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

Oppenheimer & Co. Inc. increased its stake in Welltower Inc. (NYSE:WELL) by 22.0% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 21,492 shares of the real estate investment trust’s stock after acquiring an additional 3,873 shares during the quarter. Oppenheimer & Co. Inc.’s holdings in Welltower were worth $4,948,000 at the end of the most recent reporting period.

A number of other institutional investors have also added to or reduced their stakes in WELL. BlackRock Inc. lifted its holdings in shares of Welltower by 5.5% in the 2nd quarter. BlackRock Inc. now owns 78,049,214 shares of the real estate investment trust’s stock worth $17,714,830,000 after purchasing an additional 4,045,458 shares in the last quarter. State Street Corp grew its holdings in Welltower by 1.4% during the second quarter. State Street Corp now owns 42,138,810 shares of the real estate investment trust’s stock worth $9,564,246,000 after buying an additional 578,033 shares in the last quarter. Bank of America Corp DE bought a new stake in Welltower during the second quarter worth $4,425,089,000. Principal Financial Group Inc. raised its position in Welltower by 2.2% in the 2nd quarter. Principal Financial Group Inc. now owns 9,814,621 shares of the real estate investment trust’s stock valued at $2,227,642,000 after buying an additional 207,966 shares during the last quarter. Finally, Dimensional Fund Advisors LP raised its position in Welltower by 0.7% in the 1st quarter. Dimensional Fund Advisors LP now owns 8,345,022 shares of the real estate investment trust’s stock valued at $1,649,844,000 after buying an additional 57,938 shares during the last quarter. 94.80% of the stock is owned by institutional investors and hedge funds.

Key Welltower News

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

Shares of Welltower stock opened at $233.11 on Friday. The business’s fifty day simple moving average is $233.58 and its 200 day simple moving average is $218.00. The firm has a market capitalization of $171.01 billion, a P/E ratio of 100.91, a price-to-earnings-growth ratio of 1.10 and a beta of 0.75. Welltower Inc. has a 12 month low of $177.45 and a 12 month high of $255.20. The company has a current ratio of 3.16, a quick ratio of 3.16 and a debt-to-equity ratio of 0.39.

Welltower (NYSE:WELL) last announced its quarterly earnings data on Monday, October 26th. The real estate investment trust reported $1.67 earnings per share (EPS) for the quarter, beating 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 firm had revenue of $3.72 billion during the quarter, compared to the consensus estimate of $3.64 billion. During the same quarter in the prior year, the company earned $1.34 EPS. The business’s revenue for the quarter was up 38.4% on a year-over-year basis. As a group, analysts anticipate that Welltower Inc. will post 6.47 EPS for the current year.

Welltower Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, November 19th. Investors 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 yield of 1.5%. Welltower’s dividend payout ratio is presently 147.19%.

Insiders Place Their Bets

In related news, Director Andrew Gundlach acquired 5,000 shares of the firm’s stock in a transaction that occurred on Wednesday, August 26th. The stock was acquired at an average price of $242.06 per share, for a total transaction of $1,210,300.00. Following the completion of the acquisition, the director owned 30,000 shares of the company’s stock, valued at approximately $7,261,800. This represents a 20.00% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible 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.

Analyst Upgrades and Downgrades

Several brokerages have weighed in on WELL. Barclays dropped their price objective on Welltower from $259.00 to $246.00 and set an “equal weight” rating on the stock in a research note on Tuesday, October 13th. Weiss Ratings lowered shares of Welltower from a “buy (b-)” rating to a “hold (c)” rating in a research note on Wednesday. BMO Capital Markets increased their target price on shares of Welltower from $245.00 to $265.00 and gave the company an “outperform” rating in a report on Monday, August 3rd. Robert W. Baird raised 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. Finally, JPMorgan Chase & Co. upgraded shares of Welltower from a “neutral” rating to an “overweight” rating and boosted their price target for the stock from $230.00 to $260.00 in a report on Thursday, September 24th. One investment 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 company. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $259.81.

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.