Why Welltower (WELL) Stock Is Down Today

Welltower (WELL) is down 5.3% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver is a post-earnings sell-off after Welltower posted third-quarter net income of $0.54 per diluted share, which appears to have missed consensus expectations. Even though the company raised full-year guidance and continued to show strong growth in its senior housing portfolio, investors may be focusing on the earnings miss and taking profits after a strong run in the shares.

Details:

Welltower released third-quarter 2026 results on October 26, 2026, with net income attributable to common stockholders of $0.54 per diluted share.

The company also reported normalized FFO of $1.67 per diluted share, up sharply from a year earlier, while same-store NOI growth was led by 21.0% growth in the seniors housing operating portfolio.

Full-year 2026 guidance was increased to $6.47 to $6.53 in normalized FFO per share and $3.31 to $3.37 in net income per diluted share.

This could also be because expectations had already become elevated, making a bottom-line miss more important to the market than the improved outlook.

Sources:

Welltower, Yahoo Finance, Seeking Alpha

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$WELL Insider Trading Activity

$WELL insiders have traded $WELL stock on the open market 4 times in the past 6 months. Of those trades, 4 have been purchases and 0 have been sales.

Here’s a breakdown of recent trading of $WELL stock by insiders over the last 6 months:

ANDREW GUNDLACH has made 4 purchases buying 10,000 shares for an estimated $2,407,650 and 0 sales.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

$WELL Hedge Fund Activity

We have seen 863 institutional investors add shares of $WELL stock to their portfolio, and 554 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

NORGES BANK removed 11,303,284 shares (-38.4%) from their portfolio in Q2 2026, for an estimated $2,565,506,369
SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 9,394,281 shares (+inf%) to their portfolio in Q2 2026, for an estimated $2,132,219,958
JPMORGAN CHASE & CO added 8,588,951 shares (+inf%) to their portfolio in Q2 2026, for an estimated $1,949,434,208
CAPITAL WORLD INVESTORS added 7,306,513 shares (+57.4%) to their portfolio in Q2 2026, for an estimated $1,658,359,255
BLACKROCK, INC. added 4,045,458 shares (+5.5%) to their portfolio in Q2 2026, for an estimated $918,197,602
CAPITAL INTERNATIONAL INVESTORS added 3,682,689 shares (+10.3%) to their portfolio in Q2 2026, for an estimated $835,859,922
FMR LLC removed 2,724,517 shares (-12.3%) from their portfolio in Q2 2026, for an estimated $618,383,623

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$WELL Price Targets

Multiple analysts have issued price targets for $WELL recently. We have seen 10 analysts offer price targets for $WELL in the last 6 months, with a median target of $243.0.

Here are some recent targets:

Michael Goldsmith from UBS set a target price of $271.0 on 07/08/2026
Richard Hightower from Barclays set a target price of $254.0 on 07/07/2026
Steve Sakwa from Evercore ISI Group set a target price of $236.0 on 07/01/2026
Omotayo Okusanya from Deutsche Bank set a target price of $265.0 on 07/01/2026
Nicholas Yulico from Scotiabank set a target price of $232.0 on 06/18/2026
David Rodgers from Raymond James set a target price of $226.0 on 06/17/2026
Michael Carroll from RBC Capital set a target price of $238.0 on 06/15/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.