Welltower Inc.
WELL
NYSE·Real Estate·REIT - Healthcare Facilities·Mkt cap $173.3B
$239.42
▼ -0.42%
P/E
109.32
Mkt Cap
$173.3B
52-Wk Range
$163.75–$255.20
52-Week Range
$163.75 - $255.20
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 43.4% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
5 reasons
- S&P 500 scale and financial strength enabling large-scale acquisitions
- Strategic partnerships with leading healthcare operators and systems
- Diversified geographic footprint across high-growth U.S., Canadian, and U.K. markets
- Specialized expertise in healthcare real estate and care delivery models
- Long-term lease agreements providing stable, predictable cash flows
Bear Case
2 risks
- Low volatility (beta 0.8).
- Growth premium of 2.1x vs Healthcare REITs peers. Elevated but may be justified by growth trajectory.
Growth
Moderate growth ahead
Aging population increasing demand for seniors housing and post-acute care
Value
Growth premium of 2.1x vs Healthcare REITs peers. Elevated but may be justified by growth trajectory.
Momentum
Hot
+23.1% over 3m
Quality
Stable
High-growth business (39% revenue growth, 39% gross margin). Profitable with strong growth momentum.
Dividend
Modest
1.28% yield
Smart-money signal
Who's buying WELL right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Recent earnings results
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Oct 26, 2026
JUL 27, 2026
Reported EPS of $0.61 vs $0.62 consensus (-1.1% surprise). Revenue of $3.5B vs $3.4B expected (+4.2%).
EPS surprise · last 4Q
0 of 1 beats
Estimate
Actual
Q3 26
-1.1%
Revenue trend · last 8Q
—
+29%
+30%
+40%
+34%
+41%
+38%
+43%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$2.0B
$2.2B
$2.4B
$2.5B
$2.6B
$3.1B
$3.3B
$3.6B
Margins · last 8Q
Gross
-34.8%
Operating
18.3%
Profit
12.4%
Wall Street consensus
9 analysts · 89% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
89%
Hold
11%
Sell
0%
Median Price Target
—
Latest: Scotiabank · Sep 2, 2026
vs Industry
How WELL stacks vs REIT - Healthcare Facilities
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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