Welltower Croissance future

Future contrôle des critères 3/6

Welltower devrait augmenter ses bénéfices et son chiffre d'affaires de 19.5% et de 12.5% par an respectivement. Le BPA devrait croître de de 17.8% par an. Le rendement des capitaux propres devrait être 6.5% dans 3 ans.

Informations clés

19.5%

Taux de croissance des bénéfices

17.85%

Taux de croissance du BPA

Health Care REITs croissance des bénéfices	24.2%
Taux de croissance des recettes	12.5%
Rendement futur des capitaux propres	6.51%
Couverture par les analystes	Good
Dernière mise à jour	15 May 2026

Mises à jour récentes de la croissance future

Recent updates

Mise à jour du récit • 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).

Seeking Alpha • May 01

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).

Mise à jour du récit • 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).

Nouveau récit • 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.

Mise à jour du récit • 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.

Mise à jour du récit • 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.

Mise à jour du récit • 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.

Mise à jour du récit • 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.

Mise à jour du récit • 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.

Mise à jour du récit • 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).

Mise à jour du récit • 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.

Mise à jour du récit • 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.

Mise à jour du récit • 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.

Mise à jour du récit • 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.

Mise à jour du récit • 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.

Mise à jour du récit • 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.

Mise à jour du récit • 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 Alpha

Seeking 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 Alpha

Seeking 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 Alpha

Seeking 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

Nouveau récit • 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.

Seeking Alpha • Jun 20

Welltower: Trades At A Premium But For Good Reason

Summary Real Estate Investment Trusts have struggled with interest rate hikes, but Welltower has outperformed, with a 31% return since September 2023. Welltower operates a wide portfolio of senior housing and medical facilities, with plans for growth and increased occupancy rates. Financially, Welltower has seen revenue growth, increased investments, and a safe dividend, but trades at a high valuation with potential risks ahead. The low dividend yield of 2.3% leaves a lot to be desired but strong segment growth could contribute to future raises. Read the full article on Seeking Alpha

Prévisions de croissance des bénéfices et des revenus

NYSE:WELL - Estimations futures des analystes et données financières antérieures (USD Millions )
Date	Recettes	Les revenus	Flux de trésorerie disponible	Cash from Op	Moy. Nombre d'analystes
12/31/2028	17,875	2,951	N/A	11,801	5
12/31/2027	15,578	2,456	N/A	10,956	7
12/31/2026	13,861	2,135	N/A	9,969	7
3/31/2026	11,767	1,408	2,953	2,953	N/A
12/31/2025	10,838	937	2,882	2,882	N/A
9/30/2025	9,908	960	2,787	2,787	N/A
6/30/2025	9,278	1,130	2,613	2,613	N/A
3/31/2025	8,554	1,082	2,449	2,449	N/A
12/31/2024	7,991	952	2,256	2,256	N/A
9/30/2024	7,490	916	2,068	2,068	N/A
6/30/2024	7,031	593	1,822	1,822	N/A
3/31/2024	6,872	442	1,633	1,633	N/A
12/31/2023	6,573	340	1,602	1,602	N/A
9/30/2023	6,283	252	1,485	1,485	N/A
6/30/2023	6,160	118	1,402	1,402	N/A
3/31/2023	5,973	105	1,380	1,380	N/A
12/31/2022	5,861	141	1,329	1,329	N/A
9/30/2022	5,619	204	1,359	1,359	N/A
6/30/2022	5,385	390	1,356	1,356	N/A
3/31/2022	5,053	327	1,296	1,296	N/A
12/31/2021	4,737	336	1,275	1,275	N/A
9/30/2021	4,555	441	1,247	1,247	N/A
6/30/2021	4,352	587	1,192	1,192	N/A
3/31/2021	4,393	740	1,257	1,257	N/A
12/31/2020	4,587	979	1,365	1,365	N/A
9/30/2020	4,747	1,039	1,436	1,436	N/A
6/30/2020	4,976	1,304	1,493	1,493	N/A
3/31/2020	5,108	1,262	1,604	1,604	N/A
12/31/2019	5,121	1,232	N/A	1,536	N/A
9/30/2019	5,100	1,110	N/A	1,583	N/A
6/30/2019	5,070	584	N/A	1,600	N/A
3/31/2019	4,865	601	N/A	1,559	N/A
12/31/2018	4,700	758	N/A	1,584	N/A
9/30/2018	4,553	545	N/A	1,483	N/A
6/30/2018	4,408	555	N/A	1,428	N/A
3/31/2018	4,351	589	N/A	1,417	N/A
12/31/2017	4,317	464	N/A	1,434	N/A
9/30/2017	4,291	908	N/A	1,521	N/A
6/30/2017	4,278	1,169	N/A	1,628	N/A
3/31/2017	4,296	1,176	N/A	1,644	N/A
12/31/2016	4,281	1,012	N/A	1,639	N/A
9/30/2016	4,232	812	N/A	1,617	N/A
6/30/2016	4,132	659	N/A	1,610	N/A
3/31/2016	4,013	777	N/A	1,528	N/A
12/31/2015	3,860	818	N/A	1,383	N/A
9/30/2015	3,698	874	N/A	1,321	N/A
6/30/2015	3,567	828	N/A	1,162	N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de WELL ( 19.5% par an) est supérieure au taux d'épargne ( 3.5% ).

