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AnalystConsensusTarget updated the narrative for WELL

Update shared on 22 Oct 2025

Fair value Increased 0.33%
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AnalystConsensusTarget's Fair Value
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Analysts have slightly raised their price target for Welltower. They now estimate fair value at $187.43 per share, compared to the previous $186.81, citing incremental improvements in key valuation metrics.

What's in the News

  • Welltower Inc. updated its earnings guidance for the year ending December 31, 2025, raising the expected net income attributable to common stockholders to a range of $1.86 to $1.94 per diluted share. This is up from the previous range of $1.70 to $1.84 per diluted share (Key Developments).
  • The company projects average Same Store NOI growth of 11.25% to 13.25%. Welltower now anticipates total net income attributable to common stockholders of $1,249 million to $1,303 million, compared to the prior outlook of $1,127 million to $1,219 million (Key Developments).
  • On July 28, 2025, Welltower's Board of Directors declared a cash dividend of $0.74 per share for the quarter ended June 30. This marks the 217th consecutive quarterly dividend and will be paid on August 21, 2025 (Key Developments).
  • No shares were repurchased by Welltower from April 1, 2025 to June 30, 2025 under the buyback program announced on November 7, 2022 (Key Developments).

Valuation Changes

  • Consensus Analyst Price Target (Fair Value) has risen slightly from $186.81 to $187.43 per share.
  • Discount Rate has edged down marginally from 7.15% to 7.15%.
  • Revenue Growth estimate remains unchanged at 16.41%.
  • Net Profit Margin has declined slightly from 14.47% to 14.43%.
  • Future P/E ratio has increased modestly from 88.90x to 89.45x.

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Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.