Welltower Inc. $WELL Stock: Inspire Investing LLC Trims Holdings

Inspire Investing LLC cut its position in Welltower Inc. (NYSE:WELL) by 6.5% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 129,215 shares of the real estate investment trust’s stock after selling 9,006 shares during the quarter. Welltower accounts for 1.2% of Inspire Investing LLC’s portfolio, making the stock its 8th biggest holding. Inspire Investing LLC’s holdings in Welltower were worth $29,750,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in WELL. Leonteq Securities AG boosted its holdings in Welltower by 92.3% in the first quarter. Leonteq Securities AG now owns 125 shares of the real estate investment trust’s stock worth $25,000 after acquiring an additional 60 shares in the last quarter. Kilter Group LLC acquired a new stake in Welltower in the second quarter valued at approximately $29,000. Sound Income Strategies LLC increased its holdings in shares of Welltower by 124.6% during the first quarter. Sound Income Strategies LLC now owns 137 shares of the real estate investment trust’s stock valued at $27,000 after acquiring an additional 76 shares in the last quarter. Solstein Capital LLC bought a new stake in shares of Welltower during the second quarter valued at approximately $34,000. Finally, Summit Securities Group LLC increased its holdings in shares of Welltower by 42.6% during the second quarter. Summit Securities Group LLC now owns 164 shares of the real estate investment trust’s stock valued at $37,000 after acquiring an additional 49 shares in the last quarter. 94.80% of the stock is owned by institutional investors.

Analysts Set New Price Targets

A number of brokerages have recently weighed in on WELL. Cantor Fitzgerald upped their target price on Welltower from $235.00 to $260.00 and gave the stock an “overweight” rating in a research report on Friday, July 31st. Jefferies Financial Group upgraded Welltower to a “strong-buy” rating in a report on Friday, September 25th. Royal Bank Of Canada lifted their price target on shares of Welltower from $238.00 to $260.00 and gave the company an “outperform” rating in a research report on Monday, August 3rd. 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 note on Monday, August 3rd. Finally, Mizuho boosted their price target on shares of Welltower from $239.00 to $260.00 and gave the company an “outperform” rating in a research note on Wednesday, July 22nd. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat, Welltower presently has an average rating of “Moderate Buy” and an average price target of $255.86.

Welltower Price Performance

Shares of NYSE WELL opened at $237.34 on Friday. Welltower Inc. has a fifty-two week low of $174.91 and a fifty-two week high of $255.20. The stock 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 quick ratio of 3.16 and a current ratio of 3.16. The firm’s 50-day simple moving average is $233.88 and its 200 day simple moving average is $225.37.

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

Welltower Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, August 20th. Stockholders of record on Wednesday, August 12th were issued a $0.85 dividend. This is a boost from Welltower’s previous quarterly dividend of $0.74. This represents a $3.40 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date was Wednesday, August 12th. Welltower’s dividend payout ratio is 155.96%.

Insider Transactions at Welltower

In other news, Director Andrew Gundlach acquired 5,000 shares of the business’s stock in a transaction on Wednesday, August 26th. The shares were purchased at an average cost of $242.06 per share, with a total value of $1,210,300.00. Following the acquisition, 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 ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through 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.

About Welltower

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.