Welltower (WELL) Aktienübersicht
Welltower Inc., ein S&P-500-Unternehmen, nimmt eine zentrale Position in der „Silver Economy“ ein und konzentriert sich auf Mietwohnungen für Senioren in den Vereinigten Staaten, im Vereinigten Königreich und in Kanada. Mehr Details
| Schneeflocken-Punktzahl | |
|---|---|
| Bewertung | 1/6 |
| Künftiges Wachstum | 3/6 |
| Vergangene Leistung | 2/6 |
| Finanzielle Gesundheit | 3/6 |
| Dividenden | 4/6 |
Belohnungen
Risikoanalyse
WELL Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$228.14
FV
4.9% überbewertet intrinsischer Abschlag16.45%
Revenue growth p.a.
122
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Welltower Inc. Wettbewerber
Preisentwicklung & Leistung
| Historische Aktienkurse | |
|---|---|
| Aktueller Aktienkurs | US$239.22 |
| 52-Wochen-Hoch | US$255.20 |
| 52-Wochen-Tief | US$163.75 |
| Beta | 0.76 |
| 1 Monat Veränderung | -5.10% |
| 3 Monate Veränderung | 9.67% |
| 1 Jahr Veränderung | 45.07% |
| 3 Jahre Veränderung | 194.28% |
| 5 Jahre Veränderung | 178.94% |
| Veränderung seit IPO | 2,215.03% |
Aktuelle Nachrichten und Updates
Narrative-Update • Aug 19
WELL: Rich Multiple And Equity Issuance Will Pressure Future Returns
Analysts have adjusted their fair value estimate for Welltower to $210.69 from $202.13. This reflects updated views on discount rates, revenue growth, profit margins, and future P/E assumptions.
Narrative-Update • Aug 05
WELL: Dividend Reliability And Equity Issuance Will Support Future Upside Potential
Analysts have raised their price target for Welltower from $280 to $292 after updating their models to reflect a different revenue growth outlook, a slightly adjusted discount rate, a revised profit margin assumption and a higher future P/E estimate. What’s in the News for Welltower Welltower completed a follow-on equity offering totaling about US$6.63b through at-the-market issuances of common stock at various share prices, including US$186.60, US$203.15, US$211.26 and US$233.16.Recent updates
Narrative-Update • Aug 19
WELL: Rich Multiple And Equity Issuance Will Pressure Future Returns
Analysts have adjusted their fair value estimate for Welltower to $210.69 from $202.13. This reflects updated views on discount rates, revenue growth, profit margins, and future P/E assumptions.Narrative-Update • Aug 05
WELL: Dividend Reliability And Equity Issuance Will Support Future Upside Potential
Analysts have raised their price target for Welltower from $280 to $292 after updating their models to reflect a different revenue growth outlook, a slightly adjusted discount rate, a revised profit margin assumption and a higher future P/E estimate. What’s in the News for Welltower Welltower completed a follow-on equity offering totaling about US$6.63b through at-the-market issuances of common stock at various share prices, including US$186.60, US$203.15, US$211.26 and US$233.16.Seeking Alpha • Jul 26
Welltower Needs A Miracle To Justify This Price
Summary Welltower trades at an extreme premium, with a 41x forward AFFO multiple and implied cap rates below 3%. WELL’s short-term AFFO per share growth is strong, but margin expansion and cost controls are unsustainable long-term. The REIT’s best move is to issue equity at these valuations, but future AFFO multiple compression poses significant downside risk. I expect WELL to underperform the REIT index over 5–10 years, as growth slows and valuation normalizes. Read the full article on Seeking AlphaNarrative-Update • Jul 22
WELL: Premium Pricing And Dividend Growth Will Support Future Upside Potential
Analysts have adjusted their price target for Welltower to $280.00, reflecting updated assumptions around the discount rate, revenue growth, profit margins, and future P/E expectations. What’s in the News for Welltower Recent coverage highlights that Welltower, as a large senior housing REIT, has reported strong NOI and NFFO growth alongside Q1 2026 results.
