Inside the research

Welltower Inc.

WELL Research profile · latest available data

Price overview

$231.37

▼ -2.24 (-1.0%)

52w hi$251.12
52w lo$163.53
Vol2.31M
As of25 Sep 2026

The Verdict

Hold

Our score +0.24

Short+0.44
Medium+0.17
Long-0.05

computed 2026-09-27

Key fundamentals

Welltower Inc.

Real Estate · REIT - Healthcare Facilities

Market cap$166.72B
Enterprise value$185.76B
Trailing P/E104.22x
Forward P/E72.76x
EV / EBITDA55.61x
P / S (ttm)13.06x
Profit margin12.1%
Return on equity3.8%
Revenue growth+39.1%
Earnings growth+35.6%
Debt / equity41.38

Layer Breakdown

LayerRawContribution
Fundamental+0.20
Sector-0.04
Technical+0.27
Earnings+0.00
Sentiment+0.00

macro × 1.00 · 2026-09-27

Business overview

Welltower Inc., an 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. Their portfolio of 2,500+ seniors and wellness housing communities are positioned at the intersection of housing and hospitality, creating vibrant communities for mature renters and older adults. They believe our real estate portfolio is unmatched, located in highly attractive micro markets with stunning built environments. Yet, Welltower is an unusual real estate organization as they view themselves as an operating company in a real estate wrapper, driven by highly aligned partnerships and an unconventional culture. Through their disciplined approach to capital allocation powered by their Data Science platform and superior operating results driven by the Welltower Business System - their end-to-end operating platform - they aspire to deliver long-term compounding of per share growth for their existing investors, North Star. Welltower Inc. was incorporated in 1970 in Delaware and is based in Toledo, Ohio.

United States · www.welltower.com

Risk Metrics

Beta vs SPX0.23
Corr SPX0.17
Annual vol22.4%
Annual ret+33.2%
Sharpe1.48
Max DD-13.0%

Window: 504 trading days (504 obs)

Analyst Coverage

Mean PT$232.95
High / Low$260.00 / $192.00
Median$235.50
Analysts20
Strong Buy4
Buy12
Hold3
Sell0
Strong Sell1

Recent rating actions

2024-10-01Wells Fargo→ Equal-Weight
2024-09-23Scotiabank→ Sector Outperform
2024-09-16Evercore ISI Group→ In-Line
2024-08-28Evercore ISI Group→ In-Line
2024-08-21Deutsche Bank→ Buy
2024-08-09RBC Capital→ Sector Perform

Material Events

DateEvent8-K
2026-07-28Other Material Event, Exhibitsread
2026-07-27Earnings Release, Exhibitsread
2026-07-13Other Material Event, Exhibitsread
2026-06-01Reg FD Disclosure, Exhibitsread
2026-05-22Shareholder Voteread
2026-04-29Other Material Event, Exhibitsread
2026-04-28Earnings Release, Exhibitsread
2026-03-10Material Agreement, Exhibitsread
2026-02-10Earnings Release, Exhibitsread
2025-10-28Other Material Event, Exhibitsread
2025-10-27Earnings Release, Reg FD Disclosure…read
2025-10-27Officer / Director Change, Reg FD Disclosure…read

Flow & Concentration

Insider 180d net$0
Insider buys / sells0 / 0
Insider biasNeutral
13F holders7
Top-5 share99.3%
HHI5,065 (concentrated)

Top Holders

HolderValueShares
State Street Corp$9.56B42.14M
Fidelity / FMR LLC$4.41B19.45M
Capital Research / Capital World$362.30M1.60M
Citadel Advisors$238.35M1.05M
Millennium Management$125.75M554.03K
AQR Capital Management$105.85M467.44K
T. Rowe Price Group$4.20M18.49M

As of 2026-06-30

Dividends

Yield (TTM)0.64%
$ / share (TTM)$1.48
5y CAGR+0.9%

Annual dividend per share

2021$2.44
2022$2.44
2023$2.44
2024$2.56
2025$2.82
2026$0.74

SEC Filings

DateFormDoc
2026-07-28424B5view
2026-07-288-Kview
2026-07-2810-Qview
2026-07-278-Kview
2026-07-138-Kview
2026-07-08424B5view
2026-07-06424B5view
2026-06-294view
2026-06-018-Kview
2026-05-274view
2026-05-264view
2026-05-228-Kview
2026-05-054view
2026-05-014view
2026-04-298-Kview

The Long Run

FY 2011–2025 · 14 years

LineLatestCAGRTrend
Revenue$8.45B+14.7%
Cash from ops$1.60B+11.7%

Indices

S&P 500

Recent Sessions

DateOpenHighLowCloseVol
Sep 25$233.84$237.32$229.88$231.372.31M
Sep 24$234.00$236.97$232.85$233.612.75M
Sep 23$229.00$231.99$228.95$229.872.76M
Sep 22$229.95$231.64$229.00$230.392.07M
Sep 21$229.26$233.96$228.51$232.762.81M

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