Welltower Framtida tillväxt

Future kriterier kontrolleras 3/6

Welltower förväntas öka intäkter och intäkter med 17.4% respektive 13.4% per år. EPS förväntas tillväxt med 16.5% per år. Avkastningen på eget kapital förväntas bli 7.2% om 3 år.

Viktig information

17.4%

Tillväxttakt i vinsten

16.52%

Tillväxttakt för EPS

Health Care REITs vinsttillväxt	23.2%
Intäkternas tillväxttakt	13.4%
Framtida avkastning på eget kapital	7.25%
Bevakning av analytiker	Good
Senast uppdaterad	29 Jul 2026

Senaste uppdateringarna om framtida tillväxt

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

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: 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 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

Seeking 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 Alpha

Ny berättelse • Aug 20

Decisive Acquisitions And Operational Efficiencies Propel Senior Housing Leader To New Heights

Welltower's strategic focus on improving senior housing occupancy and acquisitions aimed at portfolio expansion are designed to drive revenue and NOI growth.

Prognoser för vinst- och omsättningstillväxt

NYSE:WELL - Analytikernas framtida uppskattningar och tidigare finansiella data (USD Millions )
Datum	Intäkter	Intäkter	Fritt kassaflöde	Kassaflöde från rörelsen	Genomsnittligt Antal analytiker
12/31/2028	18,633	2,935	N/A	N/A	4
12/31/2027	16,369	2,392	N/A	N/A	6
12/31/2026	14,478	2,150	N/A	N/A	2
6/30/2026	12,763	1,551	N/A	N/A	N/A
3/31/2026	11,767	1,408	2,953	2,953	N/A
12/31/2025	10,838	937	2,882	2,882	N/A
9/30/2025	9,908	960	2,787	2,787	N/A
6/30/2025	9,278	1,130	2,613	2,613	N/A
3/31/2025	8,554	1,082	2,449	2,449	N/A
12/31/2024	7,991	952	2,256	2,256	N/A
9/30/2024	7,490	916	2,068	2,068	N/A
6/30/2024	7,031	593	1,822	1,822	N/A
3/31/2024	6,872	442	1,633	1,633	N/A
12/31/2023	6,573	340	1,602	1,602	N/A
9/30/2023	6,283	252	1,485	1,485	N/A
6/30/2023	6,160	118	1,402	1,402	N/A
3/31/2023	5,973	105	1,380	1,380	N/A
12/31/2022	5,861	141	1,329	1,329	N/A
9/30/2022	5,619	204	1,359	1,359	N/A
6/30/2022	5,385	390	1,356	1,356	N/A
3/31/2022	5,053	327	1,296	1,296	N/A
12/31/2021	4,737	336	1,275	1,275	N/A
9/30/2021	4,555	441	1,247	1,247	N/A
6/30/2021	4,352	587	1,192	1,192	N/A
3/31/2021	4,393	740	1,257	1,257	N/A
12/31/2020	4,587	979	1,365	1,365	N/A
9/30/2020	4,747	1,039	1,436	1,436	N/A
6/30/2020	4,976	1,304	1,493	1,493	N/A
3/31/2020	5,108	1,262	N/A	1,604	N/A
12/31/2019	5,121	1,232	N/A	1,536	N/A
9/30/2019	5,100	1,110	N/A	1,583	N/A
6/30/2019	5,070	584	N/A	1,600	N/A
3/31/2019	4,865	601	N/A	1,559	N/A
12/31/2018	4,700	758	N/A	1,584	N/A
9/30/2018	4,553	545	N/A	1,483	N/A
6/30/2018	4,408	555	N/A	1,428	N/A
3/31/2018	4,351	589	N/A	1,417	N/A
12/31/2017	4,317	464	N/A	1,434	N/A
9/30/2017	4,291	908	N/A	1,521	N/A
6/30/2017	4,278	1,169	N/A	1,628	N/A
3/31/2017	4,296	1,176	N/A	1,644	N/A
12/31/2016	4,281	1,012	N/A	1,639	N/A
9/30/2016	4,232	812	N/A	1,617	N/A
6/30/2016	4,132	659	N/A	1,610	N/A
3/31/2016	4,013	777	N/A	1,528	N/A
12/31/2015	3,860	818	N/A	1,383	N/A
9/30/2015	3,698	874	N/A	1,321	N/A

Analytiker Framtid Tillväxt Prognoser

Intäkter kontra sparande: WELL s prognostiserade vinsttillväxt ( 17.4% per år) är över sparkvoten ( 3.5% ).