Bénéfices vs marché: Les bénéfices de WELL ( 19.5% par an) devraient croître plus rapidement que le marché US ( 16.8% par an).

Croissance élevée des bénéfices: Les bénéfices de WELL devraient augmenter, mais pas de manière significative.

Chiffre d'affaires vs marché: Le chiffre d'affaires de WELL ( 12.5% par an) devrait croître plus rapidement que le marché US ( 11.6% par an).

Croissance élevée des revenus: Le chiffre d'affaires de WELL ( 12.5% par an) devrait croître plus lentement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de WELL devrait être faible dans 3 ans ( 6.5 %).

Découvrir les entreprises en croissance

Analyse de l'entreprise et données financières

Données	Dernière mise à jour (heure UTC)
Analyse de l'entreprise	2026/05/20 09:48
Cours de l'action en fin de journée	2026/05/20 00:00
Les revenus	2026/03/31
Revenus annuels	2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

Paquet	Données	Cadre temporel	Exemple de source américaine ^*
Finances de l'entreprise	10 ans	Compte de résultat Tableau des flux de trésorerie Bilan	Formulaire 10-K de la SEC Formulaire 10-Q de la SEC
Estimations consensuelles des analystes	+3 ans	Prévisions financières Objectifs de prix des analystes	Rapports de recherche des analystes Blue Matrix
Prix du marché	30 ans	Cours des actions Dividendes, scissions et actions	Données de marché ICE Formulaire S-1 de la SEC
Propriété	10 ans	Actionnaires principaux Délits d'initiés	Formulaire 4 de la SEC Formulaire 13D de la SEC
Gestion	10 ans	L'équipe dirigeante Conseil d'administration	Formulaire 10-K de la SEC Formulaire SEC DEF 14A
Principaux développements	10 ans	Annonces de l'entreprise	Formulaire 8-K de la SEC

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés^.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Welltower Inc. est couverte par 46 analystes. 7 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

Analyste	Institution
David Rodgers	Baird
Amanda Sweitzer	Baird
Joshua Raskin	Barclays

Welltower Croissance future

Future contrôle des critères 3/6

Informations clés

Mises à jour récentes de la croissance future

Welltower Inc. Provides Earnings Guidance for the Year Ending December 31, 2026

Consensus EPS estimates fall by 11%

Welltower Inc. Revises Earnings Guidance for the Year Ending December 31, 2025

Consensus EPS estimates fall by 11%, revenue upgraded

Welltower Inc. Provides Earnings Guidance for the Fiscal Year December 31, 2025

Consensus EPS estimates increase by 24%

Recent updates

Welltower Delivers US$1.47 Q1 FFO and Raises 2026 Outlook With Robust Senior Housing Growth

WELL: Data Science Partnership And 2026 Earnings Outlook Will Support Balanced View

First quarter dividend of US$0.74 announced

Welltower: A Premium REIT At An Overextended Price

First quarter 2026 earnings: EPS and revenues exceed analyst expectations

Welltower Inc. Declares Cash Dividend for the Quarter Ended March 31, 2026, Payable on May 21, 2026

WELL: Data Science Partnership And 2026 Guidance Will Support Balanced Outlook

WELL: Data Partnership And Higher Margins Will Support Future Upside Potential

Welltower Inc., Annual General Meeting, May 21, 2026

Welltower Inc. to Report Q1, 2026 Results on Apr 28, 2026

WELL: Data Science Alliance And 2026 Earnings Outlook Will Support Future Upside

WELL: 2026 Earnings Outlook And Data Partnership Will Shape Future Income

Leveraging the Senior Housing Supply Gap

WELL: Medium Term Guidance And Updated Assumptions Will Shape Fair Value

WELL: 2026 Earnings Outlook And Higher Fair Value Will Shape Future Income

Fourth quarter dividend of US$0.74 announced

Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behind

Welltower Inc. Provides Earnings Guidance for the Year Ending December 31, 2026

Welltower Inc. (NYSE:WELL) completed the acquisition of HC-One Ltd from Safanad Inc.

