NTV Asset Management LLC Acquires 2,370 Shares of Welltower Inc. $WELL

NTV Asset Management LLC grew its holdings in shares of Welltower Inc. (NYSE:WELL) by 18.8% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 14,962 shares of the real estate investment trust’s stock after purchasing an additional 2,370 shares during the quarter. NTV Asset Management LLC’s holdings in Welltower were worth $3,445,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also modified their holdings of the business. 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 purchasing an additional 60 shares in the last quarter. Kilter Group LLC bought a new position in Welltower during the second quarter valued at about $29,000. Sound Income Strategies LLC lifted its position in shares of Welltower by 124.6% in the first quarter. Sound Income Strategies LLC now owns 137 shares of the real estate investment trust’s stock worth $27,000 after buying an additional 76 shares during the last quarter. Solstein Capital LLC acquired a new stake in shares of Welltower in the second quarter worth about $34,000. Finally, Summit Securities Group LLC lifted its position in shares of Welltower by 42.6% in the second quarter. Summit Securities Group LLC now owns 164 shares of the real estate investment trust’s stock worth $37,000 after buying an additional 49 shares during the last quarter. Institutional investors and hedge funds own 94.80% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts have recently issued reports on the company. JPMorgan Chase & Co. upgraded Welltower from a “neutral” rating to an “overweight” rating and upped their price target for the stock from $230.00 to $260.00 in a research note on Thursday, September 24th. BNP Paribas Exane raised their price objective on Welltower from $238.00 to $272.00 and gave the company an “outperform” rating in a research note on Tuesday, July 28th. Morgan Stanley boosted their target price on Welltower from $215.00 to $251.00 and gave the stock an “overweight” rating in a report on Tuesday, September 1st. UBS Group boosted their target price on Welltower from $249.00 to $271.00 and gave the stock a “buy” rating in a report on Wednesday, July 8th. Finally, BMO Capital Markets upped their target price on Welltower from $245.00 to $265.00 and gave the stock an “outperform” rating in a research report on Monday, August 3rd. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $255.86.

Welltower Stock Performance

NYSE:WELL opened at $237.34 on Friday. Welltower Inc. has a 1 year low of $174.91 and a 1 year high of $255.20. The firm’s fifty day simple moving average is $233.88 and its 200 day simple moving average is $225.37. The company has a current ratio of 3.16, a quick ratio of 3.16 and a debt-to-equity ratio of 0.37. The firm has a market capitalization of $171.06 billion, a PE ratio of 108.87, a PEG ratio of 1.15 and a beta of 0.75.

Welltower (NYSE:WELL) last announced its earnings results on Monday, July 27th. The real estate investment trust reported $0.61 EPS for the quarter, missing the consensus estimate of $0.66 by ($0.05). The firm had revenue of $3.54 billion during 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 was up 39.1% compared to the same quarter last year. During the same quarter last year, the business earned $1.28 EPS. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. On average, sell-side analysts anticipate that Welltower Inc. will post 6.43 EPS for the current year.

Welltower Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, August 20th. Stockholders of record on Wednesday, August 12th were paid a $0.85 dividend. The ex-dividend date was Wednesday, August 12th. 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%. Welltower’s dividend payout ratio is presently 155.96%.

Insider Activity at Welltower

In other Welltower news, Director Andrew Gundlach acquired 5,000 shares of the business’s stock in a transaction that occurred on Wednesday, August 26th. The stock was acquired at an average price of $242.06 per share, with a total value of $1,210,300.00. Following the transaction, 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 acquisition was disclosed in a 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.

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.