Resultat vs marknad: WELL s intäkter ( 17.4% per år) förväntas växa snabbare än marknaden för US ( 17% per år).

Höga tillväxtresultat: WELL s intäkter förväntas växa, men inte avsevärt.

Intäkt vs marknad: WELL s intäkter ( 13.4% per år) förväntas växa snabbare än US marknaden ( 12.5% per år).

Hög tillväxtintäkter: WELL s intäkter ( 13.4% per år) förväntas växa långsammare än 20% per år.

Tillväxtprognoser för vinst per aktie

Framtida avkastning på eget kapital

Framtida ROE: WELL s avkastning på eget kapital förväntas bli låg om 3 år ( 7.2 %).

Upptäck tillväxtföretag

Företagsanalys och finansiella data Status

Uppgifter	Senast uppdaterad (UTC-tid)
Analys av företag	2026/07/29 21:33
Aktiekurs vid dagens slut	2026/07/29 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	Resultaträkning Kassaflödesanalys Balansräkning	SEC Form 10-K SEC Form 10-Q
Analytikernas konsensusuppskattningar	+3 år	Prognos för finansiella poster Analytikernas prismål	Rapporter från analytiker Blue Matrix
Marknadspriser	30 år	Aktiekurser Utdelningar, splittar och åtgärder	ICE Marknadsdata SEC Form S-1
Ägarskap	10 år	Största aktieägare Insiderhandel	SEC Formulär 4 SEC Formulär 13D
Förvaltning	10 år	Ledningsgrupp Styrelse och verkställande direktörer	SEC Form 10-K SEC Form DEF 14A
Viktiga utvecklingstendenser	10 år	Företagsmeddelanden	SEC Formulär 8-K

^* 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 team i världsklass 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 47 analytiker. 6 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

Welltower Framtida tillväxt

Future kriterier kontrolleras 3/6

Viktig information

Senaste uppdateringarna om framtida tillväxt

Welltower Inc. Revises Earnings Guidance for the Fiscal Year Ending December 31, 2026

Welltower Inc. Provides Earnings Guidance for the Year Ending December 31, 2026

Consensus EPS estimates fall by 11%

Welltower Inc. Revises Earnings Guidance for the Year Ending December 31, 2025

Consensus EPS estimates fall by 11%, revenue upgraded

Welltower Inc. Provides Earnings Guidance for the Fiscal Year December 31, 2025

Recent updates

Welltower Inc. has filed a Follow-on Equity Offering in the amount of $7.5 billion.

Second quarter 2026 earnings: EPS in line with analyst expectations despite revenue beat

Welltower Inc. Revises Earnings Guidance for the Fiscal Year Ending December 31, 2026

Welltower Needs A Miracle To Justify This Price

WELL: Premium Pricing And Dividend Growth Will Support Future Upside Potential

WELL: Senior Housing Momentum And 2026 Dividend Outlook Will Support Balanced View

Welltower Completes Major Seniors Housing Deals Including Amica Acquisition in Canada

Welltower Inc. to Report Q2, 2026 Results on Jul 27, 2026

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

Welltower Raises Dividend to US$0.85 as Healthcare Investments Top US$21b in Two Years

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

Welltower Inc. Approves Increase in Quarterly Dividend

WELL: Data Science Partnership And 2026 Earnings Outlook Will Support Balanced View

Welltower Targets $0.85 Dividend Supported by Strong Cash Flow and Investment Pipeline

First quarter dividend of US$0.74 announced

First quarter 2026 earnings: EPS and revenues exceed analyst expectations

Welltower Inc. Declares Cash Dividend for the Quarter Ended March 31, 2026, Payable on May 21, 2026

