Welltower Inc. $WELL Stock: NTV Asset Management LLC Increases Holdings

Posted by Geri Gentry on Oct 25th, 2026

NTV Asset Management LLC increased its stake in shares of Welltower Inc. (NYSE:WELL – Free Report) by 18.8% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 14,962 shares of the real estate investment trust’s stock after acquiring an additional 2,370 shares during the quarter. NTV Asset Management LLC’s holdings in Welltower were worth $3,445,000 at the end of the most recent reporting period.

Other large investors have also recently bought and sold shares of the company. Bank of America Corp DE bought a new stake in Welltower in the 2nd quarter valued at $4,425,089,000. Legal & General Group Plc acquired a new stake in Welltower in the 2nd quarter worth $1,599,351,000. BlackRock Inc. grew its position in 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 during the last quarter. Canada Pension Plan Investment Board acquired a new stake in Welltower in the 2nd quarter worth $528,400,000. Finally, Amundi increased its holdings in shares of Welltower by 60.3% during the 2nd quarter. Amundi now owns 5,339,664 shares of the real estate investment trust’s stock worth $1,211,944,000 after purchasing an additional 2,008,543 shares during the period. 94.80% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of research analysts have recently commented on WELL shares. Barclays cut their price objective on shares of Welltower from $259.00 to $246.00 and set an “equal weight” rating for the company in a research report on Tuesday, October 13th. Mizuho increased their target price on shares of Welltower from $239.00 to $260.00 and gave the company an “outperform” rating in a research note on Wednesday, July 22nd. Robert W. Baird lifted their target price on Welltower from $226.00 to $233.00 and gave the stock a “neutral” rating in a research report on Wednesday, August 12th. Citigroup lifted their target price on Welltower from $255.00 to $275.00 and gave the stock a “buy” rating in a research report on Friday, July 31st. Finally, BMO Capital Markets boosted their price target on Welltower from $245.00 to $265.00 and gave the company an “outperform” rating in a research note on Monday, August 3rd. Two research analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat.com, Welltower presently has an average rating of “Moderate Buy” and a consensus target price of $255.86.

Read Our Latest Report on WELL

Insider Activity

In other Welltower news, Director Andrew Gundlach acquired 5,000 shares of the company’s stock in a transaction dated Wednesday, August 26th. The stock was bought at an average price of $242.06 per share, for a total transaction of $1,210,300.00. Following the purchase, the director owned 30,000 shares in the company, valued at $7,261,800. This represents a 20.00% increase in their position. The transaction was disclosed in a filing with the SEC, which is available 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. Corporate insiders own 0.37% of the company’s stock.

Welltower Stock Performance

WELL opened at $237.34 on Friday. The stock’s 50 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 stock has a market cap of $171.06 billion, a PE ratio of 108.87, a P/E/G ratio of 1.15 and a beta of 0.75. Welltower Inc. has a 1 year low of $174.91 and a 1 year high of $255.20.

Welltower (NYSE:WELL – Get Free Report) last issued 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 firm’s revenue for the quarter was up 39.1% compared to the same quarter last year. During the same period last year, the business earned $1.28 earnings per share. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. Sell-side analysts forecast 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 represents a $3.40 dividend on an annualized basis and a dividend yield of 1.4%. This is a positive change from Welltower’s previous quarterly dividend of $0.74. Welltower’s dividend payout ratio is currently 155.96%.

Welltower Company Profile

(Free Report)

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.