Welltower Inc.

NYSE:WELL 株式レポート

時価総額：US$153.9b

Welltower 将来の成長

Future 基準チェック /36

Welltower利益と収益がそれぞれ年間19.5%と12.5%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に6.5% 17.8%なると予測されています。

主要情報

19.5%

収益成長率

17.85%

EPS成長率

Health Care REITs 収益成長24.2%
収益成長率12.5%
将来の株主資本利益率6.51%
アナリストカバレッジ

Good

最終更新日15 May 2026

今後の成長に関する最新情報

Recent updates

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).
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
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 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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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.
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

業績と収益の成長予測

NYSE:WELL - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/202817,8752,951N/A11,8015
12/31/202715,5782,456N/A10,9567
12/31/202613,8612,135N/A9,9697
3/31/202611,7671,4082,9532,953N/A
12/31/202510,8389372,8822,882N/A
9/30/20259,9089602,7872,787N/A
6/30/20259,2781,1302,6132,613N/A
3/31/20258,5541,0822,4492,449N/A
12/31/20247,9919522,2562,256N/A
9/30/20247,4909162,0682,068N/A
6/30/20247,0315931,8221,822N/A
3/31/20246,8724421,6331,633N/A
12/31/20236,5733401,6021,602N/A
9/30/20236,2832521,4851,485N/A
6/30/20236,1601181,4021,402N/A
3/31/20235,9731051,3801,380N/A
12/31/20225,8611411,3291,329N/A
9/30/20225,6192041,3591,359N/A
6/30/20225,3853901,3561,356N/A
3/31/20225,0533271,2961,296N/A
12/31/20214,7373361,2751,275N/A
9/30/20214,5554411,2471,247N/A
6/30/20214,3525871,1921,192N/A
3/31/20214,3937401,2571,257N/A
12/31/20204,5879791,3651,365N/A
9/30/20204,7471,0391,4361,436N/A
6/30/20204,9761,3041,4931,493N/A
3/31/20205,1081,2621,6041,604N/A
12/31/20195,1211,232N/A1,536N/A
9/30/20195,1001,110N/A1,583N/A
6/30/20195,070584N/A1,600N/A
3/31/20194,865601N/A1,559N/A
12/31/20184,700758N/A1,584N/A
9/30/20184,553545N/A1,483N/A
6/30/20184,408555N/A1,428N/A
3/31/20184,351589N/A1,417N/A
12/31/20174,317464N/A1,434N/A
9/30/20174,291908N/A1,521N/A
6/30/20174,2781,169N/A1,628N/A
3/31/20174,2961,176N/A1,644N/A
12/31/20164,2811,012N/A1,639N/A
9/30/20164,232812N/A1,617N/A
6/30/20164,132659N/A1,610N/A
3/31/20164,013777N/A1,528N/A
12/31/20153,860818N/A1,383N/A
9/30/20153,698874N/A1,321N/A
6/30/20153,567828N/A1,162N/A

アナリストによる今後の成長予測

収入対貯蓄率: WELLの予測収益成長率 (年間19.5% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: WELLの収益 ( 19.5% ) はUS市場 ( 16.8% ) よりも速いペースで成長すると予測されています。

高成長収益: WELLの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: WELLの収益 ( 12.5% ) US市場 ( 11.6% ) よりも速いペースで成長すると予測されています。

高い収益成長: WELLの収益 ( 12.5% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: WELLの 自己資本利益率 は、3年後には低くなると予測されています ( 6.5 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/05/20 16:55
終値2026/05/20 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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

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. 7 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。46

アナリスト機関
David RodgersBaird
Amanda SweitzerBaird
Joshua RaskinBarclays