Welltower Gestione
Criteri Gestione verificati 2/4
Welltower Il CEO è Shankh Mitra, nominato in Oct2020, e ha un mandato di 5.58 anni. la retribuzione annua totale è $ 821.09M, composta da 0.2% di stipendio e 99.8% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.011% delle azioni della società, per un valore di $ 16.58M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 5.5 anni e 7.3 anni.
Informazioni chiave
Shankh Mitra
Amministratore delegato
US$821.1m
Compenso totale
| Percentuale dello stipendio del CEO | 0.16% |
| Mandato del CEO | 5.6yrs |
| Proprietà del CEO | 0.01% |
| Durata media del management | 5.5yrs |
| Durata media del Consiglio di amministrazione | 7.3yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento della narrazione • 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 AlphaAggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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).
Nuova narrazione • 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.
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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
Nuova narrazione • 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 AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$1b |
| Dec 31 2025 | US$821m | US$1m | US$937m |
| Sep 30 2025 | n/a | n/a | US$960m |
| Jun 30 2025 | n/a | n/a | US$1b |
| Mar 31 2025 | n/a | n/a | US$1b |
| Dec 31 2024 | US$20m | US$1m | US$952m |
| Sep 30 2024 | n/a | n/a | US$916m |
| Jun 30 2024 | n/a | n/a | US$593m |
| Mar 31 2024 | n/a | n/a | US$442m |
| Dec 31 2023 | US$17m | US$1m | US$340m |
| Sep 30 2023 | n/a | n/a | US$252m |
| Jun 30 2023 | n/a | n/a | US$118m |
| Mar 31 2023 | n/a | n/a | US$105m |
| Dec 31 2022 | US$14m | US$1m | US$141m |
| Sep 30 2022 | n/a | n/a | US$204m |
| Jun 30 2022 | n/a | n/a | US$390m |
| Mar 31 2022 | n/a | n/a | US$327m |
| Dec 31 2021 | US$13m | US$1m | US$336m |
| Sep 30 2021 | n/a | n/a | US$441m |
| Jun 30 2021 | n/a | n/a | US$587m |
| Mar 31 2021 | n/a | n/a | US$740m |
| Dec 31 2020 | US$10m | US$768k | US$979m |
| Sep 30 2020 | n/a | n/a | US$1b |
| Jun 30 2020 | n/a | n/a | US$1b |
| Mar 31 2020 | n/a | n/a | US$1b |
| Dec 31 2019 | US$6m | US$700k | US$1b |
Compensazione vs Mercato: La retribuzione totale di Shankh ($USD 821.09M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 14.84M ).
Compensazione vs guadagni: La retribuzione di Shankh è aumentata di oltre il 20% nell'ultimo anno.
AMMINISTRATORE DELEGATO
Shankh Mitra (44 yo)
5.6yrs
Mandato
US$821,090,355
Compensazione
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...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Director | 5.6yrs | US$821.09m | 0.011% $ 16.6m | |
| Co-President & CFO | 6.7yrs | US$166.96m | 0.0033% $ 5.1m | |
| Co-President & Chief Investment Officer | 3.3yrs | US$185.81m | 0.000060% $ 91.5k | |
| Vice Chairman & COO | 4.8yrs | US$100.24m | 0.00023% $ 350.7k | |
| Chief Legal Officer | 9.8yrs | US$93.46m | 0.0038% $ 5.8m | |
| Senior VP & Chief Accounting Officer | 5.5yrs | Nessun dato | 0.0030% $ 4.6m | |
| Chief Technology Officer | less than a year | Nessun dato | Nessun dato | |
| Chief Information Officer | less than a year | Nessun dato | Nessun dato | |
| Executive VP & Head of Corporate Development | 4.3yrs | Nessun dato | Nessun dato | |
| Senior VP & Head of Human Capital | 6.7yrs | Nessun dato | Nessun dato | |
| Vice President of Asset Management | 22.8yrs | Nessun dato | Nessun dato | |
| Head of Development | 7.2yrs | Nessun dato | Nessun dato |
5.5yrs
Durata media
44yo
Età media
Gestione esperta: Il team dirigenziale di WELL è esperto e expertise (durata media dell'incarico 5.5 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Director | 6.1yrs | US$821.09m | 0.011% $ 16.6m | |
| Independent Chairman | 10.3yrs | US$665.13k | 0.0020% $ 3.1m | |
| Independent Director | 5yrs | US$441.63k | 0.0012% $ 1.8m | |
| Independent Director | 7.3yrs | US$429.13k | 0.00093% $ 1.4m | |
| Independent Director | 1.8yrs | US$381.63k | 0.0043% $ 6.5m | |
| Independent Director | 5yrs | US$383.13k | 0.00049% $ 747.2k | |
| Independent Director | 7.5yrs | US$420.63k | 0.0019% $ 2.9m | |
| Independent Director | 11.8yrs | US$425.13k | 0.0034% $ 5.2m | |
| Independent Director | 7.5yrs | US$378.13k | 0.0014% $ 2.2m |
7.3yrs
Durata media
62yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di WELL sono considerati esperti (durata media dell'incarico 7.3 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/22 13:36 |
| Prezzo dell'azione a fine giornata | 2026/05/22 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Welltower Inc. è coperta da 46 analisti. 7 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| David Rodgers | Baird |
| Amanda Sweitzer | Baird |
| Joshua Raskin | Barclays |