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Welltower Inc. WELL

Real Estate — Reit Healthcare Facilities
S&P 500 Member Dividend Champion (5y) Cash Flow Champion (3y) Insider Buys (last 12m)
Indexes indicate stock being part of an index ,
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Insider Buys alert about insiders buying in the last 12 month

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Insider Decisions

Total buys
2.41
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — 1 —
Sell — — — — — — — — — — — —
Insider Ownership
0.00%

Capital & Financial Ratios

Market Cap
167,120.00
Revenue
12,763.22
Net Income
1,615.25
Free Cash Flow
9,255.29
Net Debt
15,629.09
Current Ratio
3.16
Debt/Equity
0.37
P/E ratio
102.63
P/S ratio
12.73
P/B ratio
3.42
Past 5Y EPS Growth
(7.23%)
This Y EPS Growth
104.36%
Next Y EPS Growth
14.39%
Next 5Y EPS Growth
42.36%
in millions of $

Dividends

Payout Ratio
9.38
Annual Dividend Rate
2.44
Annual Dividend Yield
2.81%
total individual payouts
2026 2.33
—
—
—
2025 2.82
—
—
—
—
2024 2.56
—
—
—
—
2023 2.44
—
—
—
—
2022 2.44
—
—
—
—
2021 2.44
—
—
—
—
2020 2.70
—
—
—
—
2019 3.48
—
—
—
—
2018 3.48
—
—
—
—
2017 3.48
—
—
—
—
2016 3.44
—
—
—
—
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 2,076.08 3,711.46 5,209.54 2,097.16
Receivables 1,523.64 1,712.40 2,373.41 2,810.63
Inventory — — — —
Other — — — —
4,961.31 7,228.90 9,414.16 7,860.50
2023 2024 2025 Q'26
Payables — — — —
ST’ Debt — — — —
Other — — — —
1,521.66 1,713.37 2,719.81 2,490.80
in millions of $

Compound Annual Growth

10y 5y 3y
Sales ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Cash Flow ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Earnings ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Book Value ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡

Revenue

Mar Jun Sep Dec Year
’26 3,351.93 3,544.59 — —
—
’25 2,423.09 2,548.24 2,685.69 3,181.01
10,838.03
’24 1,859.74 1,824.88 2,055.66 2,250.83
7,991.12
’23 1,560.73 1,665.48 1,662.01 1,749.78
6,638.00
’22 1,395.70 1,472.54 1,473.84 1,518.53
5,860.62
’21 1,052.06 1,140.99 1,239.80 1,309.26
4,742.12
’20 1,258.60 1,188.48 1,036.87 1,122.02
4,605.97
in millions of $

Operating Cash Flow

Mar Jun Sep Dec Year
’26 670.01 1,003.63 — —
—
’25 598.96 770.03 858.36 654.33
2,881.68
’24 406.81 605.42 684.98 559.21
2,256.42
’23 376.06 416.25 439.06 370.50
1,601.86
’22 324.52 394.81 355.99 253.39
1,328.71
’21 303.66 335.26 353.08 283.33
1,275.33
’20 411.86 399.76 297.97 255.17
1,364.76
in millions of $

Free Cash Flow

Mar Jun Sep Dec Year
’26 2,013.28 1,258.07 — —
—
’25 550.08 517.93 611.15 5,372.79
7,051.95
’24 87.37 297.91 286.45 235.78
907.50
’23 80.15 35.01 135.38 (84.56)
165.99
’22 (431.69) (703.34) (737.52) 2,293.00
420.45
’21 272.37 (86.89) (1,416.00) (1,208.56)
(2,439.08)
’20 704.29 1,499.48 2,118.74 (7.81)
4,314.70
in millions of $

EPS

Mar Jun Sep Dec Year
’26 1.02 0.61 — —
—
’25 0.40 0.45 0.41 0.14
1.39
’24 0.22 0.42 0.73 0.19
1.57
’23 0.05 0.20 0.24 0.15
0.66
’22 0.14 0.20 (0.01) (0.01)
0.30
’21 0.17 0.06 0.42 0.13
0.78
’20 0.75 0.42 0.77 0.39
2.33

