3,517 Shares in Welltower Inc. $WELL Bought by Livelsberger Financial Advisory

Livelsberger Financial Advisory bought a new stake in shares of Welltower Inc. (NYSE:WELL) in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund bought 3,517 shares of the real estate investment trust’s stock, valued at approximately $810,000. Welltower comprises 4.4% of Livelsberger Financial Advisory’s investment portfolio, making the stock its 5th biggest position.

A number of other hedge funds and other institutional investors have also bought and sold shares of the stock. Revolve Wealth Partners LLC raised its position in shares of Welltower by 3.3% during the 2nd quarter. Revolve Wealth Partners LLC now owns 1,392 shares of the real estate investment trust’s stock valued at $316,000 after buying an additional 45 shares in the last quarter. Cornerstone Financial Management LLC lifted its holdings in shares of Welltower by 3.5% during the 2nd quarter. Cornerstone Financial Management LLC now owns 1,318 shares of the real estate investment trust’s stock worth $299,000 after acquiring an additional 45 shares during the last quarter. Family Wealth Partners LLC grew its position in Welltower by 1.3% in the second quarter. Family Wealth Partners LLC now owns 3,678 shares of the real estate investment trust’s stock worth $835,000 after acquiring an additional 48 shares in the last quarter. Natural Investments LLC grew its position in Welltower by 3.0% in the second quarter. Natural Investments LLC now owns 1,673 shares of the real estate investment trust’s stock worth $379,000 after acquiring an additional 48 shares in the last quarter. Finally, West Family Investments Inc. grew its position in Welltower by 1.9% in the second quarter. West Family Investments Inc. now owns 2,569 shares of the real estate investment trust’s stock worth $583,000 after acquiring an additional 48 shares in the last quarter. Hedge funds and other institutional investors own 94.80% of the company’s stock.

Welltower Trading Up 2.6%

NYSE WELL opened at $233.11 on Friday. Welltower Inc. has a 1-year low of $177.45 and a 1-year 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. The stock has a 50-day moving average of $233.58 and a 200-day moving average of $218.00. The firm has a market cap of $171.01 billion, a PE ratio of 100.91, a price-to-earnings-growth ratio of 1.10 and a beta of 0.75.

Welltower (NYSE:WELL) last issued its earnings results on Monday, October 26th. The real estate investment trust reported $1.67 earnings per share for the quarter, beating the consensus estimate of $1.64 by $0.03. Welltower had a return on equity of 3.61% and a net margin of 12.08%. The company had revenue of $3.72 billion during the quarter, compared to analysts’ expectations of $3.64 billion. During the same period in the prior year, the business posted $1.34 EPS. Welltower’s quarterly revenue was up 38.4% compared to the same quarter last year. As a group, sell-side analysts forecast that Welltower Inc. will post 6.47 EPS for the current year.

Welltower Announces Dividend

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

More 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

Analysts Set New Price Targets

A number of research analysts recently commented on WELL shares. Weiss Ratings cut Welltower from a “buy (b-)” rating to a “hold (c)” rating in a research note on Wednesday. Robert W. Baird upped their target price on Welltower from $226.00 to $233.00 and gave the stock a “neutral” rating in a research note on Wednesday, August 12th. Morgan Stanley increased their price target on shares of Welltower from $215.00 to $251.00 and gave the company an “overweight” rating in a research report on Tuesday, September 1st. Royal Bank Of Canada lifted their price target on shares of Welltower from $238.00 to $260.00 and gave the stock an “outperform” rating in a research note on Monday, August 3rd. Finally, Raymond James Financial restated an “outperform” rating and issued a $263.00 price objective on shares of Welltower in a report on Thursday. One research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $259.81.

Insider Buying and Selling at Welltower

In other news, Director Andrew Gundlach bought 5,000 shares of the business’s stock in a transaction dated Wednesday, August 26th. The shares were purchased 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 trade represents a 20.00% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, 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. Company insiders own 0.37% of the company’s stock.

Welltower Company 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.