Welltower Inc. $WELL Stock Sold by Inspire Investing LLC

Key Points

• Inspire Investing reduced its Welltower stake by 6.5% in the third quarter, selling 9,006 shares and retaining 129,215 shares valued at approximately $29.75 million. Institutional investors collectively own 94.8% of the stock.
• Welltower reported quarterly revenue of $3.54 billion, up 39.1% year over year, but earnings per share of $0.61 fell short of the $0.66 analyst consensus. The company issued fiscal 2026 EPS guidance of $6.36–$6.44.
• The healthcare REIT raised its quarterly dividend to $0.85 per share, or $3.40 annually, representing a 1.4% yield. Analysts maintain a “Moderate Buy” consensus with an average price target of $255.86, while director Andrew Gundlach purchased 5,000 shares.

Inspire Investing LLC decreased its stake in Welltower Inc. (NYSE:WELL - Free Report) by 6.5% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 129,215 shares of the real estate investment trust's stock after selling 9,006 shares during the period. Welltower accounts for about 1.2% of Inspire Investing LLC's holdings, making the stock its 8th biggest holding. Inspire Investing LLC's holdings in Welltower were worth $29,750,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds also recently made changes to their positions in the stock. Yousif Capital Management LLC boosted its holdings in Welltower by 1.2% in the third quarter. Yousif Capital Management LLC now owns 99,353 shares of the real estate investment trust's stock valued at $22,875,000 after acquiring an additional 1,161 shares during the last quarter. Compass Wealth Management LLC acquired a new stake in Welltower during the 3rd quarter valued at approximately $92,000. Brookstone Capital Management raised its holdings in Welltower by 3.2% during the 3rd quarter. Brookstone Capital Management now owns 61,036 shares of the real estate investment trust's stock worth $14,053,000 after purchasing an additional 1,865 shares during the last quarter. Root Financial Partners LLC bought a new position in Welltower during the 3rd quarter worth approximately $86,000. Finally, Carter Financial Group INC. raised its holdings in Welltower by 6.9% during the 3rd quarter. Carter Financial Group INC. now owns 1,140 shares of the real estate investment trust's stock worth $263,000 after purchasing an additional 74 shares during the last quarter. 94.80% of the stock is currently owned by institutional investors.

Welltower Stock Down 0.0%

Shares of Welltower stock opened at $237.34 on Friday. The stock's 50-day moving average is $233.88 and its 200 day moving average is $225.37. Welltower Inc. has a one year low of $174.91 and a one year high of $255.20. The firm has a market cap of $171.06 billion, a price-to-earnings ratio of 108.87, a PEG ratio of 1.15 and a beta of 0.75. The company has a debt-to-equity ratio of 0.37, a current ratio of 3.16 and a quick ratio of 3.16.

Welltower (NYSE:WELL - Get Free Report) last issued its earnings results on Monday, July 27th. The real estate investment trust reported $0.61 earnings per share for the quarter, missing analysts' consensus estimates of $0.66 by ($0.05). Welltower had a return on equity of 3.56% and a net margin of 12.15%. The business had revenue of $3.54 billion during the quarter, compared to the consensus estimate of $3.40 billion. During the same quarter in the previous year, the firm posted $1.28 earnings per share. The company's revenue for the quarter was up 39.1% compared to the same quarter last year. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. Equities research analysts anticipate that Welltower Inc. will post 6.43 EPS for the current year.

Welltower Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, August 20th. Stockholders of record on Wednesday, August 12th were paid a $0.85 dividend. The ex-dividend date was Wednesday, August 12th. This represents a $3.40 annualized dividend and a dividend yield of 1.4%. This is an increase from Welltower's previous quarterly dividend of $0.74. Welltower's dividend payout ratio (DPR) is presently 155.96%.

Analyst Upgrades and Downgrades

A number of research analysts have recently issued reports on WELL shares. Royal Bank Of Canada boosted their price target on shares of Welltower from $238.00 to $260.00 and gave the stock an "outperform" rating in a research report on Monday, August 3rd. Citigroup increased their price objective on shares of Welltower from $255.00 to $275.00 and gave the stock a "buy" rating in a research report on Friday, July 31st. Scotiabank lifted their target price on shares of Welltower from $244.00 to $251.00 and gave the stock an "outperform" rating in a research note on Wednesday, September 2nd. KeyCorp boosted their target price on shares of Welltower from $240.00 to $275.00 and gave the company an "overweight" rating in a report on Tuesday, August 4th. Finally, BNP Paribas Exane boosted their target price on shares of Welltower from $238.00 to $272.00 and gave the company an "outperform" rating in a report on Tuesday, July 28th. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and three have issued a Hold rating to the company's stock. According to MarketBeat.com, Welltower presently has an average rating of "Moderate Buy" and an average target price of $255.86.

Insider Buying and Selling at Welltower

In related news, Director Andrew Gundlach acquired 5,000 shares of the stock in a transaction dated Wednesday, August 26th. The stock was bought at an average price of $242.06 per share, for a total transaction of $1,210,300.00. Following the purchase, the director directly owned 30,000 shares of the company's stock, valued at $7,261,800. The trade was a 20.00% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Purchased indirectly through two trusts. The transaction was executed in multiple trades at prices ranging from $241.59 to $242.59. The reported $242.06 price is the weighted-average purchase price. 0.37% of the stock is owned by corporate insiders.

Welltower Profile

Welltower Inc NYSE: WELL is a healthcare-focused real estate investment trust that owns, develops, and manages properties used to provide healthcare and related services. Its portfolio is centered on senior housing communities, outpatient medical facilities, and post-acute care properties, including assets operated by healthcare providers and senior living companies.

The company's senior housing investments support independent living, assisted living, and memory care services. Its outpatient medical properties accommodate physicians, clinics, and other healthcare providers, while its broader healthcare real estate portfolio is designed to serve demand for care delivered outside traditional hospitals.

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