Welltower Inc.

NYSE:WELL Rapport sur les actions

Capitalisation boursière : US$156.3b

Welltower Gestion

Gestion contrôle des critères 2/4

Le PDG Welltower est Shankh Mitra, nommé en Oct2020, a un mandat de 5.67 ans. La rémunération annuelle totale est $ 821.09M, composée du salaire de 0.2% et des bonus 99.8%, y compris les actions et options de la société. détient directement 0.011% des actions de la société, d'une valeur de $ 16.94M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 5.6 ans et 7.3 ans.

Informations clés

Shankh Mitra

Directeur général

US$821.1m

Rémunération totale

Pourcentage du salaire du PDG0.16%
Durée du mandat du directeur général5.7yrs
Propriété du PDG0.01%
Durée moyenne d'occupation des postes de direction5.6yrs
Durée moyenne du mandat des membres du conseil d'administration7.3yrs

Mises à jour récentes de la gestion

Recent updates

Mise à jour du récit 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.
Mise à jour du récit 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).
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

Welltower: A Premium REIT At An Overextended Price

Summary Welltower Inc. is a top-tier REIT with strong fundamentals, robust FFO growth, and disciplined capital allocation. WELL's SHO segment drove Q1'26 FFO up 23% YoY, with same-store NOI growth of 22.1% and occupancy at 88.8%. Despite operational excellence, WELL trades at a 33x P/FFO—over 30% above its historical average and 131% above peers, making current valuation difficult to justify. I rate WELL a 'sell' at $217, with a more attractive entry in the $155–$165 range when valuation better reflects premium quality. Read the full article on Seeking Alpha
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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).
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
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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

Analyse de la rémunération des PDG

Comment la rémunération de Shankh Mitra a-t-elle évolué par rapport aux bénéfices de Welltower?
DateRémunération totaleSalaireBénéfices de l'entreprise
Mar 31 2026n/an/a

US$1b

Dec 31 2025US$821mUS$1m

US$937m

Sep 30 2025n/an/a

US$960m

Jun 30 2025n/an/a

US$1b

Mar 31 2025n/an/a

US$1b

Dec 31 2024US$20mUS$1m

US$952m

Sep 30 2024n/an/a

US$916m

Jun 30 2024n/an/a

US$593m

Mar 31 2024n/an/a

US$442m

Dec 31 2023US$17mUS$1m

US$340m

Sep 30 2023n/an/a

US$252m

Jun 30 2023n/an/a

US$118m

Mar 31 2023n/an/a

US$105m

Dec 31 2022US$14mUS$1m

US$141m

Sep 30 2022n/an/a

US$204m

Jun 30 2022n/an/a

US$390m

Mar 31 2022n/an/a

US$327m

Dec 31 2021US$13mUS$1m

US$336m

Sep 30 2021n/an/a

US$441m

Jun 30 2021n/an/a

US$587m

Mar 31 2021n/an/a

US$740m

Dec 31 2020US$10mUS$768k

US$979m

Sep 30 2020n/an/a

US$1b

Jun 30 2020n/an/a

US$1b

Mar 31 2020n/an/a

US$1b

Dec 31 2019US$6mUS$700k

US$1b

Rémunération vs marché: La rémunération totale de Shankh ($USD 821.09M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 14.67M ).

Rémunération et revenus: La rémunération de Shankh a augmenté de plus de 20 % au cours de l'année écoulée.


PDG

Shankh Mitra (45 yo)

5.7yrs
Titularisation
US$821,090,355
Compensation

Mr. Shankh S. Mitra serves as Chief Executive Officer & Chief Investment Officer at Welltower OP LLC. He serves as the Chief Executive Officer at Welltower Inc. since October 05, 2020 and serves as its Dir...


Équipe de direction

NomPositionTitularisationCompensationPropriété
Shankh Mitra
CEO & Director5.7yrsUS$821.09m0.011%
$ 16.9m
Timothy McHugh
Co-President & CFO6.8yrsUS$166.96m0.0033%
$ 5.2m
Nikhil Chaudhri
Co-President & Chief Investment Officer3.4yrsUS$185.81m0.000060%
$ 93.8k
John Burkart
Vice Chairman & COO4.9yrsUS$100.24m0.00023%
$ 359.5k
Matthew McQueen
Chief Legal Officer9.9yrsUS$93.46m0.0038%
$ 6.0m
Joshua Fieweger
Senior VP & Chief Accounting Officer5.6yrspas de données0.0030%
$ 4.7m
Jeff Stott
Chief Technology Officerless than a yearpas de donnéespas de données
Tucker Joseph
Chief Information Officerless than a yearpas de donnéespas de données
John Olympitis
Executive VP & Head of Corporate Development4.4yrspas de donnéespas de données
Pam Byrne
Senior VP & Head of Human Capital6.8yrspas de donnéespas de données
Richard Hansen
Vice President of Asset Management22.8yrspas de donnéespas de données
Nicholas Rumanes
Head of Development7.3yrspas de donnéespas de données
5.6yrs
Durée moyenne de l'emploi
45yo
Âge moyen

Gestion expérimentée: L'équipe dirigeante de WELL est chevronnée et expérimentée (5.6 années d'ancienneté moyenne).


Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Shankh Mitra
CEO & Director6.2yrsUS$821.09m0.011%
$ 16.9m
Kenneth Bacon
Independent Chairman10.4yrsUS$665.13k0.0020%
$ 3.2m
Ade Patton
Independent Director5.1yrsUS$441.63k0.0012%
$ 1.8m
Kathryn Sullivan
Independent Director7.3yrsUS$429.13k0.00093%
$ 1.5m
Andrew Gundlach
Independent Director1.9yrsUS$381.63k0.0043%
$ 6.6m
Dennis Lopez
Independent Director5.1yrsUS$383.13k0.00049%
$ 765.9k
Johnese Spisso
Independent Director7.6yrsUS$420.63k0.0019%
$ 3.0m
Sergio Rivera
Independent Director11.8yrsUS$425.13k0.0034%
$ 5.3m
Karen Desalvo
Independent Director7.6yrsUS$378.13k0.0014%
$ 2.3m
7.3yrs
Durée moyenne de l'emploi
63yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de WELL sont considérés comme expérimentés (ancienneté moyenne 7.3 ans).


Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/06/25 22:11
Cours de l'action en fin de journée2026/06/25 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

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.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* 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 pour apprendre à 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. 9 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.

AnalysteInstitution
David RodgersBaird
Amanda SweitzerBaird
Joshua RaskinBarclays