WELL: Higher Profitability Assumptions Will Support Future Upside Potential

Welltower Inc. to Report Q4, 2025 Results on Feb 10, 2026

WELL: Expanded Equity Will Fund Prospective UK Care Acquisition Opportunity

Remedy Medical Properties, Inc. and Kayne Anderson Capital Advisors, L.P. acquired Five Medical Properties in Danbury and Newtown from Welltower Inc. (NYSE:WELL) for $86.9 million.

WELL: Expanded Equity Capacity Will Support Prospective UK Senior Care Acquisition

WELL: Expanded Equity Capacity Will Support Prospective UK Senior Care Acquisition

Welltower Inc. (NYSE:WELL) acquired Vintage Park assisted living facilities in Kansas from Midwest Health Management Inc.

WELL: Equity Issuance And Acquisition Plans Will Shape Future Income Outlook

WELL: Equity Offerings And Margin Improvement Will Offset Lower Income Outlook

Insufficient new directors

WELL: Forward Equity Offerings And Margin Gains Will Balance Lower Guidance

Consensus EPS estimates fall by 11%

Third quarter dividend of US$0.74 announced

Third quarter 2025 earnings: EPS misses analyst expectations

Welltower Inc. has filed a Follow-on Equity Offering in the amount of $7.5 billion.

Welltower Reportedly in Advanced Talks to Acquire Barchester and Limecay

Analysts Lift Welltower Price Target Amid Raised Guidance and Improved Valuation Metrics

Private Fund Management And Acquisitions Will Improve Operational Efficiency

Welltower Inc. to Report Q3, 2025 Results on Oct 27, 2025

Private Fund Management And Acquisitions Will Improve Operational Efficiency

Private Fund Management And Acquisitions Will Improve Operational Efficiency

Second quarter 2025 earnings: EPS in line with analyst expectations despite revenue beat

Welltower Inc. Declares Cash Dividend for the Quarter Ended June 30, 2025, Payable on August 21, 2025

Welltower Inc. to Report Q2, 2025 Results on Jul 28, 2025

Independent Director recently bought US$3.0m worth of stock

First quarter dividend of US$0.67 announced

First quarter 2025 earnings: EPS exceeds analyst expectations

Welltower Inc. Revises Earnings Guidance for the Year Ending December 31, 2025

Welltower Inc., Annual General Meeting, May 22, 2025

Welltower Inc. to Report Q1, 2025 Results on Apr 28, 2025

Welltower Inc. has filed a Follow-on Equity Offering in the amount of $7.5 billion.

Welltower Inc. (NYSE:WELL) agreed to acquire Amica Senior Lifestyles from Ontario Teachers' Pension Plan Board for CAD 4.6 billion.

Consensus EPS estimates fall by 11%, revenue upgraded

Welltower Stock: Long-Term Potential Vs. Near-Term Risks

Fourth quarter dividend of US$0.67 announced

Now 21% overvalued after recent price rise

Welltower Inc. Provides Earnings Guidance for the Fiscal Year December 31, 2025

Welltower Inc. (NYSE:WELL) entered into a definitive merger agreement to acquire NorthStar Healthcare Income, Inc. (OTCPK:NHHS) for approximately $560 million.

Welltower Inc. to Report Q4, 2024 Results on Feb 11, 2025

Welltower Inc. Announces Management Changes

Welltower Inc. Announces Resignation of Diana W. Reid from the Board of Directors

Welltower REIT Became Too Pricey

Welltower: Senior Housing Isn't A Growth Stock

Consensus EPS estimates increase by 24%

Third quarter dividend of US$0.67 announced

Third quarter 2024 earnings: EPS and revenues exceed analyst expectations

Now 21% overvalued after recent price rise

Welltower Inc. has completed a Follow-on Equity Offering in the amount of $2.803178 billion.

Welltower Inc. to Report Q3, 2024 Results on Oct 28, 2024

Welltower: Aging Gracefully Or Out Of Touch? Stock That's Priced For Perfection