owned about 1.02% of Welltower worth $1,248,057,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also modified their holdings of WELL. National Pension Service increased its holdings in Welltower by 2.1% in the 3rd quarter. National Pension Service now owns 1,691,931 shares of the real estate investment trust's stock valued at $301,401,000 after buying an additional 34,532 shares during the period. B&I Capital AG lifted its holdings in shares of Welltower by 5.7% during the 3rd quarter. B&I Capital AG now owns 161,440 shares of the real estate investment trust's stock worth $28,759,000 after acquiring an additional 8,650 shares during the period. Candriam S.C.A. lifted its holdings in shares of Welltower by 2.6% during the 2nd quarter. Candriam S.C.A. now owns 416,674 shares of the real estate investment trust's stock worth $64,058,000 after acquiring an additional 10,584 shares during the period. GDS Wealth Management boosted its position in shares of Welltower by 13.7% during the 3rd quarter. GDS Wealth Management now owns 63,763 shares of the real estate investment trust's stock valued at $11,359,000 after acquiring an additional 7,699 shares in the last quarter. Finally, State Street Corp boosted its position in shares of Welltower by 4.6% during the 2nd quarter. State Street Corp now owns 39,616,289 shares of the real estate investment trust's stock valued at $6,090,212,000 after acquiring an additional 1,740,196 shares in the last quarter. 94.80% of the stock is owned by institutional investors.

Welltower Trading Up 0.4%

Shares of WELL stock opened at $206.10 on Friday. The company has a market capitalization of $143.80 billion, a P/E ratio of 147.21, a P/E/G ratio of 1.40 and a beta of 0.82. 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 50-day moving average price of $196.83 and a 200 day moving average price of $187.07.

Welltower (NYSE:WELL - Get Free Report) last posted its quarterly earnings data on Tuesday, February 10th. The real estate investment trust reported $1.45 earnings per share for the quarter, topping the consensus estimate of $1.44 by $0.01. Welltower had a net margin of 8.64% and a return on equity of 2.46%. The company had revenue of $3.18 billion during the quarter, compared to analyst estimates of $2.93 billion. During the same quarter last year, the business posted $1.13 earnings per share. The company's revenue was up 41.3% on a year-over-year basis. Welltower has set its FY 2026 guidance at 6.090-6.25 EPS. Research analysts forecast that Welltower Inc. will post 4.88 earnings per share for the current fiscal year.

Welltower Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Investors of record on Wednesday, February 25th were issued 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 (DPR) is currently 211.43%.

Analyst Ratings Changes

WELL has been the subject of several recent research reports. UBS Group set a $240.00 price target on shares of Welltower in a research report on Thursday, February 12th. 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. Citigroup increased their target price on Welltower from $215.00 to $245.00 and gave the stock a "buy" rating in a report on Wednesday, February 18th. Morgan Stanley raised their target price on Welltower from $200.00 to $215.00 and gave the stock an "overweight" rating in a research report on Wednesday, February 18th. Finally, JPMorgan Chase & Co. reaffirmed a "neutral" rating and issued a $205.00 price target on shares of Welltower in a research note on Thursday, December 18th. One equities research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of "Moderate Buy" and a consensus target price of $224.71.

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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