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WELL logo

Welltower Inc. Stock Price

NYSE:WELL Community·US$169.9b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 71 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

WELL Share Price Performance

US$235.62
66.49 (39.31%)
​
US$238.73
Fair Value
US$235.62
66.49 (39.31%)
1.3% undervalued intrinsic discount
US$238.73
Fair Value
Price US$235.62
AnalystConsensusTarget US$238.73
elizabao US$228.14
AnalystHighTarget US$292.00
Tue, 7 Jul 26
Fair ValueUS$238.73
Share Pricen/a

WELL Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$238.73 1.3% undervalued intrinsic discount

Analysts Lift Welltower Price Target Amid Raised Guidance and Improved Valuation Metrics

1users have liked this narrative
0users have commented on this narrative
27users have followed this narrative
EL
elizabao's
Fair Value
·
Fair Value US$228.14 3.3% overvalued intrinsic discount

Leveraging the Senior Housing Supply Gap

0users have liked this narrative
0users have commented on this narrative
6users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$292 19.3% undervalued intrinsic discount

Aging And Home-Based Care Trends Will Boost Senior Housing Demand

0users have liked this narrative
0users have commented on this narrative
5users have followed this narrative
WELL logo
Welltower
3.3% overvalued intrinsic discount

Leveraging the Senior Housing Supply Gap

View narrative
EL
elizabao
Published 16 Mar
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WELL logo
Welltower
1.7% overvalued intrinsic discount

Acquisitions And Fund Launch Will Test And Support REIT Resilience

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AN
AnalystLowTarget
AnalystLowTarget
Updated 3 Sep
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WELL logo
Welltower
19.3% undervalued intrinsic discount

Aging And Home-Based Care Trends Will Boost Senior Housing Demand

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 5 Aug
Read Narrative
WELL logo
Welltower
1.3% undervalued intrinsic discount

Analysts Lift Welltower Price Target Amid Raised Guidance and Improved Valuation Metrics

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 7 Jul
Read Narrative

Trending Discussion

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Recently Updated Narratives

EL
WELL logo

Leveraging the Senior Housing Supply Gap

Fair Value: US$228.14 3.3% overvalued intrinsic discount
6 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
WELL logo

WELL: Higher Multiple And Ongoing Equity Issuance Will Temper Forward Returns

Fair Value: US$231.61 1.7% overvalued intrinsic discount
3 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
WELL logo

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

Fair Value: US$292 19.3% undervalued intrinsic discount
5 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Average dividend payer with mediocre balance sheet.

2 Risks
2 Rewards
View Full Analysis

Welltower Inc. Key Details

US$12.8b

Revenue

US$7.7b

Cost of Revenue

US$5.0b

Gross Profit

US$3.5b

Other Expenses

US$1.6b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
2.15
39.56%
12.15%
37.2%
View Full Analysis

About WELL

Founded
1970
Employees
712
CEO
Shankh Mitra
WebsiteView website
www.welltower.com

Welltower Inc., an S&P 500 company, is positioned at the center of the silver economy, focusing on rental housing for aging seniors across the United States, United Kingdom, and Canada. Their portfolio of 2,500+ seniors and wellness housing communities are positioned at the intersection of housing and hospitality, creating vibrant communities for mature renters and older adults. They believe our real estate portfolio is unmatched, located in highly attractive micro markets with stunning built environments. Yet, Welltower is an unusual real estate organization as they view themselves as an operating company in a real estate wrapper, driven by highly aligned partnerships and an unconventional culture. Through their disciplined approach to capital allocation powered by their Data Science platform and superior operating results driven by the Welltower Business System - their end-to-end operating platform - they aspire to deliver long-term compounding of per share growth for their existing investors, North Star. Welltower Inc. was incorporated in 1970 in Delaware and is based in Toledo, Ohio.

Recent WELL News & Updates

User avatar
Narrative Update • Sep 03

WELL: Higher Multiple And Ongoing Equity Issuance Will Temper Forward Returns

Analysts have raised their price target for Welltower to $231.61 from $210.69, citing updated assumptions for fair value, revenue growth, profit margin and future P/E as the main drivers of this change. What’s in the News for Welltower Welltower completed a follow on equity offering of approximately US$6.63b through an at the market program, issuing multiple tranches of common stock at price ranges from about US$186.60 to US$233.16 per share.
Seeking Alpha • Aug 28

Welltower: Put On Your Running Shoes (Rating Downgrade)

Summary WELL is trading at historically high valuations, now over 3x the sector average FFO multiple. WELL's shift to the SHOP model and strong senior housing demand have driven double-digit dividend and NOI growth, with Q2 SHOP NOI up 20.5%. Despite operational strength and raised guidance, WELL faces significant downside risk if market sentiment or growth expectations falter. I assign WELL a Strong Sell, citing extreme overvaluation, execution risk, and historical precedent of sharp REIT repricing after exuberant cycles. Read the full article on Seeking Alpha

Recent updates

No updates

Welltower Inc. Competitors

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