Welltower Inc.

NYSE:WELL 주식 리포트

시가총액: US$172.4b

Welltower 배당 및 자사주 매입

배당 기준 점검 4/6

Welltower 수익으로 충분히 충당되는 현재 수익률 1.42% 보유한 배당금 지급 회사입니다.

핵심 정보

1.4%

배당 수익률

-5.4%

자사주 매입 수익률

총 주주 수익률-4.0%
미래 배당 수익률1.7%
배당 성장률-3.5%
다음 배당 지급일n/a
배당락일n/a
주당 배당금n/a
배당 성향87%

최근 배당 및 자사주 매입 업데이트

Recent updates

내러티브 업데이트 • Aug 19

WELL: Rich Multiple And Equity Issuance Will Pressure Future Returns

Analysts have adjusted their fair value estimate for Welltower to $210.69 from $202.13. This reflects updated views on discount rates, revenue growth, profit margins, and future P/E assumptions.
내러티브 업데이트 • Aug 05

WELL: Dividend Reliability And Equity Issuance Will Support Future Upside Potential

Analysts have raised their price target for Welltower from $280 to $292 after updating their models to reflect a different revenue growth outlook, a slightly adjusted discount rate, a revised profit margin assumption and a higher future P/E estimate. What’s in the News for Welltower Welltower completed a follow-on equity offering totaling about US$6.63b through at-the-market issuances of common stock at various share prices, including US$186.60, US$203.15, US$211.26 and US$233.16.
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
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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).
내러티브 업데이트 • 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).
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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).
내러티브 업데이트 • 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).
새로운 내러티브 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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).
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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

지급의 안정성과 성장

배당 데이터 가져오는 중

안정적인 배당: WELL 의 배당금 지급은 지난 10 년 동안 휘발성이었습니다.

배당금 증가: WELL 의 배당금 지급은 지난 10 년 동안 증가했습니다.

배당 수익률 vs 시장

Welltower 배당 수익률 vs 시장
WELL의 배당 수익률은 시장과 어떻게 비교되나요?
구분배당 수익률
회사 (WELL)1.4%
시장 하위 25% (US)1.3%
시장 상위 25% (US)4.0%
업계 평균 (Health Care REITs)2.5%
분석가 예측 (WELL) (최대 3년)1.7%

주목할만한 배당금: WELL 의 배당금( 1.42% )은 US 시장에서 배당금 지급자의 하위 25%( 1.32% )보다 높습니다.

고배당: WELL 의 배당금( 1.42% )은 US 시장에서 배당금 지급자의 상위 25%( 4% )와 비교해 낮습니다.

주주 대상 이익 배당

수익 보장: 현재 지불 비율 ( 86.8% )에서 WELL 의 지불은 수입으로 충당됩니다.

주주 현금 배당

현금 흐름 범위: 현재 현금 지급 비율 ( 76.9% )에서 WELL 의 배당금 지급은 현금 흐름으로 충당됩니다.

높은 배당을 제공하는 우량 기업 찾기

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기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/08/24 07:19
종가2026/08/21 00:00
수익2026/06/30
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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산업 및 섹터 지표

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분석가 소스

Welltower Inc.는 48명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Amanda SweitzerBaird
David RodgersBaird
Bryan SekinoBarclays