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.Narrative-Update • Jun 18
WELL: Medium Term Guidance And Capital Recycling Will Drive Fair Value
Analysts have raised their price target for Welltower stock from $191.07 to $202.13 as they refine their models around discount rates, revenue growth, profit margins and future P/E assumptions. What’s in the News for Welltower Welltower reported Q1 2026 normalized funds from operations of $1.47 per share, a 23% year-over-year increase, with revenue growth above 38% and total portfolio same-store NOI growth of 16.4%, driven largely by its senior housing operating portfolio, according to recent earnings coverage.Narrative-Update • Jun 03
WELL: Data Platform And Higher Margins Will Support Future Upside Potential
Analysts have lifted their price target on Welltower from $260.00 to about $271.37, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E that collectively support a higher valuation framework. What's in the News Welltower reported Q1 2026 normalized FFO of $1.47 per share, 23% higher year over year, with revenue growth of 38.3% and same store NOI growth of 16.4%, supported by seniors housing occupancy at 88.8% (Source: Q1 2026 earnings reports).Narrative-Update • May 14
WELL: Data Science Partnership And 2026 Earnings Outlook Will Support Balanced View
Analysts have raised their price target for Welltower to $233.50 from $229.25, citing updated assumptions related to revenue growth, profit margins, the discount rate, and future P/E levels. What's in the News Welltower updated its earnings guidance for the year ending December 31, 2026, with net income attributable to common stockholders now guided to a range of $3.24 to $3.38 per diluted share, compared with the prior range of $3.11 to $3.27 (company guidance).Narrative-Update • Apr 29
WELL: Data Science Partnership And 2026 Guidance Will Support Balanced Outlook
Analysts have made a small adjustment to Welltower's price target to $229.25. This reflects updated views on fair value, discount rate assumptions, profit margin expectations, and a revised future P/E estimate.Narrative-Update • Apr 14
WELL: Data Partnership And Higher Margins Will Support Future Upside Potential
Analysts now see Welltower's fair value at $260.00, compared with $251.51 previously. This reflects their updated views on growth, margins, discount rate and future P/E assumptions.Narrative-Update • Mar 31
WELL: Data Science Alliance And 2026 Earnings Outlook Will Support Future Upside
Analysts have raised their price target for Welltower from $228.10 to $229.30, reflecting updated assumptions related to discount rates, revenue growth, profit margins, and future P/E expectations. What's in the News Welltower and Public Storage announced a data science partnership that combines Welltower's capital allocation models with Public Storage's operational and pricing analytics to support more targeted real estate investments and operations (Key Developments).Narrative-Update • Mar 17
WELL: 2026 Earnings Outlook And Data Partnership Will Shape Future Income
Analysts have raised their price target on Welltower to $228.10 from $218.80, reflecting updated assumptions that include a slightly lower discount rate, a modest adjustment to revenue growth expectations, firmer profit margin inputs near 14%, and a higher future P/E of about 98x. What's in the News Welltower and Public Storage announced a data science partnership that combines Welltower's capital allocation modeling with Public Storage's operational analytics to support capital deployment and operating decisions across both businesses (Key Developments).
