Welltower Resultados de beneficios anteriores
Pasado controles de criterios 2/6
Welltower ha aumentado sus beneficios a una tasa media anual de 28.1%, mientras que los beneficios de la industria de Health Care REITs han experimentado un crecimiento de 9.7% anual. Los ingresos han ido creciendo a una tasa media de 19.1% al año. La rentabilidad financiera de Welltower es de 3.2%, y sus márgenes netos son de 12%.
Información clave
28.12%
Tasa de crecimiento de los beneficios
15.03%
Tasa de crecimiento del BPA
| Crecimiento de la industria Health Care REITs | -12.20% |
| Tasa de crecimiento de los ingresos | 19.15% |
| Rentabilidad financiera | 3.24% |
| Margen neto | 11.96% |
| Próxima actualización de resultados | 27 Jul 2026 |
Actualizaciones de resultados anteriores recientes
Recent 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
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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).Actualización de narrativa • 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).Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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).Actualización de narrativa • 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).
Nueva narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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).Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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 AlphaSeeking Alpha • Sep 02
Welltower: Aging Gracefully Or Out Of Touch? Stock That's Priced For Perfection
Summary Welltower Inc. has seen a 49% stock increase and a steady 2% dividend over the past year, outperforming the REIT sector significantly. Despite favorable demographic trends and a solid portfolio, Welltower's AFFO growth per share has been lackluster, raising concerns about future dividend growth. The company's current valuation appears high, with a forward P/AFFO and P/FFO well above sector medians, suggesting limited upside potential. Given the high valuation and modest AFFO growth, I rate Welltower as a 'sell' despite its positive long-term industry tailwinds. Read the full article on Seeking Alpha
Nueva narrativa • Aug 20
Decisive Acquisitions And Operational Efficiencies Propel Senior Housing Leader To New Heights
Welltower's strategic focus on improving senior housing occupancy and acquisitions aimed at portfolio expansion are designed to drive revenue and NOI growth.Desglose de ingresos y gastos
Desglose de ingresos y gastos
Cómo gana y gasta dinero Welltower. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).
Historial de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Gastos G+A | Gastos de I+D |
|---|---|---|---|---|
| 31 Mar 26 | 11,767 | 1,408 | 1,752 | 0 |
| 31 Dec 25 | 10,838 | 937 | 1,748 | 0 |
| 30 Sep 25 | 9,908 | 960 | 240 | 0 |
| 30 Jun 25 | 9,278 | 1,130 | 255 | 0 |
| 31 Mar 25 | 8,554 | 1,082 | 246 | 0 |
| 31 Dec 24 | 7,991 | 952 | 235 | 0 |
| 30 Sep 24 | 7,490 | 916 | 231 | 0 |
| 30 Jun 24 | 7,031 | 593 | 199 | 0 |
| 31 Mar 24 | 6,872 | 442 | 188 | 0 |
| 31 Dec 23 | 6,573 | 340 | 179 | 0 |
| 30 Sep 23 | 6,283 | 252 | 176 | 0 |
| 30 Jun 23 | 6,160 | 118 | 165 | 0 |
| 31 Mar 23 | 5,973 | 105 | 157 | 0 |
| 31 Dec 22 | 5,861 | 141 | 150 | 0 |
| 30 Sep 22 | 5,619 | 204 | 142 | 0 |
| 30 Jun 22 | 5,385 | 390 | 140 | 0 |
| 31 Mar 22 | 5,053 | 327 | 135 | 0 |
| 31 Dec 21 | 4,737 | 336 | 127 | 0 |
| 30 Sep 21 | 4,555 | 441 | 121 | 0 |
| 30 Jun 21 | 4,352 | 587 | 120 | 0 |
| 31 Mar 21 | 4,393 | 740 | 123 | 0 |
| 31 Dec 20 | 4,587 | 979 | 128 | 0 |
| 30 Sep 20 | 4,747 | 1,039 | 127 | 0 |
| 30 Jun 20 | 4,976 | 1,304 | 127 | 0 |
| 31 Mar 20 | 5,108 | 1,262 | 127 | 0 |
| 31 Dec 19 | 5,121 | 1,232 | 127 | 0 |
| 30 Sep 19 | 5,100 | 1,110 | 131 | 0 |
| 30 Jun 19 | 5,070 | 584 | 129 | 0 |
| 31 Mar 19 | 4,865 | 601 | 128 | 0 |
| 31 Dec 18 | 4,700 | 758 | 126 | 0 |
| 30 Sep 18 | 4,553 | 545 | 124 | 0 |
| 30 Jun 18 | 4,408 | 555 | 125 | 0 |
| 31 Mar 18 | 4,351 | 589 | 125 | 0 |
| 31 Dec 17 | 4,317 | 464 | 122 | 0 |
| 30 Sep 17 | 4,291 | 908 | 126 | 0 |
| 30 Jun 17 | 4,278 | 1,169 | 133 | 0 |
| 31 Mar 17 | 4,296 | 1,176 | 141 | 0 |
| 31 Dec 16 | 4,281 | 1,012 | 155 | 0 |
| 30 Sep 16 | 4,232 | 812 | 159 | 0 |
| 30 Jun 16 | 4,132 | 659 | 159 | 0 |
| 31 Mar 16 | 4,013 | 777 | 158 | 0 |
| 31 Dec 15 | 3,860 | 818 | 147 | 0 |
| 30 Sep 15 | 3,698 | 874 | 158 | 0 |
Ingresos de calidad: WELL tiene una única gran ganancia de $1.7B que afecta a sus resultados financieros de los últimos 12 meses de 31st March, 2026.
Margen de beneficios creciente: Los actuales márgenes de beneficio(12%) de WELL son inferiores a los del año pasado (12.7%).
Análisis del flujo de caja libre vs. Beneficios
Análisis del crecimiento de los beneficios en el pasado
Tendencia de beneficios: En los últimos 5 años, los beneficios de lWELL han crecido significativamente en un 28.1% al año.
Acelerando crecimiento: El crecimiento de los beneficios de WELL en el último año (30%) supera su media de 5 años (28.1% al año).
Beneficios vs. Industria: El crecimiento de los beneficios de WELL en el último año (30%) no superó al de la industria Health Care REITs 30%.
Rentabilidad financiera
Alta ROE: La rentabilidad financiera de WELL (3.2%) se considera baja.
Rentabilidad económica
Rendimiento del capital invertido
Descubre empresas con buenos resultados en el pasado
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/07/13 22:03 |
| Precio de las acciones al final del día | 2026/07/13 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Welltower Inc. está cubierta por 47 analistas. 9 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Amanda Sweitzer | Baird |
| David Rodgers | Baird |
| Bryan Sekino | Barclays |