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 7,425 funds
0
Analysts bullish %
of 6 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
99% more first-time investments, than exits
New positions opened: 153 | Existing positions closed: 77
43% more repeat investments, than reductions
Existing positions increased: 452 | Existing positions reduced: 317
10% more funds holding in top 10
Funds holding in top 10: 21 [Q3] → 23 (+2) [Q4]
7% more capital invested
Capital invested by funds: $72.8B [Q3] → $77.9B (+$5.11B) [Q4]
6% more funds holding
Funds holding: 1,038 [Q3] → 1,096 (+58) [Q4]
5.45% more ownership
Funds ownership: 93.43% [Q3] → 98.88% (+5.45%) [Q4]
47% less call options, than puts
Call options by funds: $155M | Put options by funds: $295M
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$145
5%
downside
Avg. target
$175
14%
upside
High target
$242
59%
upside
6 analyst ratings
5 positive
83%
1 neutral
17%
0 negative
0%
Wells Fargo John Kilichowski 61% 1-year accuracy 11 / 18 met price target | 4%upside $158 | Overweight Upgraded | 8 Apr 2025 |
Mizuho Omotayo Okusanya 64% 1-year accuracy 9 / 14 met price target | 11%upside $170 | Outperform Maintained | 18 Mar 2025 |
Scotiabank Nicholas Yulico 37% 1-year accuracy 16 / 43 met price target | 9%upside $166 | Sector Outperform Maintained | 6 Mar 2025 |
Evercore ISI Group Steve Sakwa 38% 1-year accuracy 17 / 45 met price target | 5%downside $145 | In-Line Maintained | 4 Mar 2025 |
B of A Securities Joshua Dennerlein 50% 1-year accuracy 6 / 12 met price target | 59%upside $242 | Buy Maintained | 18 Feb 2025 |
Financial journalist opinion
Based on 16 articles about WELL published over the past 30 days
Positive
Seeking Alpha
19 hours ago
Welltower Stock: Q1 Earnings Reinforce Strength And Expansion Efforts
Welltower stock continues to trade near all-time highs, driven by strong Q1 earnings and raised guidance for fiscal year 2025. WELL's diverse portfolio, particularly in Senior Housing Operating, has shown significant growth, with a total return of 61% over the last twelve months. Despite strong fundamentals, WELL's premium valuation and market uncertainties, such as high interest rates and trade wars, warrant a cautious hold rating.
Positive
Zacks Investment Research
1 day ago
Welltower's Q1 FFO & Revenues Beat Estimates, Same Store NOI Rises
WELL's Q1 FFO outshines estimates, driven by a rise in revenues. Same Store NOI improves year over year.
Neutral
Seeking Alpha
1 day ago
Welltower, Inc. (WELL) Q1 2025 Earnings Conference Call Transcript
Welltower, Inc. (NYSE:WELL ) Q1 2025 Earnings Conference Call April 29, 2025 9:00 AM ET Company Participants Matt McQueen - Chief Legal Officer & General Counsel Shankh Mitra - CEO John Burkart - COO Nikhil Chaudhri - Chief Information Officer Tim McHugh - CFO Conference Call Participants Vikram Malhotra - Mizuho John Kilichowski - Wells Fargo Jonathan Hughes - Raymond James Ronald Kamdem - Morgan Stanley Austin Wurschmidt - KeyBanc Capital Markets Seth Bergey - Citigroup Rich Anderson - Wedbush Nick Yulico - Scotiabank Michael Carroll - RBC Capital Markets Juan Sanabria - BMO Capital Markets Wes Golladay - Baird Emily Meckler - Green Street Michael Mueller - JPMorgan Operator Thank you for standing by. My name is Kayla and I will be your conference operator today.
Neutral
Seeking Alpha
1 day ago
Baron Real Estate Fund Q1 2025 Top Contributors And Detractors
Welltower Inc. outperformed due to its strong senior housing portfolio, cyclical and secular growth prospects, and strategic acquisition of Amica. American Tower Corporation showed solid performance driven by carrier bookings and a positive 2025 outlook post its exit from India. Equinix, Inc. and Digital Realty Trust, Inc. underperformed due to valuation normalization, earnings headwinds, and evolving concerns in the data center sector.