Neues Narrative • Mar 16
Leveraging the Senior Housing Supply Gap
Business Overview Welltower is one of the largest healthcare real estate investment trusts globally, with a market capitalization of approximately US$145 billion. The company owns a diversified portfolio of senior housing communities, outpatient medical facilities and post-acute care properties across the United States, Canada and the United Kingdom.Narrative-Update • Mar 03
WELL: Medium Term Guidance And Updated Assumptions Will Shape Fair Value
Analysts have lifted their price target for Welltower from about $145 to roughly $191, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E, which together support a higher long term valuation framework. What's in the News Welltower issued earnings guidance for the year ending December 31, 2026, giving investors a frame of reference for its medium term outlook.Narrative-Update • Feb 16
WELL: 2026 Earnings Outlook And Higher Fair Value Will Shape Future Income
Analysts now set their price target for Welltower at $218.80, up from $207.38. This reflects updated views on revenue growth, profit margins and future P/E assumptions.Narrative-Update • Feb 02
WELL: Higher Profitability Assumptions Will Support Future Upside Potential
Analysts have raised their fair value estimate for Welltower to $251.51, citing slightly higher assumptions for revenue growth, profit margins, the discount rate, and future P/E as the basis for the updated price target. Valuation Changes Fair Value Estimate was adjusted from $248.75 to $251.51, reflecting a small upward revision in the modeled valuation.Narrative-Update • Jan 19
WELL: Expanded Equity Will Fund Prospective UK Care Acquisition Opportunity
Analysts have inched their price target for Welltower lower by about US$0.05. This reflects small updates to their fair value, discount rate, revenue growth, profit margin, and future P/E assumptions.Narrative-Update • Jan 05
WELL: Expanded Equity Capacity Will Support Prospective UK Senior Care Acquisition
Analysts have nudged their price target on Welltower slightly lower to US$248.80 from US$250.84, citing updated assumptions around revenue growth, profit margins, and a higher future P/E multiple. What's in the News Welltower filed a follow on equity offering for up to US$7.5b in common stock, structured as an at the market program.Narrative-Update • Dec 18
WELL: Expanded Equity Capacity Will Support Prospective UK Senior Care Acquisition
Analysts have lifted their price target on Welltower materially, from approximately $208 to $251 per share, citing expectations for slightly faster revenue growth, stronger profit margins, and a modestly lower future P/E multiple despite a higher discount rate. What's in the News Filed a new at-the-market follow-on equity shelf for up to $7.5 billion of common stock, expanding financial flexibility for future investments and debt reduction (regulatory filing).Narrative-Update • Dec 04
WELL: Equity Issuance And Acquisition Plans Will Shape Future Income Outlook
Analysts have raised their price target for Welltower by approximately $8.40 per share to about $207.40. This reflects expectations for stronger revenue growth that more than offset a modestly lower profit margin outlook and a slightly higher assumed valuation multiple.Narrative-Update • Nov 20
WELL: Equity Offerings And Margin Improvement Will Offset Lower Income Outlook
Analysts have raised their price target for Welltower from $192.90 to $198.95, citing improved profit margins and a modestly higher discount rate in their latest assessment. What's in the News Welltower has filed a Follow-on Equity Offering totaling $7.5 billion, issuing common stock through an at-the-market offering.Narrative-Update • Nov 05
WELL: Forward Equity Offerings And Margin Gains Will Balance Lower Guidance
Analysts have raised their price target for Welltower from $187.43 to $192.90. They cite improved profit margins and a lowered discount rate, even though revenue growth expectations are moderating.Narrative-Update • Oct 22
Analysts Lift Welltower Price Target Amid Raised Guidance and Improved Valuation Metrics
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.Narrative-Update • Oct 08
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.Narrative-Update • Sep 24
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.Narrative-Update • Sep 04
Private Fund Management And Acquisitions Will Improve Operational Efficiency
With analyst reasoning unavailable and both revenue growth and discount rate estimates unchanged, the consensus analyst price target for Welltower remained steady at $178.47. What's in the News Welltower repurchased 0 shares for $0 million from April 1, 2025 to June 30, 2025, completing 0% of the buyback announced earlier.Seeking Alpha • Feb 19
Welltower Stock: Long-Term Potential Vs. Near-Term Risks
Summary Welltower has shown impressive operational performance, particularly in its senior housing segment, but its current valuation suggests waiting for a better entry point. WELL benefits from favorable demographics and strong growth in senior housing, with significant occupancy gains and margin expansion driving its success. Despite strong financial metrics and a robust balance sheet, Welltower’s stock price appears overvalued, trading at a high multiple compared to sector averages. Long-term growth prospects remain strong, but the current price leaves little margin of safety, making it prudent to wait for a more attractive entry point. Read the full article on Seeking AlphaSeeking Alpha • Dec 01
Welltower REIT Became Too Pricey
Summary Welltower Inc. has shown strong financial performance, driven by impressive growth in its senior housing operating portfolio (SHOP) and strategic acquisitions. The company has successfully deleveraged its balance sheet, maintaining significant liquidity and funding acquisitions, while enhancing its operating system and paying dividends. Despite strong growth and favorable demographic trends, WELL's stock appears overvalued, with a premium price and lower-than-historical dividend yield. Given the current valuation, I recommend a "Hold" rating, suggesting the stock needs to drop about 20% to become a "Buy" again. Read the full article on Seeking AlphaSeeking Alpha • Nov 16
Welltower: Senior Housing Isn't A Growth Stock
Summary Welltower, Inc. is a REIT focused on senior housing and medical properties, benefiting from an aging population but currently offering a modest 2% dividend yield. The company's dividend has declined from $3.48 per share (2017-2019) to $2.44 in 2023, despite revenue recovery post-COVID. Concerns include low property yields, leverage risks, and reliance on private-pay residents, which may not support long-term dividend growth. Given these issues and the lack of a compelling margin of safety, I rate WELL as a Hold. Read the full article on Seeking AlphaAktionärsrenditen
| WELL | US Health Care REITs | US Markt | |
|---|---|---|---|
| 7D | 1.7% | 1.9% | -1.2% |
| 1Y | 45.1% | 31.0% | 18.3% |
Rendite im Vergleich zur Industrie: WELL übertraf die Branche US Health Care REITs , die im vergangenen Jahr eine Rendite von 31 erzielte.
