WelltowerWELL
WELL
About: Welltower owns a diversified healthcare portfolio of 2,271 in-place properties spread across the senior housing, medical office, and skilled nursing/postacute care sectors. The portfolio includes over 100 properties in both Canada and the United Kingdom as the company looks for additional investment opportunities in countries with mature healthcare systems that operate similarly to that of the United States.
Employees: 685
0
Funds holding %
of 7,139 funds
0
Analysts bullish %
of 5 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
84% more first-time investments, than exits
New positions opened: 142 | Existing positions closed: 77
39% more repeat investments, than reductions
Existing positions increased: 435 | Existing positions reduced: 314
10% more funds holding in top 10
Funds holding in top 10: 21 [Q3] → 23 (+2) [Q4]
2.25% more ownership
Funds ownership: 96.14% [Q3] → 98.39% (+2.25%) [Q4]
2% more funds holding
Funds holding: 1,037 [Q3] → 1,059 (+22) [Q4]
4% more capital invested
Capital invested by funds: $74.4B [Q3] → $77.5B (+$3.14B) [Q4]
47% less call options, than puts
Call options by funds: $155M | Put options by funds: $295M
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$141
5%
downside
Avg. target
$170
14%
upside
High target
$242
63%
upside
5 analyst ratings
5 positive
100%
0 neutral
0%
0 negative
0%
B of A Securities Joshua Dennerlein 50% 1-year accuracy 7 / 14 met price target | 63%upside $242 | Buy Maintained | 18 Feb 2025 |
Wedbush Richard Anderson 62% 1-year accuracy 21 / 34 met price target | 12%upside $167 | Outperform Upgraded | 14 Feb 2025 |
Scotiabank Nicholas Yulico 51% 1-year accuracy 19 / 37 met price target | 3%downside $144 | Sector Outperform Maintained | 27 Jan 2025 |
Raymond James Jonathan Hughes 50% 1-year accuracy 3 / 6 met price target | 4%upside $155 | Strong Buy Maintained | 16 Dec 2024 |
Mizuho Omotayo Okusanya 69% 1-year accuracy 9 / 13 met price target | 5%downside $141 | Outperform Maintained | 5 Dec 2024 |
Financial journalist opinion
Based on 25 articles about WELL published over the past 30 days
Positive
Zacks Investment Research
1 day ago
Welltower (WELL) is a Great Momentum Stock: Should You Buy?
Does Welltower (WELL) have what it takes to be a top stock pick for momentum investors? Let's find out.
Neutral
Seeking Alpha
2 days ago
Welltower: Strong Business But Expensive (Rating Downgrade)
Welltower Inc. operates as a REIT that generates earnings through a portfolio of senior care properties. WELL's price has appreciated by more than 160% since the start of 2021, far outpacing the rest of the real estate sector. The business has a positive outlook, with double-digit growth estimated for their Seniors Housing Operating segment. As the population continues to age, WELL is aligned to benefit.
Neutral
Seeking Alpha
3 days ago
Always Avoid The Popularity Contests
Welltower (WELL) is a popular REIT with strong growth but is overvalued at a P/AFFO of 39.6x, making it risky to buy now. Hannon Armstrong (HASI) is undervalued, trading at 11.3x with a 6% dividend yield, offering a safer and potentially more profitable investment. Follow Buffett's advice by investing with a long-term horizon, ensuring that gains are built over time rather than chasing short-term trends.
Neutral
Seeking Alpha
3 days ago
Welltower Stock: Long-Term Potential Vs. Near-Term Risks
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.
Positive
Seeking Alpha
3 days ago
3 High-Quality REITs That Have Become Absurdly Cheap
REITs are priced at decade-low valuations. Even the highest quality REITs are discounted. We highlight three blue-chip REITs that are absurdly cheap.
Neutral
Seeking Alpha
1 week ago
Welltower, Inc. (WELL) Q4 2024 Earnings Call Transcript
Welltower, Inc. (NYSE:WELL ) Q4 2024 Earnings Conference Call February 12, 2025 9:00 AM ET Company Participants Matt McQueen - CLO & General Counsel Shankh Mitra - CEO John Burkart - COO Nikhil Chaudhri - CIO Tim McHugh - CFO Conference Call Participants Vikram Malhotra - Mizuho Jonathan Hughes - Raymond James Joshua Dennerlein - Bank of America Nick Joseph - Citi Nick Yulico - Scotiabank Austin Wurschmidt - KeyBanc John Kilichowski - Wells Fargo Ronald Kamdem - Morgan Stanley Rich Anderson - Wedbush Juan Sanabria - BMO Capital Markets Michael Carroll - RBC Capital Markets Jim Kammert - Evercore Mike Mueller - JPMorgan Emily Meckler - Green Street Operator Ladies and gentlemen, thank you for standing by, and welcome to the Welltower Fourth Quarter 2024 Earnings Conference Call. All lines have been placed on mute to prevent any background noise.
Positive
Zacks Investment Research
1 week ago
Welltower's Q4 FFO & Revenues Beat Estimates, Same Store NOI Rises
WELL's Q4 FFO outshines estimates, driven by a rise in revenues. Same Store NOI improves year over year.
Positive
Zacks Investment Research
1 week ago
Welltower (WELL) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
The headline numbers for Welltower (WELL) give insight into how the company performed in the quarter ended December 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Positive
Zacks Investment Research
1 week ago
Welltower (WELL) Q4 FFO and Revenues Surpass Estimates
Welltower (WELL) came out with quarterly funds from operations (FFO) of $1.13 per share, beating the Zacks Consensus Estimate of $1.12 per share. This compares to FFO of $0.96 per share a year ago.
Neutral
PRNewsWire
1 week ago
Welltower Issues Business Update
TOLEDO, Ohio , Feb. 11, 2025 /PRNewswire/ -- Welltower® Inc. (NYSE: WELL) has issued the following business update which can be found at: https://welltower.com/february2025-business-update About Welltower Welltower® Inc. (NYSE: WELL), an S&P 500 company headquartered in Toledo, Ohio, is driving the transformation of health care infrastructure. The Company invests with leading seniors housing operators, post-acute providers, and health systems to fund the real estate infrastructure needed to scale innovative care delivery models and improve people's wellness and overall health care experience.
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