WELL logo

Welltower Inc. Stock Price

NYSE:WELL Community·US$163.5b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 60 Fair Values set on narratives written by author

WELL Share Price Performance

US$234.55
76.48 (48.38%)
US$228.14
Fair Value
US$234.55
76.48 (48.38%)
2.8% overvalued intrinsic discount
US$228.14
Fair Value
Price US$234.55
elizabao US$228.14
AnalystConsensusTarget US$238.73
AnalystHighTarget US$271.37

WELL Community Narratives

Fair Value
·
Fair Value US$228.14 2.8% overvalued intrinsic discount

Leveraging the Senior Housing Supply Gap

0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
·
Fair Value US$238.73 1.7% undervalued intrinsic discount

Analysts Lift Welltower Price Target Amid Raised Guidance and Improved Valuation Metrics

1users have liked this narrative
0users have commented on this narrative
25users have followed this narrative
·
Fair Value US$271.37 13.6% undervalued intrinsic discount

Aging And Home-Based Care Trends Will Boost Senior Housing Demand

0users have liked this narrative
0users have commented on this narrative
5users have followed this narrative
US$228.14
2.8% overvalued intrinsic discount
Fair Value
Revenue
16.45% p.a.
Profit Margin
8.64%
Future PE
154.78x
Price in 2031
US$321.81
US$238.73
1.7% undervalued intrinsic discount
Revenue
14.23% p.a.
Profit Margin
17.55%
Future PE
79.08x
Price in 2029
US$293.23
US$202.13
16.0% overvalued intrinsic discount
Revenue
11.75% p.a.
Profit Margin
16.01%
Future PE
78.43x
Price in 2029
US$248.45

Trending Discussion

Updated Narratives

WELL logo

Leveraging the Senior Housing Supply Gap

Fair Value: US$228.14 2.8% overvalued intrinsic discount
2 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
WELL logo

WELL: Senior Housing Momentum And 2026 Dividend Outlook Will Support Balanced View

Fair Value: US$238.73 1.7% undervalued intrinsic discount
25 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
WELL logo

WELL: Medium Term Guidance And Capital Recycling Will Drive Fair Value

Fair Value: US$202.13 16.0% overvalued intrinsic discount
2 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Mediocre balance sheet with limited growth.

1 Risk
2 Rewards

Welltower Inc. Key Details

US$11.8b

Revenue

US$7.1b

Cost of Revenue

US$4.7b

Gross Profit

US$3.3b

Other Expenses

US$1.4b

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
Jul 27, 2026
1.99
39.87%
11.96%
39.9%
View Full Analysis

About WELL

Founded
1970
Employees
712
CEO
Shankh Mitra
WebsiteView website
www.welltower.com

Welltower Inc., an S&P 500 company, is positioned at the center of the silver economy, focusing on rental housing for aging seniors across the United States, United Kingdom, and Canada. Their portfolio of 2,500+ seniors and wellness housing communities are positioned at the intersection of housing and hospitality, creating vibrant communities for mature renters and older adults. They believe our real estate portfolio is unmatched, located in highly attractive micro markets with stunning built environments. Yet, Welltower is an unusual real estate organization as they view themselves as an operating company in a real estate wrapper, driven by highly aligned partnerships and an unconventional culture. Through their disciplined approach to capital allocation powered by their Data Science platform and superior operating results driven by the Welltower Business System - their end-to-end operating platform - they aspire to deliver long-term compounding of per share growth for their existing investors, North Star. Welltower Inc. was incorporated in 1970 in Delaware and is based in Toledo, Ohio.

Recent WELL News & Updates

Seeking Alpha Jul 08

Welltower: Continued Property Acquisitions Support The Investment Case

Summary Welltower gets a buy for my initial rating, as it presents both a compelling dividend idea and a capital growth idea. Top-line revenue growth is proven over 5 years already, as the portfolio keeps expanding through acquisition, with a recent acquisition in Canada. The stock is favorably covered both by Moody's and Barclays. Risks of operator concentration and competition from other REITs have also been discussed. Read the full article on Seeking Alpha
Narrative Update Jul 07

WELL: Senior Housing Momentum And 2026 Dividend Outlook Will Support Balanced View

Analysts have adjusted their price target for Welltower to about $238.73 per share from $233.50, citing updated assumptions around fair value, discount rate, revenue growth, profit margins, and future P/E expectations. What’s in the News for Welltower Analysts are watching for Welltower’s Q2 2026 earnings, with expectations for a double digit profit increase and continued focus on senior housing performance, according to recent earnings previews.

Recent updates

No updates