Teachers Retirement System of The State of Kentucky Sells 7,242 Shares of Welltower Inc. $WELL

26 Apr 2026, 09:44 by Scott Moore · The Cerbat Gem

Teachers Retirement System of The State of Kentucky cut its stake in Welltower Inc. (NYSE:WELL – Free Report) by 6.0% in the fourth quarter, Holdings Channel.com reports. The firm owned 112,618 shares of the real estate investment trust’s stock after selling 7,242 shares during the period. Teachers Retirement System of The State of Kentucky’s holdings in Welltower were worth $20,903,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also recently bought and sold shares of WELL. Hager Investment Management Services LLC boosted its position in shares of Welltower by 84.4% during the 3rd quarter. Hager Investment Management Services LLC now owns 142 shares of the real estate investment trust’s stock valued at $25,000 after acquiring an additional 65 shares in the last quarter. Marquette Asset Management LLC boosted its position in shares of Welltower by 62.8% during the 4th quarter. Marquette Asset Management LLC now owns 153 shares of the real estate investment trust’s stock valued at $28,000 after acquiring an additional 59 shares in the last quarter. Quarry LP acquired a new stake in shares of Welltower during the 3rd quarter valued at about $33,000. Financial Consulate Inc. acquired a new stake in shares of Welltower during the 4th quarter valued at about $34,000. Finally, MMA Asset Management LLC acquired a new stake in shares of Welltower during the 3rd quarter valued at about $35,000. 94.80% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

Several brokerages have recently weighed in on WELL. Mizuho lifted their target price on shares of Welltower from $216.00 to $231.00 and gave the company an “outperform” rating in a research report on Wednesday, March 4th. Royal Bank Of Canada upped their price objective on Welltower from $207.00 to $230.00 and gave the company an “outperform” rating in a research note on Tuesday, February 24th. Morgan Stanley upped their price objective on Welltower from $200.00 to $215.00 and gave the company an “overweight” rating in a research note on Wednesday, February 18th. Cantor Fitzgerald upped their price objective on Welltower from $204.00 to $230.00 and gave the company an “overweight” rating in a research note on Thursday, February 12th. Finally, Weiss Ratings lowered Welltower from a “buy (b-)” rating to a “hold (c)” rating in a research note on Tuesday, February 17th. One investment analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $225.43.

Check Out Our Latest Stock Report on Welltower

Welltower Trading Up 0.5%

Shares of WELL stock opened at $209.19 on Friday. Welltower Inc. has a 12-month low of $142.65 and a 12-month high of $216.43. The company has a market capitalization of $147.38 billion, a P/E ratio of 149.43, a P/E/G ratio of 1.42 and a beta of 0.83. The firm has a 50-day moving average price of $205.60 and a 200 day moving average price of $194.59. The company has a quick ratio of 3.46, a current ratio of 3.46 and a debt-to-equity ratio of 0.45.

Welltower (NYSE:WELL – Get Free Report) last announced its quarterly earnings results on Tuesday, February 10th. The real estate investment trust reported $1.45 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.44 by $0.01. Welltower had a net margin of 8.64% and a return on equity of 2.46%. The firm had revenue of $3.18 billion during the quarter, compared to the consensus estimate of $2.93 billion. During the same period last year, the firm posted $1.13 EPS. The firm’s quarterly revenue was up 41.3% on a year-over-year basis. Welltower has set its FY 2026 guidance at 6.090-6.25 EPS. Research analysts forecast that Welltower Inc. will post 6.24 earnings per share for the current fiscal year.

Welltower Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Investors of record on Wednesday, February 25th were issued a dividend of $0.74 per share. This represents a $2.96 annualized dividend and a yield of 1.4%. The ex-dividend date of this dividend was Wednesday, February 25th. Welltower’s dividend payout ratio (DPR) is currently 211.43%.

Key Headlines Impacting Welltower

Here are the key news stories impacting Welltower this week:

Positive Sentiment: Welltower’s relative strength (RS) rating jumped to 84, highlighting recent outperformance and technical momentum that can attract momentum and institutional buyers. Welltower shows market leadership with jump to 84 RS rating
Positive Sentiment: Welltower sold medical ground leases in the Chicagoland area to Endeavor Health for ~$57M, a tidy divestment that boosts liquidity and demonstrates monetization of non-core or mature assets. Welltower fetches $57M in medical ground lease sales to Endeavor Health
Positive Sentiment: Tennessee Consolidated committed $150M to Welltower’s senior housing debt fund, providing capital validation for Welltower’s lending/credit strategy and potentially supporting fee income and balance-sheet flexibility. Tennessee Consolidated commits $150m to Welltower senior housing debt fund
Neutral Sentiment: Analysts and preview pieces are focusing on Q1 results, key operating metrics (same-store rent, occupancy, fee revenue) and guidance — upcoming earnings will be the next major catalyst. Welltower Gears Up to Report Q1 Earnings: What’s in the Cards?
Neutral Sentiment: Zacks’ Q1 preview drills into metrics beyond EPS/revenue that investors should watch — useful for discerning whether growth/margin trends support consensus FY26 EPS (~6.24). Countdown to Welltower (WELL) Q1 Earnings
Negative Sentiment: Activist investor Land & Buildings published a white paper criticizing a proposed 10-year executive incentive/compensation plan as overly management-friendly, raising governance and dilution concerns that pressured the stock. Land & Buildings Criticizes Welltower (WELL) Executive Pay Plan in White Paper
Negative Sentiment: Short-seller/activist Jonathan Litt released a bearish short report and public short position, arguing valuation downside (claims up to a 60% drop), amplifying volatility and investor concern. Activist investor Jonathan Litt shorts Welltower, sees stock falling 60%
Negative Sentiment: Market reaction: coverage noted WELL trading lower after the Land & Buildings report; multiple industry outlets reiterated governance concerns — this increases short-term downside risk until governance questions are resolved or management responds. Welltower trades lower after Land & Buildings issues cautious report

Welltower Profile

(Free Report)

Welltower Inc (NYSE: WELL) is a real estate investment trust (REIT) that acquires and manages real estate serving the health care industry. The company specializes in healthcare infrastructure, owning and operating a diversified portfolio of senior housing, post-acute and long-term care communities, and outpatient medical properties. Welltower’s assets are designed to support the delivery of health care services through a combination of leased properties, joint ventures, and other capital arrangements with health care operators and providers.