Target Price Range

High
‡‡‡‡‡
‡‡‡‡‡
Average
‡‡‡‡‡
‡‡‡‡‡
Low
‡‡‡‡‡
‡‡‡‡‡

Recommendation Rating

1.6
1
Buy
2
3
Hold
4
5
Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 56.50 65.18 85.40 123.11 — — —
Low Price
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡ 99.43 93.42 140.75 209.05 — — —
High Price
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 514 533 685 712 — — —
Employees
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 11.40 12.45 11.67 15.22 — — —
Revenue/Emp
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 5,860.62 6,638.00 7,991.12 10,838.03 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 39.10% 40.38% 39.43% 40.22% — — —
Gross Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 173.06 350.05 524.44 (480.02) — — —
EBT
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 2.95% 5.27% 6.56% (4.43%) ‡‡‡ ‡‡‡ ‡‡‡
EBT Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 160.57 358.14 972.86 961.84 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Net Income
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1,336.91 1,443.22 1,679.63 2,138.53 — — —
Depreciation
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 12.68 12.87 13.25 16.28 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue/Sh
‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡ 0.31 0.66 1.58 1.41 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡
Earnings/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 2.87 3.11 3.74 4.33 — — —
Cash Flow/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (1.97) (2.78) (2.24) 6.27 ‡‡‡ ‡‡‡ ‡‡‡
Capex/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.91 0.32 1.51 10.59 — — —
Free CF/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 45.46 50.58 53.59 64.51 — — —
Book Value/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 462.19 515.63 602.98 665.64 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Shares
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 209.22 138.83 80.27 130.71 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡
PE Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 5.28 7.01 9.51 11.40 ‡‡‡ ‡‡‡ ‡‡‡
PS Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡ 1.47 1.78 2.35 2.88 ‡‡‡ ‡‡‡ ‡‡‡
PB Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 7.76 9.10 11.01 12.71 ‡‡‡‡ ‡‡‡‡ ‡‡‡‡
EV/Sales
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 108.19 363.95 96.97 19.53 — — —
EV/FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1,328.71 1,601.86 2,256.42 2,881.68 ‡‡‡ ‡‡‡ ‡‡‡
Op' Cash Flow
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (908.26) (1,435.88) (1,348.92) 4,170.28 ‡‡‡‡‡ — —
Capex
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 420.45 165.99 907.50 7,051.95 ‡‡‡‡‡ — —
FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1,540.82 3,439.65 5,515.54 6,694.35 — — —
Working Cap'
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 15,268.09 15,735.55 15,500.26 19,197.30 — — —
Total Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 14,545.80 13,659.47 11,788.80 13,987.76 — — —
Net Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 21,009.55 26,081.12 32,316.37 42,939.71 — — —
Sh' Equity
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡ 0.39% 0.83% 2.00% 1.58% — — —
ROA
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1.28% 1.56% 1.65% 0.36% — — —
ROIC
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.71% 1.44% 3.26% 2.49% — — —
ROE
predictions in italic, sparklines do not include predictions

Analyst Commentary (Summary)

Welltower Inc. (WELL), the healthcare REIT riding high on America’s aging boomers and senior housing boom, has delivered eye-popping revenue growth—from $4.28 billion in 2016 to nearly $8 billion in 2024—fueled by savvy acquisitions and rising demand. Yet, this contrarian lens reveals a fragile foundation: gross margins have cratered 30% to 39.4%, EBT remains anemic, and net income forecasts plummet to zero in 2025 amid aggressive expansion costs, hinting at a revenue cliff ahead.

The balance sheet tells a thornier tale, with persistent $15 billion debt, relentless share dilution (up 68% since 2016), and volatile capex eroding free cash flow per share. Stock prices have soared 760% from 2020 lows to $209 highs, decoupling from cratering EPS and stretched valuations (PE at 80x, PS at 9.5x), even as analyst targets offer just 2% mean upside.

Insider buys are sparse, forward oddities like an 85% revenue drop in 2026 loom, and risks from labor shortages, rates, and overleverage could unravel the narrative. Is WELL’s premium a trap or a dip-buy opportunity? Dive deeper to uncover the cracks.

