Private Fund Management And Acquisitions Will Improve Operational Efficiency
Welltower’s consensus price target increased as improved net profit margin and a modestly lower future P/E signal incremental enhancements in profitability and valuation, lifting fair value from $180.37 to $184.60.
What's in the News
- Welltower did not repurchase any shares in the latest buyback tranche, completing 0% of the previously announced buyback program.
- The company raised 2025 earnings guidance, with net income per diluted share increased to $1.86–$1.94 and Same Store NOI growth expected at 11.25%–13.25%.
- Net income attributable to common stockholders is now projected at $1,249 million to $1,303 million, up from a prior outlook of $1,127 million to $1,219 million.
- The Board declared a quarterly cash dividend of $0.74 per share, marking the 217th consecutive quarterly dividend.
Valuation Changes
Summary of Valuation Changes for Welltower
- The Consensus Analyst Price Target has risen slightly from $180.37 to $184.60.
- The Net Profit Margin for Welltower has risen slightly from 13.78% to 14.47%.
- The Future P/E for Welltower has fallen slightly from 90.38x to 87.82x.
Disclaimer
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