Welltower（WELL）株式概要
S&P 500構成企業であるウェルタワー社は、シルバーエコノミーの中心に位置づけられ、米国、英国、カナダ全域において、高齢者を対象とした賃貸住宅事業に注力しています。 詳細
WELL Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$228.14
FV
1.5% 割高 内在価値ディスカウント16.45%
Revenue growth p.a.
93
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Welltower Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$231.59 |
| 52週高値 | US$239.11 |
| 52週安値 | US$151.92 |
| ベータ | 0.76 |
| 1ヶ月の変化 | 9.57% |
| 3ヶ月変化 | 11.56% |
| 1年変化 | 49.26% |
| 3年間の変化 | 189.56% |
| 5年間の変化 | 158.24% |
| IPOからの変化 | 2,141.19% |
最新ニュース
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
ナラティブの更新 • 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.
ナラティブの更新 • 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.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ナラティブの更新 • 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.ナラティブの更新 • 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.
ナラティブの更新 • 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).ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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).
新しいナラティブ • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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
新しいナラティブ • 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.株主還元
| WELL | US Health Care REITs | US 市場 | |
|---|---|---|---|
| 7D | -1.9% | -2.2% | 0.7% |
| 1Y | 49.3% | 35.4% | 20.6% |
業界別リターン: WELL過去 1 年間で35.4 % の収益を上げたUS Health Care REITs業界を上回りました。
リターン対市場: WELL過去 1 年間で20.6 % の収益を上げたUS市場を上回りました。
価格変動
| WELL volatility | |
|---|---|
| WELL Average Weekly Movement | 4.0% |
| Health Care REITs Industry Average Movement | 4.0% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: WELL 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: WELLの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1970 | 712 | Shankh Mitra | www.welltower.com |
S&P 500構成企業であるウェルタワー社は、シルバーエコノミーの中心に位置づけられ、米国、英国、カナダ全域において高齢者を対象とした賃貸住宅事業に注力しています。 2,500か所以上のシニア向けおよびウェルネス住宅コミュニティからなる同社のポートフォリオは、住宅とホスピタリティの融合点に位置づけられ、成熟した入居者や高齢者のために活気あふれるコミュニティを創出しています。同社は、自社の不動産ポートフォリオが他に類を見ないものであり、非常に魅力的なマイクロマーケットに位置し、素晴らしい建築環境を備えていると確信しています。 しかし、ウェルタワーは、自らを「不動産という枠組みに包まれた運営会社」と位置づけ、緊密に連携したパートナーシップと型破りな企業文化によって牽引されている点で、異色の不動産企業です。 データサイエンス・プラットフォームを基盤とした規律ある資本配分アプローチと、エンドツーエンドの運営プラットフォームである「ウェルタワー・ビジネス・システム」によって生み出される優れた運営実績を通じて、同社は既存の投資家に対する「1株当たり利益の長期的な複利成長」という「ノーススター」の実現を目指しています。 ウェルタワー社は1970年にデラウェア州で設立され、オハイオ州トレドに本社を置いています。
Welltower Inc. 基礎のまとめ
| WELL 基礎統計学 | |
|---|---|
| 時価総額 | US$163.86b |
| 収益（TTM） | US$1.41b |
| 売上高(TTM) | US$11.77b |
116.1x
PER（株価収益率13.9x
P/SレシオWELL は割高か？
公正価値と評価分析を参照収益と収入
| WELL 損益計算書（TTM） | |
|---|---|
| 収益 | US$11.77b |
| 売上原価 | US$7.08b |
| 売上総利益 | US$4.69b |
| その他の費用 | US$3.28b |
| 収益 | US$1.41b |
直近の収益報告
Mar 31, 2026
次回決算日
Jul 27, 2026
| 一株当たり利益（EPS） | 1.99 |
| グロス・マージン | 39.87% |
| 純利益率 | 11.96% |
| 有利子負債／自己資本比率 | 39.9% |
WELL の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
1.3%
現在の配当利回り97%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/07/10 09:22 |
| 終値 | 2026/07/10 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Welltower Inc. 9 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。47
| アナリスト | 機関 |
|---|---|
| Amanda Sweitzer | Baird |
| David Rodgers | Baird |
| Bryan Sekino | Barclays |