WELL: Data Science Partnership And 2026 Guidance Will Support Balanced Outlook

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

Welltower Inc., Annual General Meeting, May 21, 2026

Welltower Inc. to Report Q1, 2026 Results on Apr 28, 2026

WELL: Data Science Alliance And 2026 Earnings Outlook Will Support Future Upside

WELL: 2026 Earnings Outlook And Data Partnership Will Shape Future Income

Leveraging the Senior Housing Supply Gap

WELL: Medium Term Guidance And Updated Assumptions Will Shape Fair Value

WELL: 2026 Earnings Outlook And Higher Fair Value Will Shape Future Income

Fourth quarter dividend of US$0.74 announced

Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behind

Welltower Inc. Provides Earnings Guidance for the Year Ending December 31, 2026

Welltower Inc. (NYSE:WELL) completed the acquisition of HC-One Ltd from Safanad Inc.

WELL: Higher Profitability Assumptions Will Support Future Upside Potential

Welltower Inc. to Report Q4, 2025 Results on Feb 10, 2026

WELL: Expanded Equity Will Fund Prospective UK Care Acquisition Opportunity

Remedy Medical Properties, Inc. and Kayne Anderson Capital Advisors, L.P. acquired Five Medical Properties in Danbury and Newtown from Welltower Inc. (NYSE:WELL) for $86.9 million.

WELL: Expanded Equity Capacity Will Support Prospective UK Senior Care Acquisition

WELL: Expanded Equity Capacity Will Support Prospective UK Senior Care Acquisition

Welltower Inc. (NYSE:WELL) acquired Vintage Park assisted living facilities in Kansas from Midwest Health Management Inc.

WELL: Equity Issuance And Acquisition Plans Will Shape Future Income Outlook

WELL: Equity Offerings And Margin Improvement Will Offset Lower Income Outlook

Insufficient new directors

WELL: Forward Equity Offerings And Margin Gains Will Balance Lower Guidance

Consensus EPS estimates fall by 11%

Third quarter dividend of US$0.74 announced

Third quarter 2025 earnings: EPS misses analyst expectations

Welltower Inc. has filed a Follow-on Equity Offering in the amount of $7.5 billion.

Welltower Reportedly in Advanced Talks to Acquire Barchester and Limecay

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

Private Fund Management And Acquisitions Will Improve Operational Efficiency

Welltower Inc. to Report Q3, 2025 Results on Oct 27, 2025

Private Fund Management And Acquisitions Will Improve Operational Efficiency

Private Fund Management And Acquisitions Will Improve Operational Efficiency

Second quarter 2025 earnings: EPS in line with analyst expectations despite revenue beat

Welltower Inc. Declares Cash Dividend for the Quarter Ended June 30, 2025, Payable on August 21, 2025

Welltower Inc. to Report Q2, 2025 Results on Jul 28, 2025

Independent Director recently bought US$3.0m worth of stock

First quarter dividend of US$0.67 announced

First quarter 2025 earnings: EPS exceeds analyst expectations

Welltower Inc. Revises Earnings Guidance for the Year Ending December 31, 2025

Welltower Inc., Annual General Meeting, May 22, 2025

Welltower Inc. to Report Q1, 2025 Results on Apr 28, 2025

Welltower Inc. has filed a Follow-on Equity Offering in the amount of $7.5 billion.

Welltower Inc. (NYSE:WELL) agreed to acquire Amica Senior Lifestyles from Ontario Teachers' Pension Plan Board for CAD 4.6 billion.

Consensus EPS estimates fall by 11%, revenue upgraded

Welltower Stock: Long-Term Potential Vs. Near-Term Risks

Fourth quarter dividend of US$0.67 announced

Now 21% overvalued after recent price rise

Welltower Inc. Provides Earnings Guidance for the Fiscal Year December 31, 2025

Welltower Inc. (NYSE:WELL) entered into a definitive merger agreement to acquire NorthStar Healthcare Income, Inc. (OTCPK:NHHS) for approximately $560 million.

Welltower Inc. to Report Q4, 2024 Results on Feb 11, 2025