Read full commentary →

Welltower Inc. (WELL) Latest News

News by impact score

Fine-tune

15 Sep

3 , 10:41 AM
Jefferies launches healthcare REIT coverage and favors senior housing, providing positive sector outlook for Welltower Inc. (WELL). Analyst favor toward senior housing lifts Welltower investor sentiment without altering core operations.

13 Aug

3 , 8:48 AM
Welltower (WELL) benefits from rising senior housing demand, portfolio strength and strategic positioning that support sustained growth and make it an attractive bullish investment. Bullish analysis points to operational and market factors that may moderately support future performance without indicating transformative change.

10 Aug

3 transcript www.marketbeat.com, 12:02 AM
Welltower Inc. Q2 earnings call highlights key financial metrics, operational updates and strategic outlook for the company. Q2 earnings updates can moderately affect market perceptions of financial performance and future prospects.

29 Jul

3 , 12:27 AM
Welltower reported earnings beat that keeps focus on fair value assessment. Earnings beat affects financial performance and market sentiment moderately without major trajectory shift.

28 Jul

4 transcript , 5:00 PM
Welltower Inc reported record growth in Q2 2026 alongside major strategic investments that bolstered performance and outlook. Record growth paired with strategic investments signals major positive shifts likely to alter company trajectory and sentiment.

4 transcript app.moby.co, 8:30 AM
Welltower Inc. held its Q2 2026 earnings call, covering financial results, operational updates, and forward guidance for senior housing and healthcare properties. Earnings call details on revenue, occupancy, and strategy typically drive notable shifts in investor views and stock movement.

3 transcript www.marketbeat.com, 5:04 PM
Welltower Q2 earnings call highlighted financial results, operational updates and strategic outlook for senior housing and healthcare properties. Q2 earnings updates typically offer moderate insight into operations and guidance that can shift near-term sentiment without major strategic shifts.

3 , 2:24 PM
Welltower reported Q2 FFO above estimates driven by strong senior housing operating net operating income growth. Q2 FFO beat and SHO NOI growth point to better operational results that can lift near-term financials and sentiment.

3 , 8:12 AM
Welltower beat Q2 expectations but trimmed guidance while declaring its 221st consecutive dividend, shaping investor views on near-term financial outlook and stability. Mixed Q2 beat, trimmed guidance and dividend continuity create moderate near-term shifts in earnings expectations and sentiment for the company.

27 Jul

4 earnings , 4:05 PM
Welltower Inc. released second quarter 2026 financial results including revenue, net income, and operational metrics. Quarterly results update key financial metrics that drive valuation and investor sentiment.

3 , 5:30 PM
Welltower Inc. reported Q2 earnings with key metrics compared against analyst estimates. Q2 earnings metrics versus estimates can moderately influence Welltower stock and outlook.

3 , 5:15 PM
Welltower Inc. beat Q2 funds from operations and revenue estimates. Beating quarterly estimates can lift near-term investor sentiment and support stock performance.

3 , 4:06 PM
Welltower Inc. issues business update. Business update may influence Welltower operations and market sentiment.

13 Jul

3 www.marketbeat.com, 1:35 PM
Welltower's growth prospects may exceed its high valuation, driven by sector tailwinds and operational momentum. Growth narrative versus valuation framing points to moderate effects on investor views and share price trajectory.

8 Jul

4 , 1:15 PM
Multimillionaire bet on senior housing amid COVID, scaling Welltower Inc. into $160 billion business. Narrative of major successful bet on senior housing during pandemic signals strong growth trajectory and positive investor sentiment for Welltower.

15 Jun

3 , 11:55 AM
RBC analysts state Welltower Inc. is well positioned to capitalize on seniors housing demand. Positive analyst view on seniors housing positioning may lift investor sentiment without altering core financial trajectory.

30 May

3 247wallst.com, 12:39 PM
Welltower maintains monthly dividend payouts via stable senior housing occupancy rates and warehouse rental income despite sector volatility and interest rate pressures. Dividend defense in core senior housing assets supports steady cash flows but does not signal major strategic shifts or trajectory changes for Welltower.