Positive
Zacks Investment Research
2 days ago
Here's What Key Metrics Tell Us About Welltower (WELL) Q1 Earnings
The headline numbers for Welltower (WELL) give insight into how the company performed in the quarter ended March 2025, 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
2 days ago
Welltower (WELL) Q1 FFO and Revenues Surpass Estimates
Welltower (WELL) came out with quarterly funds from operations (FFO) of $1.20 per share, beating the Zacks Consensus Estimate of $1.15 per share. This compares to FFO of $1.01 per share a year ago.
Positive
Reuters
2 days ago
Welltower forecasts annual FFO above estimates on strong demand for senior housing
Welltower forecast annual funds from operations (FFO) above estimates on Monday, betting on strong demand for the healthcare real estate investment trust's assisted living and senior housing properties.
Neutral
PRNewsWire
2 days ago
Welltower Issues Business Update
TOLEDO, Ohio , April 28, 2025 /PRNewswire/ -- Welltower® Inc. (NYSE: WELL) has issued the following business update which can be found at: https://welltower.com/28-april-2025-business-update About Welltower Welltower Inc. (NYSE: WELL), an S&P 500 company, is one of the world's preeminent residential wellness and healthcare infrastructure companies. We seek to position our portfolio of 1,500+ seniors and wellness housing communities at the intersection of housing, healthcare, and hospitality, creating vibrant communities for mature renters and older adults in the United States, United Kingdom, and Canada.
Neutral
PRNewsWire
2 days ago
Welltower Reports First Quarter 2025 Results
TOLEDO, Ohio , April 28, 2025 /PRNewswire/ -- Welltower Inc. (NYSE:WELL) today announced results for the quarter ended March 31, 2025. First Quarter and Other Recent Highlights Reported net income attributable to common stockholders of $0.40 per diluted share Reported quarterly normalized funds from operations attributable to common stockholders of $1.20 per diluted share, an increase of 18.8% over the prior year Reported total portfolio year-over-year same store NOI ("SSNOI") growth of 12.9%, driven by SSNOI growth in our Seniors Housing Operating ("SHO") portfolio of 21.7% SHO portfolio year-over-year same store revenue increased 9.6% in the first quarter, driven by 400 basis points ("bps") of year-over-year average occupancy growth and Revenue Per Occupied Room ("RevPOR") growth of 5.9% SHO portfolio year-over-year SSNOI margin expanded by 290 bps in the first quarter driven primarily by strong RevPOR growth, which continued to meaningfully outpace Expense per Occupied Room ("ExpPOR") growth During the first quarter, we completed $2.8 billion of pro rata gross investments, including $2.7 billion in acquisitions and loan funding and $142 million in development funding As previously announced, in March we entered into a definitive agreement to acquire a portfolio of 38 ultra-luxury seniors housing communities and nine entitled development parcels for C$4.6 billion which will be operated by Amica Senior Lifestyles ("Amica"), a preeminent seniors housing owner/operator of category defining luxury communities with a long-term track record of substantial value creation through superior operational and development acumen, subject to customary closing conditions, including regulatory approvals Improved net debt to Adjusted EBITDA to 3.33x at March 31, 2025 compared to 4.03x at March 31, 2024 As of March 31, 2025, we had approximately $8.6 billion of available liquidity inclusive of $3.6 billion of available cash and restricted cash and full capacity under our $5.0 billion line of credit During the first quarter, S&P Global Ratings ("S&P") and Moody's Investor Service, Inc. ("Moody's") raised their credit ratings related to the Company to "A-" with a stable outlook and to "A3" with a stable outlook, respectively First Quarter Capital Activity and Liquidity Liquidity Update Net debt to consolidated enterprise value decreased to 10.8% as of March 31, 2025 from 17.4% as of March 31, 2024.
Positive
Zacks Investment Research
5 days ago
4 REITs Poised to Shine Bright in the Upcoming Earnings Reports
REITs support diverse real and virtual activities, and WELL, EQIX, EQR, and WPC are likely to reflect that strength in their upcoming earnings.
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