WELL logo

Welltower Inc. Stock Price

NYSE:WELL Community·US$145.9b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 59 Fair Values set on narratives written by author

WELL Share Price Performance

US$206.65
52.53 (34.08%)
US$228.14
Fair Value
US$206.65
52.53 (34.08%)
9.4% undervalued intrinsic discount
US$228.14
Fair Value
Price US$206.65
elizabao US$228.14
AnalystConsensusTarget US$233.50
AnalystLowTarget US$202.13

WELL Community Narratives

Fair Value
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Fair Value US$228.14 9.4% undervalued intrinsic discount

Leveraging the Senior Housing Supply Gap

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Fair Value US$233.5 11.5% undervalued intrinsic discount

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

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25users have followed this narrative
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Fair Value US$202.13 2.2% overvalued intrinsic discount

Acquisitions And Fund Launch Will Test And Support REIT Resilience

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US$228.14
9.4% undervalued intrinsic discount
Fair Value
Revenue
16.45% p.a.
Profit Margin
8.64%
Future PE
154.78x
Price in 2031
US$321.81
US$202.13
2.2% overvalued intrinsic discount
Revenue
11.75% p.a.
Profit Margin
16.01%
Future PE
78.43x
Price in 2029
US$248.45
US$233.5
11.5% undervalued intrinsic discount
Revenue
15.25% p.a.
Profit Margin
17.29%
Future PE
79.94x
Price in 2029
US$287.86

Trending Discussion

Updated Narratives

WELL logo

Leveraging the Senior Housing Supply Gap

Fair Value: US$228.14 9.4% undervalued intrinsic discount
2 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
WELL logo

WELL: Medium Term Guidance And Capital Recycling Will Drive Fair Value

Fair Value: US$202.13 2.2% overvalued intrinsic discount
2 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
WELL logo

WELL: Data Platform And Higher Margins Will Support Future Upside Potential

Fair Value: US$271.37 23.8% undervalued intrinsic discount
5 users have set this as their fair value
0 users have commented on this narrative
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Snowflake Analysis

Acceptable track record with mediocre balance sheet.

2 Risks
3 Rewards

Welltower Inc. Key Details

US$11.8b

Revenue

US$7.1b

Cost of Revenue

US$4.7b

Gross Profit

US$3.3b

Other Expenses

US$1.4b

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
1.99
39.87%
11.96%
39.9%
View Full Analysis

About WELL

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

Welltower Inc. is a 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. Our portfolio of 2,000+ seniors and wellness housing communities are positioned at the intersection of housing and hospitality, creating vibrant communities for mature renters and older adults. We believe our real estate portfolio is unmatched, located in highly attractive micro markets with stunning built environments. Yet, we are an unusual real estate organization as we view ourselves as an operating company in a real estate wrapper, driven by highly aligned partnerships and an unconventional culture. Through our disciplined approach to capital allocation powered by our Data Science platform and superior operating results driven by the Welltower Business System - our end-to-end operating platform - we aspire to deliver long-term compounding of per share growth for our existing investors, our North Star. Welltower Inc. was incorporated in 1970 in Delaware and is based in Toledo, Ohio.

Recent WELL News & Updates

Narrative Update 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.
Narrative Update 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).

Recent updates

No updates