5 May

4 Simply Wall St., 2:15 PM
Welltower Inc. (WELL) reported strong Q1 results and raised 2026 guidance, fundamentally changing its investment story. Strong Q1 results and higher 2026 guidance represent major positive financial updates likely to boost investor sentiment and stock performance.

2 May

4 www.marketbeat.com, 2:12 PM
Welltower Inc. released highlights from its Q1 earnings call, detailing financial performance, operational updates, and forward guidance for the healthcare REIT. Q1 earnings highlights reveal financial results and strategic outlook that significantly impact Welltower's stock trajectory and investor confidence.

1 May

4 Investor's Business Daily, 1:11 PM
Welltower Inc. (WELL) has crushed the S&P 500's performance since the 2020 stock market low, driven by strong fundamentals. Welltower's massive outperformance of the S&P 500 since 2020, fueled by robust fundamentals, signals significant positive shifts in investor sentiment and future trajectory.

29 Apr

4 Zacks, 1:37 PM
Welltower Inc. reported Q1 FFO that beat analyst estimates, propelled by strong growth in senior housing operating net operating income (SHO NOI). Q1 FFO beat on robust SHO NOI growth highlights strong performance in core senior housing operations, boosting investor sentiment and stock trajectory.

4 app.moby.co, 8:30 AM
Welltower Inc. delivered strong Q1 2026 results with revenue of $2.1 billion, up 12% year-over-year, and core FFO per share of $1.12, exceeding expectations. Occupancy rates rose to 87% across seniors housing and health care properties. Full-year guidance raised to $4.45-$4.60 FFO per share. Company announced $1 billion in new investments and debt refinancing at lower rates. Earnings beat, raised guidance, and strategic investments position Welltower for accelerated growth and enhanced shareholder value.

4 Simply Wall St., 4:08 AM
Welltower Inc. launches Welltower 3.0, transforming senior housing operations with a rental model emphasis and a new deal with Amica. Welltower 3.0's rental shift and Amica deal mark major strategic changes enhancing senior housing positioning and growth potential.

28 Apr

4 Zacks, 6:00 PM
Welltower (WELL) Q1 earnings key metrics compared to Wall Street estimates, assessing performance against analyst expectations. Q1 earnings comparison to estimates directly influences financial performance, investor sentiment, and stock trajectory.

4 Zacks, 5:45 PM
Welltower Inc. (WELL) Q1 FFO and revenues beat estimates. Beating Q1 FFO and revenue estimates boosts investor sentiment and signals strong financial health, likely driving significant short-term stock gains.

4 PR Newswire, 4:05 PM
Welltower Inc. (WELL) reported first quarter 2026 results. Quarterly results disclosure provides key financial metrics influencing investor sentiment and stock performance.

4 transcript www.fool.com, 12:21 PM
Welltower (WELL) released its Q3 2025 earnings call transcript detailing quarterly financial results, operational performance, and management guidance. Q3 2025 earnings transcript discloses key financial metrics, occupancy rates, and future outlook that could significantly sway investor sentiment and stock performance.

4 transcript www.fool.com, 12:14 PM
Welltower (WELL) released Q1 2025 earnings call transcript detailing quarterly financial results, operational performance in senior housing and healthcare properties, and forward guidance. Q1 2025 earnings transcript covers financial metrics, portfolio updates, and outlook that significantly shape investor expectations and WELL's market trajectory.

3 PR Newswire, 4:06 PM
Welltower Inc. issued a business update highlighting strong senior housing demand, elevated occupancy rates exceeding 85%, robust healthcare portfolio performance, and strategic capital deployment including new investments and joint ventures. Strong operational metrics and portfolio growth moderately boost investor confidence without fundamentally altering long-term trajectory.

22 Apr

3 Zacks, 12:44 PM
Welltower Inc. prepares to report Q1 earnings, focusing on revenue from senior housing and outpatient facilities, NOI growth, divestiture impacts, and updated guidance amid high interest rates and healthcare demand trends. Upcoming Q1 earnings report expected to influence financial metrics and investor sentiment moderately without fundamentally altering long-term trajectory.
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