Private Fund Management And Acquisitions Will Improve Operational Efficiency
Analysts have raised their price target for Welltower to $186.81 from $184.60, reflecting modest improvements in projected fair value and slightly lower discount rate assumptions.
What's in the News
- On July 28, 2025, Welltower's Board of Directors declared a quarterly cash dividend of $0.74 per share. This marks the 217th consecutive quarterly dividend. The payout is scheduled for August 21, 2025, to shareholders of record as of August 12, 2025 (Key Developments).
- Welltower raised its earnings guidance for the year ending December 31, 2025, now projecting net income attributable to common stockholders at $1.86 to $1.94 per diluted share, an increase from the previous range of $1.70 to $1.84. The company anticipates average Same Store NOI growth of 11.25% to 13.25%, and net income between $1,249 million and $1,303 million (Key Developments).
- The company reported no shares repurchased under its existing buyback tranche from April 1, 2025 to June 30, 2025, with total repurchases remaining at zero (Key Developments).
Valuation Changes
- Fair Value Estimate has risen slightly from $184.60 to $186.81.
- Discount Rate has decreased marginally from 7.15% to 7.15%.
- Revenue Growth forecast remains steady at approximately 16.41%.
- Net Profit Margin is nearly unchanged, moving from 14.47% to 14.47%.
- Future P/E Ratio has increased moderately from 87.82x to 88.90x.
Disclaimer
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