Welltower マネジメント
マネジメント 基準チェック /24
Welltowerの CEO はShankh Mitraで、 Oct2020年に任命され、 の在任期間は 5.83年です。 の年間総報酬は$ 821.09Mで、 0.2%給与と99.8%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の0.01%を直接所有しており、その価値は$ 16.95M 。経営陣と取締役会の平均在任期間はそれぞれ5.8年と7.5年です。
主要情報
Shankh Mitra
最高経営責任者
US$821.1m
報酬総額
| CEO給与比率 | 0.16% |
| CEO在任期間 | 5.8yrs |
| CEOの所有権 | 0.01% |
| 経営陣の平均在職期間 | 5.8yrs |
| 取締役会の平均在任期間 | 7.5yrs |
経営陣の近況
Recent updates
Seeking Alpha • Jul 26
Welltower Needs A Miracle To Justify This Price
Summary Welltower trades at an extreme premium, with a 41x forward AFFO multiple and implied cap rates below 3%. WELL’s short-term AFFO per share growth is strong, but margin expansion and cost controls are unsustainable long-term. The REIT’s best move is to issue equity at these valuations, but future AFFO multiple compression poses significant downside risk. I expect WELL to underperform the REIT index over 5–10 years, as growth slows and valuation normalizes. Read the full article on Seeking Alpha
ナラティブ更新 • Jul 22
WELL: Premium Pricing And Dividend Growth Will Support Future Upside Potential
Analysts have adjusted their price target for Welltower to $280.00, reflecting updated assumptions around the discount rate, revenue growth, profit margins, and future P/E expectations. What’s in the News for Welltower Recent coverage highlights that Welltower, as a large senior housing REIT, has reported strong NOI and NFFO growth alongside Q1 2026 results.
ナラティブ更新 • 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 AlphaCEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$2b |
| 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$1b |
報酬と市場: Shankhの 総報酬 ($USD 821.09M ) は、 US市場 ($USD 14.56M ) の同規模の企業の平均を上回っています。
報酬と収益: Shankhの報酬は過去 1 年間で 20% 以上増加しました。
CEO
Shankh Mitra (45 yo)
5.8yrs
在職期間
US$821,090,355
報酬
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...
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| CEO & Director | 5.8yrs | US$821.09m | 0.010% $ 17.0m | |
| Co-President & CFO | 6.9yrs | US$166.96m | 0.0032% $ 5.5m | |
| Co-President & Chief Investment Officer | 3.6yrs | US$185.81m | 0.000060% $ 100.8k | |
| Vice Chairman & COO | 5.1yrs | US$100.24m | 0.00023% $ 386.4k | |
| Chief Legal Officer | 10.1yrs | US$93.46m | 0.0037% $ 6.2m | |
| Senior VP & Chief Accounting Officer | 5.8yrs | データなし | 0.0029% $ 5.0m | |
| Chief Technology Officer | less than a year | データなし | データなし | |
| Chief Information Officer | less than a year | データなし | データなし | |
| Executive VP & Head of Corporate Development | 4.6yrs | データなし | データなし | |
| Senior VP & Head of Human Capital | 6.9yrs | データなし | データなし | |
| Head of Development | 7.4yrs | データなし | データなし | |
| Executive Vice President of International Investments | 7.3yrs | データなし | データなし |
5.8yrs
平均在職期間
45yo
平均年齢
経験豊富な経営陣: WELLの経営陣は経験豊富で経験豊富です（平均在職期間は5.8年）。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| CEO & Director | 6.3yrs | US$821.09m | 0.010% $ 17.0m | |
| Independent Chairman | 10.6yrs | US$665.13k | 0.0020% $ 3.3m | |
| Independent Director | 5.3yrs | US$441.63k | 0.0011% $ 1.9m | |
| Independent Director | 7.5yrs | US$429.13k | 0.00092% $ 1.5m | |
| Independent Director | 2.1yrs | US$381.63k | 0.0042% $ 7.0m | |
| Independent Director | 5.3yrs | US$383.13k | 0.00048% $ 806.4k | |
| Independent Director | 7.8yrs | US$420.63k | 0.0019% $ 3.2m | |
| Independent Director | 12yrs | US$425.13k | 0.0034% $ 5.6m | |
| Independent Director | 7.8yrs | US$378.13k | 0.0014% $ 2.4m |
7.5yrs
平均在職期間
63yo
平均年齢
経験豊富なボード: WELLの 取締役会 は 経験豊富 であると考えられます ( 7.5年の平均在任期間)。
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 | 2026/08/04 13:13 |
| 終値 | 2026/08/04 00:00 |
| 収益 | 2026/06/30 |
| 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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
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. 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。47
| アナリスト | 機関 |
|---|---|
| Amanda Sweitzer | Baird |
| David Rodgers | Baird |
| Bryan Sekino | Barclays |