Rendite vs. Markt: WELL übertraf den Markt US, der im vergangenen Jahr eine Rendite von 18.3 erzielte.
Preisvolatilität
| WELL volatility | |
|---|---|
| WELL Average Weekly Movement | 3.9% |
| Health Care REITs Industry Average Movement | 4.1% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
Stabiler Aktienkurs: WELL hatte in den letzten 3 Monaten im Vergleich zum US -Markt keine signifikante Preisvolatilität.
Volatilität im Zeitverlauf: WELLDie wöchentliche Volatilität (4%) ist im vergangenen Jahr stabil geblieben.
Über das Unternehmen
| Gegründet | Mitarbeiter | CEO | Website |
|---|---|---|---|
| 1970 | 712 | Shankh Mitra | www.welltower.com |
Welltower Inc., ein S&P-500-Unternehmen, steht im Zentrum der „Silver Economy“ und konzentriert sich auf Mietwohnungen für Senioren in den Vereinigten Staaten, Großbritannien und Kanada. Das Portfolio des Unternehmens umfasst mehr als 2.500 Senioren- und Wellness-Wohnanlagen, die an der Schnittstelle zwischen Wohnungswesen und Gastgewerbe angesiedelt sind und lebendige Gemeinschaften für reife Mieter und ältere Erwachsene schaffen. Das Unternehmen ist davon überzeugt, dass sein Immobilienportfolio unübertroffen ist und sich in äußerst attraktiven Mikromärkten mit beeindruckender baulicher Umgebung befindet.
Welltower Inc.'s Grundlagenzusammenfassung
| WELL grundlegende Statistiken | |
|---|---|
| Marktanteil | US$172.42b |
| Gewinn(TTM) | US$1.55b |
| Umsatz(TTM) | US$12.76b |
111.2x
Kurs-Gewinn-Verhältnis 13.5x
Kurs-Umsatz-VerhältnisIst WELL zu teuer?
Siehe Fair Value und BewertungsanalyseErträge & Einnahmen
| WELL Gewinn- und Verlustrechnung (TTM) | |
|---|---|
| Einnahmen | US$12.76b |
| Kosten der Einnahmen | US$7.71b |
| Bruttogewinn | US$5.05b |
| Sonstige Ausgaben | US$3.50b |
| Gewinn | US$1.55b |
Zuletzt gemeldete Gewinne
Jun 30, 2026
Datum des nächsten Gewinnberichts
k.A.
| Gewinn per Aktie (EPS) | 2.15 |
| Bruttomarge | 39.56% |
| Nettogewinnspanne | 12.15% |
| Schulden/Eigenkapital-Verhältnis | 37.2% |
Wie hat sich WELL auf lange Sicht entwickelt?
Historische Performance und VergleicheDividenden
1.4%
Aktuelle Dividendenrendite87%
AusschüttungsquoteUnternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/08/24 03:59 |
| Aktienkurs zum Tagesende | 2026/08/21 00:00 |
| Gewinne | 2026/06/30 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Welltower Inc. wird von 48 Analysten beobachtet. 7 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Amanda Sweitzer | Baird |
| David Rodgers | Baird |
| Bryan Sekino | Barclays |