Welltower (WELL) Aktievy
Welltower Inc., ett företag som ingår i S&P 500, intar en central position inom silverekonomin och inriktar sig på hyresbostäder för äldre i USA, Storbritannien och Kanada. Mer information
| Snöflinga Score | |
|---|---|
| Värdering | 0/6 |
| Framtida tillväxt | 3/6 |
| Tidigare resultat | 2/6 |
| Finansiell hälsa | 3/6 |
| Utdelningar | 4/6 |
WELL Community Fair Values
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Welltower
3.3% övervärderad intrinsisk rabatt
Leveraging the Senior Housing Supply Gap
View narrativeEL
Published 16 Mar
Welltower Inc. Konkurrenter
Prishistorik och prestanda
| Historiska aktiekurser | |
|---|---|
| Aktuell aktiekurs | US$235.62 |
| 52 veckors högsta | US$255.20 |
| 52 veckors lägsta | US$163.75 |
| Beta | 0.76 |
| 1 månads förändring | 0.042% |
| 3 månaders förändring | 10.36% |
| 1 års förändring | 39.49% |
| 3 års förändring | 177.89% |
| 5 års förändring | 174.78% |
| Förändring sedan börsintroduktionen | 2,180.19% |
Senaste nyheter och uppdateringar
Uppdatering av berättelse • 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 AlphaUppdatering av berättelse • 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.
Uppdatering av berättelse • 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.Recent updates
Uppdatering av berättelse • 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 AlphaUppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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).Uppdatering av berättelse • 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).Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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).Uppdatering av berättelse • 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).
Ny berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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).Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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 AlphaAktieägarnas avkastning
| WELL | US Health Care REITs | US Marknad | |
|---|---|---|---|
| 7D | -0.2% | -0.5% | -0.9% |
| 1Y | 39.5% | 24.8% | 13.9% |
Avkastning vs industri: WELL översteg US Health Care REITs branschen som gav 24.8 % under det senaste året.
Avkastning vs Marknaden: WELL översteg US marknaden som gav 13.9 % under det senaste året.
Prisvolatilitet
| WELL volatility | |
|---|---|
| WELL Average Weekly Movement | 3.2% |
| Health Care REITs Industry Average Movement | 3.7% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.3% |
| 10% least volatile stocks in US Market | 2.9% |
Stabil aktiekurs: WELL har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för US.
Volatilitet över tid: WELL s veckovolatilitet ( 3% ) har varit stabil under det senaste året.
Om företaget
| Grundad | Anställda | VD OCH KONCERNCHEF | Webbplats |
|---|---|---|---|
| 1970 | 712 | Shankh Mitra | www.welltower.com |
Welltower Inc., ett S&P 500-företag, intar en central position inom silverekonomin och inriktar sig på hyresbostäder för äldre i USA, Storbritannien och Kanada. Deras portfölj med över 2 500 bostadsområden för äldre och hälsoinriktade boenden befinner sig i skärningspunkten mellan bostads- och besöksnäringen och skapar livfulla gemenskaper för äldre hyresgäster och seniorer. De anser att deras fastighetsportfölj är oöverträffad, belägen i mycket attraktiva mikromarknader med fantastiska byggda miljöer.
Welltower Inc. Sammanfattning av grunderna
| WELL grundläggande statistik | |
|---|---|
| Börsvärde | US$169.82b |
| Vinst(TTM) | US$1.55b |
| Intäkter(TTM) | US$12.76b |
109.5x
P/E-förhållande13.3x
P/S-förhållandeÄr WELL övervärderat?
Se Verkligt värde och värderingsanalysResultat & intäkter
| WELL resultaträkning (TTM) | |
|---|---|
| Intäkter | US$12.76b |
| Kostnad för intäkter | US$7.71b |
| Bruttovinst | US$5.05b |
| Övriga kostnader | US$3.50b |
| Intäkter | US$1.55b |
Senast redovisade vinst
Jun 30, 2026
Nästa vinstdatum
n/a
| Vinst per aktie (EPS) | 2.15 |
| Bruttomarginal | 39.56% |
| Nettovinstmarginal | 12.15% |
| Skuld/egenkapitalförhållande | 37.2% |
Hur har WELL utvecklats på lång sikt?
Se historisk utveckling och jämförelseUtdelningar
1.4%
Aktuell utdelningsavkastning87%
UtbetalningskvotFöretagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/09/14 11:59 |
| Aktiekurs vid dagens slut | 2026/09/11 00:00 |
| Intäkter | 2026/06/30 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Welltower Inc. bevakas av 48 analytiker. 7 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Amanda Sweitzer | Baird |
| David Rodgers | Baird |
| Bryan Sekino | Barclays |