3,873 Welltower Inc. $WELL Shares Acquired by Oppenheimer & Co. Inc.

Oppenheimer & Co. Inc. boosted its position in Welltower Inc. (NYSE:WELL) by 22.0% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 21,492 shares of the real estate investment trust’s stock after buying an additional 3,873 shares during the quarter. Oppenheimer & Co. Inc.’s holdings in Welltower were worth $4,948,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also recently made changes to their positions in the company. Bank of America Corp DE bought a new position in shares of Welltower during the 2nd quarter worth $4,425,089,000. Legal & General Group Plc purchased a new stake in Welltower in the 2nd quarter worth about $1,599,351,000. BlackRock Inc. raised its stake in Welltower by 5.5% in the 2nd quarter. BlackRock Inc. now owns 78,049,214 shares of the real estate investment trust’s stock valued at $17,714,830,000 after acquiring an additional 4,045,458 shares during the period. Canada Pension Plan Investment Board bought a new stake in Welltower in the 2nd quarter valued at about $528,400,000. Finally, Amundi lifted its holdings in Welltower by 60.3% during the second quarter. Amundi now owns 5,339,664 shares of the real estate investment trust’s stock valued at $1,211,944,000 after purchasing an additional 2,008,543 shares during the last quarter. 94.80% of the stock is currently owned by institutional investors.

Trending Headlines about Welltower

Here are the key news stories impacting Welltower this week:

• Positive Sentiment: Welltower reported third-quarter revenue of $3.72 billion, above the $3.64 billion consensus estimate, while earnings per share of $1.67 exceeded expectations by $0.03. Revenue increased 38.4% year over year. Welltower Q3 2026 Earnings Call Transcript
• Positive Sentiment: Management raised its full-year normalized funds-from-operations outlook. Q3 normalized FFO rose 24.6% year over year, while same-store net operating income increased 15.8% and same-store senior-housing operating revenue grew 9.1%, reinforcing the growth outlook for the senior-housing and healthcare REIT. Welltower Q3 Earnings Lift FFO Outlook
• Positive Sentiment: Freedom Broker upgraded WELL from “hold” to “buy” with a $255 price target, while Raymond James said the company remains a strong option for large-cap investors despite lowering its target to $263. Welltower upgraded to buy at Freedom Broker
• Neutral Sentiment: Cantor Fitzgerald maintained an “overweight” rating but reduced its price target from $260 to $258. The target reductions suggest analysts remain constructive on the business while adopting more conservative valuation assumptions. Cantor Fitzgerald analyst ratings
• Negative Sentiment: Investors appear concerned that WELL’s strong performance is already reflected in its premium valuation, while rising leverage and interest-rate sensitivity could constrain future returns. Its elevated earnings multiple increases the risk of profit-taking when results do not substantially exceed expectations. Welltower’s Strong Earnings Couldn’t Stop the Sell-Off
• Negative Sentiment: Welltower filed prospectus supplements covering potential future common-share issuances. Although no immediate issuance was specified, the possibility creates dilution concerns for shareholders. Welltower prospectus supplements

Welltower Stock Performance

NYSE:WELL opened at $233.11 on Friday. The company has a debt-to-equity ratio of 0.39, a quick ratio of 3.16 and a current ratio of 3.16. Welltower Inc. has a 52-week low of $177.45 and a 52-week high of $255.20. The firm has a market cap of $171.01 billion, a price-to-earnings ratio of 100.91, a PEG ratio of 1.10 and a beta of 0.75. The business’s fifty day moving average is $233.58 and its 200 day moving average is $218.00.

Welltower (NYSE:WELL) last issued its quarterly earnings data on Monday, October 26th. The real estate investment trust reported $1.67 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.64 by $0.03. Welltower had a return on equity of 3.61% and a net margin of 12.08%. The business had revenue of $3.72 billion for the quarter, compared to analysts’ expectations of $3.64 billion. During the same quarter in the prior year, the firm posted $1.34 EPS. The firm’s quarterly revenue was up 38.4% on a year-over-year basis. Research analysts predict that Welltower Inc. will post 6.47 EPS for the current year.

Welltower Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, November 19th. Stockholders of record on Tuesday, November 10th will be given a dividend of $0.85 per share. The ex-dividend date is Tuesday, November 10th. This represents a $3.40 annualized dividend and a dividend yield of 1.5%. Welltower’s dividend payout ratio is currently 147.19%.

Wall Street Analyst Weigh In

A number of equities analysts have weighed in on WELL shares. Weiss Ratings lowered shares of Welltower from a “buy (b-)” rating to a “hold (c)” rating in a research report on Wednesday. BMO Capital Markets boosted their price target on shares of Welltower from $245.00 to $265.00 and gave the company an “outperform” rating in a research report on Monday, August 3rd. Robert W. Baird boosted their price target on shares of Welltower from $226.00 to $233.00 and gave the company a “neutral” rating in a research report on Wednesday, August 12th. Citigroup upped their price target on shares of Welltower from $255.00 to $275.00 and gave the company a “buy” rating in a research note on Friday, July 31st. Finally, Royal Bank Of Canada raised their price objective on shares of Welltower from $238.00 to $260.00 and gave the stock an “outperform” rating in a report on Monday, August 3rd. One analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and four have given a Hold rating to the stock. According to MarketBeat, Welltower currently has an average rating of “Moderate Buy” and an average target price of $259.81.

Insider Activity

In other news, Director Andrew Gundlach acquired 5,000 shares of the business’s stock in a transaction dated Wednesday, August 26th. The stock was bought at an average cost of $242.06 per share, for a total transaction of $1,210,300.00. Following the completion of the transaction, the director owned 30,000 shares of the company’s stock, valued at $7,261,800. The trade was a 20.00% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link. 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. Insiders own 0.37% of the company’s stock.

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.